AI Agents, Built for Your Business
Faye Agent Builder (FAB) for SugarCRM puts practical AI agents directly into Sugar so sellers, marketers, and account teams get clear plans and next moves without leaving their workflow. FAB pulls from live web data as well as any Sugar module (including custom modules), then surfaces focused insights on the page where the work happens.
Prebuilt Agents
Account Battle Plan– Summarizes account data across Accounts, Contacts, Opportunities, Cases, and Activities. Highlights buying group, risk signals, whitespace, key initiatives, and the next three moves.
Lead Battle Plan – Summarizes inbound and sales‑qualified leads from Sugar and 15 connected sites. De‑duplicates, compiles context, drafts a first reply, and proposes a call outline.
Prospect Researcher – Researches a cold prospect using web sources and Sugar context. Delivers a first‑touch brief, three message hooks, two value hypotheses, and a tailored email starter.
Build custom agents in minutes
Use FAB’s point‑and‑click builder to easily create custom FAB Agents. Select Sugar modules and web sources, define prompts and outputs, decide where results appear, and publish instantly—no coding required. Save agents as reusable templates for teams, roles, regions, and segments.
| Sources – any SugarCRM module (including custom), plus the public web | |
| Outputs – briefs, action lists, emails, call talk‑tracks, task checklists | |
| Placement – record view panels, dashboards, list‑view bulk actions | |
| Controls – choose your own LLM, variables, guardrails, and reusable templates |
How it works in SugarCRM
FAB displays results in a prebuilt UI inside Sugar. Users can copy insights into emails, create tasks with one click, update fields, and log calls without switching apps. FAB respects Sugar permissions so each user sees only what they should.
Business Outcomes & Benefits
- Scale without friction. Build and deploy unlimited agents to standardize winning plays across teams and regions.
- Full CRM coverage. Works with any Sugar module, including custom objects, so insights span Accounts, Contacts, Opportunities, Cases, Activities, and more.
- Extensible. Start with prebuilt agents, then add agents from Faye’s library or have Faye build custom ones for unique workflows.
Trust, security, and governance
- Respects Sugar role‑based permissions and field‑level visibility
- Admin‑managed templates and guardrails for consistent outputs
- Audit logs for visibility into agent usage and changes
- Configurable content filters to avoid sensitive or off‑limits data
Ready to Empower Your Team with AI?
Start building your first assistant and see how FAB transforms your workflows.