Maturity level 4
Detecting a problem is only half the job. Coheed agents take the next step — generating a quote, merging duplicates, preparing a retention offer — either fully autonomously or with a human approving each action. You keep control, with full auditability.
The execution gaps SMBs want closed, and the agents Coheed runs today.
Challenge
In Coheed
The Lead-to-Quote Agent watches CRM for new deals, pulls live pricing, stock, and customer agreements from Exact, and generates a ready-to-send quote draft — in hybrid mode it auto-drafts and asks a human to approve the send.
Challenge
In Coheed
The Contact Deduplication Remediation Agent proposes merged records across HubSpot and Exact and executes the merge after human review, closing the loop on the data quality alert.
Challenge
In Coheed
The CLV Retention Orchestrator detects churn risk from engagement and order decline and prepares discount approval packs for high-value accounts, with human-in-the-loop approval for contract changes.
Challenge
In Coheed
Every agent runs in a chosen mode — autonomous, hybrid, or human-in-the-loop — so high-stakes steps like discounts always wait for approval while routine steps run on their own.
What's already running in the Coheed platform for agents:
CLV Retention Orchestrator, Lead-to-Quote Agent, and Contact Deduplication Remediation Agent, sourced from insights and data quality alerts.
Autonomous, hybrid, and human-in-the-loop, set per agent so control matches risk.
Actions requiring sign-off wait in a pending-actions queue; every executed action is logged with status and timestamp.
Promote any insight or data quality alert into an agent in one step, so detection and action stay connected.
These are live capabilities in the Coheed product, not a roadmap.
Enter PlatformFAQ
Only if you let them. Each agent runs in autonomous, hybrid, or human-in-the-loop mode — sensitive actions like discounts and contract changes wait for a person.
Live agents generate quote drafts, merge duplicate records, and prepare retention offers, drawing on connected ERP and CRM data.
Every action is recorded in the action history with system, outcome, and timestamp, and a pending-actions queue holds anything awaiting approval.
You create them from insights or data quality alerts in one step, so an agent always traces back to the signal that justified it.
Data Integration
Synchronize ERP, CRM, and SCM data flows so every team has the records they need.
Data Quality
Detect duplicates, mismatches, and inconsistencies before they impact operations.
Insights
Reveal bottlenecks and opportunities across your complete lead-to-cash and supply process.
Tell us your ERP, CRM, and SCM stack and we will show the fastest path to value.