What is Harvey?
Harvey is an autonomous sales agent that finds prospective businesses, researches their websites, drafts personalized email sequences and handles replies toward arranging meetings. Users confirm which prospecting signals it may collect, including website gaps, advertising activity and hiring signals. A local dashboard supports reviewing signals, contacts, conversations and outgoing messages.
The software runs on the user's machine through a Python installation, with Docker deployment also documented for Linux. Model calls use an existing Claude Code or Codex subscription rather than separately billed model API calls, subject to the provider's terms and usage limits. Operation also requires a sending mailbox and attention to mailbox warmup, sending reputation and approval settings.
Key capabilities
- Prospect discovery Finds businesses and collects explicitly approved targeting signals.
- Website research Examines business websites for details that can inform prospect selection and email personalization.
- Email campaigns Drafts personalized outreach sequences and sends messages through a configured mailbox.
- Reply handling Reads responses to stop follow-ups, honor opt-outs and draft replies toward a meeting.
- Review dashboard Provides a local interface for inspecting prospects, conversations and outgoing messages.
- Usage controls Checks subscription quota when available and throttles model activity, with a daily call budget as a fallback.
Where Harvey fits
Harvey fits outbound sales workflows targeting businesses, particularly local businesses whose websites and public listings provide useful prospecting signals. It combines prospect research, email drafting and reply handling in a locally operated workflow, with human review available through the dashboard.
Before deployment, teams should verify subscription terms and capacity, mailbox permissions, domain authentication, warmup and approval settings. Microsoft 365 requires an app registration and delegated permissions; inbox-read failures hold sending. Docker deployment is documented for native Linux, while Codex requires a host installation on macOS or Linux.
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