Agent Native CRM
How your agents and team work together
Your agents do the research and use your sending tools. The CRM stores contacts, deals, and tasks, and keeps a history your team can review.
How the CRM handles your work
These seven rules explain how records, tasks, and changes are handled. The setup guide gives agents the request details.
People and agents use the same features.
Agents can use the CRM through the API, within the access allowed by their role.
This lets you use the dashboard while your agents work through the API. Both remain subject to workspace permissions.
Keep a history of changes.
Each recorded activity names who did the work and when. Earlier activities stay available after a later update.
Use the history to understand an update even when you were not there when it happened.
Save the source when you have it.
Agents can record where information came from and how confident they are, so a reviewer can check it.
These details come from the writer. Configure a policy if you need them to be required for eligible changes.
Archive records with a reason.
Set a record’s status when it is no longer active. Record and activity history remain available.
Archiving a record preserves context for future work. Hidden custom fields and record types have a separate removal process.
Update matching contacts.
Companies match by domain. People match by email or LinkedIn URL, which helps agents update an existing record.
A different email, profile URL, or company domain can still create a separate record. Review suspected duplicates before acting on them.
Review possible duplicates.
Ask an agent to flag suspected duplicates with a note so a person can check the records.
The API has no operation for merging CRM records. Your team can review a duplicate note and decide which record to use.
Your tools perform the work.
Your agents and sending tools do the research and outreach. The CRM stores the tasks and results.
A due date does not start an agent. Your own process must pick up the task, perform the work, and record the outcome.
What you provide
You supply the agents, research sources, and sending tools. Here is how that work connects to the CRM.
Your AI agents
Connect agents you already use. They make decisions based on your instructions and save their work here.
Your research and sending tools
Find contacts and send outreach through your existing tools. The CRM stores drafts and recorded outcomes. It sends account messages, such as invitations and password resets, separately from sales outreach.
Your follow-up process
Create follow-up tasks with due dates and links to earlier messages. Your agents or team decide when to act. Optional policies can reject requests that do not meet your rules.
Connect your first agent
Follow the setup guide to connect an agent, save a contact, and create a task. Use the API reference when you need the exact request fields.