Pick a sample email (or paste a real one). The AI reads it and fills the fields. Nothing is guessed: every value shows the exact line of the email it came from, anything unsure is flagged, and nothing writes to the CRM until you click approve.
Live demo, really running: this page runs on Llama, a free open-source AI, so anyone can try it. A production build runs a much more powerful model, with the same safety gates you see here.
Run the extraction to see the fields land here, each with its source line from the email.
Rendered against QQCatalyst's contact schema (Vertafore REST API: contacts, notes, tasks · OAuth 2.0). The live API write switches on with Vertafore sandbox credentials; until then this panel previews the exact payload the approval would send.