AI CRM Agent: prompt and context

The AI CRM Agent step lets AI read a record and make a judgement call. Add it from the AI Agent group, choose People, and set the record to the person from the trigger. Write the prompt like a brief, for work Vetta doesn't do automatically. Research this person's company on the web, and write a two-line summary of what they sell and anything recent into Company summary. Or decide which offer fits this new lead best, and write its name and one reason in Best-fit offer. Both land in the Output fields you pick: Company summary on the company, and Best-fit offer on the person. Attach business context, so it knows what you sell. A file can also be a skill, a rulebook for one job, like qualifying an offer, and each step can have its own. Turn on web search when it needs more than your CRM: it costs one point four credits per search, and only when it actually searches. For harder calls, enable thinking and raise the effort, though every run then costs more. Save, and every new person gets the same treatment. Before webinars, Alex asks Claude for a research step. Claude adds an AI CRM Agent that writes two company lines. Claude, ChatGPT or any assistant you connect to Vetta works on your real workspace, so brief once, then give it a bigger job each week. In Vetta, read the prompt, then activate it yourself.