An AI chatbot for your CRM — what actually works in production

The trap

Most teams bolt a chatbot onto their CRM. The bot reads documents, answers FAQs, and sits in the corner of the dashboard. Reps ignore it within a week because it never knows what they actually need to know.

What works

The chatbot has to live inside the data model. That means tool calling into the CRM, real-time access to deal records, and a retrieval layer over notes, calls, and emails. The interface should be embedded in the deal view, not a side panel.

Tool calls into the CRM for live records, not snapshots
Hybrid retrieval (vector + keyword) over notes, calls, and emails
Evals that score against last-quarter's deals before each release

The metric

If the chatbot doesn't reduce rep prep time by at least 30%, it's not paying for itself. We measure prep time per call as the leading indicator.

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