4/ 10Unsure
Question to you: who decides at this customer?
Then
A follow-up draft is waiting in your review list.
Clarify first · then a draft
Peak CRM · Sales agent
The agent prepares.
आप स्वीकृत करते हैं।
A sales agent can prepare follow-ups and drafts. Anything that goes outside lands in your review list first. Without your approval nothing reaches a customer.
Start Peak CRM for freeIllustrative example · no execution · nothing is sent
EXAMPLE / LIVE PREVIEWOne signal.
One signal.
The fitting step.
01 / Example value
How confident is the agent about its suggestion?
02 / Suggested next stepQuestion to you: who decides at this customer?
Clarify first · then a draft
Change the example value. The suggestion follows the signal.
Sample data · nothing sent
One example. Two paths.
The signal
makes the difference.Compare both paths below ↓
makes the difference.Compare both paths below ↓
Two example values
How confident is the agent about its suggestion?
Schematic example on a scale from 0 to 10. Not a fixed threshold in the product.
10/ 10Confident
A follow-up draft is waiting in your review list.
Waits for your approval · nothing is sent
Trust needs clarity
Where the agent stops.
01 / The existing evidence
An example, not a promise
The paths on this page are illustrative. Which agent features your access includes, you see in the product.
- 4/10Question to you: who decides at this customer?Clarify first · then a draft
- 10/10A follow-up draft is waiting in your review list.Waits for your approval · nothing is sent
02 / Your check
Review before outside effect
Messages to customers and changes to deals need your approval.
4 / 1010 / 10
Compare both suggestions and their reasons.
03 / The clear limit
No execution here
This page only simulates. Nothing is sent, created or saved.
Example│Nothing sent
The next step
Let it prepare. Decide yourself.
Start Peak CRM and see how suggestions arrive in your review list.
Start Peak CRM for freePeak CRM · Sales agentWhat is due?
Illustrative example · no execution · nothing is sent
Frequently asked questions
Can the agent send emails to customers itself?
Not without you. Messages to customers and changes to deals need your approval.
What happens when the agent is unsure?
Then a question to you is better than a draft on uncertain ground. The examples show both paths.
Which agent features are available to me?
That depends on your access and is visible in the product. This page only shows illustrative examples.