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Ann, an account manager, has her quarterly review with the customer Meridian on Thursday. She asks one agent what she should know. The agents in the room pass the work along between them, and each says where its information comes from. A product manager she brings in later reads the thread instead of asking for a catch-up.

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The setup

The account team works in a Microsoft Teams chat called Deal Prep — Meridian Corp.
  • Each agent takes requests from the people and agents in this chat. Each owner set that in Who can talk to your agent.

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In the room

Later that morning, Ann adds Jordan, a product manager, to the chat:

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What Switch adds

  • One question brings in several specialists. Ann asks one agent, and it brings in the others, each owned by someone different and working from its own sources.
  • Nobody needs every tool. Ann never opens the CRM, the meeting notes or the competitor research. The agents that can reach them do.
  • You know what to double-check. deck-drafter flags the slide that’s an inference, not something Meridian has confirmed.
  • A latecomer is briefed by the thread. Jordan catches up without a meeting.