PRODUCTS
Decades of human marketing intelligence, operationalized through AI.
Refaris Agents are purpose-built around the workflows, decisions and challenges that drive B2B growth.
Built from real-world experience across demand generation, marketing automation, ABM, digital, buying groups, marketing operations and revenue measurement, they combine proven B2B methodology with AI’s ability to research, analyze, interpret signals and act.
More than AI that knows about marketing. AI designed around how successful B2B marketing actually works.
Intelligence across the B2B demand engine
Most marketing AI starts with a task: write an email, summarize a document, research an account or generate an ad. Refaris starts with the business decision.
Who should we target and why?
Which accounts are demonstrating meaningful buying behavior?
What should happen next?
What does this buyer need now?
Where is pipeline breaking down?
01 →
Campaign Intelligence
02 →
Demand Intelligence
03 →
Lead Orchestration
04 →
Nurture Intelligence
05 →
Pipeline Intelligence
↑ Learning informs the next campaign
Meet the Refaris Agents
Specialized intelligence for critical decisions across the B2B demand engine. Start with one. Connect them as your needs grow.
Campaign Intelligence
Build better-informed B2B campaigns from market, buyer and business intelligence.
Better independently. More powerful together.
Each Refaris Agent can deliver value independently, but B2B marketing is not a collection of independent activities.
Campaign develops the program → Demand identifies response → Orchestration determines what happens next → Nurture adapts engagement → Pipeline evaluates performance → Learning informs the next campaign.
Strategy →
Engagement →
Intelligence →
Action →
Learning
The result is not simply a collection of AI tools. It’s the foundation for an intelligent B2B demand engine.
Built around your marketing ecosystem
Add intelligence without replacing the systems that run your business.
Refaris is designed to work across existing CRM, marketing automation, intent, analytics, content, advertising and Sales technology rather than replace that infrastructure.
DESIGNED TO CONNECT WITH YOUR EXISTING STACK
Integrations in development
CRM & Sales
Marketing Automation
Intent & Intelligence
Advertising & Analytics
Your technology remains the execution infrastructure. Refaris adds a layer of marketing intelligence around it.
What would you test if time weren’t the constraint?
Marketing teams have no shortage of ideas. The constraint is often the time required to research, build, execute, measure and learn from them.
Intelligent agents can expand the ideas, hypotheses, messages, audiences, journeys and approaches teams are able to evaluate—while keeping appropriate human review and business controls in place.
Ideas
Hypotheses
Messages
Audiences
Journeys
Approaches
Hypothesis →
Test →
Measure →
Learn →
Refine
FUTURE CAPABILITIES
More intelligence. More possibilities.
The initial Refaris Agent portfolio focuses on five critical demand-generation workflows, but the architecture can extend across the marketing organization.
Buying Group Intelligence
Identify known members of an account’s buying committee, surface missing roles and recommend engagement strategies across the group.
Content Intelligence
Map existing content against ICP, persona, buying stage and campaign needs; identify gaps, outdated assets and opportunities to reuse or adapt content before creating more.
Marketing Operations Intelligence
Monitor data quality, routing, lifecycle stages, campaign governance, attribution and workflow problems.
AI Search Intelligence
Monitor how brands, products and competitors appear across AI answer engines, identify visibility and citation gaps and recommend actions to improve AI discovery.
Human expertise remains part of the system
AI where it creates leverage. Human judgment where it creates value.
Autonomy is not the goal simply because it is technically possible. Refaris Agents can include human review, approval and escalation appropriate to the decision.
Research →
Analyze →
Recommend →
Human Review →
Act →
Learn
Automation can increase as confidence, data quality and organizational readiness increase.
The goal isn’t removing people from marketing. It’s removing unnecessary work while giving people better intelligence for the work that matters.
Flexible ways to deploy Refaris Agents
Refaris Agents can be licensed individually or as part of a connected solution, with pricing based on capabilities, customization and implementation requirements.
Monthly License
Deploy individual Refaris Agents with the flexibility to expand as your needs grow.
Annual License
License individual agents or a connected suite for broader, ongoing use across your marketing organization.
Customized Solution
Configure Refaris Agents around your products, markets, workflows, data and technology environment.
Custom Build & Ownership
For organizations requiring a proprietary solution, Refaris can design and build custom agents and workflows with ownership and licensing terms structured around the engagement.
Implementation and customization are scoped separately based on the systems, data sources, integrations and workflows involved.
Proven marketing experience. Built into every agent.
The technology behind AI will continue to change rapidly. Models will improve. New platforms will emerge. Capabilities that seem extraordinary today will become commonplace.
That’s why we believe the lasting value isn’t simply access to AI. It’s knowing what to do with it.
Refaris combines decades of real-world B2B marketing experience with current market intelligence and evolving AI capabilities to create agents grounded in how successful marketing organizations actually operate.
Technology changes. Proven marketing principles, business judgment and the ability to translate intelligence into growth remain fundamental.
Put intelligence to work. Start with one marketing challenge. One workflow. One agent. Then build from there.
RESOURCES
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