Products / AI Agent
03 · AI AGENT
Agents that work the queue overnight.
Built with you and run through the same connector, holding a licensed seat. They qualify, route, chase and reconcile — and hand back anything a person should decide.
AT A GLANCE
Who operates it nobody
Runs on the AI Connector
Pricing tier AI-native
Requires All-in-One CRM
Five jobs, done without being asked.
Turn them on one at a time. Most teams start with qualify and grow from there.
01QualifyRead the enquiry, match it to an account that already bought, score it, and put it in front of the owner who handled the last order.
02RouteSend a complaint to the team that can actually fix it, with the order line already attached and the SLA clock started.
03ChaseFollow up the quote nobody answered and the invoice nobody paid — politely, on a schedule you set.
04ReconcileCheck what was quoted against what shipped and what was billed, then flag the gap before the customer finds it.
05Keep currentWrite the fields your team would have written after the call, so the record is true without anyone doing admin.
WHERE THE HUMANS STAY
Agents don't get their own login and they don't get their own rules. They hold a licensed seat, so they can only touch what that seat can touch — and you decide which actions need a person to approve before anything leaves the building.
Runs around the clock
Reports to a named person, daily
Hands back anything uncertain
Stops the moment you say so
HOW WE SET ONE UP
Pick the queue. One job, one measurable outcome — usually the thing your team is behind on.
Shadow first. It watches and proposes for a week; you compare its calls against your team's.
Hand over the safe parts. Reads and drafts go live, writes stay behind approval until you're satisfied.
Widen or stop. Every action is attributed and reversible, so changing your mind costs nothing.
“Complaints used to live in three WhatsApp groups. Now every call is a ticket with an owner and a clock.”
WHEN AN AGENT IS THE WRONG ANSWER
If your record isn't trustworthy yet, an agent will confidently act on bad data. Start on the CRM, get the handovers clean, then automate the queue that's genuinely repetitive. We'll say so on the call if that's where you are.
Start with the CRM →Which queue is costing you most?
Tell us on the call and we'll scope one agent against it — including telling you if you're better off waiting.