Agentic CRM Hub
Outbound calling, qualification and booking run on one thread across calls, texts and emails.
The Hub is where that conversation is held: one contact, one thread, and the records the agent writes as it works.
“Stop” on any channel is handled immediately and the contact flagged.
One contact, one thread
Each field below is written by a part of the agentic core while the conversation is still happening. None of it is typed in afterwards.
Every call, text and email on the contact, in order, with one memory.
Written as the conversation happens, not after it.
Meetings the agent booked, in the calendar it books into.
Records updated, tools triggered, and any hand-off to a human.
“Stop” on any channel flags the contact immediately. Call-recording consent is disclosed at the start of every call.
Stored for audit, and held in Canada.
The agent takes action inside the business systems that already exist. The Hub is the record of what it did.
The surface
The Hub is the working surface for that record. Opening a contact puts the thread and the fields above in one place, as the agent left them.
Named integrations are not published yet. They are added once the integrations themselves are built out.
The ledger keeps the conversation event beside what the agent wrote, so a qualification, booking or handoff can be traced to the turn that produced it.
Caller states the outbound qualification workflow.
Caller defines use case and timing as the decision criteria.
Caller requests that the conversation continue by text.
Agent opens with the criteria collected on the call.
Prospect sets the boundary for a human handoff.
Agent sends one summary of criteria, booking and handoff.
Prospect confirms the summarized workflow.
Illustrative demo data only. The surface shows the record as the runtime leaves it, not a third-party dashboard stitched onto the call.
Storage and audit
Recordings, transcripts and customer information are held in Canada.
Consent is disclosed at the start of every call, and recordings are stored for audit.
The conversation writes the record.
Intent, qualification, bookings and handoffs are captured while the agent works. The Hub exposes those writes beside the thread that produced them.
Voice, SMS and email resolve to one person and one ordered history. Memory moves forward from the last turn instead of starting another record.
The Hub shows what the runtime heard, decided and wrote.
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