Artisan

Agents take authenticated action in outside systems, not just read from them or hand work back to a person. CRM sync works both ways and writes to Salesforce, HubSpot and custom CRMs, the agent sends from the reps' own mailboxes under ownership rules, and it books meetings directly onto AE and AM calendars.

Customers can add their own connections through custom CRM support and custom webhooks as a data source, so the catalog is not a fixed list. Connections span five kinds, CRM, mail, calendar, messaging through Slack for performance reporting, and import from the customer's data warehouse, alongside a native dialer. Even so, Artisan publishes no full catalog.

Sourceartisan.co/solutions/enterprise and artisan.co/pricingread 2026-09-01

The agent runs five stages end to end without handoff. It sources from a 250M-plus contact database or the customer's CRM and data warehouse, researches and enriches each prospect across 22-plus sources, writes and sends personalized multi-channel sequences, handles replies and objections, and books meetings on the right AE or AM calendar. Execution branches on configured rules, not a fixed path.

Coaching rules apply per campaign and per sequence step, escalation rules divert to a human, ownership rules and round-robin decide which mailbox sends, and call steps are queued to the right human owner while meetings route to the account owner. Campaigns run continuously across markets and over 50 languages.

Sourceartisan.co/solutions/enterpriseread 2026-09-01

A maintained knowledge base holds the customer's own material. Company knowledge as files, website URLs or text, case studies, customer lists and answered objections is processed before use, organized in folders, editable, and retrieved by vector similarity, about five chunks per query, across email and LinkedIn replies, web chat, live calls and sequence writing.

Sourcesupport.artisan.co/knowledge-baseread 2026-10-01

Artisan ships both approvals and configurable guardrails. The customer controls escalation rules that decide when a human is in the loop, sets approvals and when a human steps in, and can require approvals at any stage before letting the agent run unsupervised.

Guardrails include built-in compliance with banned phrases and the ability to coach the agent's writing, coaching rules defined per campaign and per sequence step, do-not-contact list enforcement, ownership rules governing which mailbox sends on whose behalf, a read-only CRM mode that pulls data into campaigns without writing back, and field-level export controls over what the agent may write.

Sourceartisan.co/solutions/enterprise, artisan.co/pricing and artisan.co/blog/artisan-launches-ava-2-0-first-autonomous-ai-bdrread 2026-09-01

Artisan holds SOC 2 Type II certification, with SOC 2 and AICPA badges in the site footer and a trust center at trust.artisan.co carrying the sub-processor list. The DPA commits to providing the current SOC 2 Type II report or executive summary under NDA every year, with a bridge letter where a current report is unavailable.

Customer-facing controls include SSO and SAML through the customer's identity provider, SCIM provisioning, role-based access control, team and workspace permissions with a separate workspace per brand, audit logs, field-level export controls, read-only CRM mode, AI guardrails, annual third-party penetration testing, a bug bounty program, just-in-time internal access with logged requests and six-monthly privilege review, TLS in transit and encryption at rest, 48-hour breach notification and 90-day deletion on termination. Custom MSA terms are offered. GDPR, UK and Swiss transfers are covered by SCCs with addenda, and CCPA service-provider certification with no sale or share.

Sourceartisan.co, artisan.co/solutions/enterprise, artisan.co/dpa and artisan.co/pricingread 2026-10-22

Audit logs are a shipped customer-facing feature, and every conversation and every number rolls up into a single view so one ops team can see activity across the org. Campaign performance reporting comes through Slack. This shows what happened, not why. There is no trace of the agent's reasoning over an individual send, no record of which enrichment sources or signals drove a given message, and no replay or inspection surface over a completed run. The extensive system logging in the DPA's security exhibit is Artisan's own infrastructure monitoring, not a customer surface.

Sourceartisan.co/pricing and artisan.co/blog/artisan-launches-ava-2-0-first-autonomous-ai-bdrread 2026-09-01

State persists across sessions at the prospect and campaign level. The agent tracks a sequence through multiple steps and follow-ups, carries conversation history into reply handling and objection responses, and reaches back into CRM context to re-engage dormant, closed-lost and churned accounts. That persistence is record-keeping, not agent memory.

There is no accumulation across runs, no corrections kept between campaigns and no memory store the agent writes to and reads back, and the coaching rules and brand voice that do persist are configuration the customer writes. Much of the durable state also lives in the customer's own CRM, not in Artisan's product.

Sourceartisan.co/solutions/enterpriseread 2026-09-01

Artisan is cloud-only with no customer control over data location. Personal data may be accessed and processed on a global basis and transferred to Artisan AI, Inc. in the United States and to other jurisdictions where its affiliates and sub-processors operate. The infrastructure is multi-tenant and hosted with outsourced cloud providers, and Artisan does not own the hardware.

Legal instruments cover this, not residency, with EU Standard Contractual Clauses with UK and Swiss addenda, and GDPR and CCPA commitments. No tier, Enterprise included, offers region selection, VPC, private tenancy, on-premises or self-hosted deployment, and Enterprise's differentiators are volume, security review and rollout support.

Sourceartisan.co/dpa and artisan.co/pricingread 2026-09-01

Packaged campaign plays ship ready to run and appear in the product navigation. They cover cold outbound to net-new prospects, intent-signal campaigns, CRM reactivation of existing and churned contacts, cross-sell and upsell, and meeting booking, and advanced campaign types are a paid-tier feature. The agent itself arrives configured, not assembled. There is no browsable template library, importable starting configuration or gallery of prebuilt campaigns a customer selects from, and Artisan's own team does enterprise rollout as white-glove configuration, not self-serve adoption.

Sourceartisan.co/solutions/enterprise and artisan.co/pricingread 2026-09-01

Work reaches the agent through several routes. Intent signals are detected automatically across Artisan's data sources and matching leads are instantly enrolled in tailored sequences, with funding rounds and leadership hires named as signals, and website visitor tracking triggers outreach to otherwise anonymous company visitors.

CRM state triggers reactivation of dormant, closed-lost and churned accounts. Custom webhooks bring the customer's own data in as a source. Campaigns then run continuously, without manual invocation. Outbound channel coverage spans email, social and queued phone calls from a native dialer, sending from the reps' own mailboxes across more than 50 languages.

Sourceartisan.co/intent-data, artisan.co/solutions/enterprise and artisan.co/pricingread 2026-09-01

No model is named, and the customer has no choice. The service uses large language models and other AI technologies, and contractual terms bind sub-processors that provide foundation models against training on customer data, so third-party models sit behind the product. None is named, and the trust center holds the sub-processor list. There is no model selector, per-campaign model choice, bring-your-own-key or routing policy on any pricing tier, and the agent executes the customer's configured parameters, but the customer does not select the engine.

Sourceartisan.co/dparead 2026-09-01

Outside callers have two ways to drive the platform. An inbound webhook API at api.artisan.co/v1/webhooks/campaign/{campaign_id} takes an sk_live API key and a defined payload and adds leads to a campaign, with response codes and a rate limit stated. The Artisan connector for Claude is an MCP server at api-dashboard.artisan.co/mcp, signed in with the Artisan account, whose 30 tools search prospects, build lists, enrich contacts and create or edit campaigns and sequences as drafts.

Sourcesupport.artisan.co/webhook-documentationread 2026-10-01

Testing runs inside the agent and is aimed at the outreach, not at the agent. Ava runs dozens of message variations per campaign at once, testing subject lines, structure, calls to action and tone, and shifts volume toward what is working so performance compounds. Results can then be read through an analytics page and live targeting metrics for contacted, pending and disqualified leads. What a customer cannot do is test a change before it reaches prospects, since there is no evaluation harness, holdout or scored test the customer runs.

Sourceartisan.co and artisan.co/pricing; support.artisan.co/analyticsread 2026-10-22

Ava also replies autonomously to inbound LinkedIn messages, an action inside an interface Artisan does not control, while outbound outreach spans email and social, with call steps queued in a native dialer. Artisan does not say how the LinkedIn action works.

Sourcesupport.artisan.co/knowledge-baseread 2026-10-01