Agent 05 · CrewTAC AI Products
AI CRM Intelligence Agent
Turn CRM data into insights, summaries, follow-ups and controlled actions.
What it does
Make CRM data easier to understand and safer to act on through natural-language intelligence.
Who it is for
Sales, customer success, RevOps and CRM-heavy organizations.
What you are running
Synthetic CRM data; the connector is a mock, so no record is really written. Change the role and ask the same question again — you will get different records and different fields, because the permission check narrows the query rather than filtering the answer.
- Natural-language queries
- Account summaries
- Activity analysis
- Follow-up recommendations
- Pipeline insights
- Action preview
- Approval-based writes
- Permission-aware retrieval
- Result verification
- Audit
Ask
Propose a CRM write
Preview first — execute needs the token a preview returns, so a change cannot be made without being shown.
Roles
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Answer
Ask a question to see the answer, the records behind it, and anything your role was not allowed to see.
Demo tenant key is sent by this page. See /docs for the API, and Agent 04 for the workflow demo.