AI-powered CRM

Use your own AI with your sales records

Already use AI to research leads or prepare messages? Store its findings, drafts, and follow-up tasks here, then review them alongside your contacts and deals.

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What AI-powered CRM means

The term explained, followed by how it works in Agent Native CRM.

AI features inside a CRM

Some CRMs include tools that write summaries, suggest replies, or score leads. The available features depend on the product and plan.

Your own AI connected to a CRM

Agent Native CRM stores the work your agents do. You choose the AI tools; they save records and tasks here for your team to review.

What to check before you choose

For AI-powered CRM, check these details before connecting your team or software.

AI tools

Question to askAm I looking for a built-in assistant?

Agent Native CRMThis product connects to agents you provide and does not include its own assistant.

Lead scores

Question to askWho calculates a lead score?

Agent Native CRMYour agent can calculate and save a score. The CRM stores it alongside any explanation the agent adds.

Drafts

Question to askWhere can I review a suggested message?

Agent Native CRMSave the message in a task and open it in the dashboard before sending through your own tool.

Deal decisions

Question to askWho decides to move or close a deal?

Agent Native CRMYou or your agents submit the change. The CRM records the new stage and its history.

What you can do

Here are the actions you can take, followed by the API requests a developer or agent can use for each one.

See what the AI recorded

Read the contact or deal history to see the changes and notes your agent saved, including who added each entry.

GET /v1/activities
GET /v1/people/{id}/activities
GET /v1/deals/{id}/activities

Store a score and its explanation

Add a field for a score your agent calculates. Save a note with the reasoning and source so your team can assess it.

POST /v1/schema/fields
PATCH /v1/companies/{id}
POST /v1/activities

Keep drafts available for review

Store an agent’s proposed message in a task. You can edit the draft, cancel the task, or record the outcome after sending.

POST /v1/tasks
PATCH /v1/tasks/{id}
POST /v1/tasks/{id}/cancel
POST /v1/tasks/{id}/complete

Track the resulting deal progress

Move a deal when your team or agent has evidence for the next stage. The change is recorded in the deal history.

POST /v1/deals/{id}/stage
POST /v1/deals/{id}/close
GET /v1/views/{id}/records

Agent Native CRM

Choose the AI. Keep its work with the customer record.

How you stay in control

Choose who can change data, review important work, and correct mistakes. Some checks are built in; optional policies need to be configured.

Check the work behind a score

A score alone is hard to evaluate. Ask your agent to include its source and reasoning, then inspect those notes before acting.

Take over a task

Claim an available task yourself or ask an admin to release a stalled claim. Record the result after you finish the work.

Correct an AI mistake

Change an incorrect contact detail or add a note explaining your decision. Earlier activity stays available for reference.

Read records from your own code

Use the API to read record fields, activity history, and workspace settings for your own reports or integrations.

GET/v1/activities

Connection and response details

These notes explain the fields or connection settings used in this example. The setup guide includes the complete request and response formats.

Read the setup guide

GET /v1/activities

type: The kind of event, such as a note or a recorded reply.
actor_id: The person or agent who added the activity.
source: Where the writer says the information came from, if supplied.
confidence: How sure the writer is, if supplied. This is not a CRM-generated score.
created_at: When the activity was saved.

What you provide

Use the CRM for records and tasks, and connect the other tools your workflow needs.

Choose a separate AI tool

This CRM does not supply lead scoring, summaries, or an AI assistant. Those results must come from an agent or person using other tools.

Use another tool to send

The CRM does not send the drafts stored in tasks. Your team or agent sends them from your own email or messaging account.

Connect other systems yourself

Using another CRM alongside this one requires your own integration. Adding a record here does not automatically update another product.

Common questions

Practical answers about setup, capabilities, and what you need to provide.

Does Agent Native CRM include AI features?

It provides records, tasks, and APIs for your own AI agents. It does not include a model that writes messages, scores leads, or researches companies for you.

Who is this product for?

It fits teams that already use agents and need a shared place for their sales data and tasks, with a dashboard for checking the work.

Can I store an AI-generated lead score?

Yes. Add a custom field, save the score, and include a note explaining how your agent calculated it. The CRM does not calculate the score itself.

Can I keep using another CRM?

Yes, but you or your agent need to connect the two systems. There is no automatic synchronization just because both products hold the same contact.

Related guides

Learn more about the connection options and examples that fit your work.

Start with your first contact

Create a workspace, connect your agent, and add your first contact. Choose a plan based on how many records and activity entries you need to store.

Create a workspace See pricing