Laxis

Agents take authenticated action in outside systems through more than a fixed list: meeting notes, action items and deal updates sync into HubSpot and Salesforce, the AI SDR syncs both ways with HubSpot, Salesforce and Wealthbox and sends email, phone and LinkedIn touches from connected accounts, and the Business plan's CRM Automation reaches more than 7,000 apps through Zapier, so a customer can connect systems beyond the native list.

Sourcelaxis.com/ai-sdrread 2026-10-01

The AI SDR runs a multi step sequence across channels, a personalized email, a follow up phone call through the Jenny dialer and a LinkedIn connection on set days, with every touch logged to the CRM, and the meeting assistant carries capture, summary and CRM sync after each call. The sequence is the product's own, and no branching, conditions, cooperating agents or flow the buyer configures is documented.

Sourcelaxis.com/ai-sdrread 2026-10-01

Users ask questions and retrieve facts and decisions from across their entire meeting history, a retrieval layer over the customer's own conversation corpus, and the AI SDR gathers real time web context for outreach.

Sourcelaxis.comread 2026-10-01

Meeting outputs (summaries, action items and AI Writer drafts) come back to the user, and CRM sync is shown as an Auto Sync setting the user turns on, a customer controlled constraint on what the product writes. No step where a person approves an agent action before it commits is documented; the AI SDR is described sending sequences and placing calls with no approval or review mode.

Sourcelaxis.comread 2026-10-01

SSO integration is listed on the Enterprise plan and team administration on Business, so the buyer's own identity provider governs sign in. Laxis states on its SOC 2 page that it has achieved SOC 2 certification after an audit by accredited third party assessors, maintained through regular audits, and its role based access statement covers Laxis's own staff. The report type and auditor are not named.

Sourcelaxis.com/blog/soc2read 2026-10-01

The conversation record is unusually complete: every meeting is transcribed in full and retained, structured into summaries, decisions and action items, and reviewable afterwards for coaching, with campaign performance reported alongside. That is a record of what was said and what a campaign achieved rather than a record of what an agent did; nothing traces the steps an agent took or the tools it called, no execution log or audit surface is documented, and the coaching view examines the human conversation rather than the agent's reasoning.

Sourcelaxis.com meeting assistant and sales coaching pagesread 2026-09-01

The meeting history persists indefinitely and is retrievable, but it is the knowledge corpus rather than agent memory. Nothing describes an agent retaining context from one campaign or outreach sequence to the next, no stated scope or lifetime for agent memory appears, and custom data retention on the Enterprise tier is a policy control over stored records rather than a memory layer.

Sourcelaxis.com meeting history and AI chat pagesread 2026-09-01

The Enterprise tier lists data residency options, custom data retention and private AI model instances. No detail is published: no regions are named, no single tenant or private cloud architecture is described, and no self hosted or on premises option appears anywhere.

Sourcelaxis.com/pricing Enterprise tier feature listread 2026-09-01

What is published as adoptable is the AI Writer's 40 plus Pro Templates on Premium, and the AI SDR page names one agent, Jenny, the phone dialer. No page names the templates or a set of agents a buyer can pick from (laxis.com ai-sdr, pricing and sitemap).

Sourcelaxis.com/pricingread 2026-10-01

The agent picks up work without a person starting it: calendar invited capture joins scheduled Zoom, Google Meet and Microsoft Teams meetings and Auto Sync pushes the outcomes to the CRM, and the AI SDR places its sequence touches on set days after enrollment.

Sourcelaxis.comread 2026-10-01

Offers private AI model instances on the Enterprise tier as a privacy feature, but no user facing model choice, bring your own key, or routing gateway.

Sourcelaxis.com/pricingread 2026-10-01

The Enterprise plan lists full API access, and Premium lists an MCP connector that lets users query their meetings from inside Claude and ChatGPT. No API reference, endpoint or authentication page is published, and the MCP connector is described as read side querying with no published endpoint, auth scheme or tool list.

Sourcelaxis.com/pricingread 2026-10-01

Nothing lets a customer evaluate a change before it reaches anyone. Sales coaching reviews recorded calls to improve human technique, and campaign analysis reports outreach performance after sending, both of which read results rather than test a change. No preview or dry run of a sequence, no A/B framework the customer configures, no scored comparison between message or agent versions and no sandbox appears on any Laxis surface.

Sourcelaxis.com sales coaching and AI SDR pagesread 2026-09-01

The AI SDR gathers real time intelligence from across the web (news mentions, job posts, blog updates, funding events and partnership announcements) to personalize outreach, and sends LinkedIn connection requests and InMail with the mechanism not stated. No hosted browser or desktop control is documented.

Sourcelaxis.com/ai-sdrread 2026-10-01