How trycompai/crm works
Comp AI CRM is an agent-first customer relationship platform. A user works in the Next.js CRM, whose requests pass through the API to authenticated CRM records, conversations, search, enrichment, and dashboards. Independently, scheduled agent sessions lease due work, inspect CRM evidence and optional external sources, then record facts or schedule follow-ups. Tracking and mailbox synchronization provide additional signals. The tree and README establish these boundaries; several internal service-to-service links remain intentionally conservative because their implementations were not sampled.
Main entry points: database.module.ts CRM Database · agent.ts Agent Runtime · record_fact.ts Agent Tools · tracking-ingest.service.ts Tracking Ingest
Components 24
User Experience
CRM API
- CRM API
apps/api/src/app.module.ts - Auth Service
apps/api/src/auth/auth.service.ts - CRM Search
apps/api/src/search/search.service.ts - Conversations
apps/api/src/conversations/conversations.service.ts - Enrichment
apps/api/src/enrichment/enrichment.service.ts - Agent Bridge
apps/api/src/agent/bridge.ts
Agent Runtime
- Agent Runtime
apps/agent/agent/agent.ts - Agent Schedule
apps/agent/agent/schedules/dispatch.ts - Work Queue
apps/agent/agent/lib/tasks.ts - Agent Tools
apps/agent/agent/tools/record_fact.ts - Agent Sandbox
apps/agent/agent/sandbox/sandbox.ts
Data Integrations
- CRM Database
apps/api/src/database/database.module.ts - Mailbox Sync
apps/api/src/sync/mailbox-sync.service.ts - Google Sync
apps/api/src/google/google-sync.service.ts - Microsoft Sync
apps/api/src/microsoft/microsoft-sync.service.ts
Tracking Analytics
- Tracking Script
apps/app/app/t/[site]/route.ts - Tracking Ingest
apps/api/src/tracking/tracking-ingest.service.ts - Tracking API
apps/api/src/tracking/tracking.controller.ts - Analytics Service
apps/api/src/telemetry/telemetry.service.ts
Other components
- CRM User
- Google APIs
- Microsoft APIs
Connections 23
- CRM User → Web App: uses
- Web App → API Proxy: requests
- API Proxy → CRM API: forwards
- CRM API → Auth Service: authenticates
- CRM Search → CRM Database: reads records
- Conversations → CRM Database: stores conversations
- Enrichment → CRM Database: updates records
- Agent Schedule → Work Queue: leases due work
- Agent Schedule → Agent Runtime: starts sessions
- Agent Runtime → Agent Tools: dispatches tools
- Agent Runtime → Agent Sandbox: uses sandbox
- Agent Tools → CRM Database: writes evidence
- Agent Tools → Work Queue: schedules follow-up
- Agent Bridge → Agent Runtime: calls agent
- Mailbox Sync → Google Sync: runs sync
- Mailbox Sync → Microsoft Sync: runs sync
- Google Sync → Google APIs: reads mail
- Microsoft Sync → Microsoft APIs: reads mail
- Tracking Script → Tracking API: posts events
- Tracking API → Tracking Ingest: dispatches ingest
- Tracking Ingest → CRM Database: stores events
- Tracking Ingest → Enrichment: files submissions
- Analytics Service → CRM Database: reads metrics