Agentic CRM Product Whitepaper

What you'll learn

The whitepaper walks through the ShareCRM and ShareHive Agent OS architecture in three layers. The agent service layer holds ShareAgent and the marketing, sales, service and industry agents. ShareHive Agent OS provides the Agent Harness, Agent Studio and open platform. The data foundation pairs a semantic layer with Data Cloud. It explains how the Harness handles orchestration, reasoning and planning, layered memory and the LLM gateway, and how semantics at the domain, industry and tenant levels let agents understand your business from day one.

Following one sales rep through a workday, it shows how Agentic CRM thinks like an expert, acts by running work inside the CRM, and learns by turning experience into shared skills. It also compares ShareHive with personal-level agent platforms across six dimensions: data security, total cost, token usage, ownership, hallucination and governance.

It maps the pre-built agent portfolio across marketing, sales and service, with 60+ agents and 200+ skills, plus industry agents for consumer goods field visits. It closes with the trusted-AI model: two foundational pillars, metadata classification and PaaS function and data permissions, and six defenses covering identity and authentication, rate limiting, data protection, access control, write confirmation and security audit.