Vision session with Nadav Greenberg (2026-04-15)

Summary

  • Strategy crystallization with nadav-greenberg (advisor). Sharpened SDR-first wedge with brain layer + agent orchestration as the actual core product.
  • Voice clarified as a feature, not the core — most replaceable roles happen to be phone-based, so voice is the natural starting capability, but the brain is the real product.
  • Brain layer must work for human workers too, not only AI agents — validated by plan to test with monday.com’s own human SDRs.
  • API-first architecture decided as a hard constraint — every capability accessible via API, enabling agents in Claude Code / OpenAI / etc.
  • Second vector resolved: lightweight marketing data connectors (NOT a full marketing agent) — driven by Nadav’s capacity challenge (14 engineers, 5-month window).
  • Competitive deep-dives: Sierra (per-resolution pricing, CX-focused), OneAI (per-lead pricing), Leaping AI (“self-learning” is actually manual prompt updates), Wonderfull (services-heavy, non-English play).

Decisions raised

  • DEC-015 — Voice is a feature, not the core. Brain + agent orchestration is the platform.
  • DEC-016 — Second vector = lightweight marketing data connectors for source attribution (NOT a standalone marketing agent).
  • DEC-017 — Support both pre-built opinionated agents AND custom / bring-your-own agents.
  • DEC-018 — Product is API-first: every capability accessible via API.
  • DEC-019 — Brain layer works for human workers too; validate cross-funnel value on humans before requiring agents.

Action items raised

  • AI-016 — Vitali/Ayala — Productize SDR voice agent (UX, onboarding, playbook builder, CRM polish, dashboards).
  • AI-017 — Tomer/Niv — Build lightweight marketing data connectors (Google Ads, Facebook Ads source attribution).
  • AI-018 — Saar/Vitali — Design and implement API-first architecture.
  • AI-019 — Saar/Tomer — Validate Harmony brain on human workflows: test cross-funnel insights with monday’s human SDRs and marketing campaigns first.

Open questions raised

  • OQ-011 — What is the minimum viable second agent for cross-funnel value? Connector enough, or full marketing agent?
  • OQ-012 — Can 14 engineers become a legitimate SDR player in 5 months against $100M+ funded competitors?
  • OQ-013 — Pursue non-English languages as differentiation (Spanish, Arabic, Hebrew)?
  • OQ-014 — How to price the brain / orchestration layer standalone (for bring-your-own-agent customers)?

Entities

Concepts

Notable quotes

“Voice doesn’t appear as a core function in the vision document.” — Nadav, prompting DEC-015 “Most companies are not all-agent yet — proving Harmony on human workflows de-risks adoption.” — Nadav, prompting DEC-019