Skip to content
SalesExample flow

Quote agent

Enquiry from the inbox, a review-ready quote from your template – you just approve.

Book a call

How it runs

  1. Enquiry arrives in the inbox
  2. Agent extracts product, quantity, date
  3. Contact created or updated in the CRM
  4. Quote prepared from template
  5. You review and approve sending

Approval where it counts

A human approves before anything goes out. The agent only gets the rights this flow needs, and every step is logged.

Example flow – we set it up to fit your systems.

More use cases

SalesLive at clients

Enquiry agent

Every website enquiry in the CRM, a confirmation to the enquirer, a copy to you – in seconds.

Details
MarketingLive at clients

Newsletter agent

Pick a segment, build the issue from fixed blocks, check the preview, approve.

Details
MarketingLive at clients

Trend agent

Own and competing channels in view, daily ideas for posts and scripts.

Details
AdministrationExample flow

Office agent

Sort mail, prepare meetings, draft replies – nothing goes out without you.

Details
AdministrationLive at clients

Filing agent

One upload link for guests, images and videos only, with expiry – no password.

Details
ITLive at clients

Admin agent

New colleagues ready in minutes, leavers closed out cleanly – the agent never sees passwords.

Details

Let’s talk

Get more done withthe same team?

We’re happy to think it through with you.

Rather read first? Go to Knowledge