Turn conversations
into completed work.

Connect conversations, delegate tasks, and keep work moving.

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AI agent

Delegate tasks to your AI agent

Give your agent a focused task and the context it needs. Let it prepare the next step while your team stays in control.

Learn more about AI agent

Move everyday
work forward.

Schedule meetings, prepare follow-ups, review decisions, and handle billing questions.

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Connect

Connect the tools you use and add relevant business information, giving your agents the context to get started.

  • Connect your tools
  • Add your business information
  • Give your agents context

Train

Share your preferences, processes, and instructions so your agents know how you want the work handled.

  • Share your preferences
  • Define your processes
  • Give clear instructions

Assign

Give your agents a focused task, with clear responsibilities and review points for your team.

  • Assign a focused task
  • Set clear responsibilities
  • Choose where approval is needed

Deploy

Put your agents to work and follow their progress from one workspace.

  • Put your agents to work
  • Follow their progress
  • Manage work from one workspace

Get more done with AI agents.

Choose conditions and assign the next step to a teammate or an AI agent.

Keep contact records organized and filter activity to see who needs attention next.

Keep earlier messages and next steps together so your agents can continue the conversation with context.

Connect your agents to the tools your team already uses.

Bring email and relevant context together to prepare a response for review.

Turn repeated customer reports into findings backed by the original conversations.

Move work forward with less effort.

Coordinate actions across connected tools from one workflow.

Spend less time managing requests.

Find related conversations and prepare an answer you can review.

Know where to focus next.

Explore recurring feedback and linked evidence to decide what to improve next.

Real customers. Real results.

“The people are my favorite part of this work, and I want the organization around it to support that. More focus on people, less on admin. The everyday details feel easier to approach with a clear head.”

Elena Morales

Property manager

Portrait of Elena Morales

Connect the tools
behind your work.

Bring relevant information into the tools your team already uses. Explore supported connections to find the right fit for your workflow.

View all integrations
Zoom
Google Calendar
Gmail
Google Meet
Salesforce
Slack
Microsoft Teams
Outlook
Chrome
OpenAI
Claude
HubSpot
Greenhouse
LinkedIn
Stripe
PayPal
Zapier

Connection examples from the design. Check the directory for availability.

Get started

From the first meeting
to the follow-up

All of the work around meetings, handled in one place. Book time, capture every discussion, and keep next steps moving without the manual work.

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InsightsUncovered
DiscoveryScheduled
WorkflowsConnected
SidekickReady