Everything you need to build an agent
No-code agent builder
Define triggers, steps and conditions through a guided wizard, not a code editor.
Connected to your data
Agents can read and act on your CRM and PSA data natively — no separate integrations needed.
Template library
Start from proven templates for lead qualification, project setup, timesheet summaries, budget alerts and invoice drafting.
Full run history
Every agent run is logged step-by-step, so you can debug and trust what your agents are doing.
Approval gates
Keep humans in the loop where it matters — agents can pause for review before taking sensitive actions.
In-app notifications
Agents notify the right people in the workspace when something needs attention.
Three steps from idea to running agent
Choose a trigger
Schedule, event, or manual — pick how your agent should start.
Define the steps
AI actions, data lookups, record updates, notifications — chained the way you want.
Activate
Your agent runs automatically, with full visibility into every run.
Templates ready to run
Start from a template, then tweak it to match how your team works.
Lead Qualification
Scores and tags new leads automatically.
Project Setup from Closed-Won
Creates a PSA project the moment a deal closes.
Weekly Timesheet Summary
Sends a Monday morning summary to managers.
Budget Overrun Alert
Flags projects approaching their budget limit.
Draft Client Invoice
Prepares invoice drafts from billable time and expenses.