An agent that works the way your team does
Write the role and steps as instructions, and the agent finds and reads records, emails, and notes, then builds its answer in that order. The next block saves the answer to the customer record as a note or an attribute.
Lead scoring agent
When a new lead comes in, it checks company details and the web against the customers your team looks for, then leaves a score and a reason.
Lead routing agent
Looks at the inquiry and each rep’s open opportunities, and picks who should take the lead.
Meeting prep agent
Before a meeting, it reads notes, past events, Notion docs, and Slack threads, and pulls out only what matters.
Morning digest agent
Every morning it reads the records and tasks that changed overnight and picks what to look at first, with reasons.
Competitor watch agent
Finds competitor news on the web and judges whether it affects your open opportunities.
Inquiry triage agent
Reads incoming inquiries, judges urgency and type, and hands them to the right team.
Win/loss agent
When an opportunity closes, it reads the notes and conversations and records the real reason in your team’s categories.
Onboarding plan agent
Reads kickoff meeting notes and lays out the follow-up tasks for each customer.
Expansion signal agent
Reads subscriptions and usage, judges upsell potential, and leaves a note for the owner.
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