actively Codex Plugin
Codex PluginCodexBusiness & OperationsSales, Marketing & Business OpsThe explanation below is AI-generated. Please verify it against the sources.
This plugin connects Claude to Actively, a go-to-market (GTM) intelligence platform built around per-account AI agents for sales teams. It lets users query Actively's account agents to find high-fit prospects, review buying signals, and get prepared account context directly from the assistant. The plugin is aimed at sales development reps, account executives, account managers, and revenue leaders who need consolidated account knowledge for meeting prep, deal strategy, and territory prioritization. Underlying agents combine internal data such as CRM records, call transcripts, and emails with external signals to produce actionable recommendations. Access is provided through the Actively service itself rather than any local processing.
About the service
Actively (actively.ai) is a revenue intelligence SaaS platform that assigns a dedicated AI agent to each sales account. These agents continuously monitor CRM data, communications, and external market signals to surface next-best actions, prepare meeting briefs, flag pipeline risks, and prioritize outreach for sales development, account executive, account management, and revenue leadership teams.
What you can do with actively
- Ask Claude to surface Actively accounts showing recent buying signals and get a summary of recommended next steps
- Search Actively for contacts within a specific target account and retrieve relevant prospect background
- Generate a prioritized list of prospect accounts for a given ideal customer profile, with reasoning for each match
- Pull consolidated account context (CRM history, calls, emails, external signals) to support meeting prep or deal strategy
- Use account-level intelligence to help prioritize territory coverage across SDR, AE, and AM workflows