The Membership Renewal Agent reads how each member trains, renews them before the end date and invites the right ones to coaching.
AgentWorks Studio Blog — articles by industry
The Referral Agent logs each referral to its source, sends thank-yous and status notes, and keeps CPAs and attorneys in touch so advisors meet prospects.
The Scheduling Agent collects faculty availability, builds the master schedule and tests each change before it goes live, freeing the registrar.
The Marketplace Fee Auditing Agent reads every Amazon fee line, files disputes with evidence and chases them to payment, freeing your owner and bookkeeper.
The Expense Reporting Agent chases receipts, checks them against policy and codes billable costs to the engagement, so consultants stay with the client.
The Document Control Agent names and files every drawing, tracks revisions and sends the current set to each trade, so your PM stops hunting for plans.
The Staff Scheduling Agent builds your weekly schedule, manages time-off requests, and ensures peak coverage so you can focus on your team and clients.
The Parts Inventory Agent flags backorders that hold up open ROs, keeps advisors and customers updated and trims dead stock, so your counter can serve.
The Transaction Categorization Agent codes routine transactions from vendor history and client rules, and sends bookkeepers only splits and odd items.
The Collections Agent sends payment reminders, offers the firm's approved plan terms and logs each reply in Clio, so the billing partner keeps practicing.
The Client Retention Agent tracks every loyalty point, tells clients what they have earned and books the visit to redeem it, so stylists stay at the chair.
The Time Entry Agent drafts time entries with narratives clients accept and sends end-of-day reminders, so attorneys spend the day on the matters.