Get a full client brief before every call without logging into your CRM
Ask @Briicky once and get a 360 client brief in Slack, Teams, or WhatsApp before every review, application, or renewal call.
You ask @Briicky about the client
Before a review, application, or renewal call, ask by voice or type in Slack, Teams, or WhatsApp: brief me on the Nguyen review at 2pm.
@Briicky pulls the record together
@Briicky the AI Operator reads across your CRM, email, calendar, your own data store, and the public web, then assembles what matters for this client.
You get a 360 client brief
Policies or loans, application or claim status, open items, past comms, lender or insurer context, and who the client is. Delivered in the channel you asked from.
The call outcome logs back automatically
After the call, @Briicky writes the notes and next steps back to your CRM, so the record stays current and no one logs in to type it up.
Automation works with
Before Briick
Leads slip through while your team is busy
Every call starts with a CRM login and ten minutes of clicking
Client history is scattered across the CRM, your inbox, and LinkedIn
Policies, loans, and application or claim status all live in different screens
You walk into reviews half-prepared when the day runs late
Call notes get typed up hours later, if they get typed at all
After Briick
Every lead gets a response in minutes, automatically
One question returns a full client brief before you dial
History, comms, and context arrive together in one place
Policies, loans, and application or claim status sit in the same brief
Every review, application, and renewal call starts fully prepared
Call outcomes log back to your CRM with no re-typing
By the numbers
CRM logins before a call
To a full client brief
Client view from every connected system
Works while you sleep
How it works. Set up once. Runs forever.
Connect your CRM, email, and calendar
Briick connects to your CRM (Salesforce, HubSpot, and other major platforms), your email, and your calendar so @Briicky can read the full client picture.
Connect Teams, Slack, or WhatsApp
Choose where you talk to @Briicky. Ask by voice or text from the channel your team already works in.
Set what stays private and what gets briefed
You decide which fields and records @Briicky can surface and which stay locked. Advice-sensitive requests are flagged, never answered.
Your data lives in your own store
Briick keeps your client data in a store you own and control. @Briicky reads from it to build each brief and writes outcomes back to your CRM.
Ready to put AI agents to work in your business?
FAQs
Answers to the questions we hear most.
No. You ask @Briicky the AI Operator for the client and get a full brief in Slack, Teams, or WhatsApp, so there is no login and no clicking through screens. After the call, the outcome and notes log back to your CRM automatically. To see how the AI Operator works, read what an AI Operator is and how @Briicky works.
@Briicky assembles each brief from your connected systems (CRM, email, and calendar), your own data store, and the public web. It reads across all of them so you get one 360 view of the client instead of five open tabs.
No. @Briicky briefs and records. It gathers the client's history, policies or loans, status, and context, and it logs the call outcome. Anything that crosses into financial or credit advice is flagged for a qualified adviser and never answered by the AI agent.
@Briicky works with major CRMs through their APIs, including Salesforce and HubSpot. If your platform is not listed, Briick connects through its API or a secure webhook.
