video1.0<iframe src="https://www.loom.com/embed/e561d0cbb5164f62b8bc87ef4b934502" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/e561d0cbb5164f62b8bc87ef4b934502-ecf79175d306836a.gif866.973This Loom demonstrates how ChatGPT can be used inside K3X to automate CRM workflows. The presenter clears and creates sample leads, builds pipeline stages for companies and people, and generates sample deals, then shows how to transcribe and understand emails to move deals to the next pipeline stage. They also demonstrate creating a round-robin agent to allocate new leads across users and sending the best leads to Mikita based on an ICP score, including prompts to define what “best leads” means. Finally, they create an email sequence with five follow-up emails for all new records, scheduled one email per day to offer a demo call.