Topic

Digital Workers

Research, playbooks, and field notes on Digital Workers.

Digital Workers

AI GTM engineers still need accountable people: inside our embedded GTM pod

Building an AI agent for go-to-market work has become the quick part. Keeping it right as segments, stages and priorities change is the work that never finishes, and it is where most agent projects stall. This guide explains why an AI GTM engineer needs a person who answers for its output, what our embedded GTM pod does day to day for each Digital Worker, and which decisions stay with the customer's team.

RevSure TeamNov 6, 20269 min read
Digital Workers

HubSpot MCP: connecting HubSpot to Claude and ChatGPT, and what changes when a digital worker reads it

HubSpot now lets Claude, ChatGPT and any MCP client that supports OAuth with PKCE read and update CRM records, inside each user's HubSpot permissions. Asking one question about one account works well. A digital worker that reads the same portal every week, across hundreds of accounts, inherits every duplicate company record, every page limit and every gap in what HubSpot holds. This guide covers the three ways to connect, what each reads and writes, the limits HubSpot documents, and what has to sit between HubSpot and an agent that does standing GTM work.

RevSure TeamNov 5, 202610 min read
Digital Workers

Salesforce MCP for GTM teams: what it is, how to connect it, and what a digital worker does with it

At one software company, the hard part of connecting Salesforce to Claude was getting legal to say yes; the setup itself takes an administrator a few configuration screens. Salesforce now runs hosted MCP servers that let AI clients read and update CRM records under each person's own permissions, and once they are on, every person's assistant writes its own queries. This guide lists the servers, walks through connecting Claude, sets out what admins control, and explains what our Digital Workers do with Salesforce data that a single CRM connection leaves open.

RevSure TeamNov 2, 202610 min read
Digital Workers

CRM with AI workers: what a digital worker needs that your CRM does not hold

An AI agent working inside the CRM can only use what someone recorded there, and to the agent an empty field looks the same as nothing happening. When an investment operations software company compared its Salesforce report of ABM-influenced wins with RevSure's view, about half of the wins were missing from the report. This guide describes the agents CRM vendors now ship, lists what GTM work needs that the CRM does not hold, explains how the CRM and a context layer work together, and sets out an audit to run before an agent repeats the gaps.

RevSure TeamOct 29, 202610 min read
Digital Workers

Digital workforce: how people and digital workers split GTM work

Many go-to-market teams have added AI tools and still lose their weeks to pulling spend data, ranking lists, chasing follow-ups and writing the report. A digital workforce changes who owns that work, and it raises a harder question about who decides and who answers for the result. This guide defines a digital workforce in the go-to-market sense, sets out job by job which work goes to digital workers and which stays with people, and explains how to manage one: scope, KPIs, approvals, review cadence and accountability.

RevSure TeamOct 27, 202610 min read
Digital Workers

Closed-lost is not closed: how a win-back digital worker reopens deals

Every CRM holds a graveyard of closed-lost opportunities, and most of the loss reasons on them were picked from a dropdown on the day the deal died. This guide defines a B2B win-back campaign, explains why closed-lost reasons mislead, gives a checklist for deciding which deals to reopen, and walks through an illustrative example of RevSure's Digital SDR running the win-back play, with a rep approving every message.

RevSure TeamOct 21, 202610 min read
Digital Workers

Agentic marketing: what changes when digital workers run the analysis and the spend calls

Agentic marketing is what happens when AI agents take on the recurring work inside a B2B marketing team: reading spend against pipeline, building audiences, checking campaigns and writing the weekly report. This guide defines the term for B2B go-to-market teams, goes task by task through what moves to a digital worker and what stays with people, and explains why none of it holds up unless spend, pipeline and identity sit in one context layer.

RevSure TeamOct 19, 20269 min read
Digital Workers

Account research in 17 tool calls: what a digital worker reads before a rep picks up the phone

Most reps know they should research an account before they call. Few do it well, because the facts that matter sit in five systems and change every week. This post sets out what a pre-call account brief should contain, why the research gets skipped, and walks through an illustrative example of what RevSure's Digital SDR reads, in 17 tool calls, before anyone contacts a company in the middle of an acquisition.

RevSure TeamOct 16, 202610 min read
Digital Workers

AI employees vs AI agents vs digital workers: what a GTM team is actually buying

Search for "AI employees" and vendors offer to hire you one; search for "digital worker" and the answers describe RPA bots. The labels overlap, and they hide very different purchases. An AI agent is a task your team builds and runs, an "AI employee" is whatever its contract says, and a RevSure digital worker is a managed role that owns a workstream with people accountable for the output. This guide compares the three side by side and ends with the questions to put in the contract.

RevSure TeamOct 14, 202610 min read
Digital Workers

AI lead scoring: the Digital SDR's first job is ranking who sales should call this week

Most B2B teams already score their leads, and most reps still decide who to call by scrolling. AI lead scoring sharpened the prediction without changing what happens next. This guide explains how lead scores are built, why they so often go unused, and what a Digital SDR does differently when it owns prioritization end to end, using a live run on RevSure's own inbound lead flow.

RevSure TeamOct 12, 202610 min read
Digital Workers

What is a digital worker? The GTM definition, and how it differs from RPA bots and AI agents

Search for "digital worker" and much of what comes back describes software robots that click through a fixed sequence of steps, the meaning robotic process automation vendors gave the term. Go-to-market teams now use the same words for something larger: a managed AI role that owns a whole job, such as qualifying inbound demand or keeping CRM data clean, with named people accountable for the result. This guide defines the GTM digital worker, sets it against RPA bots and AI agents, and lists the questions to ask before buying one.

RevSure TeamOct 7, 20269 min read
Digital Workers

The best agentic GTM platforms in 2026: how to choose, and 8 platforms compared

Every go-to-market vendor now sells agents, and the demos look alike because the visible work looks alike: an account gets researched, an email gets drafted, a record gets updated. The difference sits underneath, in what the agents know when they act and who checks the work before a customer sees it. RevSure compared eight agentic GTM platforms, included itself. The result is a buyer's checklist, a dated comparison table and a guide to choosing by scenario.

RevSure TeamOct 1, 202615 min read
Digital Workers

AI Digital Workers in B2B GTM: Why Standalone Agents Fail And What Actually Works

Most AI digital worker products are a single agent wearing a job title. Here is why that breaks down at scale, and how a shared Context Layer and managed supervision change the model.

RevSure TeamSep 24, 202611 min read