A contact, a task, a supplier decision, a document and a payment request can all belong to the same business process. When those records live in separate places, employees have to reconstruct context before they act.

AgentCore provides a CRM and operations workspace for that work. Teams can use company and contact records, deals, assigned tasks, documents, procurement and finance modules according to the workspace configuration and their permissions.

The exact links and steps depend on enabled modules. AgentCore does not make a decision for an employee simply because the records sit together.

The current scope of the WhatsApp Business pilot →Platform →Discuss access →