CRM, calendars and workflows

An AI agent that takes action

When a conversation needs to end in action: create a deal, suggest a meeting time or prepare a document. Every action follows an explicit rule.

Scope, cost and timing are confirmed after a brief.

The work

What we will build

  1. 01

    Agree on workflows, allowed operations and access permissions.

  2. 02

    Connect CRM, calendar, 1C or other APIs when access is available.

  3. 03

    Log actions and request human approval for significant operations.

What to prepare

Describe one workflow, your systems and the intended outcome. Credentials are shared securely after the scope is agreed.

Before we start

Good questions

Can the agent spend money?

Financial operations require explicit agreement, limits and human approval.

How long does implementation take?

We estimate the scope after checking the APIs and workflow. Complex processes start with a pilot and roll out in stages.

Technical details and service terms are agreed for your project.