Email or live call → AI → QQCatalyst

Watch an email or a live call become a CRM record.

Pick a sample email, paste a real one, or play the live-call replay. The AI fills the fields either way. 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.

1The email comes in
1 of 3,214

?
to me
↩ Reply↪ Forward
sample · pre-processed · edit the text or paste your own to run the AI live
The one rule: no value enters a record unless it traces to the email. Unsure is flagged, never invented. Your agent's approval is the only commit point.
The security spine
  • Encrypted in transit, end to end (TLS on every hop).
  • This demo stores nothing. Every run is stateless; close the tab and it is gone.
  • Writes only after a human approves. The AI cannot touch a system of record on its own.
  • Audit trail on every record: source words, confidence, approver, timestamp.
  • Regulated lines (health, dental, Medicare) run a separate HIPAA-grade path with consent gates.
  • Production runs in your accounts, under your access controls, in your name.
2The AI reads it · fields fill themselves

Run the extraction to see the fields land here, each with its source line from the email.

3Approved → CRM + PL Rating + paperwork
Search contacts, policies, tasks…TC
Prospect
Contact details
Date of birth
Phone
Email
Address
Policy
Current carrier
Current premium
Effective / renewal
Vehicle / property
Activity

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.