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AGENTIC CRM · LIVE ON SAMPLE DATA

A customer lifecycle run by a governed workforce.

This is the whole template, open, running on a sample company's records. Nothing is connected to anything — no phone rings, no email leaves the building. What you can see is who does each step, how far each one may go, and what each one may never do.

Sample data — a painting contractor's first month on the template. Two records are deliberately broken so you can see what the field rules catch; nothing here is a customer.Rivard Peinture & Restauration.

THE LIFECYCLE
01
lead
02
qualified
03
proposal
04
negotiation
05
won
06
onboard
07
renew
THE WORKFORCE
RUNS TODAY
Activity captureA4

Writes every call, email and meeting onto the right record, as it happens.

Never: Never edits a status or a stage — it records what happened, it doesn't judge it.

Ceiling:ShadowSuggestApproveAuto
Pre-call briefA4

Assembles what is already known about an account before you dial.

Never: Never contacts anyone and never writes to the record — it reads and summarises.

Ceiling:ShadowSuggestApproveAuto
Lead scoring & routingA3

Scores an inbound lead and puts it in front of the right person within the SLA.

Never: Never disqualifies a lead on its own — a human owns that verdict.

Ceiling:ShadowSuggestApproveAuto
Meeting summary → fieldsA3

Turns a meeting into the deal fields it actually changed, with the transcript attached.

Never: Never advances a stage. A stage moves when a person says it moved.

Ceiling:ShadowSuggestApproveAuto
Brand specialistA2

Drafts review responses and review requests in your voice, ready for one click.

Never: Never posts anything publicly on its own — every externally visible word is approved by a person. Negative replies stay human indefinitely.

Ceiling:ShadowSuggestApproveAuto
Churn sentinelA2

Watches the signals that precede a customer leaving, and recommends the save play.

Never: Never runs the save play. A human owns that conversation.

Ceiling:ShadowSuggestApproveAuto
DESIGNED, NOT BUILT
Virtual receptionistA3

Answers the phone around the clock, qualifies the caller, books the meeting — disclosing that it is an AI, with the transcript sealed.

Never: Never quotes a price and never commits the company to anything. The voice stack is not built yet, so today it answers no calls at all.

Ceiling:ShadowSuggestApproveAuto
THE RECORDS
12 · 2 what the field rules caught
ACCOUNTGroupe Métro Immobilierdeclared: · derived: stalledclean
LEADInbound call — condo lobby repaintdeclared: qualified · derived: activeclean
LEADWeb form — office repaint, 3 floorsdeclared: working · derived: activeclean
OPPORTUNITYMétro Immobilier — lobby repaintdeclared: won · derived: closedclean
OPPORTUNITYBeauchamp Dental — renewal, annual maintenancedeclared: won · derived: closedclean
OPPORTUNITYSablon Café — renewal, storefront upkeepdeclared: lost · derived: closedclean
OPPORTUNITYLarivière Clinique — renewal, two sitesdeclared: won · derived: closedclean
OPPORTUNITYVieux-Port Bistro — patio refinishdeclared: open · derived: closed1 ⚑
status-state-conflictThe facts derive "closed" but the declared status is "open" — someone forgot to move it.
OPPORTUNITYNord Fitness — gym floor coatingdeclared: lost · derived: closed1 ⚑
reason-code-required"lost" needs a reason code — the one field that would have told you why.
CASEGoogle review — 5★ from Métro Immobilierdeclared: resolved · derived: closedclean
CASEGoogle review — 2★ on schedulingdeclared: open · derived: activeclean
ACTIVITYSite visit — Métro Immobilier lobbydeclared: · derived: stalledclean
THE NUMBERS
KPIBASELINETARGETACTUAL
Speed to leadyours to declareyours to declare8.8h
Median across leads with a recorded first touch.
Review response timeyours to declareyours to declare13.9h
Median from review received to response posted.
Data completenessyours to declareyours to declare83%
Share of records with no field-rule violation.
Renewal rateyours to declareyours to declare67%
Won renewals as a share of closed renewals.

Baseline and target are yours to declare — we ship them empty rather than invent a typical SMB. Actuals are computed from the records on this page and nothing else; an empty cell means there is nothing to measure yet, not zero.

THE BUNDLE
Agentic CRM v1.0.0 · 7 agents · 6 objects · 12 sample records
sha256:d782eb37cb4222f49b3097fc714e5cba
Hashed, not signed — the signing key isn't provisioned, so this bundle is honestly unsigned.
Make it yoursNot sure it fits? Run the audit — it may tell you not to build.

Forking copies the manifests, policies and canvas into your workspace, pinned to this version. Free to design; you pay when you keep it.

Agentic CRM — running on sample data · Scalarion