AI Agents
We design AI agents that qualify leads, assist support, and hand off to humans with full CRM context—grounded in your records, not a disconnected chatbot.
- Lead qualification
- Support assist
- CRM-grounded answers
Challenges we hear
- •Chatbots that cannot see the CRM record
- •Qualification and routing still done by hand
- •Handoffs lose the conversation that came before
Outcomes with CloudXD
- Agents grounded in your live CRM data
- Qualified leads and first-line answers with an audit trail
- Human handoff with full context attached
How we deliver
Step 1
Use-case design
Step 2
CRM-grounded prompts & tools
Step 3
Handoff & review