01
One unified customer view
Powered by Merge, unify CRM, ticketing, billing and usage data where they live into a single view per customer.
Customer 360 Agent
pegasus · Customer 360 Agent
governed by CIP
Customer 360 Agent · CRM suite
- Connected to Salesforce, HubSpot, ZendeskMerge
- One unified customer viewPegasus
- Automated record matchingPegasus
- Source-level traceabilityPegasus
- policyEach field in the view is traced to its source system.CIP
doneDeployed with the CRM suite
Illustrative sampleThe Pegasus impact
The Pegasus Customer 360 Agent helps sales, support and account teams work from a single source of truth by building a unified customer view across your CRM, ticketing, billing and usage data.
Customer intelligence is trapped in the CRM while support tickets, billing and usage data sit in other systems. Nobody sees the whole account.
- CRM platforms supported through Merge
- 30+
- Specialized agents in the CRM suite
- 4
- To deploy, from connected systems to go-live
- 4 weeks
- Of hypercare after launch
- 30 days
Capabilities
AI does the volume. Humans keep the judgment.
02
Automated record matching
Match records for the same customer across systems, so the view is one account and not four.
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Source-level traceability
Follow every figure in the view back to the system it came from.
Systems connected
Connected to the systems you already run.
Cross-category via Merge: CRM, ticketing and billing systems, plus your usage data.
- Salesforce
- HubSpot
- Zendesk
- Jira
- NetSuite
Governance built in
Human-in-the-loop control, with every action audited.
- Each field in the view is traced to its source system
- CIP audit trail
FAQ
Customer 360 Agent FAQs
A suite connects to your platforms through Merge's unified APIs. Whether your HRIS is Workday, BambooHR, or HiBob, the same AI agents work identically — because Merge normalizes the data model. You get consistent intelligence regardless of which vendor you chose.
4 weeks. Week 1: Connect your systems. Week 2: Configure agents and workflows. Week 3: Test with real data. Week 4: Go live. 30-day hypercare included after launch.
A one-time deployment fee scoped to the number of agents and complexity, plus a monthly retainer for managed operations. We quote both once we know which agents you need. Works with whatever platforms you have — no additional per-platform fees.
No. The deployment fee is scoped to the number of agents and their complexity, so the scoping call starts from the agents you need. If one workflow is the whole problem, a packaged Pegasus agent piloted on that workflow is the faster start.
Workday's Sana agents work inside Workday. Moveworks supports Workday plus a few other platforms. Pegasus suites work across whatever you have — 60+ HRIS platforms, 40+ ATS platforms, 30+ accounting platforms, 30+ CRM platforms — powered by Merge. When your problem spans your entire platform ecosystem, the suite connects the intelligence across all of it.
Related agents
The other agents in the CRM suite, and the packaged agents the same team uses.
Additional resources
The CRM suite
AI agents that score pipelines, clean data, build cross-system customer views, and predict renewal risk — across any CRM platform.
200+ platforms through Merge
HRIS, ATS, accounting, CRM, ticketing and file storage, connected during onboarding with no custom integration build.
CIP, the control plane under every agent
Open-source governance: every action audited, every deployment versioned, every decision explainable. MIT-licensed.
Next step
Start running your sales and customer operations on Pegasus.
Book a scoping call and we'll map your CRM platforms, the agents you need, and the timeline.