Insight
The answer is not a tag cloud or reminder queue. A useful expert system retrieves what each expert actually says, gives a direct recommendation, shows the evidence, and turns it into the next action.
Most sales automation creates generic persistence. Expert-grounded RAG should help the user decide what to do, why, and whose reasoning supports it.
The question
How should we design follow-up so it produces better answers and next actions instead of more reminders?
Why now
Teams are asking how to use AI without creating another CRM chore.