Agents: Automate any CRM workflow with a prompt

When we started Clarify, we called it the autonomous CRM. Today, that's real.

Agents are live. They can handle the CRM work you've been doing manually — pipeline digests, lead enrichment, data hygiene, call coaching, and much more.

You describe it. Now it runs.

Agents are autonomous workflows that trigger on a schedule or a signal, run across your entire stack, and work directly with your data — inside or outside of Clarify.

How it works

Just tell Rep what you want in plain English — it'll set up the trigger, write the instructions, and pick the right tools. Review it, turn it on, and it runs in the background from there.

Works across your whole stack

Agents connect to your existing tools via MCP — so they can read, write, and act beyond Clarify. Your CRM data is always in context, and every connected tool is within reach.

Start from a template

Not sure where to start? Browse the template library to get started even faster. These are just a starting point — try building any automation you can think of.

Check out the template library.

Built-in permissions

You control what agents can read, write, and do. Agents ask before they act. You decide how much control to keep.

Clarify runs. You close.

Agents handle the CRM. You handle the deals.

That's the autonomous CRM.

Agents are available now on all plans, including Free.

Build your first agent!