CRM Data Agent leverages OpenAI GPT via LangChain to interpret user queries in natural language and execute data retrieval tasks across multiple CRM systems. It supports connectors to Salesforce using REST APIs, HubSpot via OAuth, and Zoho CRM, consolidating disparate data into a uniform vector store. Users can ask the agent to list top deals, forecast revenue, or identify inactive contacts. Built-in workflows automate report generation sending summaries over Slack or email. Its plugin architecture allows developers to integrate custom data sources, configure memory for context retention, and tailor prompt templates. By abstracting API calls and data processing, CRM Data Agent accelerates analysis and workflow automation, enabling teams to make informed decisions faster.

Oumy's AI-First platform merges innovation with customization to transform businesses. It leverages AI personas to fuel growth and adapt to future work environments. By integrating these advanced AI solutions, companies can achieve higher efficiency, better decision-making, and enhanced customer engagement, thereby ensuring sustainable development and a competitive edge in the market.