Two-way CRM sync
Agents read account context before acting and write results back in real time. A rep's manual edit always wins.
The controls reviewersask about first
The controls sales leaders and security reviewers ask about first, and the numbers a pilot reports back.
Audit log · Northwind Freight
- AgentEnriched the record with company size and region
- AgentSent an approved email template
- PersonAccount owner took over: pricing question
- AgentRep edit kept, agent change skipped
- AgentWrote call brief to CRM
One platform forenterprise revenue teams
The agents run on a multi-tenant platform with the controls sales leaders and security reviewers ask about first.
Separate workspaces
Each business unit, region or brand gets its own data, playbooks and permissions.
One history per lead
Email, SMS, WhatsApp, chat and voice land in a single conversation, so a rep never asks the same question twice.
Agent versus human reporting
Compare response time and conversion for agent-handled and rep-handled leads, stage by stage.
How a website chathands off
A scripted example of an agent answering from approved answers, asking two questions, and passing pricing to a person.
Visitor: How do you route new leads to the right rep?
Agent: Routing follows rules your sales team writes. For example, accounts above a score threshold go to a named rep, and the agent works the rest until someone asks for a person.
Agent: Two quick questions so I can point you the right way. Roughly how many inbound leads do you get each month?
Visitor: Around 800.
Agent: Thanks. And do your reps work in a CRM today?
Visitor: Yes, they live in it.
Visitor: What would volume pricing look like for us?
Agent: Pricing is something a person handles, so I am passing this to your account owner now. They will see everything we covered.
Handed to account owner- About 800 leads a month
- Reps work in a CRM
- Asked about volume pricing
- Routing question answered from approved answers
Visitors cannot type here. This is a recording of a scripted example.
Qualityyou can see
You should not have to take the agents' word for it. Quality is measured the same way for agents and for your team.
Agent versus team metrics
Response time, meetings booked and hand-offs, side by side for leads the agents handled and leads your team handled.
Every action traced
Each message, score and CRM write is recorded with the rule that allowed it, so a manager can open any lead and see why.
Failures become test cases
When an agent gets a lead wrong, that lead is added to the evaluation set, so the same mistake is caught before the next change goes live.
What a pilot measureson your own leads
Every pilot runs agents on a share of your leads and compares them with your current process. These are the numbers we report back.
Time to first response
Median minutes from lead creation to first reply, agent versus team.
Qualification rate
Share of leads reaching your fit threshold, with the reasons logged.
Meetings held
Meetings that took place, not just booked, per hundred leads.
CRM completeness
Required fields filled on agent-worked records versus manual ones.