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Customers & Projects

Contacts (CRM)

Your customer list — with an AI agent for each contact.

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What it is for

The CRM keeps your customers in one place. Add contacts (business-card OCR included), group them, move them through the pipeline, and generate a contact agent — an AI agent configured to serve that customer with greetings, product suggestions and reorder checks.

Key features

  • Contact list with stats and duplicate merge
  • Business-card OCR ingestion
  • Groups and pipeline view
  • Per-contact detail: timeline, interactions, deals, preferences, purchases
  • Contact agent setup with custom prompts and a 1:1 chat workspace

How to use it

  1. 1Add contacts manually or via business-card OCR
  2. 2Organise with groups and the pipeline
  3. 3Open a contact to log interactions, deals and purchases
  4. 4Generate the contact agent and chat with it to test

Tips

  • The contact agent learns the customer’s preferences from what you record
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