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Product tour

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The full story of a relationship: timeline, open loops and agent insight in one place.

Kaveri Textiles

Active customer

Asha Rao · Head of Procurement
Coimbatore, Tamil Nadu
Owner: Meera S

Meera S called Asha RaoYesterday, 3:40 pm
Renewal discussed. Asha asked for updated pricing for the spring line. Not yet answered.
Meera S emailed Asha RaoMon, 10:05 am
Sent the revised delivery schedule for October orders.
Asha Rao replied on WhatsAppOct 8
“Looking forward to finalising the spring contract this month.”

Unanswered question detected

Asha Rao asked for spring-line pricing on yesterday's call. No reply has been sent in 22 hours. This account is in active renewal talks.

R2 · Act with reviewFollow-up agent

Send pricing follow-up to Asha Rao

Answers the open pricing question with the rates discussed on the call.

R2 · Act with review

Requested by Follow-up agent

Hi Asha, thanks for the time yesterday. Attaching the updated spring-line pricing we discussed, valid through November. Happy to walk through the volume tiers on a short call this week.

The shift

Same CRM job. A very different week.

Traditional CRM workflow

1Notice the pricing question while re-reading call notes
2Look up the rates in a spreadsheet or chat thread
3Draft the reply from scratch
4Send it, hopefully before the customer follows up
5Log the activity by hand, if there's time

Agent-assisted workflow

1The agent flags the open question within the hour
2The draft arrives with the discussed rates attached
3You review and approve in one click
4The reply sends and logs itself on the timeline
5The open loop closes and the deal stays on track

End to end

Watch one relationship move forward.

The same interactive walkthrough as on the home page: meeting to closed loop.

A renewal call with Kaveri Textiles

Meera meets Asha Rao to discuss the annual contract. The meeting is on the calendar, so it lands on the customer timeline automatically once connected sources sync.

Notes and context attach to the record

Meeting notes and the conversation history come together on one timeline. No one copies anything between tools. The record already knows what was discussed.

HeiGin spots an unanswered question

Asha asked for spring-line pricing, and no reply has gone out. The follow-up agent matches the open question against the renewal context and raises it.

A follow-up is drafted for review

The agent drafts a reply using the rates discussed on the call. At this trust rung it cannot send anything itself. It prepares the action and explains its reasoning.

Meera reviews and approves

The draft, the reason, and the source context are right there. One click approves it; edits and rejection are equally easy. Sensitive actions stay behind approval.

The action is recorded, the deal moves

The reply sends, the timeline updates, and the open loop closes. Anyone on the team can see what happened, why, and who approved it.

Renewal call · Kaveri Textiles

Yesterday, 3:40 pm · 32 min · with Asha Rao

Completed

Illustrative. Integration statuses are listed on the integrations page.

Open loop: pricing question

“Could you send the updated spring-line pricing?” Unanswered for 22 hours on an account in active renewal talks.

Needs attention

Send pricing follow-up to Asha Rao

Answers the open pricing question with the rates discussed on the call.

R2 · Act with review

Requested by Follow-up agent

Hi Asha, thanks for the time yesterday. Attaching the updated spring-line pricing we discussed…

Approved by Meera S

Draft reviewed against the call notes · 9:12 am

R2 · Act with review

Kaveri Textiles · Annual supply

Follow-up sent · Open loops: 0 · Next: contract review Friday

On track

Qualified
Proposal
Negotiation
Won

Next: how the agents work