Insurance broker, sales team
The proprietary CRM finally connected to AI models
BeforeCustomer data lived in an isolated CRM. Agents answered well, but never saw real records, contracts or follow-ups.
AfterThe sessions create the technical bridges. The assistant accesses useful data, with documented testing and handover.
Teams query their data in natural language without rebuilding the CRM.
Operations manager, B2B e-commerce
The back office that stopped copy-pasting
BeforeOrders, tickets and follow-ups moved across three tools. Each update required re-entry and created error risk.
AfterConnectors link the useful sources. The agent reads, prepares the action and leaves a trace of what happened.
Manual transfer time drops without forcing a new tool on the team.