Wholesale reps stopped typing up their visits and let an AI agent handle it all.

Their salesman does twenty to thirty customer visits a week. After each one he was supposed to write down what was discussed, open tasks in three different lists, orders, activities and issues, and update the customer's card.

In practice he did not. Before the CRM existed he wrote in a notebook and photographed the page. After it existed, the CRM stayed empty. The knowledge stayed in the salesman, the company never got it, and the owner had no picture of his own accounts.

The fix was not a better form. Asking a man between two visits to fill in structured fields was never going to work, so the system stopped asking.

Agents that live inside the client's own ClickUp, where the work already happens, reachable from a phone between visits.

Visit Logger takes free-form spoken Greek and turns it into the record. MagnisalisAI answers questions across the whole workspace. Daily Digest builds a morning brief. Digest is built and staged rather than running: it is paused until its first live run is checked.

Underneath sits a Microsoft Graph server we wrote, seven read-only tools across SharePoint and OneDrive, so asking for a document in plain Greek or English finds it.

The visits get recorded now, because recording them costs the rep the walk back to the car rather than an evening.

The agents went live on 25 June 2026, inside the workspace the team already had open.

They sit on a foundation built first, over six weeks, delivered on time: a SharePoint team site, OneDrive on every machine, five shared mailboxes, a fifteen year mail archive of thirty two gigabytes migrated, a CRM with twelve custom fields and a six stage pipeline, and eight people trained to run it.

The ERP link is deliberately Phase 2. The data had to be cleaned before it was worth connecting, because the alternative is wiring a mess to an agent and calling it intelligence.