QuerySafe Agent
In developmentDon't just ask AI.Put intelligence to work.
Act.
An AI brain for your CRM. Make the business systems you already have intelligent, without rebuilding them: ask them to create, update, search, analyze or execute, and keep a person in control of anything that matters.
01 · 02
Talk to your CRM like you talk to your team.
Agent connects to the systems you already run and turns plain requests into precise actions. Reads happen straight away. Changes wait for your approval.
Create · Update · Search · Analyze · Execute
You say
“Move Meridian Supply to Negotiation and remind me to call Priya on Friday.”
Agent plans
- crm.update_dealMeridian Supply · stage → Negotiationneeds approval
- crm.create_taskCall Priya Nair · Fri 11:00read · auto
03
Multi-step work, across systems.
One request can gather information, prepare the work and line up the action, across your CRM, calendar and data. Try approving the step in the demo.
- Understand
- Plan
- Permission
- Act
- Verify
Request · 14:02
“Schedule a sales review tomorrow at 4 PM and prepare a summary of last week's performance.”
user · priya.s@demo (Sales Ops)
scope · read: sales, crm · write: calendar*
* write actions require approval
Execution history
- Retrieved relevant performance informationsales.weekly_kpis · read
- Prepared meeting summarysummary_w36.pdf · 2 pages
- Identified participants6 people · sales-leadership
- Checked required workflowcalendar.create_event → approval required
04 · 05
It notices before you have to.
Smart monitoring tracks pending tasks, deadlines, opportunities and critical events. Proactive reminders follow up before important work gets missed, and suggest the next step.
Proactive reminders
- 3 deals over $50K have had no activity for 14 daysToday 09:00Draft follow-ups
- Renewal for Harbor & Pine is due in 5 days; no renewal quote yetToday 09:00Prepare quote
- Solace Pharmacy opened the proposal 4 timesYesterdaySuggest next step
- Task “Send pricing to Kaveri Foods” is 2 days overdueMonRemind owner
06
Business AI shouldn't mean giving software unlimited control.
Approvals and permissions stay around every critical action.
- 01UnderstandWork out what the request actually needs, and what information supports it.
- 02PlanBreak the request into steps and the tools each step would use.
- 03PermissionCheck what this user, and this agent, is allowed to do.
- 04ActCarry out approved steps within a defined scope.
- 05VerifyConfirm the outcome and record what happened.
Where would Agent help your team first?
Agent is in development. We're working with organizations on the CRM and workflow actions that would matter most.