AI-native customer operations

Know every customer.
Move every relationship forward.

LeapGent learns your business, understands your customers, and helps your team acquire, serve, convert, and retain them — from one intelligent workspace.

Get started with Google Explore the platform

Start with your business knowledge. Add channels and customer data as you grow.

app.leapgent.com
DX
WORKSPACE

Good afternoon, David

Here is what needs your attention today.

LEAPGENT FINISHED TODAY'S SCAN4 things worth
handling first
Due today73 high priority
Active deals24$684k pipeline
Customer health86%+4% this week
Agent suggestions

Apex support issue is overdue Draft reply

NordWerk is ready for a proposal Prepare

Designed for customer-facing teams that need less admin and more forward motion

✓Grounded in company knowledge ✓Human control over key actions ✓One context across channels ✓Google-secured access

A better operating model

Your team should work with customers.
Not maintain software about them.

Traditional CRM starts with configuration and manual data entry. LeapGent starts with what your company knows and what customers actually say — then turns that work into context, records, and action.

Traditional CRM

Configure fields and workflows

Ask teams to update records

Look backward at reports

→
LeapGent

Learn from knowledge and interactions

Generate customer context as work happens

Recommend and drive the next action

The platform

One business brain.
Every customer in context.

Give your team and AI one reliable place to understand the business, see customer reality, and move work forward.

01

A Business Brain grounded in your company

Upload products, SOPs, pricing guidance, service policies, case studies, and training materials. LeapGent organizes them into trusted context the agent can use.

  • PDF, Word, Excel, PowerPoint, CSV, and more
  • Source-aware answers and configurable trust policies
  • Knowledge that supports sales and service work
Knowledge Base
✦
BUSINESS BRAINYour company knowledge is being understood
98%indexed
PDF
2026 Product Catalog & Pricing8.4 MB · 146 chunks
Ready
DOC
Customer Service SOP1.2 MB · 38 chunks
Ready
XLS
FAQ & Standard Replies680 KB · 92 chunks
Ready
02

Customer intelligence that updates from real work

Customer identity, needs, objections, stage, sentiment, and next action emerge from conversations — not from another form your team has to remember.

  • Customers, contacts, opportunities, and interactions
  • Continuity across website, email, and messaging
  • Summaries, risks, and next steps in one view
CustomerUpdated 18 min ago
NW
NordWerk GmbHAnna Keller · Decision maker
Healthy
InterestIndustrial sensors
Quantity5,000 units
StageProposal
Deal value$86,000
NEXT BEST ACTIONSend a formal quote including shipping by 4:00 PM
03

An agent that works beside your data

Ask about customers, overdue work, pipeline changes, or service risk. The agent responds with context and opens the exact records your team needs to inspect.

  • Persistent collaboration panel, not a floating chatbot
  • Prioritize, summarize, draft, and prepare work
  • Keep people in control of important commitments
LeapGent Agent● Online
✦

I found 7 open tasks, including 3 that need attention today. I ranked them by customer value and urgency.

Priority tasks today3 items

1Reply to Apex support issue

2Send NordWerk formal quote

3Review high-intent inquiry drafts

Tell the agent what you want done… ↑

Across the customer lifecycle

From first interest to lasting relationship

The same business context and customer memory support the entire journey.

01

Acquire

Qualify interest, research leads, and answer initial questions with the right company context.

02

Convert

Prepare proposals, handle objections, and keep high-intent opportunities moving.

03

Serve

Resolve common questions, route issues, and escalate moments that need human care.

04

Retain

Spot relationship risk, follow up at the right time, and uncover expansion opportunities.

Simple to start

Useful before you configure everything

Start with knowledge and normal customer work. Add structure only where your business actually needs it.

  1. 1

    Create your workspace

    Securely sign in with Google and establish your business.

  2. 2

    Add business knowledge

    Upload the materials your team already trusts and uses.

  3. 3

    Connect customer channels

    Bring website and email into one consistent customer context.

  4. 4

    Work with your agent

    Ask, inspect, decide, and move customer work forward.

Trust by design

AI should be useful.
And accountable.

LeapGent is being designed around grounded knowledge, clear access control, and human authority over sensitive customer commitments.

⌁

Grounded answers

Use authorized company materials first and surface when the system lacks a reliable basis.

✓

Human approval

Keep pricing, discounts, delivery promises, and other material commitments under human control.

◎

Role-based access

Admins manage organization settings while every teammate retains their own account controls.

↗

Visible work

Connect agent responses to customer records and preserve context instead of hiding decisions in a chat.

Built for growing teams

When customer conversations are the business

B2B & export teams

Inquiry-heavy sales cycles across email, website, and messaging.

SaaS & service companies

Onboarding, support, renewals, and expansion in one relationship context.

Distributors & brands

Product questions, order issues, and ongoing account relationships.

Meet your Customer Ops Agent

Give your team a clearer view of every customer — and an agent that helps move the work.

Start with your company knowledge. Build customer intelligence through real work.

Get started with Google Explore the platform