Does this sit inside our CRM or replace it?

Neither. Fabriq is a policy layer that drops in between your agents and the CRM, email, and quoting systems you already use. Records stay where they are; Fabriq decides per request which fields an agent can touch and which sends need review.

Can each rep’s agent behave differently?

Yes. The same shared agent evaluates every request against the acting rep’s territory, accounts, and discount authority, so its permissions mirror whoever it is working for at that moment — no per-rep deployments required.

How do you keep automation from corrupting the forecast?

Field-level write scopes. A hygiene agent can update approved fields like contact data while stage and forecast-category fields stay read-only, and bulk changes require a manager’s approval before applying.

Can CRM writes require review?

Yes — keep reads and drafts instant while stage changes, deletes, or bulk updates hold for approval; every verdict is part of the record.

What happens when a rep leaves?

Their sessions and their agents’ access revoke together, immediately — and the trail of what their agents touched stays intact for territory handoffs.

How do agents connect to our revenue stack?

Through one hub — prebuilt connectors for the suites you run, OpenAPI import for internal services, and every call checked and logged on the way through.

Department · Sales / RevOps

Automate revenue workflows without losing control of customer interactions

Govern agents working across CRM, email, pricing, customer data, and revenue systems.

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The problem

Sales agents can research accounts, enrich records, draft outreach, update opportunities, generate quotes, and coordinate follow-up. These workflows span sensitive customer data and systems where incorrect actions can harm relationships or distort forecasts.

A shared agent may serve many representatives, each with different territories, accounts, discount authority, and data access.

Agentic Fabriq ensures that the agent’s permissions reflect the representative and deal context.

Live workflow

See a real workflow, governed

Every agent below carries its own identity and acts for a real user. Watch every tool call route through Fabriq — then edit the workflow yourself.

An outreach agent drafts a follow-up email using only the opportunity data for accounts the rep owns — sending it is always approved by the rep first.

agent: outreach-bot-01

Opportunity stalls 5+ daysSalesforce

Outreach Agentoutreach-bot-01 · for: sam@acme.com

Agentic Fabriqidentity · policy · audit

Salesforceread opportunity

Gmailsend follow-up

Drag nodes, draw connections, add tools — every agent action routes through Fabriq. Try wiring the agent straight to a tool.

The stakes

Why this is hard today

01One shared agent serves reps with different territories, accounts, and discount limits — one setting can’t fit them all.
02Automated outreach to the wrong contact at the wrong moment burns relationships at scale.
03A cleanup bot with broad CRM write access can quietly rewrite stages and wreck the forecast.
04A quote generated outside pricing rules becomes a promise the business has to keep.

Capabilities

How Fabriq helps sales and RevOps teams

Restrict agents to assigned accounts, territories, and opportunities.The rep’s own accounts define the agent’s reach — a colleague’s pipeline is simply out of bounds.

Prevent bulk outreach or external communication without approval.One-off drafts flow; anything that mass-touches prospects or leaves the building pauses for a person.

Enforce pricing and discount thresholds.Standard pricing applies automatically while nonstandard discounts escalate to the approval chain.

Limit access to sensitive pipeline, commission, and customer information.Forecast, commission, and executive views stay gated by role rather than exposed to every automation.

Control which CRM fields an agent can modify.Field-level write scopes let a hygiene agent fix contact data without touching stages or forecast categories.

Require approval before creating quotes, contracts, or commitments.Documents that bind the company hold for review before they exist in front of a customer.

Track every system change back to the agent and initiating user.Every record change carries its origin, so forecast anomalies trace to a source in seconds.

In practice

Example workflows

logged

A prospecting agent that drafts personalized outreach but requires review before sending.

The rep reviews and sends personally; the prospect never receives an email no human has read.

approval: human approval

A CRM hygiene agent that updates approved fields without changing forecast categories.

Write scope is limited to hygiene fields, so cleanup can run in bulk without touching the forecast.

approval: human approval

A quoting agent that applies standard pricing but escalates nonstandard discounts.

Standard pricing generates instantly; anything below floor routes to deal-desk approval.

scope: scoped access

An account-research agent restricted to the seller’s assigned territory.

Research pulls only from the seller’s territory, keeping competitive and cross-team data separated.

Business value

More pipeline worked per rep and a forecast you can trust — without an unreviewed email, discount, or CRM edit ever reaching a customer.

Questions

Automate revenue workflows without losing control of customer interactions

See a real workflow, governed

Why this is hard today

How Fabriq helps sales and RevOps teams

Example workflows

Common questions