First AI-Agent-Native CRM

Your AI agents deserve a real seat at the table

Give AI agents their own identity, permissions, and audit trail inside your CRM. No shared logins. No black boxes. Full control, full visibility.

Active Agents
Follow-Up Agent
Drafted 12 follow-ups today
Active
Lead Scorer
Scored 84 leads this hour
Active
Data Sync Bot
Synced 2,400 records
Active
Intake Processor
Pending human review
Review

25+

API Endpoints

OAuth2

Enterprise Auth

40+

Permission Scopes

100%

Actions Audited

Deploy an AI agent in 3 steps

No complex integrations. No shared credentials. Register, configure, and go.

1

Register Your Agent

Create a first-class agent identity in your dashboard. Each agent gets its own OAuth2 credentials — no human accounts needed.

2

Set Permissions

Define exactly what the agent can access. Which customers, which fields, which actions. Field-level control with conditions.

3

Deploy & Monitor

Your agent authenticates via OAuth2, starts working, and every action is logged. Anomaly detection watches for anything unusual.

Everything agents need. Nothing they shouldn't have.

Enterprise-grade security with the flexibility your AI workflows demand.

Granular Permissions

Field-level access control. Let agents read names but not emails. Create records but not delete them. Conditions like "only customers assigned to me."

Full Audit Trail

Every agent action is logged with who, what, when, and why. Machine-readable events for compliance reporting and debugging.

Human-in-the-Loop

Critical actions require human approval. Agents flag items for review, humans make the final call. Built-in approval queue in your dashboard.

Seamless Handoffs

Agents can escalate to humans mid-workflow with full context preserved. The next person picks up exactly where the agent left off.

Agents that do the work your team shouldn't have to

From lead scoring to data entry, deploy agents for the repetitive tasks that slow your team down.

Lead Scoring

Agents analyze interactions, score leads in real time, and surface the hottest prospects — so your team calls the right people first.

Follow-Up Drafting

Agents read customer history and draft personalized follow-up messages. Your team reviews and sends — 10x faster.

Data Sync & Enrichment

Pull from external APIs, normalize data, and create clean customer records automatically. Every sync fully audited.

Report Generation

Weekly pipeline reports, customer health summaries, trend analysis — generated and emailed to stakeholders on schedule.

Intake Processing

Forms, emails, and submissions parsed automatically. Structured data extracted and customer records created — humans review edge cases.

Smart Alerts

Monitor customer activity patterns and trigger alerts when conditions are met. Churn risk, upsell signals, SLA breaches — caught early.

A real API, not an afterthought

RESTful API v2 built specifically for agent workflows. OpenAPI 3.0 spec, interactive docs, and SDKs coming soon.

OAuth2 Client Credentials

Standard token flow with 1-hour expiry. No cookies, no sessions — pure API.

OpenAPI 3.0 Specification

Full Swagger docs with interactive "Try it out." Every endpoint documented.

Rate Limiting & Usage Tracking

Sliding window rate limits. Usage metrics per agent for billing and monitoring.

Webhook Events

18 event types with configurable subscriptions. Auto-retry and delivery logging.

authenticate.py
import requests # Get an OAuth2 access token token_url = "https://your-crm.rubiprofessional.com/api/v2/agent/auth/token" response = requests.post(token_url, data={ "grant_type": "client_credentials", "client_id": "agent_abc123", "client_secret": "your_secret_here", "scope": "customers:read interactions:write" }) token = response.json()["access_token"] # Use the token to list customers headers = {"Authorization": f"Bearer {token}"} customers = requests.get( "https://your-crm.rubiprofessional.com/api/v2/customers", headers=headers, params={"limit": 10} ).json()

Enterprise security is the foundation, not a feature

Every layer of the agent system was built with security first.

OAuth2 Tokens

Scoped tokens with 1-hour expiry. No persistent API keys.

MFA / TOTP

Multi-factor authentication for all human accounts.

Audit Everything

Complete action logs. SOC 2 and HIPAA compliance ready.

Instant Kill Switch

One click suspends any agent. All tokens revoked immediately.

AES-256 Encryption

Data encrypted at rest and in transit via TLS 1.3.

Anomaly Detection

Behavioral monitoring for volume spikes and unusual patterns.

Blocked by Default

Delete and export actions require explicit grant. No surprises.

Tenant Isolation

Every query scoped to tenant. Cross-tenant access is impossible.

Ready to put AI to work in your CRM?

14-day free trial. No credit card required. Full access to the Agent API.

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