This is a draft. Deploy it to the team before you change what it can do.
What it can do there
If it is off here, it cannot do it.
Write a note or task on the record
Creates a handoff note on the closed deal documenting customer details, deal context, and onboarding requirements for the Onboarding team.
Write a summary of the run
Logs a structured handoff summary including customer name, contact, deal value, key sales context, and onboarding action items.
What it can see
Workspace CRM records
Every record in the workspace
Reading the agent's files…