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CRM · Illustrative scenario

Customer Relationships

Enrich, route, and action every customer signal in real time.

An agent layer over Salesforce and HubSpot that turns inbound noise into governed sales motion — research, account scoring, next-best-action, and personalized outbound on the same loop.

Scope a CRM pilotSee the runtime →

01 · Baseline

The coordination tax, measured.

Pre-agent metrics captured across customer relationships workflows during the Phase 01 read-only observation window.

Lead response time

0h 38m

Inbound MQL → first human touch

Account research / rep

0.0 hrs/wk

Pre-call prep, manual

Pipeline hygiene score

0%

Stale or mis-staged opps

02 · Architecture

How the agent core integrates.

Bounded actuation framework wraps every tool. No raw access — typed surfaces, scoped credentials, policy-bound writes.

  1. 01

    Salesforce + warehouse join

    Agent reads warehouse + product telemetry + CRM in one typed surface, enriches accounts on signal.

  2. 02

    Next-best-action policy

    Sales playbooks codified as bounded actions; agent drafts outbound, books meetings, updates stages.

  3. 03

    Pipeline reviewer

    Nightly hygiene sweep — stage validation, close-date reality check, MEDDIC field enforcement.

03 · Outcomes

Steady state, after rollout.

Illustrative scenario. Illustrative targets against a Phase 01 baseline — not published results.

Lead response

< 0s

Inbound to qualified outreach

Rep prep saved

0.0 hrs/wk

Per quota-carrying rep

Pipeline accuracy

0%

Forecast vs. actual, rolling 90d

04 · Rollout

Three phases. Timing agreed per engagement.

Reversible at every step: Agents open draft pull requests. A person approves every merge.

  1. Phase 01

    Discovery

    Read-only observation

    Agent senses, plans, and shadows live traffic. Read-only access. Baseline metrics captured.

  2. Phase 02

    Pilot

    Supervised execution

    Every action drafted by the agent, 1-click human approval, and an audit trail in Git: Agents open draft pull requests. A person approves every merge.

  3. Phase 03

    Rollout

    Bounded autonomy

    Full Observe → Decide → Execute → Verify loop. HITL retained only on high-risk thresholds.

Governance

Controls shipped with this workflow.

Mapped to the OWASP Agentic Top 10 (2026): a control map, not an assessment. Mapped · not certified or audited.

  • Brand-voice policy
  • Outbound rate limits
  • PII redaction at tool boundary
  • Full conversation audit
Previous · ERPEnterprise Resource PlanningNext · OPSOperations

90-minute discovery workshop

Map this study to your CRM stack.

We baseline your workflows, walk through the phased rollout, and leave you with a deployment plan — not a pitch deck.

Book workshopCompliance matrix →
SOC 2 Type II — Mapped · not certified or audited
ISO 27001 + 42001 — Mapped · not certified or audited
EU AI Act Art. 12 — Mapped · not certified or audited
OWASP Agentic 2026 — Mapped · not certified or audited