They share one memory, so nothing is said twice
Three layers: directive, orchestration, execution
Lead capture, routing and follow-up that runs on its own. Agentic CRM operations — every enquiry lands in one place with its source attached, and nothing waits on someone remembering to reply.
The SOP, written down. Goals, inputs, the tools to use, the outputs and the edge cases — in plain language, versioned like code. When we learn an API limit the hard way it gets written here, so it is never learned twice.
The only probabilistic layer. It reads the directive, calls the tools in order, handles the errors and asks when something is genuinely ambiguous. It does not do the work itself.
Deterministic scripts. Same input, same output, every run. Ninety per cent accuracy per step is fifty-nine per cent over five, so anything that must be right lives down here instead.
The win here is not a longer list of leads. It is being able to answer which campaign paid for the deal you actually closed — the one question paid spend is almost never held to.
Also connects to
Read-only wherever read-only is enough. Nothing gets write access it doesn't need, and every write is logged.
Every captured lead arrives with its source attached, so attribution survives the handoff.
Deduplication ran before any outbound message was queued.
Consent state recorded before any conversion is forwarded.
That consistency is the whole point. The same checks and the same artifacts on every run, so when a number moves you know it moved because your site moved — not because the method did.
| Spec | Standard | Deployable |
|---|---|---|
| Where it runs | Our infrastructure | Yours |
| Who holds the API keys | Us, scoped per client | You |
| Cadence | Monthly, or weekly | Any schedule |
| Raw data retention | Rebuilt each run | Your policy |
| Artifact delivery | Your Drive and tracker | Your choice |
| Source code access | — | Full |
| Runs unattended | Yes | Yes |
| Failure alerting | Slack and email | Your channels |
Deployable hands over the software, the hosting and the keys. You run it; we stay on for support.
By rules you set during onboarding — source, value, territory or service line. Every enquiry lands in one place with its origin attached, so attribution survives the handoff instead of being reconstructed later from memory.
The run halts and raises a task rather than retrying blindly. A silent partial failure is worse than a stopped pipeline, because nobody finds out until the numbers are already wrong.
No. It runs on top of the CRM you already use, connecting capture, routing and follow-up into one pipeline. The CRM stays the system of record.