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Voice, chat, email, and WhatsApp agents that qualify, support, and update records in real time — with human handoff when it matters.
Teams drown in channel silos. Agents re-ask the same questions, CRM records go stale, and high-intent buyers wait while tickets bounce between queues.
Deploy omnichannel AI agents that reason over CRM context, write back outcomes live, and escalate with full transcript and intent — so revenue and service teams share one customer timeline.
Key capabilities
Voice, chat, email, and WhatsApp with one conversation history and brand-native tone.
Create and update leads, opportunities, and cases as conversations unfold.
Route by intent, SLA risk, or sentiment — with transcripts and suggested next steps.
Measure containment, conversion, and agent assist quality in one dashboard.
Deflect routine inquiries while accelerating high-intent paths to revenue.
Fewer missed notes and stale fields — every interaction lands on the right record.
Handle peak volume with AI while specialists focus on exceptions that need judgment.
Related solutions
Pair AI CRM Agents with complementary products for a complete customer operating layer.
Run tickets, live chat, and knowledge in one SaaS workspace — with AI deflection that still feels brand-native.
Orchestrate approvals, escalations, and back-office tasks with AI-assisted pipelines that cut cycle time across teams.
Configure pipelines, objects, and permissions for your industry — without bolting AI on as an afterthought.
Articles and case studies that go deeper on AI CRM Agents.
Book a walkthrough with our solutions team — we'll map AI CRM, support, and automation to your stack and show a path to production.
