CRM module

The CRM module captures contacts, leads, notes, and pipeline context from conversations.

#Use cases

Use CRM when the agent should:

• Capture inbound leads.
• Store contact details.
• Add qualification notes.
• Update lead status.
• Prepare sales handoff context.

#Typical fields

CRM records include fields such as:

• Name
• Email
• Phone
• Company
• Status
• Created date

Your exact fields may vary by module configuration.

#Set up CRM

1. Go to Modules.
2. Add a CRM module.
3. Open the agent that should use the CRM.
4. Go to Agent Settings → Modules.
5. Enable the CRM module.
6. Save changes.

#Test CRM capture

In Playground, try:

My name is Maya Chen. I work at Bright Labs and want pricing for 20 seats.

Then verify:

1. The agent asks for missing information if needed.
2. The CRM record is created or updated.
3. The notes contain useful qualification context.

#Good agent instructions

Add rules such as:

• Ask for name and email before creating a lead.
• Do not create duplicate contacts if the user already exists.
• Mark high-intent requests for sales follow-up.
• Escalate enterprise pricing or legal questions.

#Related guides

• Create your first agent
• Modules overview
• Testing, sessions, and traces