Seen Sidekick is the assistant you talk to. Seen Agents are the help you don't have to ask. Where Sidekick responds when you need it, an agent is given one clearly defined job and works through it in the background inside Seen CRM.
The kind of jobs agents are for
- Reactivation: finding leads that have gone quiet for a few weeks and preparing a sensible re-engagement message for each.
- Follow-up prep: lining up the day's post-viewing and post-proposal follow-ups so they are ready when your team starts.
- Housekeeping: spotting leads with no owner, no next action or a stage that no longer matches the conversation.
- Handover notes: keeping a short, current summary on each lead so anyone can pick it up.
One job each, with clear limits
We think AI in a CRM should be narrow and accountable, not a free-roaming bot. Each agent has a specific job, works only with the records that job needs, and anything customer-facing or record-changing can be held for a person to approve. You can see what an agent prepared and why.
Why it matters
In most teams, the work that agents take on simply doesn't happen. Nobody has the time to comb through last month's enquiries on a Tuesday afternoon. Giving that work to an agent - and keeping a human on the final say - is how small teams follow up like big ones.
Want to know which jobs an agent could take off your plate? Talk to us.
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