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Enterprise AI Agents
Orchestrating Work
Across Your Systems

From query to output: automate documents, contracts, and conversations with governed precision. Save up to 50% of team time without sacrificing security or brand.

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The customer visit is over. The transcript becomes your visit report.

After the meeting, the assistant fills in your report template automatically from the conversation transcript. You review and approve the draft. It is then saved to your CRM and your team receives the agreed follow-up tasks.

Discuss your workflow → See the workflow ↓
Meeting transcript · Basel

Sales rep What do you need for Basel, and when should we follow up?

Customer “For Basel we need twelve units. We’ll make our budget decision in December. Please send me the data sheet and call me again in mid-November.”

Field sales template
Customer visit report
Requirement
12 units for Basel
Budget
Decision in December
Agreed actions
Send data sheet, call in mid-November
✓ Approved by sales rep
HubSpot · Basel account File approved report in CRM
Sales support Send the product data sheet to the customer
Field sales Call the Basel customer in mid-November

Example workflow from an annual account review in Basel.

  1. Draft from the transcript

    The draft fills your report fields with requirements, deadlines and next steps from the transcript. You can refer back to the conversation to check a detail.

  2. Review and approve

    Choose the report language, check the draft against the transcript and correct any details. You approve the version that goes into your CRM.

  3. Save to the customer record

    Once your CRM connection is set up, the approved report goes into the customer or prospect record.

On the next call, your team knows what was agreed.

The CRM records what the customer needs, which decision is pending and who will follow up.

Possible CRM integrations

HubSpot Brevo BSI Zoho and more
Discuss your workflow ↗ Customer asking for a quote? Explore the Offering Agent →
Sales support
The customer is waiting for the data sheet for twelve units. The report tells sales support which document to send.
Field sales
The follow-up call is set for mid-November. The rep can see that the customer will decide on the budget in December.
Colleagues covering the account
Anyone taking over the account can find the approved visit report in the customer record.
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The biggest beneficiaries were, of course, the lawyers who provided the data and already know the matters — for them, the “aha” moment was the strongest. The feedback is very positive.
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