Skip to content
NagentNagent
Log inSign upHire your AI team
Atlas/Unify
Vendor dossier / BDR / SDR

Unify

Outbound agent combining CRM context, data, research, intent signals and multichannel sequencing.

REVIEWED 23 SEPTEMBER 2026SalesNO HANDS-ON BENCHMARK

What it is

Official-source notesBDR / SDRscaling

Unify connects research, data, signals and sequencing. Credits pause at a hard cap; paid top-ups enter a shared pool and can carry over for up to 12 months. [V1] [V2]

Documented means the statement is present in the cited material. Capability effectiveness, customer outcomes and security assurances have not been independently audited here.

Promoted use cases

  • Trigger outreach from intent signals
  • Research and qualify accounts
  • Coordinate outbound plays across representatives

Sales-development AI ranges from data enrichment to autonomous outreach. Research quality, contact permissions, sending infrastructure, reply handling and qualification are separate responsibilities. A buyer should compare the portion of the revenue motion each vendor actually owns and the amount of human supervision required to protect reputation and data quality.

Pricing and buying model

Published commercial evidence

$20 / seat / month

Base: 800 credits; Pro $60/seat/month with 2,400 credits. Business custom annual agreement.

Check current commercial source ↗

Budget for implementation, model and tool usage, data, human review and ongoing support. Credit units and outcome definitions differ between vendors. A missing numeric rate is marked unverified rather than replaced with an old third-party estimate.

Collaboration and governance

The vendor documents SSO and SOC 2 Type II claims. Validate how play approval, suppression and credit allocation interact.

The relevant unit of control is permission to contact a prospect or change a CRM record. Inspect who can propose, approve, execute, interrupt and audit that action. Shared seats, shared content and a shared live agent session are different capabilities; require a demonstration of the one your process needs.

Evaluate memory correction, permission revocation and release control for updated instructions. An improvement loop should preserve the original evidence, proposed change, test results and named approver. A safety or security badge alone cannot establish those workflow properties.

Review and customer evidence

No independent review sample was verified in this research pass. Vendor-hosted testimonials are selection-biased customer evidence, not an aggregate rating.

Before relying on a testimonial, confirm the exact product, version, package, workload and baseline. Ask a relevant customer about setup effort, failed cases, ongoing manual work and support after launch. This dossier does not convert customer logos or vendor-hosted awards into independent proof.

Focused feature documentation

Focused documentation check · Sep 2026

Prospecting seat and usage scope

Unify presents AI-assisted prospecting built around a system of action for revenue teams. Its pricing surface distinguishes Base, Pro and a quoted Business package with differing credit entitlements. A seat price alone does not include the same level of campaign capacity, intent signals or administrative support across plans.

Pilot with one named account segment: import signal, research contact, approve a message and route replies back to the human owner. Preserve lead provenance, duplicated contacts and consent or suppression status. Compare the full recurring cost against a team of SDRs or a custom cross-stack agent team only after fixing the expected lead volume and output quality.

Primary sources: Official Unify pricing and tier matrix ↗ · Official product scope ↗

Published documentation and public illustrations; account behaviour was not independently tested.

Visual source

Public Unify source page captured 23 September 2026
Unify · Public page captured 23 Sept 2026. Vendor presentation, not an authenticated product test. Open source ↗

Fit, limitations and proof requests

Editorial assessment

Unify is a focused revenue action system. Test whether observed buyer signals lead to better qualified opportunities, not simply more automated sends.

Priority question: When the hard cap is reached, which in-flight actions complete, and can that create partially executed campaigns?

The evaluation owner should be the sales-development and revenue-operations leads. Use accepted opportunities and qualified meetings that actually occur as the business target. Judge the solution in its own stack role: a cloud runtime, a specialist production tool and a managed AI team can be complementary purchases.

Use-case evaluation plan

Research that improves account selection

Start with the same account list and ideal-customer criteria. Ask for sourced research, a relevance explanation and a confidence assessment. Include ambiguous companies and stale contacts. Score whether the resulting priorities are useful to experienced representatives, not whether the system can fill every field.

Measure: factual accuracy, accepted accounts, data freshness and enrichment cost.

A controlled outbound sequence

Prepare outreach using approved claims and a suppression list. Add a reply that expresses disinterest, a referral to another person and a question the agent cannot answer. Test whether the workflow updates state, stops inappropriate follow-ups and escalates with a concise handoff.

Measure: reply handling, suppression compliance, review effort and domain-health indicators.

Meetings to accepted pipeline

Define qualification and attendance before the pilot. Audit booked meetings for fit, genuine interest, duplicates and no-shows. Follow the cohort into sales acceptance rather than counting calendar invitations as revenue. Record human effort spent repairing poor bookings and misleading personalization.

Measure: held qualified meetings, sales acceptance, pipeline progression and total cost per accepted opportunity.

Detailed comparison

Read the detailed Nagent vs Unify guide for operating models, shared context, governance, cost, evidence gaps and a staged pilot.

Nagent vs Unify

Sources and evidence register

Nagent · Multiplayer AI for growth teamsResearch: 21–29 September 2026 · Public-source analysis, no hands-on benchmark · Sources & method