Lumari

Lumari is a revolutionary no-code platform designed to transform how revenue and go-to-market (GTM) teams operate. It empowers non-technical users to create and deploy sophisticated AI agents, or 'agentic workers', capable of executing complex, multi-step workflows around the clock. The core premise of Lumari is to eliminate repetitive, manual 'busywork', allowing sales, marketing, and customer success professionals to focus on high-value activities like strategy, relationship-building, and closing deals. By simply describing a task in natural language, teams can launch autonomous agents that work across their entire tech stack, driving efficiency and accelerating growth.

How to use Lumari

Using Lumari is designed to be an intuitive, code-free experience, mirroring how one would delegate tasks to a human assistant. The process is straightforward:

1. Describe the Task: Start by describing the objective in plain English. For example, 'Research all new leads assigned to me in the CRM, find their company's industry and size, and update their record.'
2. Connect Your Tools: Grant Lumari secure, permission-based access to your essential applications. This includes your CRM (e.g., Salesforce, HubSpot), communication tools (e.g., Slack, Email), and knowledge bases (e.g., Confluence, Notion). The integrations are seamless and require zero configuration.
3. Launch the Agent: Once the task is described and tools are connected, you can launch your AI agent. It will begin executing the workflow immediately, operating autonomously in the background.
4. Monitor and Iterate: Track the agent's activity and performance through a central dashboard. Lumari's agents are context-aware and learn from your team's unique processes and feedback, continuously improving their execution over time. You can easily tweak instructions to refine their behavior without any engineering support.

Core Features of Lumari

• No-Code Agent Builder: An intuitive interface that allows any business user to build powerful AI agents by describing tasks in natural language. No coding or technical expertise is required.
• Autonomous Workflow Execution: Agents operate 24/7, performing complex sequences of actions across multiple applications, such as enriching lead data, sending follow-up emails, and updating CRM records.
• Context-Aware Learning: Lumari agents learn from your company's specific documentation, playbooks, and historical data. This enables them to make intelligent, context-specific decisions that align with your business processes.
• Seamless Integrations: Zero-configuration connectivity with a wide range of business-critical tools, including CRMs, meeting platforms, knowledge bases, and communication channels.
• Enterprise-Grade Security: Built with security at its core, Lumari is SOC 2 compliant and features robust data encryption and security controls to protect sensitive business information.
• White-Glove Onboarding and Support: Every customer receives tailored onboarding and dedicated support with rapid response times (under 5 minutes), ensuring teams are successful from day one.

Use Cases for Lumari

Lumari is ideal for any revenue-focused team looking to automate its operations:

• Sales Development: Automate the entire lead qualification process, from researching new prospects and enriching their data to personalizing outreach emails and scheduling initial meetings.
• Account Executives: Automate pre-meeting preparation by having agents summarize client history and recent interactions. Post-meeting, agents can automatically update the CRM, log notes, and schedule follow-up tasks.
• Marketing Operations: Streamline lead management by automatically routing inbound leads to the correct sales representative, scoring them based on custom criteria, and ensuring all data is accurately captured in the marketing automation platform.
• Revenue Operations (RevOps): Maintain data hygiene in the CRM by having agents constantly clean and update records, merge duplicates, and enforce data entry standards across the team.

Advantages of Lumari

Lumari offers a significant competitive edge by:

• Boosting Team Productivity: Frees up revenue teams from hours of manual data entry and administrative tasks, allowing them to focus on selling and strategy.
• Accelerating the Sales Cycle: Ensures immediate lead follow-up and consistent communication, moving prospects through the funnel faster.
• Enhancing Data Quality: Automated data handling minimizes human error, leading to more reliable reporting and insights from your CRM.
• Scaling Operations Effortlessly: AI agents can handle a massive volume of tasks without fatigue or additional headcount, allowing you to scale your GTM motions efficiently.
• Empowering Business Users: Democratizes AI and automation, removing bottlenecks by allowing the people who know the processes best to build the solutions they need.

Pricing and Plans

Lumari's pricing is designed for businesses focused on growth and efficiency. The platform operates on a custom pricing model tailored to the specific needs, scale, and use cases of each organization. To get detailed pricing information, prospective customers are encouraged to contact the Lumari sales team to schedule a demo and receive a personalized quote. The plans typically include the full suite of features, seamless integrations, enterprise-grade security, and the signature white-glove onboarding and dedicated support services.