Customer Agent PlatformCustomer Agent Platform

CRM-connected agents. Approvals, audit trails, SOC 2.

Deploy AI agents and digital workers inside your CRM and workflows with end-to-end visibility, policy control, and enterprise-grade security.

Connect your CRMConnect your existing CRM

Lumitra™ CAP sits on top of your CRM. No migration, no rip-and-replace. Just authenticate and your agents are ready.

Full SOQL & SOSL search, metadata deployment, Flow generation, schema discovery, and 37+ agent tools.

Contacts, companies, deals, and tickets. Pipeline management, activity logging, and workflow triggers.

Leads, contacts, and opportunities. Email sending, call logging, and sequence management.

Production agentsProduction ready agents

Built for RevOps teams. Agents that engage prospects on every channel, supervised like real reps, plugged into your entire CRM stack.

Dashboard & Controls

Configure agents, monitor live sessions, review transcripts and recordings, and manage every integration, all from one control plane.

Real-Time Supervision

Monitor conversations live, review session recordings, and intervene when needed. Every action logged with full audit trails.

Embeddable Deployment

Voice, text, and multimodal agents that embed on any website, app, or workflow. Deploy once, reach customers everywhere.

API-First Platform

Every feature accessible via API. Agent versioning, session analytics, and integration hooks for your existing toolchain.

Live session observationSupervisor interventionWhisper coaching to AISQL-powered analyticsVisitor intelligenceComputer Use AgentForm discovery & fillingWeb embed (any site or app)Voice, text & multimodalShadow DOM isolationShip agent changes safelyCRM events trigger agents instantlyAgents answer from your docsEvery capability in one catalogYour entire RevOps stack connectedLive session observationSupervisor interventionWhisper coaching to AISQL-powered analyticsVisitor intelligenceComputer Use AgentForm discovery & fillingWeb embed (any site or app)Voice, text & multimodalShadow DOM isolationShip agent changes safelyCRM events trigger agents instantlyAgents answer from your docsEvery capability in one catalogYour entire RevOps stack connected

Real-time pipeline visibilitySave deals before they go sidewaysHigher agent accuracy over timeData-driven revenue decisionsPersonalized conversations from first touchProspects guided through your platform by AIFrictionless onboarding for every customerAgents wherever your buyers areEvery channel covered, one agentYour brand, not oursZero downtime on updatesFaster speed-to-leadAccurate answers, zero hallucinationFull control over agent behaviorOne source of truth across CRMsReal-time pipeline visibilitySave deals before they go sidewaysHigher agent accuracy over timeData-driven revenue decisionsPersonalized conversations from first touchProspects guided through your platform by AIFrictionless onboarding for every customerAgents wherever your buyers areEvery channel covered, one agentYour brand, not oursZero downtime on updatesFaster speed-to-leadAccurate answers, zero hallucinationFull control over agent behaviorOne source of truth across CRMs

Enterprise-Grade AI

Lumitra's platform is built on a foundation of proprietary, cutting-edge AI technologies designed for security, reliability, and performance.

Zero-Trust AI Governance

The first system where AI Employees supervise other AI agents, enabling safe deployment through a hierarchical control model.

AI-Supervised AI

Senior AI agents monitor junior agents for safety and compliance, ensuring quality control at scale.

Multi-Level Approval

Tasks are tiered by risk, with high-risk actions automatically routing to human oversight.

Cryptographic Identity

Immutable audit trails for every action ensure full accountability and regulatory compliance.

Lumitra^™ Intelligence

Lumitra's generative reasoning and multimodal memory engine, powered by NVIDIA, delivers real-time inference, ultra-low-latency context injection, and evidence-grounded analytics.

Agentic RAG System

Agents autonomously retrieve, reason, and generate, pulling from your CRM, documents, and conversation history to build complete answers in real time.

Real-Time Inference

Queries processed on NVIDIA infrastructure. Agents reason over your data in milliseconds, not minutes.

Context Injection

Relevant CRM records, documents, and session history injected at ultra-low latency for every interaction.

Evidence-Grounded Output

Every response traces back to your data: citations, not hallucinations.

Lumitra^™ AI Employees

Digital workers that take on defined roles, own responsibilities, and deliver real output inside your CRM under Lumitra's supervision. Every action is logged.

2,000 Hours Annually

Work capacity delivered per AI Employee, from prospecting to close, inside your CRM with full audit trails.

Generative AI→ Speed|Agentic AI→ Efficiency|AI Employees→ Value

Pipeline Intelligence

Analyze deal stages, flag stalled opportunities, surface pipeline risks, and generate revenue forecasts from live CRM data.

CRM Administration

Deploy Salesforce Flows, configure triggers, manage metadata, and automate workflows with full admin capabilities.

Multi-Agent Delegation

Delegate to specialized sub-agents for research, outreach, and analysis, orchestrated by a planner with human approvals on high-risk actions.

Prospect researchData enrichmentEmail outreachFollow-up sequencesMeeting schedulingActivity loggingCall summariesPipeline analysisWorkflow automationLead scoringProspect researchData enrichmentEmail outreachFollow-up sequencesMeeting schedulingActivity loggingCall summariesPipeline analysisWorkflow automationLead scoring

Fewer missed dealsHours saved weeklyReal-time visibilityHigher conversion ratesConsistent CRM hygieneFaster deal closingZero missed follow-ups24/7 availabilityFewer missed dealsHours saved weeklyReal-time visibilityHigher conversion ratesConsistent CRM hygieneFaster deal closingZero missed follow-ups24/7 availability