What it is
An agent platform embedded in CRM. Configure agents for sales, service and marketing that read customer data and act under company rules, emphasising control and traceability.
Highlights
- Reads CRM data and acts under defined rules
- Covers sales, service and marketing
- Emphasises control, traceability and audit
- Deeply bound to existing business processes
Who it is for
Enterprises heavily using CRM who want customer processes automated.
Caveats
- Configure agent duties and rules inside CRM, test, then roll out gradually.