SL
AI Sales Agent
Find prospects, research accounts, personalize outreach, and keep CRM data moving.
- Lead research
- Scoring
- CRM updates
FN
AI Finance Agent
Turn transactions, invoices, and reporting data into useful financial workflows.
- Invoices
- Forecasting
- Anomalies
SP
AI Support Agent
Resolve customer questions with trusted knowledge, context, and sensible escalation.
- Knowledge
- Tickets
- Multilingual
HR
AI HR Agent
Give employees a reliable assistant for policies, onboarding, and people workflows.
- Onboarding
- Policies
- Documents
EX
AI Executive Agent
Surface the decisions, trends, and risks leadership needs to act on.
- Briefings
- KPIs
- Recommendations
Each agent has a clear operating boundary.
| Agent | Example tools | Approval mode | Status |
|---|---|---|---|
| Sales Agent | CRM, email, calendar | Before outreach | Demo |
| Finance Agent | Accounting, reports | For financial action | Planned |
| Support Agent | Knowledge, tickets | For escalations | Planned |
| HR Agent | Policies, documents | For HR actions | Planned |
| Executive Agent | KPIs, reports | Read-only first | Planned |