Sales and relationships
Keep company and contact records alongside opportunities, deals and commercial offers.
Working areas
Team work
Use assigned tasks and approvals to move work between people and departments.
Communications
Work with the available inbox and correspondence channels in the CRM. WhatsApp Cloud API is a separate internal pilot.
Documents and knowledge
Create and work with business documents and keep reference material accessible to authorised users.
Procurement and inventory
Coordinate procurement plans, supplier offers, decisions, contracts, receiving and stock records where those modules are enabled.
Payments and treasury
Track payment requests, balances and related financial records in the enabled workspace.
From relationship to execution
A team can start from a contact or company, manage the related sales or purchasing work, assign tasks and keep documents and financial records close to the operation. The exact steps depend on the modules configured for that organisation.
Access and availability
AgentCore is currently operated with controlled access. Features and data visibility depend on permissions and workspace configuration. Contact us for the modules available to your organisation.
WhatsApp Business · WABA
WhatsApp Business in your CRM
A company connects its own WABA and phone number through Meta. The Cloud API integration is currently under internal pilot validation; external onboarding and customer-configured automation are not generally available.
WhatsApp Business pilot →