What AI agents can do for your business

Agents watch your real business data and either recommend what to do or do it for you - with a full activity log of everything they do.

Where to find them

Open Agent Automation. The top shows today's actions, customers contacted and anything that needs your attention. On the Agents tab, each agent has an on/off switch and an Open button for its settings.

The agents

• CRM Agent - works your pipeline and follows up leads when they go quiet.
• Customer Follow-Up Agent - contacts customers on their follow-up date.
• Sales Agent - turns chatbot leads into CRM leads, suggests cross-sells and chases abandoned carts.
• Customer Service Agent - answers customer questions.
• Marketing Agent - drafts campaigns and sends the broadcasts you approve.
• Social Media Agent - drafts social posts for you to review.
• Invoice Agent - follows up on money you are owed.
• Quotes Agent - follows up quotes that have not been answered.
• Appointments Agent - handles booking reminders.
• Help Desk Agent, Inventory Agent, HR / People Agent and Operations Agent.

Other tabs

• Recipes - ready-made set-ups, such as Collect Overdue Payments, Recover Abandoned Carts, Low Stock Protection and Weekly Best-Seller Campaign. Press Activate.
• Activity and Communications - everything the agents did and sent.
• Settings - how far agents may act on their own, quiet hours and limits.

Good to know

• Agent Automation is part of the Enterprise plan.
• Use Test mode in Settings to try agents without any real customer hearing from them.