Outreach Agent¶

The Outreach Agent reaches out to priority accounts who have engaged with your website. It filters ICP accounts, identifies decision-makers, and sends personalized cold outreach based on conversation history.

Status¶

Coming Soon - Data layer available via n8n

Overview¶

The Outreach Agent provides account-level intelligence for B2B outreach campaigns. It aggregates data across all visitors from a company to help you:

Identify high-intent accounts
Understand account-level engagement patterns
Access all conversation transcripts from the account
Prioritize outreach based on intent signals

Data Access¶

Supabase RPC Function¶

The agent retrieves data via the get_account_for_outreach_agent RPC function.

Parameters¶

Parameter	Type	Required	Description
`p_site_domain`	TEXT	Yes	Your site domain (e.g., "demo.userose.ai")
`p_company_domain`	TEXT	Yes	Target company domain (e.g., "acme.com")

Example Call¶

SELECT * FROM get_account_for_outreach_agent('demo.userose.ai', 'acme.com');

n8n Integration¶

Prerequisites¶

Database credentials - Get these from your Rose admin:
PostgreSQL host: db.xxx.supabase.co
Database: postgres
User: n8n_service (dedicated read-only user)
Password: Provided by admin
Port: 5432

!!! warning "Do not use Service Role Key" The Service Role Key has full database access. Always use the dedicated n8n_service user which only has execute permission on these specific RPC functions.

n8n PostgreSQL credential - In n8n, go to Credentials → Add Credential → Postgres and enter the connection details above.

Getting the Company Domain¶

The company_domain identifies the target account. You can obtain it from:

Enrichment services: Clearbit, Apollo, or similar tools that resolve IP to company
Rose visitor data: The accounts table stores company domains identified via IP enrichment
Manual input: For targeted outreach to specific companies
CRM integration: Pull target account domains from your CRM

Step-by-Step Workflow Setup¶

Option 1: Triggered by New Account Detection¶

[Webhook from Rose] → [Filter ICP] → [Postgres RPC] → [Send to CRM/Slack]

Add Webhook node as trigger
Configure Rose to send account events to this webhook URL
Fires when a new company is identified visiting your site
Add IF node to filter ICP accounts
Condition: Check company attributes against your ICP criteria
Add Postgres node
Credential: Select your n8n_service Postgres credential
Operation: Execute Query

Query:

SELECT * FROM get_account_for_outreach_agent(
  'your-site.com',
  '{{ $json.company_domain }}'
);

Add output node (CRM, Slack, Email sequence, etc.)

Option 2: Scheduled Account Review¶

[Schedule Trigger] → [Postgres Query] → [Loop] → [Postgres RPC] → [Output]

Schedule Trigger: Run daily
Postgres node: Query accounts with high intent scores
Loop: Iterate through each account
Postgres node: Call get_account_for_outreach_agent for each
Output: Push to outreach tool or CRM

Option 3: Manual Account Lookup¶

[Webhook with company_domain] → [Postgres RPC] → [Return Response]

Useful for sales reps to look up accounts on-demand via Slack command or internal tool.

Postgres Node Configuration¶

-- n8n Postgres node query
SELECT * FROM get_account_for_outreach_agent(
  '{{ $json.site_domain }}',
  '{{ $json.company_domain }}'
);

Example: CRM Enrichment Workflow¶

Complete workflow that enriches CRM accounts with Rose intelligence:

[CRM Webhook: Account Updated] → [Supabase RPC] → [Update CRM Account]

CRM field mapping:

{
  "rose_intent_score": "{{ $json.max_intent_score }}",
  "rose_funnel_stage": "{{ $json.funnel_stage }}",
  "rose_visitor_count": "{{ $json.visitor_count }}",
  "rose_topics": "{{ $json.topics.join(', ') }}",
  "rose_last_activity": "{{ $json.last_activity_at }}",
  "rose_total_sessions": "{{ $json.total_sessions }}"
}

Example: Slack Alert for High-Intent Accounts¶

Slack message template:

🏢 High-Intent Account Alert

*Company:* {{ $json.company_name }} ({{ $json.company_domain }})
*Intent Score:* {{ $json.max_intent_score }}/5
*Funnel Stage:* {{ $json.funnel_stage || 'Browsing' }}
*Visitors:* {{ $json.visitor_count }} people
*Total Sessions:* {{ $json.total_sessions }}
*Engagement:* {{ Math.round($json.total_session_duration_seconds / 60) }} minutes

*Topics of Interest:*
{{ $json.topics.join(', ') }}

*Recent Conversations:*
{{ $json.conversations.slice(0, 3).map(c => '• ' + c.topics.join(', ')).join('\n') }}

Response Fields¶

Field	Type	Description
`account_id`	UUID	Unique account identifier
`company_name`	TEXT	Company name
`company_domain`	TEXT	Company domain
`visitor_count`	BIGINT	Number of visitors from this account
`pages_visited`	JSONB	All unique pages with URL and title (see below)
`total_page_views`	BIGINT	Sum of page views across all visitors
`total_session_duration_seconds`	BIGINT	Total engagement time (seconds)
`total_sessions`	BIGINT	Total sessions across all visitors
`funnel_stage`	TEXT	Highest funnel stage reached (see below)
`conversations`	JSONB	All conversation transcripts (see below)
`topics`	TEXT[]	All topics discussed by account visitors
`keywords`	TEXT[]	All keywords from conversations
`last_activity_at`	TIMESTAMPTZ	Most recent activity from any visitor
`total_messages`	BIGINT	Total messages across all conversations
`max_intent_score`	INTEGER	Highest intent score among visitors (1-5)

Funnel Stages¶

Returns the highest stage reached by any visitor from the account:

Stage	Description	Trigger
`Conversion completed`	Any visitor booked a demo	`demo_booked = true`
`Conversion initiated`	Any visitor clicked CTA	`cta_clicked = true`
`Conversion offered`	Demo proposed to any visitor	`demo_proposed = true`
`null`	No visitors in conversion funnel	No conversion signals

Intent Score¶

The max_intent_score (1-5) represents the highest intent among all account visitors:

5: Demo booked - Ready to buy
4: CTA clicked - Actively evaluating
3: Demo proposed - Qualified lead
2: Engaged visitor - Showing interest
1: Early stage - Just browsing

Pages Visited JSONB Structure¶

[
  {
    "url": "/pricing",
    "title": "Pricing - Rose AI"
  },
  {
    "url": "/features/chatbot",
    "title": "AI Chatbot Features"
  }
]

Conversations JSONB Structure¶

[
  {
    "id": "conversation-uuid",
    "visitor_id": "visitor-uuid",
    "started_at": "2024-01-15T10:30:00Z",
    "topics": ["pricing", "enterprise"],
    "keywords": ["API", "integration"],
    "messages": [
      {
        "role": "user",
        "content": "What's your enterprise pricing?",
        "created_at": "2024-01-15T10:30:00Z"
      },
      {
        "role": "assistant",
        "content": "Our enterprise plans start at...",
        "created_at": "2024-01-15T10:30:05Z"
      }
    ]
  }
]

Security¶

Webhook Authentication Required

If your n8n workflow is triggered by a webhook, you MUST add authentication to prevent unauthorized access. Without authentication, anyone who discovers your webhook URL can trigger the workflow and access your data.

Options:

Header Auth: Require a secret token in Authorization header
Query Param Auth: Require a secret in the URL (less secure)
IP Allowlist: Restrict to known IPs (e.g., PostHog servers)

Read-Only Access¶

The RPC functions are read-only (STABLE in PostgreSQL terms). They cannot modify any data.

Tenant Isolation¶

The p_site_domain parameter ensures data isolation:

Each call is scoped to a specific site domain
Users can only access data for sites they own
No cross-tenant data access is possible

Supabase Role Configuration¶

See Lead Intelligence Agent - Security for detailed setup instructions.

Summary: Use a dedicated n8n_readonly PostgreSQL role with minimal permissions:

-- Create role and user (run once)
CREATE ROLE n8n_readonly NOLOGIN;
GRANT EXECUTE ON FUNCTION get_account_for_outreach_agent(TEXT, TEXT) TO n8n_readonly;
GRANT EXECUTE ON FUNCTION get_visitor_for_lead_intelligence(TEXT, TEXT) TO n8n_readonly;

CREATE USER n8n_service WITH PASSWORD 'your-secure-password-here';
GRANT n8n_readonly TO n8n_service;

Then connect n8n using the PostgreSQL node with n8n_service credentials.

Recommended Setup¶

Method	Use Case	Risk Level
PostgreSQL with n8n_service	n8n integrations (recommended)	Low - Only RPC execute permission
Supabase with Anon Key	Quick setup, less secure	Low-Medium
Service Role	Never use externally	High - Full database access

Use Cases¶

Account-based outreach: Personalize cold emails using conversation context
ICP prioritization: Filter accounts by intent score and engagement
Multi-threaded selling: Identify all engaged visitors from a target account
Competitive intelligence: Understand what topics/features accounts care about

Lead Intelligence Agent - Visitor-level insights
Website Agent - The agent that captures conversations
Data Sources Reference - Technical data architecture