The agentic hub above the CRM. Not inside it.
efficy's agentic AI is not a feature. It's a platform.
Multi-tenant, scalable, observable, guard-railed.
An orchestration layer architected above the CRM that perceives, reasons and acts autonomously.
Three agent levels, three execution patterns, a separation of concerns architecture designed to outlast the current generation of tools.
The limits of classical automation
Rule-based workflows don't adapt
A rule-based workflow always executes the same action for the same trigger. An Agentic AI agent reasons: it adapts the follow-up to a cold prospect or a strategic customer. Not the same words, not the same cadence, not the same channel.
Silos between tools persist
Intra-CRM automation is no longer sufficient. Without an orchestration layer capable of crossing the CRM boundary, every tool remains an island. As soon as an action needs to touch the ERP, telephony or marketing tool, it becomes manual again.
Volume exceeds human capacity
Hundreds of leads, thousands of tickets, dozens of weak signals per day. Without autonomous agents, volume overwhelms teams or forces batch processing that loses all real-time relevance.
The measurable impact
Continuous
processing
Agentic AI works 24/7 without quality degradation.
Contextualisation
Every action is adapted to the real context, not a generic rule.
IS
orchestration
The agentic layer coordinates multiple tools in a single fluid sequence.
Scalability
Hundreds of simultaneous actions without overwhelming teams.
Continuous
improvement
Agents learn from every interaction and refine their decisions.
An orchestration layer, not a feature
We've built two distinct layers: the CRM interaction layer (MCP connectors, tenant identity, authorisation inheritance) and the agentic runtime (agent construction, orchestration, memory, monitoring).
This separation allows, by design, for the same orchestration layer to serve other systems exposing their data and actions via standardised connectors.
Three agent levels: from ready-to-use to bespoke
| Agents | Features | |
|---|---|---|
| Standard agents available for all customers | Incoming lead qualification, opportunity scoring, sentiment analysis on tickets, churn signal detection, contextual follow-ups. Deployable immediately, without development. The most frequent use cases are pre-configured in our Agentic AI hub. | |
| Verticalised agents, sector-specific templates | Insurance first, with agents that understand Claim, Guarantee, Member File: not generic CRM entities. Banking, public sector, mutuals, healthcare: more sectors to follow. Our insurance templates already cover digital underwriting, claims management, churn prevention. | |
| Bespoke agents co-built with your teams | Beyond pre-configured agents, we co-build with your business teams agents adapted to your own processes. Complex scenarios specific to your sector, your organisation or your customer base. |
Three execution patterns: the right tool for the right problem
| Agents | Actions | |
|---|---|---|
| Simple triggered agent | From the chat UI or a business rule. "Qualify this ticket", "Enrich this lead", "Prepare my meeting with customer X". One request, one agent, one action. | |
| Triggered agentic workflow | On a business event. New claim filed → qualification → guarantee check → decision. One sequence, multiple agents, one coordination. | |
| Autonomous asynchronous workflow | Scheduler-driven, mass processing. All low-satisfaction records from the week → analysis → multichannel retention campaign. The agent handles each case as a unique case, at scale. |
Observable, monitored, guard-railed, production-ready
Every agent action is traceable, auditable, reversible. User feedback loops improve accuracy over time.
Cost control is built into the runtime, not an option, but a design constraint.
CRM integration goes through MCP and API, dynamic per tenant, respecting each system's authorisation schema: no ghost authentication layer.
Related features
What our customers say
"efficy's platform reporting is highly appreciated by our employees"
"efficy's platform gives us a better traceability and a better follow-up in the management of the activity"
"Thanks to the advantages of efficy's platform, we can now recruit our new lawyers and trainees while maintaining the same number of assistants."
Make your data sources work for your CRM too
Your data deserves better than a manual update once a year.
Request a personalised demonstration and find out how to connect your CRM to the sources that make the difference for a reliable, fresh and continuously usable database.