The Trama Agent

The Trama Agent is your team's copilot. It lives on Trama's central number, and your sales rep writes to it like a teammate: "what's on my plate today?", "move Pérez to Won", "remind me to call María on Thursday".

Don't confuse it with the Inquiry Agent, which handles your customers. The Trama Agent works for your team: it never replies to anyone outside.

Where it lives and how you talk to it

• From the dashboard, on every plan —the free one included— with a daily usage limit that grows with the plan.
• From each sales rep's WhatsApp (their team number), starting on the Starter plan.
• From your own assistant (Claude, ChatGPT) through the MCP connector, with the ask_trama tool.

You talk to it in plain language: you tell it what you want the way you'd tell a teammate. No commands, no syntax.

What you can ask it

• Your open items: "what do I have for today?", "which opportunities haven't I moved?".
• Move an opportunity: "move Pérez to Quoted", "mark López as lost".
• Leave a follow-up or a reminder: "note that they'll think it over", "remind me to call them on Monday".
• Find a contact or a figure: "give me María's phone", "how many opportunities came in this week?".
• Draft a message for you to send: it writes it, and you decide whether to send it.
• Load opportunities by hand by dictating them, without opening the board.
• Configure the agency by conversation: take someone out of the rotation, turn an automation off, change your languages.

What it respects

The Trama Agent is not a back door: it does the same things you can do in the dashboard, with the same rules. Your role decides what it can do on your behalf, and every action is recorded just as if you had done it by hand.

Keep going

Configure the agency by conversation

Change settings without hunting for the screen: rotation, automations, languages, the agent's name.