Walk into the renewal callknowing what they’ll say.
The day before a renewal, an agent reads the account’s whole history in your CRM — tickets, meetings, emails, invoices — runs the usage export through a script in a terminal and writes a one-page brief: what’s going well, what’s at risk, what to offer. It drafts the agenda email too, and sends it only when you say so.
An account whose usage is sliding. Allow the agenda email when it asks.
Tomorrow’s renewal call: the agent reads the account’s history in the CRM, runs the usage export in a terminal, writes a one-page brief and drafts the agenda email — then asks before sending.
The whole history, read
Every ticket, meeting and invoice on the account, not just the last email in your inbox.
Usage from the data
The export is analysed in a terminal card, so the numbers in the brief come from a script you can rerun.
One page, not a dump
Health, risks and what to offer — short enough to read two minutes before the call.
Sent only with your OK
The agenda email waits in the CRM’s compose box until you allow it.
From account history to a prepared call
One agent, three cards.
Works in the CRM you already use
More in CRM
Other live scenarios from the same shelf — and a few close relatives.
Lead triage
CRMNew leads checked against their company sites, scored in your CRM, with follow-ups you approve.
AgentBrowserNoteTask boardPipeline hygiene
CRMStale deals brought up to date from your call notes: stages, next steps and lost deals, after your OK.
AgentBrowserNoteTask boardData questions
Beyond codeHypotheses on a list, SQL on a read-only replica, an answer with its queries.
AgentBrowserTerminalNoteTo-do listAgents & email
Beyond codeTriage, answer from your docs, daily digests — sent only when you approve.
AgentBrowserNoteTo-do listTelegram
Never walk into a renewal call cold
The brief is ready before your coffee; the email waits for you.
macOS and Linux are coming later.
The first-run wizard installs an agent CLI, Git and the dictation model for you — or skips each step.