Xedant CRM Agent — Product Launch

Today Xedant CRM Agent launches — a customer base on your own server in which the AI agent is a full participant, not an add-on. It creates and cleans customer records, keeps a timeline of communication, merges duplicates, takes requests from your website, moves deals along the pipeline, prepares quotes and invoices, runs mailings and handles service tickets.

The main feature: there is not a single editing form in the interface. A person watches through screens and gives commands to their AI agent, and changes go through a management key — so the data cannot be spoiled by accident. The product is built from a small core plus add-ons that are enabled as needed.

Key capabilities

The AI agent keeps the data: it creates and cleans records while you watch and give commands

Not a single editing form in the interface — you cannot spoil the data by accident

One customer base: contacts, companies, registration details, links and a holding hierarchy

Every record is checked for duplicates, with a separate queue for reviewing them

Leads and deals: request intake from your website, pipelines and stages, the next step and a forecast

Money: quotes, invoices, payments, receivables and contracts

Communications and service: one conversation with the customer, response deadlines, tickets, a knowledge base and a customer portal

Twenty-three add-ons that are enabled as needed, while the core stays small

One search field finds customers, deals and tickets alike, and reports are exported to tables. Details and documentation are on the product page: Xedant CRM Agent.