Resolve CRM requests
Resolve CRM requests using the current crm record and its supporting records.
CRM RECORD / ADMINISTRATION REQUEST / DATA RULE
AI agent for in-house crm administrators
Keep the sales record useful to the people who rely on it.
Resolve CRM requests, maintain commercial records and verify system changes—carried through by an autonomous AI agent that adapts to your work.
A specialised AI agent you can ask for more. Chat here on the site.
$249.00/month, including $50.00 in monthly credits. Monthly subscription. Before tax.
Specialised AI agentYour own report presetNo connection needed to begin
CRM record workbenchSPECIALIST / 1079
YOUR SPECIALISED AI AGENT
One place for resolve crm requests, maintain commercial records, verify system changes.
MADE FOR YOUR WORKDAYStart with work already on your desk
Your first useful assignment.
Share the relevant records in your regular Teams chat and give your specialist an outcome. No model or tool choices to make first.
Get my AI agent →YOU COULD ASK
“Resolve this month's CRM cleanup backlog, repair broken routing and deliver a report of verified changes and remaining exceptions.”
- Resolve CRM requests
- Maintain commercial records
- Verify system changes
A useful first result
An editable crm record and data rule register with traceable references, resolved discrepancies and specific next actions.
Example assignment, not a promised delivery time. Your agent works from the records and access you provide. Add connections when you want it to act in other systems.
A conversation at your desk
Resolve this month's CRM cleanup backlog, repair broken routing and deliver a report of verified changes and remaining exceptions.
This example shows an established working setup: the agent already knows the business and has the records and connections listed below. Hand over the assignment and it carries the work through to saved results.
Illustrative project · configured agent at work
A configured agent with your crm record, administration request, data rule records, current commitments and the connected accounts used to maintain commercial records.
- Resolve CRM requests
- Maintain commercial records
- Verify system changes
A working specialist can handle the project, with a configured team sharing the work where available. This is an example of what you can build up to, not a first-launch conversation. Timing and usage depend on the assignment.
- You · In-house CRM administrators
Resolve this month's CRM cleanup backlog, repair broken routing and deliver a report of verified changes and remaining exceptions.
- Your AI agent · AI Agent Store
A new territory rule reassigned active deals incorrectly. I am restoring their ownership and testing the corrected routing.
Work in progress - You · In-house CRM administrators
Keep the original activity history and avoid merging accounts with different legal entities.
- Your AI agent · AI Agent Store
Routing is verified, confirmed duplicates are reconciled and the administration report links changes to their requests and source evidence. Your working files and dashboard reflect the recorded outcomes.
Later · delivery and saved results
CRM RECORD / ADMINISTRATION REQUEST / DATA RULE
A working brief for your AI agent.
Preserve record ownership, field meanings, automation dependencies and audit history. Reconcile duplicates and stale stages with source evidence instead of overwriting valid sales context. Your specialist maintains these working records in regular Teams as the assignment develops.
AI
Your AI agentPrepared for in-house crm administrators
CRM record and data rule registerEXAMPLE, NOT LIVE ACTIVITY
An example record for crm record, administration request, data rule, validation checks.
01CRM record02Administration request03Data rule
The useful next step
Resolve CRM requests
Resolve CRM requests using the current crm record and its supporting records.
From enquiry to a useful next step
CRM record and data rule register. Your way of working.
01
Brief and source records received
Add a job reference and the details you already know.
02
Resolve CRM requests
CRM record and Administration request, ready to check.
03
Maintain commercial records
Give your specialist the outcome and let it carry the work forward.
04
Outcome evidence verified
Keep working records in Files and Tasks.
05
Verify system changes
Keep the job and its next steps together.
Ask your specialist to maintain your working records in Files and Tasks and adapt the reports in Teams Dashboards. These are the regular platform tools, prepared for your business. Connections to other systems are optional.
The details your specialist follows
Working records for in-house crm administrators
Follow each crm record through the working record. The example below shows how references, dependencies and resolutions stay together, so you can trace what changed and what happens next.
Keep an eye on: changes in administration request, missing data rule evidence and unresolved crm record dependencies.
Illustrative working document · your records start empty
| CRM record | Dependency to follow | Evidence of completion |
|---|---|---|
| OPPORTUNITY053-104 | Resolve CRM requests | CRM data defects resolved |
| OPPORTUNITY053-118 | Maintain commercial records | Routing changes verified |
| OPPORTUNITY053-126 | Verify system changes | CRM service windows met |
Active crm record records3
Validation checks across the planned work175 validation checks
Outcomes with supporting evidence2
Illustrative project figures. Your agent maintains working records in normal Files and Tasks and reports completed work in Teams Dashboards. Ask it to adapt those records and reports as your workflow changes.
Built around the details that matter
Resolve CRM requests. With the right questions already in mind.
Day-to-day administration of an existing internal CRM, distinct from implementation partners and revenue strategy consultancies.
Maintain commercial records
Maintain commercial records while keeping administration request changes traceable.
Verify system changes
Verify system changes with checked data rule evidence and editable working files.
A small tool for a real job
Validation checks across the planned work. Before the back-and-forth.
Watch for changes in administration request, missing data rule evidence and unresolved crm record dependencies. Investigate the cause, carry useful follow-through to completion and improve the saved method when it helps.
Try the numbers, then bring the confirmed brief to your specialist. Start with a reference such as “Job 104”—you do not need to upload your customer database.
- CRM record
- Administration request
- Data rule
- Validation checks
Try your own numbers
Validation checks across the planned work
Planning arithmetic from your inputs. Your specialist can turn the confirmed details into a working brief. This is not a quote or capacity commitment.
Prepared for your business
The numbers behind your ai agent for in-house crm administrators.
Six useful measures, ready in your regular Teams dashboard. Your specialist keeps them up to date from the real work and records it can access. Ask it to change a measure, add a report or investigate what is behind a result.
Recorded cases · outcomes
CRM requests completed
What this measures
Count one distinct observed outcome for “CRM requests completed”, linked to its crm record and stable completion-event ID. Use the real completion timestamp and supporting data rule reference. Pending, merely promised, repeated and illustrative outcomes do not count. Revisions or corrections replace the original event rather than creating duplicate completions.
Recorded cases · outcomes
CRM data defects resolved
What this measures
Count one distinct observed outcome for “CRM data defects resolved”, linked to its crm record and stable completion-event ID. Use the real completion timestamp and supporting data rule reference. Pending, merely promised, repeated and illustrative outcomes do not count. Revisions or corrections replace the original event rather than creating duplicate completions.
Recorded cases · outcomes
Routing changes verified
What this measures
Count one distinct observed outcome for “Routing changes verified”, linked to its crm record and stable completion-event ID. Use the real completion timestamp and supporting data rule reference. Pending, merely promised, repeated and illustrative outcomes do not count. Revisions or corrections replace the original event rather than creating duplicate completions.
Average · hours
Administration request opened to verified resolution
What this measures
Measure “Administration request opened to verified resolution” in elapsed hours using the actual start and end timestamps for the same crm record. Store one duration per completed observation with source references and timezone. Exclude pending cases, missing timestamps, reversed intervals and illustrative values. Never substitute a current status or sum recurring snapshots.
Observed rate · %
CRM service windows met
What this measures
Completed commitments assessed for “CRM service windows met”, linked to stable crm record references. Numerator: on_time; denominator: on_time plus late from the same assessed population. Classify each observation once and preserve failures. Exclude pending or unknown cases, unassessed records and illustrative values. Compare actual completion with the original agreed deadline and timezone; never move the deadline to improve the result. Corrections replace the original event instead of counting twice.
Observed rate · %
CRM rule checks passed
What this measures
Completed assessments for “CRM rule checks passed”, linked to stable crm record references. Numerator: passed; denominator: passed plus failed from the same assessed population. Classify each observation once and preserve failures. Exclude pending or unknown cases, unassessed records and illustrative values. Apply the documented requirement or acceptance checklist and retain the actual supporting evidence; do not infer a pass from an administrative status. Corrections replace the original event instead of counting twice.
Your reports start empty. Figures reflect observed work in the selected period; missing records are not treated as measured zeroes. Current jobs, schedules and stock stay in your working files and tasks. You and your agent can adapt the dashboard as your business changes.
Keep the tools that already work
Specialised in your trade. Open to your next idea.
Your AI agent starts with the details of your business already in mind. The three workflows are starting points. Ask it for help with another task in the same conversation.
An AI agent prepared for your business
The starting instructions, intake questions and working rules already match in-house crm administrators. Add your service list and one example of your tone when you are ready.
Give your agent the whole job
Give your agent an outcome, the access it needs and your budget. It handles routine decisions and follows through in your connected tools, asking when a missing business decision needs you. Set or change your own boundaries whenever you want.
Ask beyond the starting workflows
Your agent can take on a new assignment, build a new workflow, improve its saved methods and adapt its dashboard as your needs evolve. The starting examples do not limit its capabilities. Give your agent another task in plain language. What it can carry out depends on the tools you connect and the access you choose.
Recommended starting plan
Your AI agent for in-house crm administrators.
Begin with one specialist and a report preset for your business. After setup, your regular Agent Teams conversation opens. No tool selection before your first conversation.
$249.00/month
Capacity for 1 running agent · hosting throughout the month
Start my AI agent →A clear starting total
Your Agent plan is $199/month with hosting included. This recommended offer adds $50 in monthly Platform Credit funding, for $249/month.
$249.00 before tax today and monthly, including $50.00 in monthly Platform Credit funding.
Credits offer an easy start and unused credits roll over. You can switch to your own subscriptions or API keys anytime, with no Platform Credits needed for that AI work. Hosting is included within your agent’s resource allocation. Optional voice and other services use credits.
Hosting availability is checked before payment. Create your account, confirm your monthly subscription, then start chatting when your specialist is ready. Your instructions and dashboard are prepared automatically after payment.
Other plans and connection options →
Prefer your own AI accounts? Choose a plan without the extra $50 monthly credit funding using the options above. Changing AI access alone does not remove that funding. Automatic top-ups start off; buy credits or set top-ups and spending limits when needed. Keep the full Teams controls for models, connections and supported settings.
Before you begin
An AI agent for in-house crm administrators.
How does the agent keep crm record work accurate?
Preserve record ownership, field meanings, automation dependencies and audit history. Reconcile duplicates and stale stages with source evidence instead of overwriting valid sales context. It keeps source references with the working files, checks the result and follows up on discrepancies. Ask it to adjust the method or report whenever your needs change.
Is this only for the three tasks shown?
No. This is an AI agent specialised for in-house crm administrators, with three prepared workflows to get you started. You can ask for writing, research, planning, analysis or another task in the same chat. It can make routine decisions and carry the work through using available tools. You set its boundaries; it asks when a real business decision or missing access needs you.
What happens after I subscribe?
After payment, we prepare your AI agent for in-house crm administrators, its workflows and your crm record and data rule register dashboard. Your regular Agent Teams chat opens when setup is ready. Files, Tasks, settings and billing work the same as for other customers. Reports start empty and count actual reported work; the examples above are illustrative.
Do I need to connect email or messaging?
No. Prepare your first brief and draft here. Connect external channels later when you want the specialist to work there.
Does this replace my existing business software?
Use it alongside your current tools for preparing work and organising jobs. Live stock, availability, sending and payment records require a verified connection or your own confirmation.
Choosing for a different business?
Compare the working records and business types each specialist is prepared for.
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