Define
Set firmographic criteria, technographic clues, territory, trigger recency, and exclusions before discovery.
How It Works
Turn an outbound idea into a sequence your team can defend
Mixmax guides the work from account definition through message approval. Each stage exposes its input, output, and review boundary so speed never erases judgment.
Follow the runbook
One workflow, four clear responsibilities
Research
Resolve the company, identify relevant roles, and preserve source context instead of flattening uncertainty.
Verify
Check business email status, suppression, opt-out history, and regional communication requirements.
Approve
Edit the draft, confirm every personalization claim, and keep sending behind a named human gate.
Illustrative workflow stories
Illustrative · Founder
From a broad market idea to a twenty-account review set
A founder starts with a vertical, geography, team-size proxy, and two disqualifiers. The agent assembles candidates and explains each match. The founder removes weak fits before any contact discovery, preventing a large unreviewed list from setting the strategy.
Illustrative · SDR team
From raw signal to a respectful follow-up
An SDR manager separates a dated hiring event from the inference that follows. Contacts are verified, existing customers and opt-outs are suppressed, and the representative edits every claim. The final sequence has a reason for each step and an explicit stop condition.
4distinct install states
3evidence labels: fact, inference, unknown
1human approval gate
0promised replies or inbox guarantees
Try a known cohort
Start where you can recognize both good matches and mistakes
Copy the command, inspect the package prompt, configure minimum-scope credentials, and test with approved accounts. Treat completion as a runtime signal—not proof of data quality or permission to send.
Record which source supplied each field, when it was observed, why the contact role is relevant, and which operator approved the message. If a provider disagrees or a signal is stale, preserve the conflict instead of silently choosing the answer that makes the draft easier to send.
npx -y @okki-global/okki-go-taroballClipboard copied ≠ installed.