Teams · Sales
Agent Serve agents research accounts, keep the CRM current after every call, and draft the follow-up. A rep approves what reaches a customer.
Agent Serve, the AI workspace where teams build, deploy, and manage AI agents, gives sales teams agents for account research, CRM updates, call preparation and follow-up email, connected to Salesforce, HubSpot, Gong and Apollo, with a rep approving every outgoing message.
At a glance
The problem it removes
Before a call a rep opens five tabs to learn about the account. After it, notes go into the CRM late or not at all, and the follow-up waits until the end of the day.
Agents to build
Each agent is built in Agent Serve with Chat, the workflow builder or a Relay, and uses the integrations the team already has.
An Agent Serve agent reads the account and open deals in Salesforce or HubSpot, recent Gong calls and the company website, and writes a one-page brief.
When a Gong call completes, an Agent Serve Relay drafts the recap email and the next steps, and the rep approves the exact message before it is sent.
An Agent Serve Relay checks open opportunities for missing close dates, stale stages and empty next steps, and proposes each fix for approval.
An Agent Serve workflow enriches new leads with Apollo, scores them against your ideal customer profile in a table, and routes the best to an owner.
An Agent Serve agent searches the web with You.com for recent news on an account and adds the links to the brief.
Examples show what teams can build in Agent Serve. They describe patterns, not named customer deployments.
How it runs
Agent Serve does the note-taking and the first draft. The rep still decides what the customer reads.
A Gong Call Completed trigger starts the Relay’s task for that call.
The Relay reads the transcript, the account and the open opportunity in the CRM.
It writes the recap and next steps, and proposes the CRM fields to update.
The email waits as an approval showing the exact message, then sends from the rep’s mailbox.
Integrations
Agent Serve connects to CRMs, call recorders, enrichment tools, email and calendars through its integrations catalog.
Browse integrationsIn each tool
Agent Serve agents read and update accounts, contacts, leads and deals, and start on record changes such as an opportunity moving stage.
Opportunity stage changed → task starts
Agent Serve reads call transcripts and activity, and starts work when a call completes.
Call completed → recap drafted
Agent Serve agents search and enrich people and companies before a rep reaches out.
New lead → title, size, industry
Agent Serve drafts email in Gmail or Outlook and proposes meetings in working hours, each sent only after approval.
Recap email · needs approval
In the workspace
Reps ask Chat for an account brief and get answers with their sources.
A Relay drafts recaps and CRM updates after each call, for approval.
A table holds enriched leads and their scores, updated as they arrive.
A pipeline dashboard shows coverage and stage movement on governed metrics.
In depth
Agent Serve Chat reads the CRM, call history and files you attach with @, and answers with the records it used.
An Agent Serve Relay never sends email on its own. The rep sees the exact message and approves it.
Agent Serve dashboards read governed metrics, so coverage and win rate mean the same thing in every meeting.
Before and after
| Work | Before | With Agent Serve |
|---|---|---|
| Call preparation | BeforeFive tabs and ten minutes per account. | With Agent ServeA brief in Chat from the CRM, calls and the web. |
| CRM updates | BeforeTyped at the end of the day, if at all. | With Agent ServeProposed by a Relay after each call and approved by the rep. |
| Follow-up | BeforeWritten from memory the next morning. | With Agent ServeDrafted from the transcript minutes after the call. |
Governance
An Agent Serve Relay can be limited to internal recipients, an allowlist of domains or anyone you allow.
Relays never send email or book meetings without an approval, under any autonomy setting. An approval covers the exact payload the reviewer saw and expires if nobody decides.
Proposals, approvals, declines and executed actions are written to the workspace audit log, which admins can export.
Admin, write and read roles per workspace, plus permission groups that limit which models, blocks and integrations a team can use.
Every workflow run records each block’s inputs, outputs and errors, so a reviewer can trace how a result was reached.
Questions
Agent Serve has integrations for Salesforce, HubSpot, Pipedrive, Attio and Microsoft Dynamics 365. Agent CRM, by Valnora & Elric, is also available by invitation.
No. An Agent Serve Relay needs approval of the exact message before any email is sent, under every autonomy setting.
Agent Live, a Valnora & Elric product, guides reps during calls. Agent Serve handles the work before and after the call.
Last updated
Enterprise access
Agent Serve is available to teams by invitation. Tell us what you want to build and we will set up your workspace with you.