Agents that already have a template
The processes almost every service business wants off its team's plate. Each one starts from a ready workflow or app in our library, and we fit it to your data, channels and rules before it goes into production.
The template is the starting point, not the final product: the agent ships with your rules, your sources and human approval wherever you want it.
Sales
From first contact to proposal, with no lead going cold in the queue and a sales team that practises between meetings.
Sales assistant (SDR)
Answers whoever arrives through WhatsApp, Instagram or the website, asks the qualifying questions your sales team would ask and books the meeting in the right person's calendar. The lead shows up already qualified, with the summary attached.
Sales training (roleplay)
Your salesperson practises with a simulated client, with the real objections of your market, by chat or voice. At the end they get a score per criterion and what to change in the next conversation.
Meetings that update the CRM
After every sales meeting, the agent summarises the conversation, logs the next steps in the CRM and points out where the deal stalled.
Follow-up on stalled leads
Finds unanswered proposals and inactive clients and drafts the follow-up in your house tone, on the right channel. Nothing goes out without your approval, if that is how you want it.
Proposals in your template
From the meeting notes and client data, the agent builds the proposal in your template, with scope, timeline and price under your rules. You review and send.
Briefing before the meeting
Before every meeting, the agent gathers what the website, the news and the CRM history say about the client and delivers a one-page briefing with suggested questions.
RFP and questionnaire answers
Fills in RFPs, vendor questionnaires and registration forms from your already approved answers, flagging what needs someone on the team.
Opportunities in your client base
Crosses each client's history with your portfolio and points out who could hire another service, with the reasoning and a suggested moment for the conversation.
Customer service
An instant answer at any hour, and someone from your team stepping in when the conversation needs a person.
24/7 service with human handoff
Answers frequent questions, status and deadlines from your documents and systems. When the conversation needs a person, someone on the team takes over in the same channel, with the full history.
Agent copilot
While your team is serving a client, the agent suggests the reply, summarises the client's history and brings up the part of the policy that applies.
Request triage and routing
Requests arriving by email, form or WhatsApp are classified by type and urgency and go to the right owner with a ready summary. Simple cases move on their own.
Satisfaction insights
Classifies conversations and surveys by sentiment and reason, and delivers every week what drove the most complaints and what changed from the week before.
Voice service
The client talks instead of typing. The agent holds a real-time voice conversation, solves what is simple and hands over to a person with a summary when needed.
Appointment confirmations and reminders
Confirms meetings and visits on WhatsApp, reminds the day before and reschedules on its own when the client cannot make it, cutting no-shows and calendar gaps.
Post-service survey
Sends the survey after each delivery or interaction, thanks the promoters and opens a ticket for the owner when a client is unhappy.
A help centre that keeps itself current
Turns resolved conversations into help articles and FAQs, and flags when an existing article has gone out of date.
People and knowledge
What lives in the partners' heads and the company manuals, available to the team without interrupting anyone.
Company knowledge base
Answers questions about processes, policies and methodology from your documents, always with the source. When the file changes in Drive or OneDrive, the answer changes with it.
Onboarding for new hires
Answers new hires' questions about benefits, tools and routine and tracks the first-days checklist, telling the manager what is still pending.
Internal training tutor
Builds learning paths and quizzes from your manuals and answers the team's questions at any hour. Anyone still stuck is handed to an instructor.
Résumé screening
Reads résumés against the job criteria, sorts them by fit and prepares the first-interview questions. The decision stays with your team.
Meeting minutes and tasks
Turns the meeting into minutes, decisions and tasks with an owner and a deadline, and sends them to everyone who attended.
HR help desk for employees
Answers questions about leave, benefits, reimbursements and internal policies from your documents, and opens the right request when the question becomes a request.
Interview scheduling
Matches times between candidates and interviewers, sends invitations and reminders and lets you know when someone cancels.
1:1 and review preparation
Gathers the period's goals, deliveries and notes and prepares the 1:1 agenda or the review draft. The manager reviews it and leads the conversation.
Finance
Less manual checking, fewer spreadsheets and a month-end close that does not depend on one person.
Collections over WhatsApp
Sends due-date reminders and payment slips and negotiates within the rules you set. Deals outside the rules go to a person for approval.
Invoices, slips and statements read for you
Extracts the data from invoices, payment slips and bank statements and posts it to your ERP or spreadsheet, setting aside for review whatever does not match.
Expense and payment approval
Requests come in through a form, the agent checks them against the policy and routes them to whoever can approve, logging every decision.
Accounts payable
Receives invoices by email, checks them against the purchase order or contract, posts them to the system and builds the payment schedule for your approval.
Bank reconciliation
Matches the statement lines to your books and sets aside only the mismatches for someone to look at, instead of checking line by line.
Month-end close
Tracks the closing checklist, chases whoever is late and delivers the month's result with commentary on the biggest variances.
Legal and compliance
Contracts, deadlines and regulations watched closely, with the final word always with a responsible person.
Contract review
Compares the contract against your clause library and flags risks, missing clauses and deviations before you open the file.
Drafts from your templates
Generates NDAs, amendments, contract proposals or notices from your approved templates and the case data, ready for review.
Deadlines and obligations
Reads contracts and documents, extracts due dates, renewals and obligations and warns the owner well in advance.
Rules and regulation lookup
Answers questions about rules, laws and regulations from official sources and your internal library, always citing the passage the answer came from.
Security and privacy questionnaires
Fills in the information security and privacy questionnaires your clients send, from your policies, and flags what needs sign-off.
Marketing
A content calendar that moves every week, with you having the final say.
Content team in your house voice
A team of agents covering research, writing and SEO review produces the week's content from a task board and sends each piece to you for approval.
One piece, many formats
Turns an article, webinar or presentation into posts, a newsletter and a carousel script, in your brand's tone.
Market and competitor monitor
Follows the websites, news and publications that matter to your market and delivers a weekly summary of what changed.
Replies to comments and messages
Replies to comments and messages on Instagram and the website, answers questions and passes anyone showing interest to sales.
The weekly newsletter
Gathers the week's content, news and links and builds the newsletter in your format, ready for you to review and send.
SEO blog articles
Researches the topic, builds the outline around the right keywords and writes the draft from what your team knows, for an expert to review.
Operations and reporting
Workflows that run on their own on a schedule or when something happens, and numbers that arrive without anyone asking.
Scheduled reports
Every day or every week, the agent queries your systems and delivers the KPIs on WhatsApp, email or Teams, before the first meeting.
Ask your data
A manager asks in plain language, as they would ask an analyst, and gets a table and chart straight from the database, with no BI ticket.
Monthly client report
Each client's data becomes the month's report in your house format, with commentary, ready for review.
Alerts and monitoring
Watches deadlines, KPIs and queues in the background and tells the owner when something goes off track.
Project status for the client
Consolidates each project's tasks, deliveries and hours and prepares the weekly status for the client, with risks and next steps.
Project hours and budget
Reminds the team to log hours, compares them with the budget and warns when a project is close to exceeding its scope.
Deliverable review before sending
Checks reports and documents against your quality checklist and house standard before they go to the client.
Purchasing and quotes
Requests quotes from suppliers, compares price, lead time and terms and builds the comparison table for the decision.
Research and analysis
Research that would take an analyst days, delivered with the sources for you to check.
On-demand market research
Ask about a sector, competitor or trend and get an organised report, with every claim linked to its source.
Tender analysis
Reads public tenders and terms of reference, extracts requirements, documents and deadlines and builds a checklist to decide whether to bid.
Public-source data
Collects and organises data from public portals and databases that matter to your work, and refreshes it on a schedule.
Long-document summaries
Summarises reports, expert opinions and dossiers of hundreds of pages into key points, risks and figures, with the page for each item.
IT and security
Everyday support and access control, without waiting for someone from IT to be free.
Internal IT support
Answers everyday questions about systems, access and equipment from your procedures, and opens a ticket when someone is needed.
Access requests with approval
An employee asks for access to a system, the agent checks their role and routes the request to whoever approves, logging everything.
Periodic access review
Builds the list of who has access to what, sends it to each manager to confirm and flags access held by people who changed roles or left.
Licences and renewals
Tracks software licences, subscriptions and contracts, warns before renewals and points out what nobody is using.
Apps and forms
Screens with your company's look, for your team or for your clients, wired to the same data, agents and permissions. The booking page on this site was built this way.
Booking page
The client picks a time, answers the qualifying questions and the meeting lands in the right calendar, with the summary ready. Embedded in your site or on its own link.
Public forms
Quote requests, client sign-up, document uploads or internal requests in a form with your brand. Whatever comes in enters the right workflow, validated.
Client portal
An app where your client tracks requests, uploads files, sees their own reports and talks to the agent, with a login and access only to what is theirs.
Approval queues
A screen where the manager sees what the agent prepared and approves, adjusts or sends it back, with a record of who decided what.
Live dashboards
KPIs for operations, sales, leadership or the client themselves, refreshed from the same data the agents query, with no separate BI tool.
Online assessment for visitors
A questionnaire on your site that instantly produces a personalised first assessment for the visitor and hands the qualified lead to sales.
Simulators and calculators
A savings, quote or eligibility calculator on your site, with the agent explaining the result and answering questions.
Checklists and inspections on mobile
The field team fills in checklists and inspections on their phone, with photos, and the report is ready when the visit ends.
Your process is not on the list?
The list shows what is asked for most, not the limit. In the 30-minute diagnosis we pick the most painful process and tell you which template it starts from, or whether it starts from scratch.