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銷售團隊的開源協作 AI

Eigent 協助銷售團隊研究潛在客戶、自動更新 CRM、撰寫個人化外展訊息並生成提案,讓業務專注成交,而不是行政作業。

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Eigent AI
Workspace
ContextLocal
Scheduled
Dispatch
New
Create a mock bank transfer CSV file
What are the top AI trends in 2025
Draft a blog post on agent automation
Summarize Q3 product feedback survey
Research competitor pricing strategies
Generate weekly report for the team
Total: 108.9K

Create a mock bank transfer CSV file include 10 columns and 10 rows. Read the generated CSV file and summarize the data, generate a chart to visualize relevant trends or insights from the data.

Worked for 0s
Preparing agent·2 Registered
CAMEL Agent·File Toolkit · Write to file
TodoToolkit·Todo_write
Writing mock bank transfer data to CSV file...
File Toolkit·Write to file
CAMEL Agent·File Toolkit · Read file
File Toolkit·Read file
Parsing CSV contents and verifying column structure...
TodoToolkit·Todo_write
CAMEL Agent·File Toolkit · Write to file
Terminal Toolkit·Shell exec
Generating markdown report with data summary...
File Toolkit·Write to file
CAMEL Agent·Terminal Toolkit · Shell exec
Screenshot Toolkit·Read image
Rendering chart visualization from bank transfer data...
Terminal Toolkit·Shell exec
Ask a follow-up
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Single Agent
Single Agent
Progress4
Create mock bank transfer CSV with 10 columns
Read and verify the CSV file contents
Summarize the data in a written report
Generate a chart to visualize relevant trends
Execution Context

Track skills, MCPs and referenced files used in this task.

Agent Folder

Files the agent writes or updates during this task appear here so you can open them.

bank_transfers.csv
analysis_report.md
bank_transfer_chart.png
Home
Eigent AI
Workspace
ContextLocal
Scheduled
Dispatch
New
Create a mock bank transfer CSV file
What are the top AI trends in 2025
Draft a blog post on agent automation
Summarize Q3 product feedback survey
Research competitor pricing strategies
Generate weekly report for the team
Total: 108.9K

Create a mock bank transfer CSV file include 10 columns and 10 rows. Read the generated CSV file and summarize the data, generate a chart to visualize relevant trends or insights from the data.

Worked for 0s
Preparing agent·2 Registered
CAMEL Agent·File Toolkit · Write to file
TodoToolkit·Todo_write
Writing mock bank transfer data to CSV file...
File Toolkit·Write to file
CAMEL Agent·File Toolkit · Read file
File Toolkit·Read file
Parsing CSV contents and verifying column structure...
TodoToolkit·Todo_write
CAMEL Agent·File Toolkit · Write to file
Terminal Toolkit·Shell exec
Generating markdown report with data summary...
File Toolkit·Write to file
CAMEL Agent·Terminal Toolkit · Shell exec
Screenshot Toolkit·Read image
Rendering chart visualization from bank transfer data...
Terminal Toolkit·Shell exec
Ask a follow-up
Support Any Model you like
Single Agent
Single Agent
Progress4
Create mock bank transfer CSV with 10 columns
Read and verify the CSV file contents
Summarize the data in a written report
Generate a chart to visualize relevant trends
Execution Context

Track skills, MCPs and referenced files used in this task.

Agent Folder

Files the agent writes or updates during this task appear here so you can open them.

bank_transfers.csv
analysis_report.md
bank_transfer_chart.png

銷售團隊信賴 Eigent,將 Agentic Solutions 應用於整個營收工作流程

AWS
Booking.com
HSBC
Tencent
Baidu
Imperial College London
University of Oxford
ETH Zurich
University of Chicago
CUHK
KAUST
Eigent
AWS
Booking.com
HSBC
Tencent
Baidu
Imperial College London
University of Oxford
ETH Zurich
University of Chicago
CUHK
KAUST
Eigent

Eigent runs automated tasks through
Non-intrusive IntegrationNon-intrusive Integration, offering AdaptableAdaptable, Ever-improving PerformanceEver-improving Performance for any scenario.

Home
Eigent AI
Workspace
ContextLocal
Scheduled
Dispatch
New
Research the latest AI market trends
What are the top AI trends in 2025
Draft a blog post on agent automation
Summarize Q3 product feedback survey
Research competitor pricing strategies
Generate weekly report for the team

Cowork with Single AgentCowork with Workforce

Describe a task for your agents…
Support Any Model you like
Single AgentWorkforce
Research the latest AI market trends and summarize key insights
Create a weekly status report from my project notes
Analyze competitors and suggest positioning strategies
Instructions
Memory
Total: 8.3K

Research the latest AI market trends and summarize key insights

Worked for 0s
Preparing workforce·4 Registered
Browser Agent·Web Toolkit · Search web
Web Toolkit·Search web
Searching for recent AI market trend reports and industry data...
Web Toolkit·Read page
Document Agent·File Toolkit · Write to file
File Toolkit·Read file
Synthesizing collected data into a structured market insights report...
File Toolkit·Write to file
Ask a follow-up
Support Any Model you like
Workforce
Workforce
Agent Pool4
Browser Agent
Terminal Agent
Multi-modal Agent
Document Agent
Progress2
Search for latest AI market trend reports
Synthesize findings into a written report
Execution Context

Track skills, MCPs and referenced files used in this task.

Agent Folder

Files the agents write or update during this task appear here.

ai_market_sources.md
ai_market_report.md

自動化潛在客戶研究與 CRM 資料維護

Eigent 會研究潛在客戶、以公司屬性資料補強 CRM 紀錄,並自動記錄通話筆記,讓業務把時間花在銷售上,而不是資料輸入。

大規模撰寫個人化外展內容

Eigent 會依據成交背景與您表現最佳的序列範本,撰寫個人化開發信、跟進信與 LinkedIn 訊息,供您審閱後直接發送。

即時生成提案與銷售素材

將特定案件資訊帶入後,幾分鐘內即可產出精美提案、單頁簡報與競品戰卡,延續您既有的品牌與格式,而不必耗費數小時。

提供洞察,讓預測更精準

Eigent 直接查詢您的 CRM,並在每週預測會議前標示有風險的案件、停滯機會與管道缺口,無需手動匯出資料。

Enterprise

Purpose-built for Enterprise Scale

Eigent is designed from the ground up for enterprise security and compliance requirements.

SOC 2 Type II

Annual third-party audit of security controls and data handling practices.

ISO/IEC 27001

International standard for information security management systems.

GDPR Compliant

Full compliance with European data protection and privacy regulations.

HIPAA Compliant

Healthcare data protection standards for secure handling of sensitive information.

Frequently Asked Questions

什麼是 Eigent?它如何幫助銷售團隊?

Eigent 是一個開源的 agentic cowork 平台,讓 AI agent 能像真人業務一樣操作您的工具——CRM、瀏覽器、電子郵件客戶端與內部系統。對銷售團隊而言,這意味著可自動化潛在客戶研究、CRM 更新、外展撰寫與管道報告,讓業務把精力集中在高價值對話與成交上。

Eigent 可以整合 Salesforce、HubSpot 或其他 CRM 嗎?

可以。Eigent 可連接 Salesforce、HubSpot 與大多數主流 CRM 平台。它能讀寫資料、記錄活動,並依據成交階段變化觸發工作流程,而無需團隊離開既有工具。

Eigent 可以撰寫個人化銷售外展 email 嗎?

可以。Eigent 會結合 CRM 內容、潛在客戶研究與團隊表現最佳的範本,生成個人化開發信、跟進 email 與 LinkedIn 訊息。業務只需審閱並發送,不必從零開始。

Eigent 如何協助管道管理與業績預測?

Eigent 會直接查詢 CRM 監控案件活動、標記停滯機會,並產出每週管道摘要與預測報告。銷售主管可以先看結構化摘要,不必在每次預測會議前手動拉報表。

使用 Eigent 時,客戶與案件資料是否安全?

Eigent 採用 local-first 部署模式,資料保留在您的基礎架構內。對企業客戶也提供完全 on-premises 部署,不會將資料傳送至外部伺服器。雲端方案包含 SOC 2 Type II 認證與端對端加密。

銷售團隊多久可以開始使用 Eigent?

個別業務通常可在一天內開始使用 Eigent。團隊級導入——包括 CRM 整合、自訂工作流程設定與 Slack 連接——在我們團隊支援下,通常需要一到兩週。

開源協作桌面

Eigent 是一款開源產品,您可以使用自己的 API 金鑰或本地模型在自有環境中免費部署。

聯絡銷售
Eigent

掌握 AI 工作團隊自動化的最新更新與教學內容。

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