Phoenix, wherever your sellers already work.
Two ways to work with Phoenix, and five places your team actually sees the outputs. Start simple, go deeper as you're ready.
Two consumption models
These aren't mutually exclusive — many customers start with Phoenix-managed agents to get value fast, then move to direct MCP integration as they mature.
Phoenix-managed agents
HG configures and runs agents through Phoenix on your behalf. Ready to go out of the box — fastest time to value.
No internal team or infrastructure needed
HG works with you to improve agent outputs based on your feedback
Great starting point for teams new to AI-powered workflows
Trade-off: Agents work with HG's data — they don't see your internal/first-party data unless you connect it, which usually involves security approvals on your side.
Direct MCP integration
You connect Phoenix as an MCP data source and build your own agents. Best when you have a dedicated team (RevOps, data engineering).
Combine Phoenix MCP with other MCPs, your first-party data, custom workflows
You own all the logic — maximum flexibility and control
Can follow after starting with Phoenix-managed agents
Trade-off: More powerful, but requires investment in agent development and a team to maintain it.
Where your team sees Phoenix
Five surfaces where Phoenix outputs show up for your team — from the simplest starting point to deep enterprise integration.
Email (PDF briefs)
Simplest startAgents generate branded briefs delivered as PDF attachments. No new tools to install, no security review needed — it just works. Sometimes the fastest way to start getting value.
Slack / Microsoft Teams — Meet Potty, your AI co-worker
Potty lives in your team's chat and can retrieve outputs from your pre-configured agents — research briefs, email sequences, and more — on demand. But Potty goes beyond just running existing agents: it can put together deliverables like battle cards on the fly, helping you discover which new agents and system prompts would be most valuable for your team.
AI assistants (Claude Desktop, Microsoft Copilot)
For teams already using AI assistants, Phoenix plugs in natively via MCP. You can call Phoenix tools directly or invoke any of the pre-built agents from within your assistant.
CRM (Salesforce, Microsoft Dynamics)
Your internal tooling for sales. Phoenix insights surface directly where deals live — wherever your sellers already work.
Enterprise AI platforms (ServiceNow, AWS QuickSuite, Google Vertex AI)
Phoenix as a data source within your existing enterprise AI stack. Plug Phoenix MCP into the platforms your organization has already standardized on.
A natural progression
Start with Phoenix-managed agents + email delivery
Fastest time to value. No infrastructure, no security review. Your team gets branded PDF briefs in their inbox.
Add Slack/Teams for on-demand access
Your team starts pulling insights when they need them, not just when a scheduled agent runs. Potty helps discover new use cases.
Connect to AI assistants and CRM
Phoenix data becomes part of every deal conversation, embedded in the tools your sellers already live in.
Build your own with direct MCP integration
When you're ready for maximum flexibility, combine Phoenix with your first-party data, custom workflows, and enterprise AI platforms.