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Agentic workflows for commercial teams
Your team shouldn’t have to be the workflow.
Updates to enter. Approvals to chase. Follow-ups to remember.
Create the agents and workflows your team needs inside your systems and across the tools around them.
- ProductivityAdmin done by agents. More hours with customers.
- VisibilityA pipeline read from conversations, not just from fields.
- Follow-throughFollow-ups carried by agents, not by memory.
- ControlApproved by your people. Inspected against that approval.
AI agents for sales teams, ready today
Six ready agents. Use one alone, or as a step in your workflow.
Capture agent
After the visit, the update is already written.
Voice to CRM: talk on the walk back, or answer the agent’s questions. Review and save.
WhatsApp agent
The update stays in the chat.
Log the call, move the deal, draft the follow-up, all in WhatsApp. Review, then save or send.
Meeting-brief agent
Walk in already caught up.
An AI brief from your calendar and captured account history: what was discussed, promised and left open.
Meeting brief
Last discussedRollout timeline for the Dubai team
PromisedRevised proposal with updated seat pricing
Open withThe integration question they raised on WhatsApp
Context agent
Ask what was said. Get the source.
Account context from captured calls, messages, emails and meetings, with source and date.
Deal intelligence agent
See what stalled before the forecast does.
Deal intelligence: stalled deals, missing follow-ups, the signals behind each score.
Outreach agents
The follow-up gets done.
AI outreach by call, email or WhatsApp, within approved permissions. Drafts come back for review. A voice agent takes the call that needs a voice.
Meeting-brief agent
Meeting brief
Last discussedRollout timeline for the Dubai team
PromisedRevised proposal with updated seat pricing
Open withThe integration question they raised on WhatsApp
Describe the work. Huscribe builds the workflow.
Your process doesn’t stop at six agents. Say what should happen, which systems are involved and where a person approves.
Illustrative workflow
After a customer visit, interview the rep and draft the deal update for review. Route discounts above our threshold to the manager. Once approved, draft the WhatsApp follow-up for the rep to send.
Your team makes the decisions. The agents carry the work between them.
Book a demo ↗The workflow Huscribe builds
- 1Interview
- 2Draft update
- 3Rep saves
- 4Discount approval, if required
- 5Draft follow-up
- 6Rep sends
- 7Log outcome
- 8Inspect
Our agents connect to
Inside Salesforce and Dynamics 365, and around your CRM
Around your systems. Inside them. Across both.
- Around
- Capture, prepare and follow up on the channels your team uses. Connect, approve, and it runs.
- Inside
- Record changes, approval steps and actions in Salesforce or Dynamics 365. Built and tested in your sandbox. Your team releases.
- Across
- Conversations, record updates, approvals and follow-ups in one workflow, including agents you already run.
AI agent inspection for Salesforce and Dynamics 365
More work moving. Still your control.
Then the agent drifts, and nobody tells you. Another team widens a permission. Someone edits a knowledge article. The vendor swaps the model. Then a customer asks why the agent promised a delivery date.
Is the agent running today the one you approved?
One row per registered agent: ours, yours, a vendor’s. Salesforce and Dynamics 365 first.
| Agent | Owner | Approved to | Today | Last material change |
|---|---|---|---|---|
| Order desk assistant | R. Mensah, Sales Operations | v3, signed 14 Aug | Inside approval | Model swapped by vendor, 20 Aug |
| Lead response | L. Ortega, Sales Development | v2, signed 2 Jul | Outside approval | Knowledge article edited, 3 Sep |
| Quote builder | P. Achebe, Revenue Operations | v1, signed 30 May | Inside approval | Flow changed upstream, 28 Aug |
| Renewal outreach | Unassigned | Not yet approved | Not inspected | Permission widened, 12 Sep |
| Field scheduling | Unassigned | Not yet approved | Not inspected | Found by the readiness check, 1 Sep |
Knowledge article edited, 3 Sep
Illustrative sample.
- Who owns it
Named business and platform owners. No owner is the first finding.
- What it was approved to do
Signed, by version: outcomes, prohibited actions, escalations, limits.
- Whether it still does that
What the latest inspection found: inside approval, outside approval, or not inspected. We say when we have not looked.
- What changed last
The material change and its source: model, prompt, permission, article, flow.
- Where the evidence is
Every result links to its dated report, in your Git, readable without us.
Start from wherever your agent is.
Builders monitor their own agents. Huscribe checks them for the owner, whoever built them. The release stays yours.
Not live yet
Need it built, or built it and cannot get it released? We take it to a release candidate in your sandbox, your approval attached and the checks written from it. The release stays with your team.
Release candidate Order desk assistant, v3
Approval signed by the business owner
Checks compiled from the approval
Tested in your sandbox
Security pack assembled
Your team releases
Built in your sandbox, never in production
Live today
We write down what it is approved to do and check it against that, on a schedule and on every change. You see what held and what moved.
Inspection log Lead response
Scheduled inspectionPassed
Permission widened by another teamRe-inspected
Model swapped by vendorRe-inspected
Knowledge article edited1 check failed
Inspected on every material change
Outside approval
A check fails. We find the cause and draft the smallest change that would pass, evidence quoted. Your owner decides. Your team ships it. We check again.
Finding Failed
CheckNever promises a delivery date
EvidenceTwo replies on 4 Sep, quoted in the report
Proposed causeKnowledge article edited, 3 Sep
Smallest changeRestore the delivery-date rule in the article
Approve the fixReject
Your owner decides. Your team ships it.
Enterprise-grade security.
SOC 2 Type II
Independent service auditor’s report, available under NDA
ISO/IEC 27001:2022
Certified information security management
Encryption
TLS 1.3 in transit, AES-256 at rest
Data residency
Storage region agreed at onboarding
Separated access
A non-mutating inspection connection, plus dedicated discovery and sandbox identities, each approved by you
Customer-controlled release
We do not deploy to production
Traceable delivery
Requirements, approvals, tests, versions and release evidence, recorded and available to you
Security documentation
DPA, subprocessor list, retention, and deletion details, available during security review
What does your team keep having to chase?
Start with the ready agents. Create the next workflow around the way your team works. Already running agents? Bring one for inspection.
Book a demo ↗