AI Sales Qualification Agent
Qualify, score and route inbound leads with AI-driven recommendations and CRM actions.
Qualify inbound leads, prioritize opportunities and route the right next action.
For: Sales, RevOps, marketing and B2B SaaS teams.
CrewTAC AI Products
Six integration-ready AI agents on one shared platform
Multi-tenant, API-first, provider-agnostic and auditable. Every demo
below runs against synthetic data through the same public /v1 endpoints
a client system would call — mock connectors throughout, so no real system is
contacted.
AI Customer Support Agent
Answer questions using approved knowledge and escalate when confidence or policy requires a human.
Deliver grounded support answers, classify requests and escalate complex issues.
For: SaaS, customer support and internal help-desk teams.
AI Document Processing Agent
Extract, validate and organize information from documents into structured business data.
Convert documents into validated structured data with confidence scoring and human review.
For: Operations, healthcare administration, SaaS operations and document-heavy teams.
AI Operations Workflow Agent
Interpret requests and execute approved multi-step workflows across business systems.
Automate repeatable operations by combining AI interpretation, deterministic rules and approved tools.
For: COOs, operations, shared services and SMB/mid-market teams.
AI CRM Intelligence Agent
Turn CRM data into insights, summaries, follow-ups and controlled actions.
Make CRM data easier to understand and safer to act on through natural-language intelligence.
For: Sales, customer success, RevOps and CRM-heavy organizations.
AI Legacy Modernization Agent
Analyze legacy applications and create evidence-based modernization roadmaps.
Turn legacy-system complexity into an evidence-based modernization plan.
For: CTOs, CIOs, engineering leaders and modernization programs.
contract publishedProduct overview →
Working with this service
For evaluators
Open any agent demo above. The API key for the demo tenant is
crewtac_demo_key and every demo
page sends it for you.
For customers
Sign in to the portal for your live API keys, usage against your plan, billing detail and integration settings.
Service health and dependency status: /health/ready