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CRM

Wealthbox AI Integration

Connect Wealthbox to BeforeQuery for grounded AI answers and agent actions across CRM.

Connect Wealthbox
What is it?

About Wealthbox

Wealthbox is one of the CRM platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Wealthbox

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → CRM and select Wealthbox.

  2. Step 02

    Sign in to Wealthbox with an account that has permissions to grant BeforeQuery the CRM scopes required.

  3. Step 03

    Confirm the connection. Wealthbox is now available as a source and action target for every playbook in your workspace.

Explore

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How BeforeQuery uses Wealthbox

What the agent does with your Wealthbox connection

  • 01

    Read accounts, contacts, opportunities, and activity history from Wealthbox into the Context Graph.

  • 02

    Answer sales questions grounded in Wealthbox data ("what's the status on Acme?", "who's the DM at Beta?").

  • 03

    Draft outreach, follow-ups, and internal updates using Wealthbox activity as context.

  • 04

    Update Wealthbox records from playbooks — log calls, advance stages, create tasks — with approver check-in where needed.

Use cases

What teams actually do with the Wealthbox integration

Real-time deal-status Q&A

Sales leader asks "how's the Acme deal?" in Slack → BeforeQuery pulls the Wealthbox opp, recent activity, next steps, and stage momentum. Answer in seconds; no Wealthbox tab open.

Meeting-prep briefings

Before every customer meeting, BeforeQuery drafts a prep brief: account history from Wealthbox, recent activity, open opps, product usage, and open support tickets. Delivered to the AE 30 min before the call.

Auto-log activity from calls + emails

Zoom transcripts + email threads get summarized and logged as Wealthbox activities on the correct opp — with next-steps and sentiment flags. AE reviews the log, doesn't type it.

Answer questions grounded in Wealthbox

Employees and customers ask Wealthbox-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Wealthbox record shown alongside the response. No context switching, no "log into CRM to check" round-trips.

Wealthbox — Frequently Asked Questions

Common questions about connecting BeforeQuery to Wealthbox.

Yes, gated by your approval matrix. Small stage moves (Discovery → Qualified) can be autopilot on evidence; large moves (Proposal → Closed Won) always require the AE's confirmation with a reason logged.
Standard OAuth 2.0 where Wealthbox supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your Wealthbox data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every Wealthbox integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Wealthbox objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Wealthbox for real.

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