Will it change things in Agile CRM without asking?

Only if you let it. You choose how often it checks with you, and you can switch off any action you don’t want it to use.

What happens if I disconnect Agile CRM?

Praxivara stops using it right away. Nothing in Agile CRM is deleted. Any agent that needed it skips those steps until you connect it again.

Agile CRM AI assistant and agents

Ask in plain words. It does the Agile CRM steps.

Reply to or note a ticketCreate a dealList a track's deals

No setup per taskConnect Agile CRM once and it’s ready for every request.

You choose what it may doPick the actions it can use when you connect.

Disconnect anytimeIt stops right away. Nothing in the app is deleted.

Things you can ask in Agile CRM

Type it, text it or say it on a call. It picks the right Agile CRM steps and shows you what it did.

“Reply to or note a ticket in Agile CRM.”“Create a deal in Agile CRM.”“List a track's deals in Agile CRM.”“Create a task in Agile CRM.”“List a contact's tasks in Agile CRM.”“Update a document link in Agile CRM.”

Actions

62

You never pick an action. Say what you need and it chooses the right one. Here is everything it can do in Agile CRM.

Write and sendIt writes it and sends it when you’re ready.

Reply to or note a ticket

Create and addNew records and entries, from a plain-words ask.

Add a contact or companyAdd tags to a contactCreate a dealCreate a deal for an emailAdd a note to contactsAdd a note to deals

Find and readLook anything up without opening Agile CRM.

List all contactsGet one contact or companySearch contacts and companiesFind a contact by emailFind a contact by phoneList a contact's tasks

Update and organizeKeep things current as they change.

Update contact fieldsSet a contact's lead scoreSet a contact's star ratingReassign a contact's ownerUpdate a dealEdit a deal's note

Clean upClear out what you’re done with.

Remove tags from a contactDelete a contact or companyUnlink contacts from a dealDelete a dealDelete a contact's noteDelete a task

More actionsEverything else it can do in Agile CRM.

Deals by stage, default trackDeals by stage for one trackTasks due in N daysFilter tasks

Showing the main actions in each group.

Triggers

3

When something happens in Agile CRM, an AI agent can start on its own. Pick an event, and say what should happen next.

Then An AI agent starts and runs the steps you describe.

It only does what you allow.

Choose which Agile CRM actions it may use, and how often it checks with you. Looking things up just runs.

Turn off what you don’t need, when you connect or anytime after.
Disconnect in one click. Nothing in your Agile CRM is deleted.

Manage actionsConnected

62 of 62 capabilities enabled

Reply to or note a ticket

Create a deal

List a track's deals

Create a task

Your permission mode is Auto. It decides when to check with you.

Works well with Agile CRM

All integrations

HubSpotAdd contacts, move deals and log every call, so your CRM stays current.ShopifyUpdate products, fill orders, issue refunds and keep an eye on stock.SalesforceCreate leads, update opportunities and open cases in your Salesforce org.MailchimpManage your audience, build and send campaigns, and read the results.

Agile CRM questions

Try Praxivara for free, open Integrations, pick Agile CRM and follow the steps to connect your account. You can change or remove it anytime.