Integrations
Agents that work inside your CRM, CMS and inbox
Our agentic integrations connect to each system through its API, with the permissions you set. Your team keeps working in the tools it knows.
Systems
What an agent does in each system.
We name a platform here only when our team has shipped work on it.
CRM
The agent creates and updates contacts, deals, tasks and notes from emails, forms and calls.
CMS
The agent updates pages, products and listings from your source data. Each change waits for approval before it is published.
Client portals
The agent reads each upload, checks it against your rules and files it against the right client.
Shared inboxes
The agent reads each message, then drafts a reply or routes it to the right person or queue.
Spreadsheets
The agent moves data out of spreadsheets into the system of record and flags each row it cannot match.
Helpdesks
The agent tags and routes tickets and drafts replies for your team to check and send.
Accounting and ERP
The agent matches invoices, orders and payments across systems and explains each exception.
Document storage
The agent names, files and indexes documents against the right record.
Your software has no API?
We check what it can export and import, and build from there. For older systems, we can put a documented API in front of the system and leave the system itself untouched.
// The old system keeps running while the API in front of it is built.
Industries
We build for medical practices, law firms, construction and real estate firms, manufacturers and distributors.
Every client gets the same controls: scoped permissions, approval for the steps your policy flags and a log of every action.