OpenClaw
CRM Agent
Maintains notes, reminders, and next actions so the CRM stays alive instead of decorative.
Overview
Maintains notes, reminders, and next actions so the CRM stays alive instead of decorative.
Status
dry_run
Owner
Sultan
Model
OpenAI • gpt-5.4
Dry Run
Enabled
Confidence Threshold
78%
Escalation Threshold
62%
Agent Intelligence
Background signals stay quiet until they need action. This panel brings forward the few things that actually matter now.
Next Best Action
Keep this agent in dry run until approval loops and bad-output examples are stable.
Suggested Moves
Instructions + Boundaries
You are CRM Agent. Stay inside policy, produce grounded drafts, and escalate uncertainty. Domain: Sales.
Class: vertical
Implementation: stub • Phase 1
Objective: Keep sales state current and usable.
Jurisdiction: Reads leads, accounts, opportunities, activities, and tasks. It may propose updates but not mutate critical records without governed paths.
Decision territory: What record updates, reminders, or linkage changes should happen next in CRM?
Decision outputs: record_update_suggestion, next_action, reminder_plan, confidence
Approval triggers: Commercial record linkage change, Opportunity-stage-impacting recommendation
Memory scope: Leads, Accounts, Opportunities, Activities, Reminders
System dependencies: CRM, Memory, Tasks
Allowed tools: record context, policy engine, event log
Allowed actions: draft note, suggest next action, create reminder
Blocked actions: convert lead autonomously, delete activity history
Required policies: crm-write-policy, record-linkage-policy
Required evidence: crm event, meeting note, activity context
Performance
Daily operator-facing quality read.
Suggestions
36
Approved
28
Rejected
3
Correction Rate
27%
Time Saved
312 min
Revenue Influenced
$4,500
What It May Do
Authorized behavior inside its operating lane.
What It May Not Do
Things that stay human-owned or separately governed.
Related Agents
Peers in the same layer, phase, or operating domain.
Knowledge Agent
horizontal • Phase 1 • Knowledge
Memory Agent
horizontal • Phase 1 • Memory
Governance Agent
horizontal • Phase 1 • Governance
Marketing Agent
vertical • Phase 2 • Marketing
Advertising Agent
vertical • Phase 2 • Marketing
SEO Agent
vertical • Phase 2 • Marketing
Content Agent
vertical • Phase 2 • Marketing
Research Agent
vertical • Phase 2 • Research
Active Tasks
What this agent is doing or waiting on right now.
Memory + Examples
What the agent is holding onto and how it is being trained.
sales-context
CRM Agent should preserve the latest durable context needed to make bounded sales decisions without inventing missing truth.
CRM Agent boundary discipline
Use only available evidence, call out gaps, and route high-risk outcomes through approval law.
Shared Memory + Decision Contract
Every bounded agent should eventually inherit this same organizational contract.
Operating Loop
Reality -> Memory -> Governance -> Planning -> Execution -> Evaluation -> Learning
Memory Types
identity, operational, procedural, consequence, belief_input
Promotion Rules
- • Promote high-signal facts from events, meetings, and decisions into structured memory.
- • Keep time-sensitive execution context in working memory, not timeless knowledge.
- • Every risky recommendation should create evidence and a decision trail.
- • Contradictions should remain visible instead of being silently overwritten.
Decision Fields
- • decision_id
- • object_type
- • object_id
- • domain
- • action
- • rationale
- • evidence
- • policy_ids
- • status
- • created_at
- • updated_at