RevSure Agent Builder – Node Definitions
The RevSure Agent Builder enables users to design intelligent automation workflows by connecting different functional blocks, called nodes. Each node performs a specific task — from triggering workflows and collecting inputs to leveraging AI and writing enriched data back into RevSure or external systems.
This modular design allows RevSure agents to be flexible, data-driven, and seamlessly integrated across marketing, sales, and revenue operations workflows.
Below is a breakdown of all the available node types and their functions.
1. Trigger
Defines when and how an agent workflow begins.
Manual: Must be initiated directly from the RevSure portal.
Scheduled: Executes automatically after a defined time interval or recurring schedule.
Real-Time: Activates instantly upon completion of a specific event, provided the conditions set in the Condition Builder are met.
2. Real-Time Event Conditions Node
Specifies which events and under what circumstances the real-time trigger activates.
Users can:
Select the event source and event type (e.g., CRM updates, form submissions, New lead/account added to CRM)
Add custom conditions to ensure the agent runs only for relevant leads or accounts, minimizing false positives and unnecessary executions.
3. User Input
The entry point for any Agent Builder flow.
It captures a user’s message or an incoming external event, validates it, and transforms it into structured context that downstream nodes can interpret.
This ensures every workflow starts with clean, actionable input.
4. Access RevSure Modules
This node allows agents to query and retrieve insights from RevSure’s core modules.
Currently supported:
Prioritizations- Visitors,Lead, Accounts, Opportunities
Campaign Reallocation
It searches within these data sets for information matching the user input conditions, enabling workflows that act on RevSure’s intelligence.
5. Enrichment
Executes specific data enrichment or operational processes within the workflow.
Currently process: Contact Enrichment.
Key configuration options:
Data Sources: PDL, Lima Data, Bitscale, MixRank, Linkedin
Delta Enrichment Toggle: Enrich only new or updated contacts.
Field Selection: Choose which attributes to enrich from all available fields across data sources.
Custom Enrichment: Provide a prompt and use the enriched fields to run custom enrichments.
6. Scoring
Score leads and accounts using custom and OOTB scoring models
Select the available models via the dropdown
Map the attributes from the RevSure data to the model attributes.
7. Use AI
Defines how AI is leveraged in the workflow.
Available modes:
Account Research: Gathers contextual intelligence about a company including signals such as hiring, financials, funding and more.
Personalized Email: Generates customized outreach emails based on context and data.
Email Conversation: Automates two-way communication and follow-ups.
Summaries: Summarise any workflow and send summaries to Slack, CRM, crm and other destinations.
Ideal Path : Generates the ideal path to the pipeline by campaign name, campaign type, and campaign channel at the lead and account level by looking at historical conversion data.
Additional options:
Test Mode Toggle: Send test emails to a sandbox account before going live.
Preview Email Toggle: Preview and edit the AI-generated email before it is sent out.
Knowledge Base: Provide additional documents or information to give context and improve AI accuracy.
8. Tools
Connects agents to external platforms for execution and communication.
Supported integrations include Gmail, HubSpot, Calendly, Marketo, Salesforce, Gong and Slack etc
Typical use cases include sending personalized emails, creating tasks, scheduling meetings, writing back data, sending summaries, among many more.
9. Alerts and Notifications
Send alerts to Slack, Email, and other destinations for any data in a workflow.
Create templates based on use case.
Prime examples: Sending high-intent lead and account lists to Slack with the relevant users and channels on a daily cadence and Real time intent updates across leads and accounts.
10. Writeback
Write enriched data back into your connected CRM systems.
Supports any CRM system added as a Tool.
Map the fields you want to write back from any part of the agentic workflow to your CRM (e.g, Revsure Data, Enriched fields, AI output - emails, research)
Automatically updates enriched fields within your CRM records.
11. Output
Determines the format and structure of the agent’s output.
Currently supported output formats:
Markdown – for display within RevSure or chat interfaces.
HTML – for formatted emails and web applications.
CSV – for exporting tabular data or enrichment results.