Artificial intelligence
Agentics: Agentic Relationship Management
Agentic Relationship Management: AI doesn't just suggest, it executes tasks with clear rules.
Agentics is Salegentic's approach: AI agents with objectives, tools, and limits that operate within the CRM. They attend, qualify, update records, schedule, call, and escalate to humans when appropriate, always with traceability and configurable approval.
Autonomy Levels
4
Approvals
By action or by agent
Traceability
Record of each run
What's included
Objectives per Audience
Define goals like scheduling, reactivating, or collecting payments, and the agent decides the best path for each contact.
Tool Usage
The agent can create leads, move opportunities, call an API, or assign owners.
4 Levels of Autonomy
From mere suggestion to full Autopilot, with approvals and budget per agent.
Kill Switch and Audit
Instantly stop any agent and review every decision it made.
How it works
- 01
Define the Objective
What the agent should achieve and for which audience.
- 02
Provide Tools
CRM actions, integrations, and knowledge base.
- 03
Set Limits
Schedules, budget, approvals, and escalation rules.
- 04
Supervise and Adjust
Live runs, metrics, and versions for improvement.
Use cases
Reactivation
Agents who re-engage cold leads with personalized messages.
Friendly Collections
Reminders and payment agreements with human escalation.
After-Sales
Follow-up, surveys, and detection of upsell opportunities.