Authentication
Connect to Octave using your API key.Connection details
| Field | Description |
|---|---|
| API key | Your Octave API key |
Octave actions
Run sequence
Generate personalized email sequences for prospects. Configuration| Field | Description |
|---|---|
| Agent | Select an EMAIL agent |
| Prospect’s email | |
| Job title | Prospect’s job title |
| Company domain | Company domain |
| Company name | Company name |
| First name | Prospect’s first name |
| LinkedIn profile | LinkedIn profile URL |
| Language | Output language |
| Output format | Text, HTML, or Markdown |
| Runtime context/instructions | Per-step customization |
Qualify person
Score and qualify individual prospects. Configuration| Field | Description |
|---|---|
| Agent | Select a QUALIFY_PERSON agent |
| Prospect’s email | |
| Job title | Prospect’s job title |
| Company domain | Company domain |
| Runtime context | Additional context |
Qualify company
Score and qualify companies. Configuration| Field | Description |
|---|---|
| Agent | Select a QUALIFY_COMPANY agent |
| Company domain | Company domain |
| Company name | Company name |
| Runtime context | Additional context |
Prospector
Find contacts at a target company. Configuration| Field | Description |
|---|---|
| Agent | Select a PROSPECTOR agent |
| Company domain | Company domain (required) |
| Limit | Override agent’s configured limit |
| Search context | Override agent’s search context |
Generate content
Generate personalized content for prospects. Configuration| Field | Description |
|---|---|
| Agent | Select a CONTENT agent |
| Prospect’s email | |
| URL | Reference URL for content |
| Runtime context | Additional context |
Enrich person / Enrich company
Enrich prospect or company data using AI research.Call preparation
Generate call prep materials for sales calls.Use cases
Email personalization
Email personalization
Generate personalized email sequences at scale.
Lead qualification
Lead qualification
Score leads based on AI-powered research.
Prospecting
Prospecting
Find the right contacts at target accounts.
Call prep
Call prep
Generate briefings before sales calls.
Best practices
- Configure agents in Octave - Set up agent templates in Octave dashboard first
- Use runtime context - Provide additional context for better personalization
- Match agent types - Use the right agent type for each action