What can an AI agent do with Capsule CRM?

A Capsule CRM AI agent can read your contacts and organisations, monitor opportunity stages and values, surface stalled deals, log activities, and create new contacts or opportunities. It acts as an always-on sales ops layer, keeping your pipeline clean and flagging deals that need attention. Write actions like creating contacts or logging activities require your approval.

Can my AI agent flag stalled opportunities automatically?

Yes. You can set up a scheduled task that checks all open opportunities for recent activity and posts a summary of stalled deals to Slack, including the last contact date and deal value, so your team can follow up without manually scanning the CRM.

Which Capsule data can my agent access?

Your agent can access contacts, organisations, opportunities, tasks, and activity history. It uses your connected Capsule account's permissions and only reads or writes data when actively running a task.

How is a Capsule AI agent different from Capsule's built-in reporting?

Capsule's reports require you to log in and pull them manually. An AI agent runs reports on a schedule, narrates what changed, and pushes the summary to Slack or email, so your team gets the insight without the admin work.

CRM & sales

Capsule CRM, run by an agent.

An AI agent that manages, monitors, and reports on your Capsule CRM pipeline.

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What needs your approval

Capsule CRM never changes anything without you.

Anything that creates, edits or deletes in Capsule CRM waits for your approval. Approve a recurring task once and it runs unattended after that.

Connecting Capsule CRM

About 10 minutes

Auth: OAuth, managed
Setup: About 10 minutes

Example tasks

Real work people hand to an agent that uses Capsule CRM.

generate a weekly pipeline report showing open opportunities by stage and total value
alert the team when a high-value deal has had no activity for more than 7 days
create new contacts and opportunities automatically from inbound form submissions
log call summaries against the right contact after every sales call