An AI Agent For Nutshell That Moves Leads To The Next Step
A lead only closes if someone follows up, and in Nutshell that means logging every touch and setting the next one. Your agent does the logging and the scheduling.
From $10/month 30 days free No credit card
What Your Agent Does In Nutshell
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Logs Calls And Meetings
After a call, send the agent two lines and it records the activity on the lead and the contact, with the outcome filled in.
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Advances The Pipeline
It moves a lead from “quoted” to “negotiating” when you say so and updates the expected close date and value to match.
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Summarizes Your Open Leads
Ask for a Monday brief and it lists leads by stage, who owns them and which ones have no upcoming activity.
Ask In Your Own Words
Type it in any project chat, or send it from your phone. Your agent works in Nutshell for you, with your own login, and reports back in the thread.
- Log a 20-minute call with the Fenwick Dental lead and schedule a follow-up for Friday.
- Move the Fenwick Dental lead to quoted and note that the quote went out today.
- Which leads assigned to me have no next activity?
Use Nutshell With Octopus Prime
- Open Settings › Connections, choose Nutshell and sign in once with your own login.
- Your login stays in your Vault, a safe your agents can use but never read. Your agent works in Nutshell for you without ever seeing your password.
- Choose which agents can use Nutshell: just yours, one project’s or the whole company’s. You approve what matters.
Questions About Nutshell And Your Agents
Can the agent work across several pipelines?
Yes. It uses whichever pipelines the connected Nutshell user can open, and you choose which agents may use the connection.
Will it send emails from Nutshell?
It can draft them for you to read. Sending waits for your OK unless you change that.
Does my agent see my Nutshell password?
No. Your Nutshell login stays in your Vault, a safe your agents can use but never read. You can remove an agent’s access, or disconnect Nutshell, at any time in Settings.
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Put An Agent To Work In Nutshell. With Your Own Login. You Approve What Matters.
From $10/month 30 days free No credit card
Nutshell is a trademark of its owner. All product names, logos and brands are property of their respective owners. Use does not imply endorsement.
