Lead desk
Inbound inquiries are qualified against your own rules, checked against the CRM for existing accounts and open deals, assigned to the right rep and answered.
Built for: Distributors, B2B services, any team with a web form
Each demo is an AI agent working a morning's inbox at a made-up company. Open one, pick a request, press Run, and watch it check the request against the records and prepare the work. A person approves before anything goes out. Every company, person and number in them is invented.
Inbound inquiries are qualified against your own rules, checked against the CRM for existing accounts and open deals, assigned to the right rep and answered.
Built for: Distributors, B2B services, any team with a web form
New online reviews are matched to the real customer and job, checked against the record, and answered in your voice. Liability claims go to the owner, not the internet.
Built for: Service companies with a public reputation
Certificate of insurance requests are checked against the policies actually on file and prepped for issue. The ones the policy does not support are stopped.
Built for: Insurance agencies
Load tenders are checked for rate, credit, transit time and duplicates, then prepped for booking.
Built for: Freight brokers and 3PLs
Vendor invoices are matched to the purchase order and the receipt, coded and prepped for entry. Duplicates, overbilling and bank-change requests are held.
Built for: Any firm paying more than a handful of vendors
A client's email is split into individual payroll changes, each checked against the records and prepped as a batch.
Built for: Payroll, PEO and ASO firms
Support emails are matched to the account and the unit, checked for warranty and contract coverage, and turned into a ticket and a reply.
Built for: Equipment dealers and service providers
Employee requests are checked against the directory, license seats and the access policy. Approvals are drafted to the right person and reset scams are stopped.
Built for: Firms of 20 to 200 without a large IT team
These are starting points. In a free one-hour review we find the one or two inboxes in your business where an agent like these would give the most hours back, and what it would need to read from your own systems.
See one of these on your own requests.
Claim a free review