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Insightly

Insightly is a cloud-based customer relationship management (CRM) software that helps small to medium-sized businesses manage their contacts, projects, and sales pipeline.

AI Operation Agent

Company Data

Company Knowledge

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AI Decision Framework

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AI Operation Tools

Business Actions

Hypothesis Formulation

Variant Creation

Test Setup

Data Collection & Analysis

Result Implementation

Use Insightly for your operation

Purchase Order

Initiate and manage procurement of goods or services from suppliers.

Module:Operations

Entity:Purchase Orders

Facility Access Request

Request and manage employee or vendor access to specific physical locations.

Module:Operations

Entity:Access Control

Stock Reservation

Reserve inventory for specific sales or production orders.

Module:Inventory Management

Entity:Inventory Allocation

Client Registration

Collect detailed information from clients to create a formal customer record.

Module:Sales

Entity:Contact

Step into the future of LMS

Stop waiting months. Get your AI-native training module running before your coffee gets cold.