AI agents connect to Bigin to inspect deal pipelines, contact touchpoints, stage histories and notes, preparing relationship nurture drafts, closed-lost deal audits and partner reviews for team approval before updating CRM records.
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View templateSmall business sales leaders, customer success leads and operational teams managing pipelines in Bigin.
An agent monitors Bigin for stalled high-priority contacts past 60 days without activity. It cross-references prior deal notes, past purchases and open support tickets to draft a tailored check-in email. Rather than sending automatically, it presents the draft, contact timeline and suggested follow-up task to the account owner. The owner adjusts the tone and approves sending, whereupon the agent records the sent email and schedules the next milestone task in Bigin.
No. Configured access uses standard Zoho OAuth 2.0 with Bigin REST APIs (v2), or operators can export Bigin deal and contact records manually for agent analysis.
No. The agent prepares audit findings or recommended record updates, but changes to deal stages, loss reasons or contact attributes require authorized human approval before execution.
Bigin REST API v2 supports metadata inspection for custom pipelines and sub-pipelines, allowing field mappings to reflect specific team stage names and loss categories.