#16plannedcrmAI-powered

CRM Manager

Score leads, segment companies, assign consultants and track pipeline.

Responsibilities
  • •Score & segment leads
  • •Assign advisors
  • •Track pipeline
Inputs
  • •Company profile / relevant documents
Outputs
  • •Score & segment leads
  • •Assign advisors
  • •Track pipeline
Required tools
crm-intelligence
Permissions & access
Permissionagent:crm-manager:run
Memory & context
Scopesshort_term, company

The company profile plus prior agents' outputs in the current pipeline; company-scoped long-term memory across runs.

Retry logic
Max attempts1
Strategyexponential
Backoff400ms
Confidence & human review

Not yet implemented.

Flag for human review when confidence falls below the agent's threshold.

Cost optimization

Planned — not yet costed.

Logging & monitoring

Structured AgentRun row: input, output, confidence, tool-run ids, duration, review flag.

success ratep95 durationconfidence distributionhuman-review rate
Future improvements
  • •Implement CRM Manager end-to-end
Run the full pipeline →API: POST /api/agents/crm-manager