Your documents, calendar, CRM and inbox keep working as they do today, and the agent can meet your clients on WhatsApp, Telegram, Slack, LinkedIn and Facebook. It reads from these tools and acts in them.
I start by mapping how the process really runs, then replace the repetitive steps with LLM-assisted agents: RAG chatbots on your own documents, tool-calling agents and voice. Eleven years in B2B and B2C sales and management taught me to start from the work itself, not the tooling.