Let's walk through the same task twice: "Find every enterprise deal closing this quarter and draft a follow-up for each owner." Before: the agent loads the CRM. It reads the pipeline page like a screenshot, guesses which column is "Close date," and tries to click a filter it can't quite see. Each page of results is another full page-load of... Weiterlesen: Before/after: CRM made agent-ready
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Before/after: CRM made agent-ready
Let's walk through the same task twice: "Find every enterprise deal closing this quarter and draft a follow-up for each owner." Before: the agent loads the…