// CRM · LIVE · HITL WRITES

CRM Assistant

Update contacts, log activities, and keep pipeline hygiene automated — with human approval before CRM writes. Built for Salesforce-shaped exports and multi-agent sales workflows.

Contacts Activities Hygiene Salesforce export

1. Extract

Meeting/email notes → contact, company, deal, activity proposals.

2. Approve

HITL queue — review diffs before applying to CRM store.

3. Hygiene

Stale deals, missing owners, missing next steps.

4. Export

Salesforce-shaped Contact / Task / Opportunity JSON + CSV.

Deploy

Code: agents/crm-assistant · Skill: crm-assistant · Design: DESIGN.md

cd C:\Users\anwar\projects\matrix-six\agents\crm-assistant
python -m venv .venv
.\.venv\Scripts\Activate.ps1
pip install -r requirements.txt
python -m src.cli demo --no-llm
python -m src.cli pending
python -m src.cli approve-all
python -m src.cli hygiene
python -m src.cli export

Safety: CRM field updates are queued for approval — automation without blind trust. Humans approve before records change.