Capture the Conversation
- Bring approved email, meeting, message, and note context into the account record without manual copying.
Feature 1 of 4
Connect conversations, research, meetings, and pipeline data so an agent can update the record, prepare the follow-up, and surface what needs attention.
Free for 30 days. No credit card required. Your agents, tools, and context stay together.Feature 1 of 4
Feature 2 of 4
Feature 3 of 4
Feature 4 of 4
You choose the files, workspaces, connected apps, and browser sessions available to the task. Sources and results stay attached so you can review how the agent reached its answer.
Yes. Keep approvals at the steps that need judgment, then let the agent continue with the approved context instead of restarting the task.