Sales
New lead to booked meeting
Score inbound leads, write a personal intro and book the call on your calendar.
5 steps 5 min setup
Templates
Ready-made agent workflows you can turn on in minutes and shape to your own process.
Support
Ticket triage and first reply
Classify every ticket, draft a reply from your docs and route edge cases.
4 steps 3 min setup
Research
Account research brief
Build a one-page brief before every call and attach it to the CRM record.
4 steps 2 min setup
Finance
Invoice chaser
Find overdue invoices, send polite reminders and log every reply.
3 steps 4 min setup
Sales
Weekly pipeline digest
Summarize what moved, what stalled and why, every Monday morning.
3 steps 2 min setup
Operations
Request intake to task
Turn chat requests into structured, assigned tasks with due dates.
4 steps 3 min setup
Operations
CRM cleanup
Merge duplicates, fill missing fields and flag stale deals nightly.
5 steps 6 min setup
Finance
Month-end reconciliation
Match transactions, flag anomalies and draft the close checklist.
6 steps 8 min setup
Launch your first agent in minutes. No credit card required.
14-day free trialSOC 2-readyHuman approval built in