AI & Intelligence
AI Agents
Automated follow-up with approval queues
AI Agents watch your pipeline for replies, meetings, and gaps in activity, then propose the next touch. Email and SMS sends wait in your personal approval queue. Call and prep tasks can land in the CRM automatically.
What you get
- Follow-up agent on replies, meetings, calls, and stalled deals
- Personal approval inbox for outbound email and SMS
- Drafts from real email and SMS threads with citations
- Compliance guards for opt-outs and do-not-contact flags
- Tenant defaults with per-rep policy overrides
- Dashboard pulse for pending approvals and recent runs
How it works
- 1
Admins enable AI Agents and set workspace defaults in settings.
- 2
The agent evaluates assigned leads on schedule and after key events.
- 3
High-risk sends queue for your approval; low-risk tasks appear in CRM.
- 4
Review rationale and citations, then approve, edit, or dismiss.