Create agents for outreach, follow-ups, data work, and internal operations. They act on approved workflows, keep context attached, and hand work back to the right team member when needed.
Break work into clear next steps before the agent acts.
Run approved tools with workspace context attached.
Write the result back where the team already works.
Build agents around the same records, conversations, and approvals your team already uses every day.
Give repetitive follow-up, research, routing, and update work a reliable operator that knows when to act and when to hand work back.
approved workflows can keep moving
workspace for work and agent output
black-box actions outside the system
Follow-up agent
Inbox, CRM, data, tasks
Reply drafted, CRM field updated, and next action assigned to sales.
Agents monitor tasks, replies, records, and due work.
Each action runs through scoped permissions and context.
Updates land in the right record, thread, task, or owner.
Set the autonomy level by workflow, data source, and escalation path before an agent starts acting.
Draft mode
Prepare replies and updates for human review first.
Autopilot mode
Let agents complete approved work without waiting.
Escalation rules
Route sensitive work back to the accountable owner.
Tools, records, channels, and escalation rules are defined before the agent touches live work.
Start in draft mode, promote repeatable work to autopilot, and keep sensitive conversations routed to humans with full context attached.
Prepare replies and updates for human review first.
Let agents complete approved work without waiting.
Route sensitive work back to the accountable owner.