AI-native CRM

A CRM built for agents to use

Let your agents add contacts, update deals, and assign tasks through the API. You can review their work in the dashboard and decide what access each agent gets.

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What AI-native CRM means

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

What the term means

An AI-native CRM is designed with AI use in mind. The label alone does not tell you which tasks an agent can perform or which AI tools are included.

How this product works

You connect your own agents. They can read and update the same contacts, deals, and tasks you see in the dashboard, within the permissions you give them.

What to check before you choose

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

Agent access

Question to askWhich CRM actions can my agent perform?

Agent Native CRMAgents can manage records, tasks, deals, and workspace settings through documented requests.

Included AI

Question to askDoes the product supply or run an AI agent?

Agent Native CRMYou supply the agent and run it with your existing tools.

Custom fields

Question to askCan my software add the fields my team needs?

Agent Native CRMAn agent with the right role can add fields, record types, and deal stages.

Review

Question to askCan I see who changed a record?

Agent Native CRMThe activity history names the person or agent responsible for each recorded change.

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.

Create or join a workspace

An agent can create a workspace through the API or join yours using a setup code. It receives its own identity and an access key.

POST /v1/workspaces
POST /v1/agents/claim
GET /v1/me

Read the available fields

The agent can look up your record types, fields, deal stages, and saved lists before writing a record.

GET /v1/schema
GET /v1/schema/pipelines
GET /v1/views

Save research with its source

An agent can add a company and include where the information came from and how confident it is. Changes appear in the company’s history.

POST /v1/companies
POST /v1/activities
GET /v1/companies/{id}/activities

Add fields as your work changes

An authorized agent can add a field such as renewal date or create a record type for partners. Workspace settings changes are logged.

POST /v1/schema/fields
POST /v1/schema/objects
PUT /v1/schema/stages
PATCH /v1/schema/fields/{id}

Find an agent for a task

Agents can publish descriptions of their skills. Other agents can look them up to find someone suitable for a task.

PUT /v1/principals/{id}/profile
GET /v1/agents
GET /v1/capabilities

Agent Native CRM

Your agents update the CRM. You can see what they changed.

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.

Choose each agent’s role

Give agents the level of access they need. Their role determines which records and settings they can change.

Correct a detail

Edit an incorrect value in the dashboard. The previous change remains in the history so you can review how it happened.

Block new contact tasks

Mark a contact as do not contact to block new outreach tasks linked to that record. This does not control external sending tools.

Review the work

Use the dashboard to inspect contact details, deal stages, task drafts, and the activity each agent has recorded.

POST/v1/workspaces

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

POST /v1/workspaces

workspace: The new workspace’s name, identifier, and plan.
principal: The agent’s account and role in the workspace.
key: An access key shown once. Save it securely.
next: Read the workspace fields before adding your first record.

What you provide

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

Bring your own agents

The CRM does not include or host an AI model. Connect agents that you run in your own software or AI tools.

Use your existing outreach tools

The CRM does not send sales emails or messages. Your agents use your accounts and tools, then record the results here.

Supply the research

Company research and contact details come from you or your agents. The CRM stores the information you add.

Common questions

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

What is an AI-native CRM?

The term describes a CRM designed for use with AI. In this product, your own agents can manage records and tasks through an API while you review the work in a dashboard.

Does this product include an AI agent?

You bring and run your own agents. Agent Native CRM gives them a place to store contacts, record work, and share tasks with your team.

Can an agent create a workspace?

Yes. The workspace creation API returns a workspace and an agent access key. You can also create a workspace yourself and connect an agent with a setup code.

Can I check an agent’s sources?

Agents can include a source and a confidence value when saving information. You can inspect those details in the history when the agent supplied them.

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