AI Agents
Agentic AI: MCP, autonomy levels, voice, post-call, deal risk.
5
Published guides
3
Suggested starting guides
7
Related product areas
What you will find in this section
Use these guides to move from setup to execution without guessing the next step. Most articles include clear instructions, time estimates, and common fixes.
The AI Agents section is meant to help teams standardize how they configure and operate this part of HelloGrowthCRM. That is especially useful when multiple admins, managers, or onboarding owners need a repeatable reference instead of one-off explanations in chat or meetings.
Because this category connects to 7 related product areas, these guides are best read as part of a broader workflow rather than as isolated feature notes.
Step-by-step execution
Follow practical walkthroughs for the exact task you are trying to complete in this category.
Quick onboarding help
Start with the suggested guides below if you are new to this workflow or rolling it out for a team.
Troubleshooting and next steps
Review related features and contact support if the guide does not match your setup or edge case.
Start with these guides
These are the fastest entry points into the AI Agents section.
How to connect MCP to Claude Desktop in HelloGrowthCRM
MCP connects HelloGrowthCRM directly to Claude Desktop and ChatGPT. Ask What deals are at risk this week? in plain English; Claude executes against your CRM via crm-mcp-server.
How to configure agent autonomy levels in HelloGrowthCRM
HelloGrowthCRM gives you 4 levels per agent: Off / Suggest / Approve / Auto. Each level applies per action.
How to set up the AI Voice Agent for outbound calls in HelloGrowthCRM
AI Voice Agent (vapi-outbound-call edge function) makes outbound calls, conducts qualifying conversations, books demos, hands off to humans.
All guides in this category
Browse every published article below. Open the one that best matches your current task, setup issue, or workflow question.
How to connect MCP to Claude Desktop in HelloGrowthCRM
MCP connects HelloGrowthCRM directly to Claude Desktop and ChatGPT. Ask What deals are at risk this week? in plain English; Claude executes against your CRM via crm-mcp-server.
12 min readintermediateHow to configure agent autonomy levels in HelloGrowthCRM
HelloGrowthCRM gives you 4 levels per agent: Off / Suggest / Approve / Auto. Each level applies per action.
8 min readintermediateHow to set up the AI Voice Agent for outbound calls in HelloGrowthCRM
AI Voice Agent (vapi-outbound-call edge function) makes outbound calls, conducts qualifying conversations, books demos, hands off to humans.
25 min readadvancedHow to use the Post-Call Agent in HelloGrowthCRM
Post-Call Agent (post-call-agent edge function) runs after every call: 3-5 bullet summary, action items, CRM field updates, optional follow-up email draft.
6 min readbeginnerHow to set cost caps and budgets for AI in HelloGrowthCRM
AI compute can scale your bill quickly. HelloGrowthCRM lets you cap daily/monthly per agent and workspace.
5 min readbeginner
Getting the most from the AI Agents guides
Read with a concrete task in mind rather than browsing front to back. Each article opens with what you will need and how long it takes, so you can judge in ten seconds whether it matches your situation. Where a step depends on a choice made elsewhere — pipeline stages, lead fields, user roles — the article links back to the prerequisite guide instead of repeating it.
If you are rolling this area out to a whole team, do the configuration yourself first, then share the relevant article links in your team chat as the reference for reps. That keeps everyone executing the same way and gives new joiners a self-serve path during onboarding. Anything the guides do not cover for your edge case is worth a quick message to support before you improvise a workaround.
See related features
Need help beyond the docs?
If this section does not fully cover your workflow, contact our team for setup help, onboarding support, or guidance on the best way to configure this area in HelloGrowthCRM.