Build and manage your AI workforce

Realm Agents are advanced AI tools designed to help revenue teams automate their workflows. You can choose from a library of pre-built agent templates for common use cases in presales, sales, customer success, and support, or create your own custom agents without writing any code. Agents are powered by your company’s knowledge, connected tools, and configurable triggers and actions, enabling automation that is accurate, secure, and tailored to your business.

Realm Agents are built by defining their capabilities, writing clear step-by-step instructions, and connecting them to your company’s knowledge sources such as documents, folders, and applications. You can choose the most suitable Large Language Model from providers like OpenAI, Anthropic, or Google for each task. Agents can also run automatically through triggers and define where outputs are sent. You can get started instantly with pre-built agents for common use cases across sales, solutions, customer success, and support.

While traditional automation follows rigid, pre-set rules, AI agents are more dynamic. They can be trained on your specific business context, execute complex multi-step workflows, make decisions, and take actions across the apps your team already uses. They function more like a team member than a simple tool, capable of handling tasks autonomously from start to finish.

No. AI agents are designed to augment your team, not replace them. By automating repetitive and time-consuming tasks, agents free up your team members to focus on high-value work that requires a human touch, such as building customer relationships, strategic thinking, and winning deals.

Realm offers pre-built AI agents for high-impact workflows across sales, presales, customer success, and support. Common use cases include preparing for QBRs, completing MEDDPICC analysis, creating customer POV documents, reviewing deals, calculating customer health scores, and resolving support tickets. You can also build custom agents for tasks such as automating responses to security questionnaires, preparing customer meeting summaries, or gathering competitive intelligence.

Yes. Realm allows you to build tailored AI agents without writing a single line of code. You can define each agent’s purpose, write its instructions, specify the knowledge it can access, and connect it to your existing systems. Agents can also use tools, triggers, and actions to automate workflows end to end, making them powerful extensions of your team.

You can train your agents by selecting the specific applications, folders, and documents they can access. This ensures each agent operates within your company’s business context and delivers accurate, relevant responses. Realm supports more than 25 native connectors to popular business tools, making it easy to bring all your knowledge together.

Yes. You can automate your AI workforce by setting up triggers that assign work to agents automatically. The platform enables you to manage these triggers, allocate tasks to different agents, and take action across external systems.

Realm gives you the flexibility to choose from the latest and most capable LLMs for your agents, including models from OpenAI, Anthropic, and Google. This enables you to select the most suitable model for each specific task.

Realm has been built with security and privacy in mind since day one. AI agents are trained only on the specific knowledge sources you provide, ensuring they operate within a controlled environment. Integrating with your existing systems is done securely, mirroring existing user permissions. You can find more information about our approach to security and privacy here.

Realm integrates directly with your existing applications through native connectors and secure APIs. This allows agents to access information, update records, and take action within tools like your CRM, help desk, or documentation platforms. You can define workflows and triggers that let agents work seamlessly across your tech stack as part of a unified AI workforce.

AI agents let your teams focus on what matters most: your customers. They take care of routine, repetitive work like RFPs and internal questions, so your team can spend more time on strategic deals, customer conversations, and creative problem-solving. With agents handling the busywork, your organization can accomplish more with fewer resources.

Getting started with AI agents is simple. You can choose from Realm’s library of pre-built agents designed for common revenue team workflows to see an immediate impact. From there, identify high-effort or repetitive processes in your organization and build custom agents to automate them. Schedule a demo, and we’ll show you exactly how Realm can work for your use cases.

Realm is designed for seamless implementation, allowing us to get you up and running in under 24 hours. Get in touch with us to get started today.

All Realm plans come with unlimited use of AI agents, including both pre-built agent templates and custom agents you can build with our intuitive AI agent without writing any code. You can find more information about our pricing plans here.

ROI of AI agents can be measured through several key metrics, including:

- Time saved: Reduction in hours spent on manual tasks like searching for information or filling out questionnaires.
- Increased efficiency: Faster response times to customer inquiries and accelerated sales cycles.
- Improved accuracy: Reduction in errors from manual data entry or inconsistent information.
- Team productivity: Enabling team members to handle a higher volume of high-value work with the same headcount.

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