CRM & Sales · Workflow
Ambient capture to approved change
A seller's conversation becomes CRM updates without typing.
Step by step
Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.
- 1
The seller finishes a WhatsApp chat, sends a voice note or pastes meeting notes.
- 2
The Meeting-to-CRM Updater extracts proposed field updates, tasks, stage moves and new contacts with evidence snippets.
- 3
The seller approves, edits or rejects each proposal in one tap.
- 4
Approved changes run as normal Actions with audit; low-risk items can auto-apply only once the agent has earned that autonomy.
More CRM & Sales workflows
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