This tutorial will teach you how to use Superface AI agent to get your work tasks done.

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Goal

From a single message to updated or new CRM records for all mentioned entities, fully detailed and correctly linked.

We will use the following ready-made scenario:

“Create or update CRM records for all mentioned entities (organizations, deals, leads, people, activities) with required details, ensuring proper connections.”

In 3 minutes, you will:

• send a message to trigger a scenario
• see how Superface achieves the task using scenarios
• get updated or newly created CRM records for all mentioned entities

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1. Log into Superface

Get started by logging into Superface or creating a new account at https://app.superface.ai/

2. Activate scenarios

Activate the starting set of scenarios in your account. Choose set based on your CRM provider.

If your CRM is missing, you can create a free trial account in Pipedrive or HubSpot.

<aside> <img src="/icons/info-alternate_lightgray.svg" alt="/icons/info-alternate_lightgray.svg" width="40px" /> Learn more about scenarios →

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3. Send a message

To test out your first CRM scenario, try sending a message containing meeting notes from a sales call.

Copy and send the following message, or click the example:

I had a call with John Neal from ACME today, Johns seems to be excited to see the features of AI Agent in Sales. I presented the key functions and benefits. John asked about the integration AI Agent into their CRM, Calendar and Email. He seems to be interested. We agreed on meeting next week Wednesday at 09:00 also with his colleague Anna Newman (CTO of the company). I promised to send the pricing offer before the meeting

Superface understands your messages and automatically invokes the right scenario based on the contents of your message.

4. Authorize CRM access

You’ll need to authorize access to Pipedrive or HubSpot so that the agent can properly resolve existing data in your CRM and save new information from your meeting notes**.**