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Agent knowledge map

Olivia - Lead Hunter

Olivia uses public business knowledge about lead hunter workflows without exposing private prompts or customer workspace data.

Meet the AI workforce

Core workflow

How Olivia uses public knowledge

  1. 01 Read approved context

    Public knowledge helps Olivia support this step without exposing internal prompts or customer-specific data.

  2. 02 Prepare the work

    Public knowledge helps Olivia support this step without exposing internal prompts or customer-specific data.

  3. 03 Show evidence

    Public knowledge helps Olivia support this step without exposing internal prompts or customer-specific data.

  4. 04 Request approval

    Public knowledge helps Olivia support this step without exposing internal prompts or customer-specific data.

  5. 05 Hand off cleanly

    Public knowledge helps Olivia support this step without exposing internal prompts or customer-specific data.

Knowledge areas

Public knowledge used by Olivia

AI Agents AI Agents for Business AI agents are software workers that use context, connected tools and structured workflows to help businesses complete work across sales, CRM, support, finance and operations.
Olivia, Ethan, Sophia
AI Agents AI Workforce An AI workforce is a team of specialized AI agents that work together across your business - helping with leads, CRM, inbox, proposals, tasks, support, marketing, finance and operations.
Olivia, Ethan, Sophia
AI Agents AI Sales Backoffice Explain how AI agents support sales admin, CRM, follow-ups and proposals.
draft Olivia, Ethan, Lucas
AI Agents How AI Agents Use Tools Explain that Crewlee agents use connected tools and APIs instead of guessing.
draft Olivia, Ethan, Sophia
AI Agents Agent Memory Explain short-term context, workspace memory, entity memory and outcome learning.
planned Olivia, Ethan, Sophia
AI Agents Human Approval for AI Agents Explain how humans stay in control of sensitive actions.
draft Olivia, Ethan, Sophia
AI Agents AI Agent Quality Control Explain evidence, confidence, validation, feedback and evaluation.
draft Olivia, Ethan, Sophia
Data Quality Source of Truth for AI Agents Explain why agents need approved sources and live data.
draft Olivia, Ethan, Sophia
Data Quality Data Readiness for AI Agents Explain what data a company needs before agents can produce high-quality output.
draft Olivia, Ethan, Sophia
Discovery Workspace Blueprint Explain how Crewlee turns business discovery into a configured workspace.
draft Grace, Noah, Olivia
Discovery Business Discovery Explain how AI agents understand a business before automation starts.
draft Grace, Noah, Olivia
Discovery From Website to Workspace Explain how a website scan can become business profile, ICP and workflow setup.
planned Grace, Noah, Olivia
Data Quality Agent Readiness Score Explain how connected data improves agent quality.
planned Olivia, Ethan, Sophia
AI Agents Connected Tools for AI Agents Explain CRM, inbox, calendar, docs, finance and analytics connections.
planned Olivia, Ethan, Sophia
Data Quality Knowledge Base for AI Agents Explain how documents, brand guides and policies become useful AI context.
planned Olivia, Ethan, Sophia
AI Agents AI Agent Evidence Explain why every recommendation should show evidence, sources and missing data.
planned Olivia, Ethan, Sophia
AI Agents Confidence Scores for AI Agents Explain confidence levels and when human review is needed.
planned Olivia, Ethan, Sophia
AI Agents AI Agent Feedback Loop Explain how accepted/rejected suggestions improve future outputs.
planned Olivia, Ethan, Sophia
Sales Lead Scoring for AI Agents Explain how leads are scored by fit, intent, value, risk and contactability.
draft Olivia, Ethan
Sales Ideal Customer Profile Explain ICP creation and why agents need it.
draft Olivia, Ethan, Lily
Sales Lead Enrichment for AI Agents Explain how missing lead data is added from tools and providers.
planned Olivia, Noah, Grace
Sales Lead Qualification Frameworks Explain BANT, MEDDICC, SPIN and simplified qualification logic.
planned Olivia, Ethan
Sales Intent Signals Explain buying signals and how agents detect timing.
planned Olivia, Ethan, Emma
Sales Lead Source Quality Explain why all lead sources are not equal.
planned Olivia, Noah, Grace
Sales Lead Segmentation Explain how leads are grouped for campaigns and follow-ups.
planned Olivia, Lucas, Lily
Sales Contactability Score Explain verified email, contact role, channel availability and risk.
planned Olivia, Lucas
Sales Compliant Outreach Readiness Explain why agents should check permission, opt-out and risk before outreach.
planned Olivia, Lucas, Noah
Sales Top Opportunity Prioritization Explain how high-quality leads become sales priorities.
planned Olivia, Ethan, Emma
Sales Next Best Action Explain how AI recommends the next useful sales step.
planned Ethan, Olivia, Lucas
Automation Bounce Detection Explain bounced emails and contactability updates.
planned Lucas, Olivia, Noah
CRM CRM Data Quality Explain why clean CRM data improves AI output.
draft Noah, Olivia, Ethan
CRM CRM Field Mapping Explain how imported spreadsheets map to CRM fields.
planned Noah, Olivia
CRM CRM Hygiene Score Explain how data completeness and quality can be measured.
planned Noah, Olivia
Operations Agent-Created Tasks Explain how AI agents create internal tasks safely.
planned Olivia, Ethan, Sophia
Marketing Audience Segmentation for Marketing Explain how audiences are grouped for campaigns.
planned Lily, Olivia, Max
Marketing Audience Targeting Explain targeting audiences with safe assumptions and data.
planned Max, Olivia, Lily
Research Company Research Explain researching a company before action.
planned Grace, Olivia, Victor
Automation Lead to Customer Workflow Explain the full workflow from lead to paid customer.
draft Olivia, Noah, Ethan
Marketing Campaign to Revenue Explain campaign results connected to revenue.
planned Lily, Olivia, Lucas
Research Research to Sales Explain how research improves sales decisions.
planned Grace, Olivia, Ethan
AI Agents Agent Handoffs Explain how Crewlee agents pass work to each other.
draft Olivia, Ethan, Sophia

Data Olivia needs before acting

  • Approved business context and source notes
  • Connected CRM, inbox, calendar, docs or finance data where relevant
  • Clear approval boundary for customer-facing or financial action
  • A record where the output can be reviewed later

Used by Crewlee agents

How this knowledge becomes agent work

These public agent cards explain roles at a high level. They do not expose internal prompts or private rules.

Sales Coach Ethan

Ethan uses public business knowledge about sales coach workflows without exposing private prompts or customer workspace data.

 Proposal Specialist Sophia

Sophia uses public business knowledge about proposal specialist workflows without exposing private prompts or customer workspace data.

 Inbox Manager Lucas

Lucas uses public business knowledge about inbox manager workflows without exposing private prompts or customer workspace data.

Build your AI crew with Crewlee

Start by connecting the public knowledge areas, data sources and approval boundaries that matter most.

Open Crewlee workspace Explore Knowledge Hub