I did not want a tool that dictates how I work. Today the system maps my workflow, and the AI moves within it inside clear limits.
Built in the project
- A custom CRM connects customers, households, properties and cases.
- An AI agent uses that foundation for research and operational tasks.
- Its access and available functions are defined within the system.
Enrico BaronettiIndependent regional manager (HGB)Postbank Finanzberatung AGQuotes translated from German.
