Help & How-To
How NovaCRM works
NovaCRM connects to the tools your team already uses, understands every contact and conversation, and runs autonomous agents that handle CRM busywork — with you in control of anything that matters.
From inbox to action in five steps
Connect your tools
Link Gmail and Slack in the onboarding wizard. NovaCRM starts ingesting messages and calls right away — no manual data entry.
Everything gets understood
Each contact and message is embedded with a sentence-transformer model (all-MiniLM-L6-v2), so NovaCRM can classify, tag, and semantically search your whole book of business.
Agents handle the busywork
Scoring, drafting, summarizing, and risk-flagging run automatically in the background — on a schedule or whenever an event fires.
You stay in control
High-stakes actions like sending an email route through human-in-the-loop approval in Slack. You approve or dismiss with one click.
Ask anything
Press ⌘K and ask Nova a natural-language question about your pipeline. It answers with full context across every contact, deal, and agent action.
What each agent does
Semantic Contact Sorting
Embeds every contact and classifies them by intent, role, and buying stage.
all-MiniLM-L6-v2 embeddings
Lead Scoring
Scores leads 0–100 from engagement, firmographic, and deal-history signals.
Transparent heuristics
Email Composer
Drafts personalized outreach grounded in deal stage and contact history.
Claude Sonnet
Call Summarization
Transcribes calls, then extracts action items, objections, and sentiment.
Whisper + Claude
Pipeline Intelligence
Flags stalled deals and recommends the next best action to keep things moving.
Heuristics over deal velocity
Churn Risk
Reads emails, tickets, and transcripts to flag at-risk accounts early.
Claude Haiku sentiment
Frequently asked questions
Have a question or some feedback?
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