Customer ops & revenue teams
AI
Agents
Agents that execute workflows—not just chat. CRM updates, triage, scheduling, and follow-ups with guardrails your compliance team can read.
- Tool use
- Human approval
- CRM native
From inbox overload to owned pipelines
A B2B services firm needed consistent follow-up without hiring another round of SDRs. Agents now draft, route, and log actions inside Salesforce with human approval on outbound sends.
- Tool use
- Human approval
- CRM native
3×
Touch consistency
−40%
Manual CRM entry
SOC2
Ready path
Reps sell; the agent handles the hygiene. Pipeline hygiene finally matches our brand promise.
Chief Revenue Officer
Verified narrative
Engagement model
How we work with you
We prototype on a narrow workflow first—then widen once guardrails prove out.
Shape
01Workflow graph
Map triggers, data sources, and escalation paths. Forbidden actions are explicit.
Prototype
02Shadow drafts
Agents propose actions; humans approve. We measure precision before anything goes autonomous.
Connect
03Systems of record
Salesforce, HubSpot, Zendesk, or custom APIs—least privilege, full logging.
Govern
04Policies & review
PII handling, retention, and model change control documented for security reviews.
How it works
Orchestration layer on top of the models you already trust.
Intent & routing
Classify inbound work, attach context packs, and assign owners automatically.
Tool execution
Safe calls into CRM, calendar, and ticketing—schemas validated before write.
Human checkpoints
Approval queues for sensitive sends; full diffs so reviewers move fast.
Telemetry
Trace every step for QA and compliance; replay any conversation thread.
Product craft
Interfaces operators approve—then automation runs underneath.
Deployment visuals
Next step
Ship agents your legal team signs
Bring one messy workflow—we will return a scoped pilot with success metrics and a governance pack.
Typical working session
- Integration surfaces & security posture
- Latency, accuracy, and ops constraints
- Pilot scope and success criteria
No generic deck—technical stakeholders welcome.
Explore further
