IX-04 · Agent · Sales
Call-to-CRM
Turns a sales call into a clean record and a drafted recap
Specification
- Type
- Agent
- Writes
- Proposed only
- Saves
- ~15 min per call
- Deploy time
- 4–6 weeks
What does a call-to-crm agent actually do?
Reps don't skip the CRM out of laziness — admin is unpaid time on a commission plan. This agent extracts stage, next steps, objections and competitors from the recording, proposes the field changes for one-click confirmation, and leaves a recap in drafts.
It proposes; it never silently overwrites a field a person set by hand.
Not yet published
The full specification for this entry isn't public.
Operations, guardrails and compatibility for this entry are walked through during a Sprint rather than published, because they are scoped against your systems rather than ours.
Next step
Send us the workflow. We'll tell you what qualifies.
Inside the five-day Sprint we work against your real data, identify what this entry could safely do, and show you the output. No cost, and the analysis is yours regardless.