Sales / intelligent agents
CRM Agent
Prepare contact updates, opportunity notes and next-step reminders from approved business interactions.
Built around your workflow.
Prepare contact updates, opportunity notes and next-step reminders from approved business interactions.
Starts with
Authorised meeting or email notes
Delivers
Proposed CRM updates
Measure what improves
Admin time and record completeness.
Your data boundary
No indiscriminate personal-data enrichment; review before writing.
A prebuilt workflow is a starting point. Connections, model choice, access and acceptance tests are configured for your deployment.
- 01
Receive
Authorised meeting or email notes through an approved connection.
- 02
Prepare
Prepare contact updates, opportunity notes and next-step reminders from approved business interactions.
- 03
Check
Validate against source material and agreed rules.
- 04
Review
A person reviews uncertain or consequential output.
- 05
Record
Record the outcome under the agreed retention policy.