AgentWorks agents work in the tools you already run.
Accounting in QuickBooks, projects in Procore, matters in Clio, orders in Shopify. AgentWorks builds the agent around the tools your business uses, and the agent records what it did in your CRM, so a person can always pick up where it left off. Tell us your tools in the Industry Assessment and we show you what an agent would take on first.
Get my Industry AssessmentPick your tool
Each page says what an agent does in that tool and where it records the work.
CRM & Sales
Agents that automate sales follow-up and pipeline work.
Accounting & Finance
Agents that automate accounting and finance operations.
E-Commerce
Agents that automate order, customer and store operations.
Productivity
Agents that automate scheduling, documents and project work.
Built around your tools
Every business runs a different mix. The agent is built for yours, in your industry's vocabulary.
Every action on the record
An agent that cannot record its results is a chatbot. Ours write every call, message and update to your CRM.
You approve what it does
Each agent starts off, then suggests, then drafts, and acts on its own only where you allow it.
What the agent writes back to your CRM
An agent working in another tool still records its work in EngageSuite360, the CRM built for your industry, on the customer or job it concerns. Your team sees one history, whichever tool the work happened in.
- CRM & Sales
- Every touch, reply and stage change, logged on the contact and the deal.
- Accounting & Finance
- What was billed, paid, chased and flagged, on the client record.
- E-Commerce
- Orders, questions and returns, on the customer record.
- Communication
- Every call, email and message, on the contact it belongs to.
- Productivity
- Meetings booked, documents sent and tasks created, on the right record.
- Marketing
- Which campaign brought each lead and what happened next.
- Healthcare
- Calls, scheduling and follow-ups, on the patient record.
- Real Estate
- Every inquiry, showing and offer, on the client and the listing.
- Construction
- Bids, change orders and schedule changes, on the project.
- Legal
- Intake answers, conflicts checked and next steps, on the matter.
- Travel
- Trips, changes and requests, on the traveler.
- Logistics
- Shipments, exceptions and customer updates, on the account.
How an integration gets built
You name your tools. The Industry Assessment asks which software your business runs. We read your website the way a customer would and show which of that work an agent should take on first.
We build the agent around them. AgentWorks builds each agent to order, for your industry and your mix of tools. Communications come first, then the records, then the work inside tools like your accounting or scheduling software. You do not switch software to use an agent.
Your tool is not listed? Say so in the assessment. Every request is recorded with the industry that asked for it, and what businesses ask for decides which integrations we build next.
Which of your tools should an agent work in first?
The Industry Assessment is free and arrives by email, usually within the hour.
Get my Industry Assessment