Bring the context.
Provide call transcript, crm account and deal, follow-up and task templates. Choose the systems and documents this team is allowed to read.
Bring the recap, open questions and agreed actions into a follow-up the rep can send.
Illustrative output. Your records and rules shape the workflow.
Bring context from the tools your team already uses. Connect MCP servers and APIs to read records, coordinate actions and keep the evidence together.
Explore the request, the responsibilities and the handoff. Each step keeps the source context attached.
Corin uses the request together with the procedures and records you make available to this workflow.
These example roles show how the work can be divided. Review the proposed team, models, tools and permissions for your process.
Separate explicit commitments from suggestions and unanswered questions.
Match the conversation to the deal and identify owners for the agreed next steps.
Draft the customer recap and prepare the related CRM updates and tasks.
The result includes its source context so the responsible person can review it and decide what happens next.
A sales call transcript becomes available. The team needs call transcript, crm account and deal and follow-up and task templates to make the next step useful.
Start with the procedure your team already follows. Corin uses that context to propose responsibilities and help coordinate the work across the tools you connect.
Provide call transcript, crm account and deal, follow-up and task templates. Choose the systems and documents this team is allowed to read.
Use conversation agent, deal context agent, follow-up agent as a starting point. Set each role's tools, permissions and approval boundaries.
Run a representative task. Compare the result with your procedure, review its sources and open questions, then refine the team before expanding the workflow.
Give Corin your procedures, connected context and approval rules. Review the agent team, then put it to work.