Lead summary
Generated from authorized business context and presented for responsible-team review.
Functional AI Agent
AURA CRM Agent
Lead, customer, opportunity and follow-up intelligence across the sales pipeline.
PlannedAvailability and allowed actions depend on tenant configuration, permissions, integrations and UAT acceptance.
AUTHORIZED CONTEXT
What the Agent can read
LeadsOpportunitiesActivitiesCustomer historyQuotes
INTELLIGENCE OUTPUTS
Typical outputs
Next-best follow-up
Generated from authorized business context and presented for responsible-team review.
Pipeline exceptions
Generated from authorized business context and presented for responsible-team review.
ACTION LAYER
Governed actions
Draft responseCreate follow-upPrepare opportunity brief
Human approval boundary
The Agent can prepare or route work only within the configured permission model. Committing sensitive financial, commercial, HR, clinical or operational actions requires the approved human workflow.
CONTROLLED INTELLIGENCE
How an Agent works
- 01
Read tenant-scoped authorized records
- 02
Analyze context and exceptions
- 03
Prepare a recommendation or draft
- 04
Route through approved workflow
- 05
Retain user, time and outcome in audit history
CONNECTED RECORDS
Relevant modules
INDUSTRY FIT
Relevant industry editions
YOUR NEXT STEP
Meet AURA CRM Agent
Explore the right scope with the AURA team.