Marketplace
Agents built for the work your team already does. Each one connects to the systems you use and runs with the permissions you set.
155 agents that connect to Salesforce, MS Teams or Notion
Account planning
Client account plans from relationships and pipeline
Agent commission statements
Producer commissions computed and the statements sent
Applicant screening
Applications rated against the announcement criteria
Automation exception handling
Failed automated transactions fixed and fed back
Benefits tracking
Program savings tracked from initiative to the ledger
Bill tracking
Legislation that affects the agency, followed to a vote
Billing dispute resolution
Disputed charges investigated with the usage record
Board minutes drafting
Minutes and resolutions drafted from the meeting record
Call quality review
Calls scored against the client's quality form
Call summary to CRM
Sales calls summarized and logged with the next steps
Candidate pipeline updates
Recruiting stages and interviewer feedback in one view
Capital call notices
Call and distribution notices per investor
Capital project tracking
Plant projects tracked on spend, schedule and approvals
Case note summarization
Case histories summarized for the next caseworker
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