Use systems
Read CRM records, documents, analytics, enrichment, and collaboration tools.
Topical hub
Agentic workflows are multi-step operating systems where AI agents use tools, evaluate context, check outputs, route work, and escalate when human judgment is needed.
Definition
It combines inputs, memory, tool use, evaluation, business rules, and human review so the agent can advance work without pretending every situation is identical.
Read CRM records, documents, analytics, enrichment, and collaboration tools.
Score quality, detect missing context, and flag risky actions before execution.
Route the right summary, draft, and approval path to the right owner.
GTM use cases
Deployment
We scope the workflow, define allowed actions, integrate the systems, test against real examples, and set the review controls needed to move from alpha to production.
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