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CRM

Agents pull customer data, churn risk, and deal history in real time

Connect Salesforce, HubSpot, or any CRM via API. During deliberation, agents query customer records, pipeline status, interaction history, and churn predictions — not from a static dump, but live data at the moment of decision.

WHAT AGENTS SEE

When an agent needs customer data, it calls your CRM API: GET /api/crm/customer/{id} → receives profile, deal history, support tickets, NPS score, churn probability. The data arrives mid-deliberation and shapes the recommendation.

LIVE EXAMPLE

Council deliberates: "Should we offer a 20% discount to retain customer Acme Corp?"

→
RETAIN-01:GET /api/crm/customer/acme → churn_risk: 0.72, LTV: $48K

High churn risk. A 20% discount costs $9.6K/year but preserves $48K LTV.

→
MARGIN-01:GET /api/billing/margins/acme → current_margin: 34%

After 20% discount, margin drops to 14%. Below our 20% floor.

→
HISTORY-01:GET /api/crm/interactions/acme?last=90d → 3 support escalations

Recent frustration is driving the churn signal. Discount alone won't fix the root cause.

◈ Synthesis:

RECOMMENDATION: Don't discount blindly. Address the 3 support escalations first (root cause). Offer a 10% loyalty discount conditional on a 12-month renewal. This preserves 24% margin and signals commitment without rewarding dissatisfaction.

GET CONNECTED

1

Register CRM as a Tool Bridge

In your ecosystem settings, add your CRM API as an HTTP tool with auth.

{"name": "crm", "type": "http", "base_url": "https://api.hubspot.com/v3", "auth": "Bearer $HUBSPOT_TOKEN"}
2

Define tool permissions per agent

In each agent's soul document, specify which CRM endpoints they can call under ## Tools.

3

Test with a deliberation

Ask a customer-related question. Watch agents call your CRM in real time via the Tool Results panel.

▸ CONNECT YOUR CRM
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