All templates
SALES & CRMAVAILABLE

Agentic CRM

The founding template. A governed front office: calls answered, activity captured, leads routed — reputation replies wait for your approval.

THE WORKFORCE · 6 agents
  • Activity captureA4
  • Pre-call briefA4
  • Lead scoring & routingA3
  • Meeting summary → fieldsA3
  • Brand specialistA2
  • Churn sentinelA2
WHO OWNS EACH STEP
DETERMINISTIC 4AGENT 5HUMAN 2
WHAT IT MOVES

minutes per inbound call and lead, and the share that go unanswered

Your magnitude comes from your audit — we don't have your numbers, and we won't invent them.

DECLARED BASELINE → TARGETBASELINETARGETACTUAL
Volume200/wk260/wknot live
Time per case12 min3 minnot live
Error rate8%2%not live

Baseline and target are declared estimates captured at build — the 'before' and the goal, not measured. Actuals stay blank until a connected system reports them. We don't chart fiction.

This template ships a do-not-automate verdict — the steps we refuse to hand to an agent, named on the canvas.

Try it — no loginMake it yours
Not sure it fits? Run the audit — it may tell you not to build. That answer is free.
ARC ASSESSMENT

The engine is producing the assessment — it appears here as soon as it lands.