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The index page that beat the custom agent

From The Road to UNBOUND Office Hours - Build Your Own Harness, or Outsource Your Understanding?. Copy the caption, download the video, post it wherever you like.

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The index page that beat the custom agent

The Road to UNBOUND Office Hours - Build Your Own Harness, or Outsource Your Understanding?

Real client work this week. We were excited about intent signals and were busy talking ourselves into a custom agent that would read the record, write a note, do the whole clever thing. Then a fourth person in the conversation asked: what if we just made it visible? A CRM index page. No credits, no agent, problem solved. We had jumped two hundred steps past where we actually needed to be. Index pages still go a long way.

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