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Customer operations
A support agent handles common requests while another routes complex cases and prepares context for your team.
INBOX→TRIAGE→TEAM REVIEW
SOLUTIONS / ONE TEAM, MANY WORKFLOWS
Agents can work across the whole business.
A company can have several agents, each with a clear role—working in parallel, sharing context where it helps and handing decisions back to people when needed.
A FEW WAYS THEY CAN WORK TOGETHER
One business. Many moving parts.
These are example systems, not fixed packages. Agents are tailored to your workflow, your tools and the decisions your team wants to keep.
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Sales & account work
Research, CRM upkeep, proposal preparation and follow-up can run as coordinated tasks around your sales team.
RESEARCH→CRM→FOLLOW-UP
Aa
Marketing engine
A research agent, writer and community agent can turn a brief into reviewed content and channel-ready replies.
BRIEF→CONTENT→CHANNELS
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Finance & administration
Agents can organize invoices, match records, prepare summaries and bring exceptions to a person for approval.
DOCUMENTS→CHECKS→APPROVAL
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Product & technology
Developer, test and documentation agents can help move a product task from issue to a reviewable change.
ISSUE→CHANGE→REVIEW
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Physical-world operations
For field services, property, manufacturing or hospitality, agents can coordinate requests, records, schedules and follow-up around on-site work.
FIELD REQUEST→COORDINATE→REPORT
IN THE TOOLS YOUR PEOPLE ALREADY USE
Work through the team's channels.
Agents can meet your people in the flow of work—on Slack, WhatsApp, email, Microsoft Teams and other business tools. The right setup depends on the task and your systems.
SLACKWHATSAPPEMAILMICROSOFT TEAMSYOUR BUSINESS TOOLS
START WITH ONE TASK. GROW INTO A TEAM.