Strategic Value Pillars
Crown Agent weaves autonomous reasoning with human-in-the-loop governance. Each pillar demonstrates measurable impact for commercial, scientific, and client success teams.
Commercial Intelligence & Deal Velocity
- Auto-assembles sales playbooks, therapeutic model data, and similar study case files through RAG so sales teams engage with precision.
- Generates meeting briefs, competitor heatmaps, and recommended negotiation tactics from market AI benchmarks.
- Completes Salesforce hygiene, quote configuration, profitability scoring, and discount guardrails automatically.
- Taps MRS-AI and external scientist assistants to answer modality-specific questions in real time.
Study Execution & Protocol Excellence
- Protocol Composer consumes the signed quote, historical client preferences, and analogous efficacy models to produce a draft protocol for Study Directors.
- Collaborates with Study Report/Protocol Generation engines for templating, versioning, and compliance cross-checks.
- Orchestrates Agent Force and lab systems to schedule work, allocate resources, and surface real-time telemetry with guardrails.
- Spots anomalies and recommends mitigations using predictive monitoring across LIMS and data lakes.
Client Service & Long-Term Retention
- Automates post-study surveys, sentiment analysis, and account health scoring across channels.
- Packages study deliverables, dashboards, and QA reports with contextual narratives for sponsor portals.
- Tracks retention milestones, renewal options, and commercial offers based on contract obligations and usage analytics.
- Responds to FDA/CFDA follow-up queries with auditable knowledge retrieval and long-term data retention policies.
Crown Agent Journey
The interactive flow highlights how Crown Agent coordinates humans, sub-agents, and data services across the Commercial, Study Execution, and Client Service phases.
Commercial Activation
- Commercial Strategist Agent mines historical wins, pricing logic, and therapeutic expertise to shape proposals and playbooks.
- Auto-generates quotes, forecast updates, legal clauses, and approvals inside Salesforce, Outreach, or Teams.
- Runs scenario pricing, discount simulations, and ROI models with data from ERP and finance cubes.
- Invokes MRS-AI and partner toolkits for scientific Q&A, image-based assessments, or biomarker insights during negotiations.
Study Execution Orchestration
- Protocol Composer Agent tailors drafts from the quote context, prior client constraints, and analogous studies, looping Study Directors for approval.
- Builds task graphs that assign study milestones, schedule facility usage, and syncs Agent Force with SOP-aware checklists.
- Streams telemetry from LIMS, ELN, IoT labs, and imaging; alerts for deviations, compliance breaches, or turnaround risks.
- Auto-generates interim reports, data summaries, and QA review packets with drill-down traceability back to raw data.
Client Service & Retention
- Client Relationship Companion sends personalized surveys, monitors NPS, and triggers playbooks for upsell or rescue actions.
- Delivers interactive dashboards, raw data rooms, and certification packages through the sponsor portal with granular access control.
- Governs retention workflows: invoicing against contract tiers, renewal nudges, and knowledge-base maintenance for future queries.
- Handles late-stage FDA/CFDA information requests with responsive RAG and audit-ready lineage trails.
Agentic Architecture Diagram
Hover nodes to reveal responsibilities, click the Agent Orchestrator to inspect sub-agents, and select a sub-agent to highlight its end-to-end flow. Animated connectors make the orchestration tangible.
Layered Capabilities
Each layer combines agentic judgment, automated workflows, and governed data access so teams experience a seamless handoff from lead qualification through post-study retention.
User Experience Layer
Persona-aware workspaces surface alerts, decision prompts, and collaboration moments. Interfaces span web, CRM plug-ins, Teams/Slack copilots, and immersive dashboards.
Agentic Intelligence Layer
The orchestration graph decomposes objectives, selects specialized sub-agents, enforces policies, and learns from feedback. Human approvals lock critical junctures.
- LangChain-style planner with task memory and guardrails
- Hierarchical sub-agent orchestration and escalation paths
- Monitoring of agent performance, drift, and human overrides
AI Service Mesh
Unified gateway integrates CrownBio models with third-party AI including MRS-AI, Study Report generators, computational pathology, and Agent Force for workforce automation.
- Health-checked connectors with latency-aware routing
- Usage telemetry, billing hooks, and fallback logic
- Policy-aware tool selection with consent validation
RAG Knowledge Fabric
Retrieval pipelines join vector, graph, and tabular stores. Attribute-based access keeps studies compartmentalized while enabling cross-program learning under governance.
- Multi-tenant embeddings for clients, studies, SOPs, and literature
- Lineage tracking and explainability for FDA/CFDA readiness
- Streaming ingestion with PII redaction and policy tagging
Integration & Governance Highlights
The architecture balances automation with oversight so teams can trust every decision, insight, and handoff.
Permission-aware Retrieval
Attribute, role, and contract-based controls govern every query. Responses come with citations, lineage tags, and audit trails for regulators.
Composable AI Ecosystem
Plug in MRS-AI, Agent Force, Study Report/Protocol engines, robotic labs, and analytics copilots without changing the agent graph.
Observability & Guardrails
Real-time telemetry tracks agent actions, tool calls, and outcomes. Guardrails enforce SOPs, escalation policies, and responsible AI practices.
Human-in-the-loop Excellence
Approvals, annotations, and feedback channels let experts refine outputs, train future runs, and hold ultimate accountability.