AI Agents

Agents that do the work for you.

Instead of more screens and more fields, we automate work inside the modules you already use: finding leads, summarising meetings, triaging contacts. Every agent runs inside your tenant and can be disabled at any time.

• CRM Lead Search

  Customer CRM

  Search Google Maps for businesses near a chosen address, qualify them with AI, and import the ones you pick as CRM leads.

  4 tools Reversible

• CRM Lead Triage

  Customer CRM

  Reads a CRM contact + recent notes, classifies intent, and writes a short summary note tagged [agent: triage].

  3 tools Reversible

• Meeting Summary

  Meetings

  Reads a meeting + notes / transcript / recording and produces a structured summary with action items and risks.

  5 tools Reversible

Each run consumes AI credits from your monthly budget, which is set per tenant; agents can be disabled individually in /settings/ai. Credit usage shows up on the usage page — there are no per-click costs.