How the agent is doing
Engine room LIVE
The whole pipeline, running. Cards are leads, white envelopes are emails, yellow ones are replies, hearts are hot leads. Numbers refresh every minute from the sheet.
Where leads are in the sequence
Each stage includes everyone who went further.
Emails sent per day
First emails and follow-ups, last 30 days.
Leads by industry
Latest replies
What people wrote back, newest first.
Leads
Everyone the agent has found. Change a status here and the agent respects it from the next run (e.g. mark booked or unsubscribed).
| Name | Company | Title | Industry | Score | Status | Last activity | Reply |
|---|
Compose
Send an email from connect@cobanq.co.uk with the CoBanq signature, without opening Gmail. Every email is logged against the contact's history.
Tips
- Type a name or company in "To" to pick an existing contact.
- Leave out the sign-off and signature; "Best regards," plus the full CoBanq signature are added automatically.
- Replies land in the Inbox page like any other, with an AI-suggested answer.
- Anything you send is logged on the Customers page under that contact.
Signature preview
Zaland Shah · Business Development Officer · 0208 175 2519 · Level39, One Canada Square · FCA FRN 508565 (name, title and phone come from the Targeting page).
Customers
Everyone who has ever replied, as a customer record with the full history of every email, reply and booking. Set an owner, next action and value; everything is logged.
| Contact | Company | Status | Owner | Last activity | Next action |
|---|
Select a customer to see their record and history.
Management reports
Generated automatically on the 1st of each month and emailed to the report recipients. Open any month, or export the underlying data for a date range.
Pipeline forecast
Weighted by how likely each stage is to close (edit the weights on the Compliance page). Enter a deal value on each customer record to make this meaningful.
| Stage | Customers | Value (£) | Weight | Weighted (£) |
|---|
Monthly reports
Export data
CSV files open in Excel. Leave dates blank for everything.
Train the AI
Write instructions in plain English. The agent reads every one of these before it writes an email. Keep each one short and specific: one idea per line.
Add an instruction
Examples that work well
- "Never quote a specific FX rate or percentage saving."
- "For logistics companies, lead with paying overseas carriers."
- "Sound like a colleague, not a salesperson. No buzzwords."
- "If the company is a recruitment agency, mention contractor payroll."
Current instructions
Newest at the bottom. Delete anything that is no longer true.
What CoBanq says it does, and how it sounds
These two paragraphs are the foundation of every email. Edit them in plain English.
Targeting and schedule
Who the agent looks for, how many it emails, and when. Changes apply from the next run (lead finding runs Mondays 08:00; emails go out weekdays 09:00).
Industries
The agent searches Apollo with the keyword and labels each lead with the name. Untick to pause an industry without deleting it.
| On | Name | Search keyword |
|---|
Who to contact
New UK companies (Companies House)
Every morning the agent pulls yesterday's newly incorporated companies from Companies House, finds the director and a work email, and offers them a multi-currency business account with the best rates. Get a free API key at developer.company-information.service.gov.uk (Create an application → REST API key).
Common SIC codes
| 46900 | Non-specialised wholesale |
| 46190 | Agents selling a variety of goods |
| 46690 | Wholesale of other machinery |
| 49410 | Freight transport by road |
| 52290 | Other transportation support (freight forwarding) |
| 52100 | Warehousing and storage |
| 53200 | Courier activities |
| 47910 | Retail via mail order / internet |
| 70229 | Management consultancy |
| 69202 | Bookkeeping and payroll |
| 82990 | Business support services (incl. payroll) |
| 64999 | Financial intermediation n.e.c. |
Sending
Who the emails come from
Approvals
Tomorrow's emails, drafted the evening before with a research brief on each company. Read, edit, approve or skip.
Inbox
Every reply a lead sent, with an answer the AI has already drafted in your tone. Edit it if you like, then send from connect@ without leaving this page.
Experiments
For every industry the agent tests two angles, A and B, half each. Once an industry has 100 sends it shifts 80% of volume to whichever gets more replies, and keeps testing the other. Edit the angles in plain English.
Research agent
Every Sunday evening the research agent reads the web (UK trade data, industry bodies, recent news), looks at how each current segment is performing, and proposes the next segments to target and when. The top suggestions are added to Targeting automatically; you can dismiss any of them here.
Compliance
Everything a reviewer would ask for: the financial-promotion log (every marketing email sent, by whom, approved by whom), the do-not-contact list, and the website enquiry form that feeds the CRM.
Do-not-contact list
Emails or company domains the agent must never find, email or follow up. One per line or comma-separated. A domain (e.g. hsbc.co.uk) blocks everyone at that company. Opt-outs are handled separately and automatically.
Website enquiry form
Paste this where you want a contact form on cobanq.co.uk (GoDaddy Website Builder: add an HTML section). Enquiries land in Customers as inbound, you get an email, and the enquirer gets an acknowledgement from connect@. They are never cold-emailed.
Financial-promotion log
Download CSVUnder the FCA financial promotion rules every marketing communication must be approved by an appropriate person. In manual approval mode the approver is recorded per email; in auto mode the standing approval of the templates and angles applies (record that sign-off in your compliance file). Current mode: .
| Sent | To | Company | Subject | Angle | Approved by |
|---|
Pipeline weights
Probability of closing per customer status, used by the forecast on the Reports page.
Deliverability
Whether your emails land in inboxes. Bounces above 3% in a week make the agent halve its volume automatically until it recovers.
Domain authentication
All three must pass for connect@ email to be trusted by Gmail and Outlook.
Sent vs bounced, last 30 days
Sending capacity
Activity
Who changed what in this portal.
| When | Who | Action | Detail |
|---|
Users
Admins can do everything. Viewers can see stats and leads, train the AI and change targeting, but cannot manage users.