AI agents

One process,
updated in your system.

One agent, one process, in the CRM, marketing platform, or success system you already use.

What gets done

Marketing, sales, and support flowing through an AI hub to a person reviewing the result

READ → WRITE

Your system starts the run. The record is updated. You can open the trace and see each step.

The run

Event
Your system starts the run.
Read
The account on that event is loaded.
Update
The record is updated.
Hold
A person still approves the stage.

The result

Three places this pays for itself.

A lead that reaches sales while it is still warm, a follow-up that goes out the same day, or a renewal that starts with time left.

Marketing

A lead that matches the definition you and sales wrote is routed the same day, with the reason on the record. Nurture stops once a rep owns it.

Sales

The call ends. The opportunity has the note, the next step, and the owner. The rep does not retype it. A stage change still waits for that rep.

Customer success

Usage, tickets, and the contract date open a renewal or expansion task while there is still time. The QBR draft is assembled from those records. A person approves what the customer sees.

How it runs

One run, from the event to the update.

A renewal, waiting for the owner to approve a stage change. Lead routing and call follow-up use the same record.

01Received
One delivery starts one run
The marketing platform sends lead.scored. That message starts this run. If the same message arrives again, it joins this run.
02Read
It loads only this lead
The agent loads the lead, the campaigns they opened, and the score definition you and sales wrote.
03Drafted
The draft cannot change the account
The step returns a renewal task and a QBR outline as text. The model for that step is configured separately.
04Held
The stage waits for the owner
The note and the next step are ready to save. The stage stays as it is until the owner approves or rejects the change.

The run is saved after each step. If the worker stops, it resumes from the last saved step. A later attempt updates the same task and the same email.

Controls

What has to be true before this runs on your data.

Tools are narrow

One call, one record.

Three actions always stop

A stage change, an outbound email, and a payment.

Answers cite your records

If it is not on the account, the agent says so.

You can open the run

The model, the prompt, and each step.

A change is tested on your cases

Your own deals, before it ships.

Models

Chosen per step.

Not one vendor for the company.

Matched to the step

A decision, a document, a file, or a call.

Inside, when it has to be

If the record cannot leave, that step stays in your environment.

Larger only when needed

Routing stays on a smaller model.

Where it saves

The systems those teams already open.

If your system is not on the list, bring it. Our agent updates that record.

Slack
Salesforce
HubSpot
Zendesk
Microsoft

Bring one process and the system it should update.

We’ll show how that process runs in the system: the steps the agent takes, the record it updates, and the actions a person still has to approve.

Marketing Sales Success

One process,updated in your system.