Sales managers arming a team
Deploy one agent, let each rep connect their own CRM login, and the whole team has their pipeline on the phone in their pocket. Nothing to install and nothing for IT to approve.
Stand up an agent on an iMessage number, connect Salesforce, HubSpot or Pipedrive, and your reps can pull their leads, check a deal and log a call by texting — no laptop, no VPN, no CRM mobile app.
Reps do not update the CRM because updating the CRM means stopping. Getting to a desk, finding the record, filling the fields. So calls go unlogged, notes get written from memory on Friday, and the pipeline is a work of fiction by the end of the week.
An agent on a number they already text removes every one of those steps. "Who came in overnight?" gets an answer in the thread. "Log that I called Dana, no answer" gets written to the CRM as them, in the moment, while they are still walking back to the car. Nothing to install, nothing to learn — it is the Messages app.
You build it in the no-code Agent Studio: pick a model, write the prompt in plain English, switch on the integrations it needs, and deploy to your number. There is no mobile app to ship and no rollout to manage, because everyone already has the client.
Deploy one agent, let each rep connect their own CRM login, and the whole team has their pipeline on the phone in their pocket. Nothing to install and nothing for IT to approve.
Between meetings, in a car, at an event. Ask what came in, who is stalling and what needs a call today, and get an answer without opening a laptop.
Ship your own iMessage agent and let each of your users connect their own CRM. You get the connectors, the number and the agent runtime; they get a product that texts.
One connection to the company CRM, shared by everyone on the number. Right for a team working a common pipeline — an ops desk, an SDR pod, a founder-led sales team where everybody sees everything anyway.
Each rep connects their own CRM login through a private link, so the agent answers with their accounts and writes activity as them. Same number, same agent — a different book of business per person, bounded by the permissions they already have.
The same agent, asked different things by different people on the team.
"What did I miss overnight?" or "who is stalling in stage 3?" — answered from live CRM data, scoped to that rep’s own accounts.
Activity captured in the thirty seconds after a call, in the rep’s own words, written to the CRM as them rather than reconstructed on Friday.
Ask for a customer’s history before you walk into the meeting and have it read back, rather than scrolling a record on a phone screen in a car park.
Ask where the team landed this week and get it from the CRM, instead of interrupting five people for updates.
Text yourself the name and context after a chance conversation, and the agent creates the contact properly rather than leaving it in your notes app.
Build an agent your customers text, let each connect their own CRM, and you have a product without writing a single connector.
Yes, if you enable the integration for customers. Each rep connects their own CRM login, so the agent is bounded by exactly the permissions that rep already has — one rep can never pull another’s pipeline.
As the rep, when they have connected their own account. Reports and attribution stay correct rather than showing everything against a shared integration user.
No. They text a number from the Messages app already on their phone. There is nothing to download, no login to issue and no rollout to run.
Yes — that is what the no-code Agent Studio is for. Pick a model, write the prompt in plain English, switch on the CRM, and deploy to your number.
Pick a model, write a prompt, connect the tools it needs, and go live in the blue bubble — no code required.