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It isn't one assistant. It's several.

Every agent we deploy is one more mind working inside your business, coordinated with the rest.

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What an agent actually is

It reads a message, understands what's needed, uses your tools to do it, and tells a person when it isn't sure.

  1. 01

    Channel

    Where people reach it: WhatsApp, Instagram, web chat, email, SMS.

  2. 02

    Brain

    The AI model that understands the request. We pick the right one for each job.

  3. 03

    Knowledge

    Your files, prices and policies, so it answers with your information, not a guess.

  4. 04

    Tools

    Your CRM, calendar, inbox and spreadsheets: where the work actually gets done.

  5. 05

    Handoff

    The rules for when it stops and a person takes over.

Your agent Sample data

WhatsApp

  1. ChannelWhatsApp · 11:04 p.m. “Can I move my appointment to Friday?”
  2. BrainUnderstood: reschedule an appointment
  3. KnowledgeChecked your policy: changes allowed up to 24 h before
  4. ToolsMoved to Friday 10:00 a.m. in Google Calendar
  5. HandoffSure of the answer: no person needed

Instagram

  1. ChannelInstagram · 3:12 p.m. “I want a refund for my last order.”
  2. BrainUnderstood: refund request
  3. KnowledgeYour policy: refunds need approval
  4. ToolsOrder found in Shopify, reply drafted
  5. HandoffMoney involved: sent to a person to approve

Imagine what we could build for you.

Pick one and watch it work.

Your agent Sample data

Lead qualifier

A new lead arrives from your site, a form or an ad. The agent checks who they are, scores them and leaves a ready-to-call summary in your CRM before your team opens a laptop.

Website formNew lead

  1. Kitchen remodel. Budget $25–40k. Want to start in March.

What the agent does

  1. Checked who they are
  2. Scored: good fit (budget and timeline match)
  3. Contact and deal created in Zoho CRM
  4. Ready-to-call summary left for sales

Ready to call before anyone opened a laptop.

Connects with
  • Zoho CRM
  • HubSpot
  • Salesforce
  • GoHighLevel
  • Pipedrive
  • Gmail
Replaces
copy-pasting leads into the CRM.

WhatsApp concierge

Answers customer questions on WhatsApp or Instagram in your brand's voice, any hour, and hands off to a person the moment it gets complicated.

WhatsApp11:12 p.m.

  1. Do you deliver to Doral? Also, one item in my last order arrived broken.

  2. Yes, we deliver to Doral. I've passed the broken item to our team. They'll write you first thing tomorrow.

What the agent does

  1. Answered from your delivery policy
  2. Handed off to a person: damaged item
  3. Summary left for the morning shift

Answered at 11:12 p.m. The tricky part went to a person.

Connects with
  • WhatsApp Business
  • Instagram
  • Messenger
  • SMS
  • Zoho
  • HubSpot
Replaces
the 11 p.m. unanswered message.

Follow-up agent

Drafts (or sends) personalized follow-ups to every lead that went quiet, based on where they are in your pipeline.

Pipeline check

  1. 3 leads quiet for 7+ days

What the agent does

  1. Read each lead's stage and last conversation
  2. Drafted 3 personalized follow-ups in Gmail
  3. Sent 2; 1 waiting for your OK (proposal stage)
  4. Next check set for Thursday

Every quiet lead got a follow-up.

Connects with
  • Gmail
  • Google Calendar
  • Zoho CRM
  • HubSpot
  • Pipedrive
Replaces
the “I'll follow up tomorrow” that never happens.

Meeting notes → CRM

Turns a call into a summary, action items and a CRM update, before the next meeting starts.

Call ended

  1. Discovery call · 32 min

What the agent does

  1. Summary written
  2. 3 action items assigned
  3. Deal moved to "Proposal" in HubSpot
  4. Recap posted in Slack

CRM updated before the next meeting started.

Connects with
  • Google Calendar
  • Slack
  • Notion
  • Zoho CRM
  • HubSpot
  • Zoom
  • Google Meet
Replaces
typing up notes after every call.

Orders & inventory watcher

Watches your store for low stock, order spikes or shipping delays and alerts the right person before customers notice.

ShopifyStock alert

  1. Blue ceramic mug: 6 left. Selling 4 a day.

What the agent does

  1. Checked sales from the last 14 days
  2. Estimated stockout: Saturday
  3. Alert sent to purchasing on Slack
  4. Reorder draft ready for your OK

Caught before a single customer saw "sold out."

Connects with
  • Shopify
  • WooCommerce
  • Airtable
  • Slack
  • Zoho
Replaces
checking the dashboard “when you remember”.

Support triage

Reads incoming tickets, tags urgency and category, routes them to the right person and drafts a first reply.

Zoho DeskNew ticket

  1. I was charged twice for my October invoice.

What the agent does

  1. Tagged: billing · high urgency
  2. Routed to the billing team
  3. First reply drafted for review

In the right hands, with a reply ready.

Connects with
  • Zoho Desk
  • Zendesk
  • Intercom
  • Gmail
  • Slack
Replaces
the shared inbox nobody owns.

Weekly report agent

Every Monday it pulls your sales, support and finance numbers and sends you a plain-language summary. No dashboards to build.

Weekly reportMonday · 7:00 a.m.

  1. Time to build last week's summary.

What the agent does

  1. Sales pulled from Zoho CRM
  2. Payments pulled from Stripe
  3. Plain-language summary written
  4. Sent to your inbox and Slack

Last week's numbers, on Monday morning.

Connects with
  • Zoho (CRM, Books, Analytics)
  • HubSpot
  • Stripe
  • Airtable
  • Gmail
  • Slack
Replaces
the spreadsheet you rebuild every week.

Onboarding & documents agent

Guides a new client or employee through onboarding: collecting documents, sending the right forms at the right time and flagging what's missing.

New clientOnboarding · day 2

  1. Signed agreement received. ID and tax form still missing.

What the agent does

  1. Client folder created in Google Drive
  2. Welcome email sent with the right forms
  3. Flagged as missing: ID and tax form
  4. Reminder set for Thursday

Nobody had to chase anyone for paperwork.

Connects with
  • Google Drive
  • Gmail
  • Notion
  • Airtable
  • Zoho
Replaces
chasing people for paperwork.

These are examples. Every agent is built around your process, tools and rules.

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What we won't let an agent do alone

When money, legal risk or a customer's trust is on the line, the agent drafts and a person approves. And we don't automate a broken process: we fix it first, then automate it.

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We choose the AI model per task (OpenAI, Anthropic, Google Gemini, Meta Llama, Mistral, DeepSeek and others) based on quality, speed and cost.

  • OpenAI
  • Anthropic
  • Google Gemini
  • Meta Llama
  • Mistral
  • DeepSeek

Have a process that isn't on this list?

If it's repetitive and follows rules, it's probably automatable.

Book a discovery call Tell us what to automate