Project Momentum
Sector
Pre-built agents on the Recursive AI Platform
Type
LLM
AI Type
Generative AI Agents (LLM)
Project Delivered
2021
AI-powered sales agent that connects CRM, cloud drives, and email threads to deliver next-best-action recommendations.
This project built an AI agent that unifies CRM data with marketing and strategy materials, along with past email threads, to give sales teams instant insight into the most effective next step for each client. It delivers upsell suggestions, personalized emails, supporting resources, and one-click CRM logging—helping reps close deals faster, increase customer lifetime value, and reduce churn.
