Empower your team with AI assistants that turn data into action in your workflows—sales, support, sentiment analysis, and more.
AI Agents, Built for Your Business
Faye Agent Builder (FAB) for SugarCRM puts practical AI agents directly into Sugar so sellers, marketers, and account teams get clear plans and next moves without leaving their workflow. FAB pulls from live web data as well as any Sugar module (including custom modules), and can be configured to work with Open AI, Claude, or Gemini, then surfaces focused insights on the page where the work happens.
Prebuilt Agents
- Account Battle Plan – Summarizes account data across Accounts, Contacts, Opportunities, Cases, and Activities. Highlights buying group, risk signals, whitespace, key initiatives, and the next three moves.
- Lead Battle Plan – Summarizes inbound and sales‑qualified leads from Sugar and 15 connected sites. De‑duplicates, compiles context, drafts a first reply, and proposes a call outline.
- Prospect Researcher – Researches a cold prospect using web sources and Sugar context. Delivers a first‑touch brief, three message hooks, two value hypotheses, and a tailored email starter.
Build Custom Agents in Minutes
Use FAB’s point‑and‑click builder to easily create custom FAB Agents. Select Sugar modules and web sources, define prompts and outputs, decide where results appear, and publish instantly—no coding required. Save agents as reusable templates for teams, roles, regions, and segments. Utilize custom agents to not only populate information but automate field updates and workflows.
- Sources – any SugarCRM module (including custom), plus the public web
- Outputs – briefs, action lists, emails, call talk‑tracks, task checklists
- Placement – record view dashlets, dashboards, and focus drawers
- Controls – choose your own LLM, variables, guardrails, and reusable templates
