Using AI Agents to Collaborate with Human Workers - AI Business

AI agents working *alongside* your team sounds great in a press release. In practice, most CRM platforms are still figuring out what that actually means.

Creatio recently announced a push to improve how AI agents collaborate with human workers inside their platform. The idea: AI handles repetitive tasks and surfaces information, while your people make the calls that require judgment. Clean concept.

Here's what that means if you're running ops or marketing at a mid-market company right now. Your team is already doing this manually — bouncing between tabs, copying notes, chasing follow-ups that fell through. The question isn't whether AI can help. It's whether your CRM is built in a way that lets AI slot into *your* actual workflow, or whether you'll spend six months configuring it to fit a workflow the vendor assumed you'd have.

That's the part that keeps getting skipped in these announcements. Every platform tells you AI is coming. Few of them tell you what happens when the AI needs context that lives in a field your current setup can't even store.

If your CRM can't handle your data the way your business actually runs, AI on top of it just automates the mess faster.

#CRM #SalesOps #AIAgents #MidMarket #OperationsLeadership

Original Source

CRM provider Creatio aims to enhance collaboration between AI agents and human workers.