AI Agents

Lead scoring: Automatically score and prioritize inbound leads
Data cleanup: Standardize company names and contact information
Email drafts: Generate follow-up emails based on meeting notes
Record routing: Assign records to the right team member based on content

<Note> This feature is in development and will be available in beta soon. </Note>

Overview

Integrate AI capabilities directly into your automation workflows for intelligent data processing and decision-making.

Feature	Description
AI actions	Add AI-powered steps to any workflow
Data enrichment	Automatically enhance records with external data
Classification	Categorize records based on content analysis
Summarization	Generate summaries from text fields
Custom prompts	Define exactly how AI processes your data