🤖 CRM AI Agents
Run CRM agents that keep contact records current, log interactions automatically, suggest follow-ups, and surface insights about relationship health from your customer data. These agents understand customer lifecycle, engagement patterns, and relationship building, helping you maintain meaningful connections at scale. Build customer relationship systems augmented with AI.
58 agents available • Page 4
Partner Channel Agent
Channel-partner AI agent — deal-reg routing, commission calc prep, partner enablement, joint-pipeline reviews.
Customer Success Agent
Customer success AI — health-score watch, QBR prep, expansion flagging, renewal-risk alerts.
Lead Follow-Up Agent
An AI agent that watches your pipeline and drafts the next follow-up for every cooling deal.
Customer Insights Agent
An AI agent that answers questions about your customers from your own records.
Lead Reactivation Agent
An AI agent that texts your old, gone-quiet leads and books the ones who are ready to buy again.
Field Service Customer Follow-Up Agent
An AI agent that sends post-visit follow-ups, logs job notes, and flags callbacks so field crews close the loop without manual texting.
Account Renewal Risk Agent
An AI agent that scores renewal risk from usage and support signals, drafts save calls, and surfaces accounts that need attention before contracts lap...
AI Transaction Coordinator Agent
Track TC milestones and draft deadline reminders. No IDX.
AI Inbound Lead SLA Watch Agent
Watch first-response timers and escalate breached inbound leads.
AI Closing Checklist Watch Agent
Watch closing checklist items approaching due dates.
AI Contingency Deadline Watch Agent
Watch contingency dates approaching due.
AI Under Contract Deadline Agent
Watch under-contract dates approaching due.
AI LionDesk Lead Nurture Agent
Draft solo-agent lead nurture without IDX claims.
