The manager sells, the agent prepares
The agent qualifies the lead, pulls the CRM history, suggests the next step and drafts the email. The manager writes to the client — after reviewing the draft.
01Builder
Sketch your AI agent’s architecture
Pick tasks, sources, actions and the autonomy level — the diagram appears on the right: employee, agent, data, approval and actions.
Preliminary architectureNodes: 12
- Employee → Agent runtime
- Customer channel → Agent runtime
- Agent runtime → Guardrails · audit, LLM, CRM, Email, Calendar, Human approval
- Guardrails · audit
- LLM
- CRM
- Calendar
- Human approval → Update CRM, Send email, Book meeting
- Update CRM
- Send email
- Book meeting
AGENT Sales agent CONTEXT CRM · Email · Calendar ACTIONS Update CRM · Send email · Book meeting CONTROL Every action approved by a person · Role-based access to sources · Audit log of every tool call
This is a preliminary outline. The architecture may change once we review the process and the data.
02AI Sales
What the agent does
Updates CRM records, books meetings in the manager’s calendar, flags abandoned deals.
04Contact
What do you want to hand to AI?
Describe the task in your own words, answer five questions and get a preliminary AI agent schema. Or just write to us.
Preliminary AI agent schema
Step 1 of 7