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INV-03 · AI-native CRM

In development

An AI-native CRM where people and AI agents work in the same records. Agent changes wait for a person’s approval and can be undone.

  1. Propose An agent drafts a change to a record.
  2. Validate The proposed value is checked against the field’s rules.
  3. Approve A person accepts or rejects it.
  4. Apply The change is written, with its audit entry.
  5. Undo One click reverses it.
Fig. 1 The one cycle every agent change goes through in the working build.

Problem

Teams bolt AI assistants onto CRMs they cannot audit: the assistant suggests, a person copies, and nobody can tell later who changed what.

Solution

Agents act inside the CRM through one controlled cycle: propose, validate, approve, apply, undo. Each step is written to an audit trail, so a manager can see and reverse any change.

Technology

Next.js + TypeScript monorepo · Postgres (Prisma) · Gemini agents with Google Search grounding · Human approval before every change · Audit trail with one-click undo

Where it stands

Core agent cycle (propose, validate, approve, apply, undo) runs end to end on a self-hosted build; not yet offered to customers.

INV-03 · stage 04 Build · In development