Ask about your documents
Find information in authorised CRM documents and follow the source references used in the answer.
Your question.
The right context.
Data, customers and processes have context. Agatha helps you understand it and work with it: from finding information to analysis, content and reusable workflows.
One conversation. Different ways to work.
Bring your question into the right context. Results stay in Keix’s tools: an analysis to understand, a contact to follow up with, an activity to find.
Data and analysis
Ask to explore a dataset, compare measures and build a chart. On a desk, combine views and return to the configuration to inspect the result.
Bring the right context to your next meeting.
Calls, memos and follow-ups tell a customer’s story. Here, Agatha reads the demo contact’s three notes and prepares a brief: what the customer needs, the proposal discussed and the next activity.
- Needs identified in previous conversations.
- Content to include in the proposal.
- The next sales activity already recorded.
More context. Fewer steps.
Ask about documents, prepare content and choose how to use AI in your workspace. Work stays connected to the platform’s data and people.
Prepare communications and surveys
Write drafts from chat, check recipients and review the content. Sending and publishing go through your confirmation.
Choose how to use AI
Configure workspace AI profiles. Use AI managed by Keix or your own key with supported providers and models.
AI features and allowances depend on the plan and workspace configuration.
Bring a question to the demo.
A dataset to understand, a customer to follow up with or a process to build. See Agatha at work on your use case.