---
id: F4
title: Evidence and chat
status: done
order: 4
---

# F4 — Evidence and chat

## What it is

CRM can connect a bounded piece of call evidence to a record and turn it into a
reviewable signal. The agent is the conversational interface to the same CRM
actions the UI uses, so work stays visible, permission-scoped, and reversible
where possible.

## Call evidence and signals

<!-- status: done -->

- Attach a source URL or id, a bounded quote, speaker, timestamp, and summary
  to a CRM record.
- Run deterministic keyword trackers over the stored excerpt.
- Delegate smart moments and summaries through agent chat.
- Review each signal and confirm or dismiss it before it becomes part of the
  record's working context.

CRM stores references and bounded excerpts, not recordings, transcripts, or
other raw media. The source app keeps ownership of the original call artifact.

## Chat parity

The agent can use the same actions as the UI: list records, create a list, save
a view, add a task, inspect a record, prepare a provider proposal, and navigate
to the relevant screen. It reads the current CRM screen when that context
matters and keeps the UI synchronized after a change.

Useful prompts include:

- “Show me open opportunities in the Proposal stage.”
- “Create a board view for this list grouped by stage.”
- “Add a follow-up task for this account next Tuesday.”
- “Find likely duplicates for this company and explain each match.”
- “Prepare the provider change, but do not apply it.”

Provider changes remain proposal-first: CRM shows the exact diff and hands the
final upstream action back to HubSpot or Salesforce.