Three agents, one clear view
Each agent does one job well and writes down every step it takes. Start with the one that frees up the most time, then add the others when you’re ready.
Where’s my order #5120?
It left our Portland shop today. Here’s the tracking link.
Checked Shopify · shipped 9:12 AM
Support agent
Answers customers kindly, day and night, and hands the tricky ones to you.
60–75%
of tickets answered end to end
Handles
Order status
Returns
Refunds under your limit
Product questions
Booking changes
Hands to a person when
Refund over $50
Unhappy customer
Anything legal
Works in
Gmail
Zendesk
Shopify
Slack
Mon
Tue
Wed
Thu
Fri
2 PM
Replied to Lena in 3 min
Sales agent
Replies to every lead within minutes and books the call on your calendar.
15–30
calls booked a month
Handles
Inbound replies
Qualifying questions
Booking
Follow-ups
CRM notes
Hands to a person when
Custom pricing
Contracts
Big accounts
Works in
Gmail
HubSpot
Google Calendar
Slack
INV-2051 · Mill Oats
matched
INV-2052 · Paper Co.
matched
INV-2053 · Fresh Farm
needs you
Ops agent
Files invoices and receipts, matches them up and flags the odd ones.
800–1,500
documents filed a month
Handles
Invoices
Receipts
Purchase orders
Reminders
Weekly summaries
Hands to a person when
Totals don't match
New vendor
Payment over your limit
Works in
QuickBooks
Gmail
Notion
Slack
One log for all three
Your agents write to the same log in plain words. Scroll back to any step, or hand it to a person.
9:13 AM
Answered Leo about delivery
Support
9:16 AM
Matched INV-2051 to PO-120
Ops
9:17 AM
Replied to Lena at Kettle & Co.
Sales
9:20 AM
Sent a return label to Ana
Support
9:23 AM
Filed 4 receipts from Gmail
Ops
9:24 AM
Booked a demo for Thu 2 PM
Sales
9:26 AM
Refund of $86, asking Rosa first
Support
9:27 AM
New vendor found, asking Priya
Ops
420
steps today
11
handed to a person