Sales pipeline assistant
The useful sales agent is not the one that writes emails. It is the one that knows the account is three weeks from renewal, has an unpaid invoice, and used the feature they complained about — and assembles that before the call.
The problem
The context a rep needs lives in CRM, billing and the product, and gathering it takes longer than the call itself.
How it is built
- Connect CRM, billing and your own product API
Read actions only. This alone removes most of the manual gathering.
- Let the agent assemble the account picture
One view across systems, built per request rather than synced into yet another database.
- Gate every CRM write
Stage changes, notes and tasks are proposed and approved individually.
What you get
- Call preparation that takes seconds rather than fifteen minutes.
- CRM hygiene improved by proposal rather than by nagging.
- No silent pipeline edits.
What keeps it safe
- Reads and writes are published independently.
- Every proposal shows the exact field values before approval.
- Runs carry bounded execution budgets.
Publish the read actions, run it for a few weeks, and read the traces. Deciding which writes to publish from evidence is both safer and a much easier internal conversation than deciding from a roadmap.
Questions
Does it write to the CRM automatically?
Not unless you publish the write action without confirmation. The default is that the rep sees the exact change and approves it.
Build beyond the expected.
Create a workspace, register an application, and import your first API.