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Agent AI for CRM

Magnet AI is a private AI agent platform for Azure that enables enterprises to securely develop, deploy, and manage generative AI applications on their infrastructure while maintaining full control over data, cost, and AI operations.

NLP
ML
RAG
LLM
CRM Enhancement
Platform

Problem it solves

  • Many organizations face data security risks that hinder the adoption and use of artificial intelligence. These risks can have serious consequences, including data loss and damage to reputation.
  • Fragmented tools and complex integrations hinder the transition from experiments to real solutions, slowing down business development and innovation.
  • Manual processes are time-consuming and often lead to poor-quality results, which complicate decision-making and increase costs.

Business impact

Magnet AI improves key business metrics by reducing costs, accelerating processes, and enhancing quality. In sales, win rates increase and deal cycles shorten, while in customer service, response and resolution times decrease while self-service rates increase. Automation reduces manual work and improves CRM data quality. The platform provides cost control and more efficient AI usage. Employees work more productively, and customers receive faster, more accurate, and personalized responses, improving overall experience.

How it works

1

Step 1

Magnet AI combines company data, AI models, and business processes, ensuring secure access and management.

2

Step 2

Using RAG, the platform retrieves important information from internal sources and processes it with the posed questions and agents.

3

Step 3

Results are integrated directly into existing systems, such as Salesforce, providing real-time responses and automated actions.

Who it is for

Management
Customer Support
IT
Sales
Marketing
Operations
HR
Data Analytics
Manufacturing
Procurement

Indicative ROI calculator

Configured for CRM, sales and service workflow automation.

Indicative annual savings
23,306 €
Time freed monthly
74.7h
Hourly rate (EUR/h)
26 EUR
Estimate based on 10 team members and 320 customer requests per month. This scenario could free about 74.7 hours per month.
The product description explicitly mentions: Depending on the customer's use case(s)..

Client example

Scenario

For example, the sales and customer service team uses Agentic AI for CRM to receive customer context, recommended next steps, and more consistent response quality all in one place.

At a glance

Delivery modelSaaS
Time savedDepending on the customer's use case(s).
Industries
FinanceTelecomPublic SectorManufacturingHealthcareRetailReal EstateAviationBanking
Maturity level
IdeaMVPPilot completedDeployedScaling

Technical details

AI technology
NLP and ML
Implementation requirementsInfrastructure required: PostgreSQL database, Container environment, access to LLM. Integration via API. Defined use case(s).
Customization options
API availableUser interface adaptationHighly customizableWhite-label option

Reference clients

Tet
Konecranes
General Medical Council

A company with high customer demand faced slow response times and overwhelmed agents. Magnet AI implemented AI-based knowledge search, request classification, and response suggestions. This reduced re

About the company

AS Ideaport Riga
AS Ideaport Riga
Agentic AI is used to enhance CRM user journeys, increasing productivity and efficiency. This involves experimenting with AI to find the best CRM use cases, applying AI to simplify user experiences, and achieving tangible results for customers.
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Agent AI for CRM