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Build your agent
Customer Base Agent
Customer Base Agent
Lead Generation Agent
Customer Service Agent
Proposal Agent
Custom Agent
Customer base
What happens here
Customer base
CRM shows who your customers are and who owns each relationship.
Activity
What happens here
Activity
Contacts, purchases and events show what is happening in the relationship right now.
Customer history
What happens here
Customer history
The agent considers previous services and the broader customer relationship.
Notices change
What happens here
Notices change
The agent detects when customer activity or circumstances change.
Surfaces the right customers
What happens here
Surfaces the right customers
Timely accounts are highlighted instead of the whole customer base being reviewed manually.
Prepares the next step
What happens here
Prepares the next step
The agent suggests a contact or internal task and explains why.
Human decision
Team decides
What happens here
Team decides
The account owner chooses which customers to act on and how.
Ready outcome
Timely customer action
What happens here
Timely customer action
The owner receives a reasoned next step at the right time.
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