Customer relationships
Keep customer details and follow-ups in the right record, so your team knows who needs a reply.
Connect your agents, existing tools and any new apps we build into the same working system. We check access and compatibility so the connections serve your business.
A connection should save you a job. It might let your agent check an order, prepare an email or update a record. You choose what it can do and what needs a person’s approval.
What is possible depends on your software and account plan. We check those details with you before agreeing the build.
Keep customer details and follow-ups in the right record, so your team knows who needs a reply.
Prepare replies, pass updates to your team and check available appointment times.
Find the information needed for a job and keep agreed records up to date.
These tools help your agent understand requests and carry out the tasks you agree.
These are examples we can check for your project. A connection is not promised until we have checked your account and the job it needs to do. These companies are not Cerebro partners.
Give the agent access only to what it needs. Agree who can see the records and how long they are kept.
Check for missing details and duplicate updates. Plan what happens if an app stops working.
Show your team what is finished and what still needs their help.
Tell us what you want to improve or build. We’ll explore the agents and software you need, what it might cost and what your team would control.