Roles
Use Cases
Data Analysis Agent
Query your data warehouse from Slack
Meeting Prep Agent
Get context before every meeting
Competitor Analysis
Track competitors across every channel
SEO Automation
Automate every SEO workflow
Lead Qualification Agent
Qualify and route inbound leads
Ad Campaign Management
Audit accounts and optimize ad spend
Content Creation
Agents for your content workflows
Support Agent
Triage tickets through natural conversation
CRM Agent
Keep your sales pipeline up to date
Call Analysis Agent
Insights from every sales call
Lead Generation Agent
Find, enrich, and prioritize every lead
Shopify Stores
AI agents for Shopify merchants
Update your CRM from where you actually sell
Nobody likes fighting with Salesforce UI. Tell Agent7 what happened on the call via Slack or email. It finds the right record, updates the deal stage, logs the notes, and keeps your pipeline hygiene perfect—zero clicks required.
Without Agent7
Your pipeline is always out of date
- Sales reps spend Friday afternoons manually doing data entry instead of selling.
- Crucial meeting context gets lost in notebooks and never makes it to the account record.
- Managers constantly nag reps to update their deal stages before pipeline review.
- Salesforce requires 12 clicks just to change a close date and log a quick note.
- Automations break when required fields aren't filled out perfectly.
With Agent7
Perfect hygiene, zero friction
- Reps update deals via Slack or voice note while walking back from lunch.
- Agent7 structures unstructured notes and puts them in the right CRM fields.
- Pipeline accuracy is 100% because updating the CRM is as easy as sending a text.
- The agent knows your mandatory fields and prompts the rep if anything is missing.
- More time selling, zero time fighting with clunky SaaS interfaces.
Conversational CRM updates in four steps
Step 01
Send the update via chat
Just drop a message in Slack or Teams. 'Pushed Acme to next quarter, size is down to $80k.' No need to log in to Salesforce or HubSpot.
Step 02
Agent resolves the record
Agent7 queries your CRM to find the exact opportunity or contact you're talking about, matching fuzzy names with high confidence.
Step 03
Structured data extraction
It extracts the intent (change close date, update amount) and formats the API payloads required by your specific CRM setup.
Step 04
Updates and confirms
The CRM is updated instantly. If it's a major change (like marking Closed Lost), Agent7 can ask for a quick confirmation button click first.
What you can do today
Anything you'd normally click through 5 pages of a CRM to accomplish.
“Update the close date for the Nike enterprise deal to end of Q3.”
“Log a call with Sarah: She's worried about security. Tag engineering.”
“Add John Doe (john@stripe.com) to the Stripe account as VP Eng.”
“Move the Delta deal to Closed Won and send the kickoff email.”
“What's the latest status on the Shopify expansion deal?”
“Create a new lead for Jane at Vercel. Met her at the AI meetup.”
Connects to your stack
Agent7 writes exactly where it needs to, bridging the gap between where you talk and where you store data.
CRM & Systems of Record
Where you work
You hold the keys. Set rules for what requires explicit approval.
Smart Approval Gates
Let it log notes automatically, but require a button click to mark a $100k deal as Closed Won.
Schema validation
Agent7 respects your required fields and validation rules before making any API calls.
Full audit trail
Every record change is logged so you know exactly when and why an update occurred.
Get your Fridays back
Stop doing data entry. Let Agent7 keep your CRM perfectly clean while you focus on actually selling.