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CRM

Chameleon — CRM Agent

Keeps CRM records and interaction context in working order and prepares follow-ups — relationship decisions stay with people.

How it works

  1. Matches each signal to an existing contact, company, deal, or project before creating anything new.

  2. Proposes or applies approved record changes with a traceable source.

  3. Logs the interaction and keeps the agreed next step visible.

  4. Prepares a contextual follow-up draft and routes uncertain cases to a person.

Trigger

  • A new email or meeting signal appears

  • A scheduled CRM hygiene run begins

Inputs

  • CRM records and data rules

  • Approved email and calendar signals

  • Ownership and follow-up rules

Outputs

  • Proposed record updates

  • Logged interactions and next steps

  • Reviewable follow-up drafts

CRM maintenance should not depend on memory

Chameleon keeps the agreed CRM workflow moving. It connects signals from the approved systems to the right record, documents its source, and prepares the next action.

Relationships stay human

The agent can maintain data and prepare drafts. People retain responsibility for conversations, commitments, offers, and sensitive changes. We configure and operate the workflow, evaluations, permissions, and cost controls.

Signal to next step

Responsibility

Exceptions and drafts

Handover

Before sending

Control

← All agents
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