Commercial

Commercial agents that do not wait to be asked.

Companies selling instruments, devices, diagnostics, lab software, and manufacturing services put agents on the whole motion—watching accounts, building ranked target lists, running outbound, planning the show floor, drafting scopes. The agent starts the run; your team approves what a customer sees.

Run anatomy

Nobody asked for this run. A watch fired, and every step traces back to the record behind it.

01Standing watch on accounts and sources
02Trigger, with the record that raised it
03Drafted work, ready to review
04Approved, then the agent sends

Why this exists

Commercial work in life sciences is research work.

The buyer is technical, a list of names is not a list of buyers, and the claim you make is bounded by what you can substantiate. Generic AI output fails on all three—and a copilot that waits for a prompt never starts the work at all.

01

A scrape is not a target list

An attendee export or a title search returns service providers, vendors, consultancies, and instrument suppliers alongside the companies that actually buy. Sorting that out is the work.

02

The buyer is a committee

An instrument, assay, or lab software purchase pulls in the bench, QA, IT, procurement, and finance. Each one needs a different reason to move, so one sequence reaches none of them.

03

Claims are constrained

What a rep may say is bounded by cleared indications, validated specifications, and approved labeling. Generic copy invents the comparison your regulatory reviewer will strike.

What comes back

A ranked target list you can defend line by line.

The most common first run: a segment sweep or a conference attendee list turned into a ranked workbook. Rows are not just names—each one carries the evidence that put it there, and every company removed keeps the reason it was removed.

Ranked target workbookArtifact schema · customer details withheld

Run rules

Input
A segment definition, a territory, or a conference attendee list.
Include
Only companies that buy in the category—direct developers and operators, not the ecosystem around them.
Exclude
Service providers, distributors, instrument suppliers, consultancies, and single-purpose vendors, each removed with a stated reason.
Rank
Priority personas first, then companies with recent funding, expansion, or capacity signals.

Evidence carried on every row

01Rank and fit rationale
02Company and category
03Person, role, and seniority
04Where the contact was sourced
05Role and profile evidence
06Funding or expansion evidence
07Company filing or public record
08Open question to lead with

Exclusions tab

Removed companies are not silently dropped. They sit in their own tab with the category and the reason, so the targeting logic is auditable in a pipeline review instead of living in someone's head.

Use cases

The commercial motions agents run end to end.

Start with one segment and one territory. Agents do the targeting, the research, the drafting, the sending once messaging is approved, and the record-keeping afterwards. Your team keeps the claim, the relationship, and the approval policy.

Targeting

ICP definition and target list building

A segment, a territory, or an attendee export becomes a ranked target list where every row carries the evidence that earned its place.

Inputs and rules

  • Segment and territory definitions
  • Conference and event attendee lists
  • Category exclusion rules
  • Priority personas and funding recency

What changes

  • Wrong-category companies are removed with a reason, not quietly dropped.
  • Every row survives the question “why is this company on the list?”
See how a run works →

Monitoring

Account intelligence and stakeholder tracking

Agents watch your accounts, their committees, and your segment, then hand each trigger to the person who owns the relationship.

Watched signals and records

  • Program stage moves inside tracked accounts
  • Funding rounds, filings, and clearances
  • Competitor spec and pricing changes
  • Committee maps, open questions, and champion history

What changes

  • Alerts reach the assigned owner, or the regional manager when an account has none.
  • A rep walks into a call knowing what each stakeholder last asked for.
See how a run works →

Outbound

Multi-channel outbound

Email and LinkedIn sequences written from the account’s actual situation, then executed through the tools your team already uses.

Channels and artifacts

  • First-touch email and follow-up steps
  • LinkedIn connection and message steps
  • Meeting requests and scheduling follow-through
  • Sending through your existing sequencer

What changes

  • Every message names the method, instrument, or workflow it is actually about.
  • New messaging goes to a person first; approved sequences then run on their own.
See how a run works →

Deal desk

Proposals and account records

The document and record work at the end of a technical sale, where a slow week costs a quarter.

Bottom-of-funnel work

  • Consultation and site-visit notes
  • Capacity and feasibility cross-checks
  • CRM custom field updates
  • RFP intake and scope drafts from your templates

What changes

  • A scope draft arrives assembled from your own language, ready for legal to review.
  • Nothing is committed on capacity the data does not support.
See how a run works →

What agents run

From the first signal to a scope they can sign.

Most of this runs on a standing watch and starts itself when a trigger fires; the rest is a one-line assignment handed over and returned finished. Either way it spans the whole funnel, because the technical detail that opens an account is the same detail that closes it.

Top of funnel

Find the account before the RFQ exists.

Signals live in your CRM and in the public record. Agents watch both and hand the result to whoever owns the account.

  • 01Watch clinical-stage accounts for a program moving into the clinic or a new funding round, then cross-reference the modality against what you can actually manufacture or supply.
  • 02Route each trigger to the assigned account owner with a tailored angle—and to the regional manager when the account has no owner yet.
  • 03Match a conference registrant list against active ad segments, find the accounts you are underspending, and stand up a targeted campaign on one consistent message.

Middle of funnel

Turn interest into a technical conversation.

A scientific buyer does not convert on a nurture email. The work is specificity: their modality, their constraint, their week.

  • 01Build a ranked target list from a segment sweep or an attendee export, with the evidence behind every row and the exclusions kept auditable.
  • 02Map exhibitor booth locations against owned accounts and floor proximity, then build a multi-day meeting schedule per rep that puts the highest-value targets in reach.
  • 03Turn an internal case study into a prospect-specific technical paper at the depth a scientific buyer expects, inside your claim guardrails, and route it to a human reviewer before it ships.

Bottom of funnel

Get to a scope someone can sign.

The last mile is document work and record-keeping—the part that quietly decides whether the quarter closes.

  • 01Take notes from a technical consultation or site visit, extract the manufacturing requirements, check them against real capacity, and update the account record.
  • 02Assemble an incoming RFP into a compliance-ready scope draft using your templates, historical pricing structures, and prior regulatory language—then hand it to legal.
  • 03Keep the opportunity record current so a forecast reflects the technical reality instead of last month's optimism.

Systems in the loop

Agents work inside the tools your team already runs—CRM accounts and custom fields, marketing and ad platforms, email and calendar, your document store—alongside public sources such as trial registries, filings, and clearance records. Reading is broad; writing is scoped to what you authorize.

How it works

A workspace, a standing watch, and work that comes back finished.

Onboarding is a call, not an implementation project. The materials live in the workspace, so the same agent keeps running across the motion instead of being rebuilt per campaign.

Step 01Workspace materials · run diagram

Run diagram

01

Workspace

Your ICP, claims, and materials

02

Trigger

A watch fires; the run starts itself

03

Approval

You approve, then it sends

01 / 04

Load the workspace once

Your ICP, exclusion rules, approved claims, product materials, and prior research sit in the workspace where the agent works—so it starts from your positioning rather than a blank prompt.

Select a step to inspect

Division of labor

Agents do the work. Your team sets the boundary.

Agents start the work, research, draft, and—once you have approved the messaging—send. What they never decide is what you are allowed to claim, who is worth pursuing, or what you commit to. That line is a setting you control, not a promise in a slide.

Agent

Does the work

Repeatable work whose output can be checked against a source.

  • 01Starts a run when a watch fires, without being asked
  • 02Builds and ranks target lists from segments and event exports
  • 03Researches accounts, roles, and committee structure
  • 04Drafts outbound, technical content, and scope documents
  • 05Executes approved sequences across your channels
  • 06Updates account records and flags what it cannot substantiate

Your team

Keeps authority

The claims, the judgment calls, and how much the agent may run alone.

  • 01Approves the messaging before a sequence goes live
  • 02Sets what the agent may send without a review step
  • 03Clears regulated claims through your review process
  • 04Owns pricing, scope, capacity, and legal sign-off
  • 05Decides which accounts to pursue and when to stop
  • 06Holds the relationship with the lab and the committee

Who this is for

Built for the companies selling into the lab, the clinic, and the plant.

01Analytical instruments
02Lab consumables & reagents
03Medical devices
04IVD & diagnostics
05Research software & data platforms
06LIMS, ELN & QMS vendors
07Bioprocess equipment
08CDMO & CRO services

Questions

No, and the difference is who starts the work. A copilot sits in a window waiting for a prompt, which means the research nobody has time for still does not happen. Here the watches run on their own: when a program advances or a round closes, the agent opens the run, does the work, and hands back something finished. The human gate is approval, not initiation.

Work with Raycaster

Bring one segment, or the next conference list.

We will put a watch on one segment and run the first list and sequence against your real sources—then you judge the output before anything sends.

Book a demo

Claim substantiation is where commercial work meets our regulated document evaluations. Those runs stay open for inspection.

Open claims-review evidence ↗