TL;DR: ShareAgent is the unified AI entry point in ShareCRM, the Agentic CRM. It turns natural-language requests into CRM-based briefs, analyses, reports, and documents by planning tasks and coordinating specialist agents. People review the results and confirm critical CRM write operations.
Tomorrow’s customer meeting is approaching, and the rep is still piecing together the account story. Opportunity details are in one record, earlier commitments are in another, and the manager wants a brief before joining the call. The information exists. Turning it into meeting preparation is the unfinished job.
For a sales leader, that means preparation competes with customer-facing work. For an IT leader, it raises a familiar question: how can AI use the CRM information already available to help people complete business tasks?ShareAgent addresses that gap through one conversation, connecting a request with the data, analysis, and output needed to act on it.
Why does having CRM data still leave so much preparation work?
CRM records capture the business, but a meeting requires a view of what matters now. The rep needs to understand the account, identify missing information, and decide which questions will help move the conversation forward.
Consider a manager joining an important customer visit. An account summary alone may not explain why the manager is needed, which customer stakeholder matters, or what the team hopes to achieve. Someone still has to connect those details and prepare a useful briefing.
The same problem appears in weekly reviews. Lists of activities and opportunities need interpretation before a manager can decide where to intervene. ShareAgent helps turn that information into material organized around the decision or task ahead.
How does ShareAgent turn the request into work?
ShareAgent understands the user’s intent, breaks the task into steps, and coordinates the appropriate specialist agents and skills. That lets the user describe the outcome without managing each underlying function.
A request might be: “Prepare a PDF brief for tomorrow’s customer meeting, including open opportunities, information gaps, and questions to ask.” ShareAgent can retrieve relevant CRM information, organize the findings, and generate the requested document.
Three capabilities make this AI approach to CRM work useful in everyday sales situations.
Query business information in ordinary language
A manager can ask which opportunities belong to an account or what their total value is. ShareAgent supports CRM record retrieval and calculations such as counts, totals, and averages.
The AI connects the business question with the underlying query, helping users find information without manually opening each record.
Prepare a brief for the people attending
ShareAgent’s pre-meeting brief can bring together meeting objectives, information gaps, stakeholder relationships, risks, and questions. The output helps the rep focus on what needs to be learned or accomplished during the conversation.
An executive visit brief serves a different purpose: it can explain the reason for leadership involvement, the customer’s senior decision-makers, and where an executive could help. A customer handover brief can preserve relationships, outstanding commitments, and next-step recommendations for the colleague taking over.
Turn weekly records into management priorities
Individual sales reports can summarize customer follow-up, opportunity progress, tasks, and suggested actions. Team reports can bring together target attainment, payments, pipeline risks, and differences across reps.
Comparing earlier commitments with completed work gives managers a basis for discussing gaps and coordinating support. The deliverable becomes a working agenda for the review.
What does the user receive at the end?
ShareAgent can deliver results in PowerPoint, Word, Excel, and PDF formats. The output can fit the next task: a PDF for meeting preparation, a presentation for a review, or an Excel workbook for further analysis.
For the rep preparing tomorrow’s meeting, the result is a brief to review and use. They can continue the conversation with a follow-up request such as, “Focus on the questions I should ask the procurement lead.” ShareAgent supports refining the work within the conversation.
This connects AI capabilities with ShareCRM’s sales workflows. The value is practical: less manual assembly between finding business information and using it in a customer conversation or team decision.
How do people stay involved in important decisions?
Critical CRM write operations require human confirmation. Users review proposed information before confirming an important change, keeping a checkpoint between AI preparation and business execution.
For sales leaders, that preserves responsibility for customer and commercial decisions. For IT leaders, it provides a boundary around consequential actions. People also review generated briefs and recommendations before using them, applying their judgment to the customer situation.
FAQ
Where does ShareAgent get the data for a customer brief?
ShareAgent uses CRM business information to ground customer briefs in account context. Relevant records can include customers, contacts, opportunities, contracts, and orders. The usefulness of the brief depends on the information available in the CRM, so teams should review its contents before a meeting.
What happens when a request is missing necessary information?
ShareAgent can ask the user for information needed to complete the task or request confirmation. For example, a user may need to clarify the customer or intended output. A natural-language request starts the work, while follow-up dialogue helps establish what the task requires.
How should a sales team evaluate ShareAgent?
Choose a familiar task, such as preparing for an account meeting or reviewing the week’s sales activity. Check whether the result includes relevant business context, identifies useful questions or actions, and provides an appropriate deliverable. Evaluate the output against the task your team needs to complete.
Start with the preparation your team needs tomorrow
Pick a customer meeting or team review already on the calendar. Ask ShareAgent for the brief, analysis, or report that would help your team prepare, then assess the result against that need. ShareCRM, the Agentic CRM, brings AI into that everyday work through ShareAgent, helping people move from a request to a usable deliverable.
Contact sales to explore a ShareAgent workflow for your team.
