Headless CRM with Colibri AI
Agent flows work through the steps in order, and MCP tools give the agent the hands it needs to act inside each application. In the example, a lending manager drops the file into a Copilot Studio agent. From there the agents create and deduplicate the leads, then apply the bank's own qualification rule to build the segment. They run the nurture journey and event invitations, record attendance, and branch the follow-ups. A Contact Center agent then books the call. The next person to touch the lead is a lending specialist, who picks up a conversation that is already qualified, scored and warm.
