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Peak Atlas

Peak CRM · Sales agent

The agent prepares.
Sen onaylarsın.

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.

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Illustrative example · no execution · nothing is sent

EXAMPLE / LIVE PREVIEW

One signal.
The fitting step.

Peak CRM / Review listLOCAL EXAMPLE

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 ↓

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.

4/ 10Unsure
A question firstEXAMPLE PATH
Question to you: who decides at this customer?
Then

A follow-up draft is waiting in your review list.

Clarify first · then a draft

10/ 10Confident
Draft into the review listEXAMPLE PATH
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.

Peak CRM / Example pathsEXAMPLE
  1. 4/10
    Question to you: who decides at this customer?Clarify first · then a draft
  2. 10/10
    A 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.

ExampleNothing sent

The next step

Let it prepare. Decide yourself.

Start Peak CRM and see how suggestions arrive in your review list.

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Peak 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.

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