USE CASES
An agent is a role, not a person. Each desk below is a set of jobs somebody in your company does by hand today, with what a normal day looks like once it is taken over.
Get your agentInvoices, the bank, matching, the close, and who you are about to deal with.
Reads what arrives, files it where it belongs, asks when something is off.
Keeps the CRM honest, prepares the meeting, chases what went quiet.
Orders, deliveries, service jobs, and the automations somebody else built.
The Monday report, the KPIs, and an answer when you ask on a Tuesday.
Timesheets, holiday requests, onboarding: the admin around people, not the people.
Lists, follow-ups, the numbers behind a campaign: the part nobody enjoys.
Start with one desk. The others use the same platform, the same plan you approve, the same number on every run. Agent = role, never a person with a made-up name.
COMING FROM
Scenarios, credits, the one that breaks on Sunday, the person who set it up and left. The flows keep running. Somebody is finally watching them.
Scenarios, credits, and the one that breaks on Sunday. We read the scenario, write it as a plan you approve, and run it with an agent watching.
usually a week · nothing stops in betweenSelf-hosted, and the person who set it up. The flows are documented as they really run, then taken over one at a time.
your server or ours, your callStill running. Nobody knows how. We document what exists before touching anything, and you keep that documentation even if you stop there.
the documentation is yours either way