AI Agents Applied to Your CRM, Whatever the Platform
Artificial intelligence applied to sales processes is no longer a future promise: today a conversational agent can qualify leads, answer inquiries and schedule meetings directly inside the CRM your company already uses, whichever it is. This service applies that technology in a platform-agnostic way, adapting to the CRM your team already knows.
What is an AI agent applied to a CRM?
It's a conversational assistant trained with your business's specific information (products, prices, processes, frequently asked questions) that integrates with your company's communication channels (WhatsApp, web chat, email, social media) and automatically updates the information inside your CRM as it converses with leads.
Unlike traditional bots with predefined responses, these agents understand natural language, maintain context throughout the conversation and know how to identify the right moment to hand off to a team member.
What tasks can it automate?
- Real-time lead qualification, based on criteria defined together with your sales team.
- Handling of frequently asked questions, freeing up team time for higher-value conversations.
- Automatic scheduling of meetings, demos or visits, synced with team calendars.
- Follow-up on inactive leads, reactivating cold conversations with no manual effort.
- CRM data updates, so information doesn't depend on a salesperson entering it by hand.
- Smart handoff to a human when the conversation warrants it.
Implementation methodology
Timelines depend on the platform and the complexity of the defined use cases, but they are usually completed in three to five weeks.
- 01
Sales assessment
We identify the use cases where an AI agent has the greatest impact within your current sales process.
- 02
Agent training
We feed it your business's real information and define its communication tone.
- 03
Technical integration
We connect the agent to your CRM and your existing communication channels.
- 04
Pilot tests
We validate the agent's behavior with real conversations before scaling it to the entire flow.
- 05
Go-live and training
We leave the team trained to supervise and adjust the agent day to day.
Who is this service for?
For companies with a CRM already implemented and in stable use, that receive a volume of conversations the sales team can't handle at the expected quality. It's a natural step for businesses that have already sorted out their CRM's internal order and want to scale without adding more people to the team.
Is your CRM not well configured yet?
An AI agent is only as good as the data and processes it works on. If your CRM doesn't have clear pipelines or basic automations working, we recommend starting with a CRM audit or a full CRM implementation before adding artificial intelligence to the process.
Is your platform Kommo?
If you work specifically with Kommo, we have a dedicated service with native integrations for that platform: AI agents for Kommo, completed in 21 days.
An AI agent working inside your CRM
Leave your details and together we'll identify the use cases with the most impact on your sales process.
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