Follow-up Agent
Drafts reminders and surfaces overdue conversations.
FLOW AI
AI agents that support people—not replace accountability.
Use agent assistance for qualification, follow-up, deal coaching, research and CRM data quality while keeping approvals and customer decisions human.
AI AGENTS
Put always-on agents inside your customer workflow.
Assist your team with qualification, follow-up, research and pipeline review—while keeping people in control.
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FLOW AI
Sales Qualification Agent
Reviews lead context, source and behaviour to recommend priority, owner and next action.
See the agent in action →Deal Coach
Summarises risk, momentum and next-best actions.
Research Agent
Organises company context before the first call.
Data Quality Agent
Flags missing fields, duplicates and inactive records.
RESPONSIBLE AI
Human control is built into every workflow.
Agents recommend, draft and organise. Your team reviews sensitive actions, customer messages and business decisions.
Require review before important messages, assignments or record changes.
Show the CRM fields and activities used to form a recommendation.
Limit agent access based on user role, team and customer record.
Track agent suggestions, user decisions and completed actions.
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