Community

For anyone running agents against accounts payable, expenses, vendor onboarding or the close. Bring the invoice that broke your matcher. Threshold and tolerance arguments belong here rather than in General Discussion, and nobody minds if the post is mostly numbers.

Agents pointed at the CRM: lead routing, data hygiene, quote approvals and renewal alerts. Say which CRM you are on when you post, because most of the answers depend on it.

File what you want built and vote on what other people filed. One idea per post, written as the problem you have rather than the feature you pictured. The product team puts a status on everything here and writes a line saying why, including the ones we decline.