Your CRM holds the answers, but digging them out takes time you don't have. This insights agent answers plain questions about your customers — who's at risk, who's worth more, who to call — straight from your own records.
What's Included
- Plain-language answers: ask "who's at risk?" and get a list.
- From your data: grounded in your real CRM.
- Trend spotting: surfaces patterns you'd miss.
- Action-oriented: suggests the next move.
How To Use
- Clone the agent.
- Connect your customer records.
- Ask it questions in plain language.
- Act on what it surfaces.
See CRM builds in the Community Gallery or open the customer health generator.