Every agent, in depth
Pick your agent.
Light connects up to three systems and is built in four weeks. Pro connects up to six, adds a custom integration into your own software and is built in eight. You can upgrade or downgrade between Light and Pro after your onboarding call.
01
Customer service agent
Answers every enquiry, day or night, in your voice, and escalates the ones that need you.
See it at workReplaces
Zendesk · Intercom · Gorgias · the person watching the inbox
What it does
- Answers email and live chat in your voice
- Knows your products, policies and FAQs
- Escalates refunds and complaints to you
- Follows up until the customer is sorted
- Works nights and weekends
- Reports what customers keep asking
Connects to
Gmail, Outlook, live chat, Slack
$100 deposit to book onboarding · Light, 4 weeks
Book your setup02
Sales agent
Replies to leads inside a minute, qualifies them, and books the call.
See it at workReplaces
a lead-reply VA · the follow-up spreadsheet
What it does
- Replies to every lead inside a minute
- Qualifies against your rules
- Books the call into your calendar
- Chases the ones that go quiet
- Updates the CRM as it goes
- Hands you the warm ones with context
Connects to
Gmail, Outlook, HubSpot, Google Calendar
$100 deposit to book onboarding · Light, 4 weeks
Book your setup03
Bookkeeping agent
Captures invoices, matches them, flags duplicates and keeps the ledger current.
See it at workReplaces
Bill.com · Dext · Lightyear · the bookkeeper’s Tuesday
What it does
- Captures every invoice from the inbox
- Matches bills to purchase orders
- Flags duplicates and odd amounts
- Codes to the right account
- Queues bills for your approval
- Keeps the ledger current daily
Connects to
Xero, MYOB, QuickBooks, Gmail
$100 deposit to book onboarding · Light, 4 weeks
Book your setup04
Bookings agent
Takes the booking, the deposit and the reschedule without a phone call.
See it at workReplaces
Calendly · Mindbody · Acuity · Square Appointments
What it does
- Takes bookings by message, day or night
- Checks availability and capacity
- Collects deposits and balances
- Handles reschedules and cancellations
- Sends reminders and confirmations
- Fills gaps from the waitlist
Connects to
Google Calendar, Outlook, Stripe, SMS
$100 deposit to book onboarding · Light, 4 weeks
Book your setup05
Operations agent
Chases the jobs, the suppliers and the approvals so the day runs without you pushing it.
See it at workReplaces
the ops spreadsheet · the Monday stand-up chase
What it does
- Chases jobs, suppliers and approvals
- Keeps the job board current from the inbox
- Flags what is late before it is
- Routes decisions to the right person
- Summarises the day each morning
- Never lets a thread go cold
Connects to
Slack, Notion, Google Drive, Gmail
$100 deposit to book onboarding · Light, 4 weeks
Book your setup06
Executive assistant agent
Reads your inbox, calendar and Slack, drafts in your voice, and surfaces only what needs you.
See it at workReplaces
an executive assistant · the inbox you never clear
What it does
- Reads your inbox, calendar and Slack
- Drafts every reply in your voice
- Proposes and books the meetings
- Holds what needs your call
- Resolves the routine on its own
- Briefs you before every day
Connects to
Gmail, Outlook, Google Calendar, Slack
$100 deposit to book onboarding · Light, 4 weeks
Book your setup07
Event attendee agent
Answers your attendees before and during the event: tickets, times, maps, refunds.
See it at workReplaces
the event inbox · the info desk queue
What it does
- Answers tickets, times, maps and refunds
- Before, during and after the show
- Knows your event from your own pages
- Works email, SMS and live chat
- Escalates the ones that need a person
- Tells you what attendees keep asking
Connects to
Your ticketing, Gmail, SMS, live chat
$100 deposit to book onboarding · Light, 4 weeks
Book your setup08
Hiring agent
Screens applicants against the role, books the interviews and keeps every candidate answered.
See it at workReplaces
an agency · the unanswered applicants
What it does
- Screens applicants against the role
- Books interviews into the calendar
- Keeps every candidate answered
- Shortlists with reasons
- Chases references and documents
- Reports the pipeline weekly
Connects to
Gmail, Google Calendar, your job board
$100 deposit to book onboarding · Light, 4 weeks
Book your setup09
Security agent
Watches logins, invoices and payment changes for anything that looks wrong, and tells you first.
See it at workReplaces
nobody, until something goes wrong
What it does
- Watches logins and new devices
- Flags changed bank details on invoices
- Spots payment and payout changes
- Checks new suppliers before they are paid
- Tells you first, in plain words
- Keeps a log you can hand to anyone
Connects to
Gmail, Xero, Stripe, Google Workspace
$100 deposit to book onboarding · Light, 4 weeks
Book your setup10
Quotes agent
Turns an enquiry into a priced quote, gets it signed and collects the deposit, with no spreadsheet in the middle.
See it at workReplaces
PandaDoc · Qwilr · your quoting spreadsheet
What it does
- Turns an enquiry into a priced quote
- Prices from your own rate card
- Checks the margin before it goes out
- Gets it signed electronically
- Collects the deposit
- Follows up until it is a yes or a no
Connects to
Gmail, Stripe, your rate card, e-signature
$100 deposit to book onboarding · Light, 4 weeks
Book your setup11
Reconciliation agent
Matches every payment to its invoice, chases what is short and closes the month without the Tuesday.
See it at workReplaces
month-end · the bank feed you never match
What it does
- Matches every payment to its invoice
- Reconciles payouts, fees and refunds
- Chases short payments and duplicates
- Posts to Xero, MYOB or QuickBooks
- Closes the month without the Tuesday
- Shows you what does not match
Connects to
Xero, MYOB, Stripe, your bank feed
$100 deposit to book onboarding · Light, 4 weeks
Book your setup12
Event commerce agent
Sells the tickets, the booths and the sponsorships, answers the exhibitors and runs the instalments.
See it at workReplaces
Eventbrite · the booth spreadsheet · the sponsorship deck
What it does
- Sells tickets, booths and sponsorships
- Runs instalments and the balance chase
- Answers exhibitors before they ask
- Approves applications against your rules
- Reconciles to Stripe
- Reports sales by stream every morning
Connects to
Exhibitio, Stripe, Gmail, SMS
$100 deposit to book onboarding · Light, 4 weeks
Book your setup