A sales operations team builds an AI agent to help manage renewal requests. On the surface, the workflow looks ordinary. The agent reads inbound customer emails, checks the account record in the CRM, looks up contract terms, drafts a response, updates the opportunity stage, and creates a follow-up task. No one has set out to build a sentient machine in a basement. They are just trying to remove friction from a familiar business process. Underneath that ordinary workflow, something important has changed. The agent is not just generating text. It is reading business data, interpreting instructions, using credentials, calling tools, […]
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