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Prebuilt agents

Prebuilt AI agents, configured for your business

Six agents for the work that eats the most hours. Each is set up around your tools, your wording and your rules, so you start with a working agent instead of a blank page.

Why prebuilt

A working agent, not a blank page

Proven design

Each agent follows a design for a job that businesses repeat every day, so you do not pay to rediscover the basics.

Set up around you

We connect it to your tools, load your policies and prices, and match your tone of voice.

Control built in

You choose what runs alone, what waits for approval and when the agent hands over to a person.

The six agents

What each agent does

Front Desk Agentonline
Hi, do you have a slot for a quote this week?
Yes. Thursday 10:00 or Friday 2:00?
Thu 10:00Fri 2:00
Booked Thursday 10:00

Front Desk Agent

Answers every enquiry, day or night, and books the visit.

It handles
  • Questions about hours, services, prices and policies
  • Booking, moving and cancelling appointments
  • Collecting the details your team needs before a visit
It connects to

Website chat, email, phone and SMS, calendar

Best for

Clinics, trades, salons, studios, agencies and any business that loses work when the phone or inbox goes unanswered.

You stay in control

Anything outside its rules goes to a person, with the whole conversation attached.

Lead follow-upLive
S
Sam, kitchen renovationReply sent in under a minute
82
R
Riya, bathroom refitFollow-up scheduled Friday
64
J
Jordan, deck repairAwaiting reply
41

Lead Follow-Up Agent

Replies to new enquiries in minutes and keeps chasing the quiet ones.

It handles
  • First reply the moment a form, email or message arrives
  • Your qualifying questions, scored against your criteria
  • Scheduled follow-ups until the lead books or says no
It connects to

Web forms, email, SMS, CRM, calendar

Best for

Real estate, home services, consultancies and any team that pays to generate leads and cannot reply to all of them quickly.

You stay in control

You set the tone, the timing and the number of follow-ups. Replies to high-value leads can wait for your approval.

Support inbox14 new
AnsweredWhere is my order?
AnsweredOpening hours on Monday
Refund request
AnsweredChange my appointment
EscalatedComplaint with summary

Support Triage Agent

Sorts the inbox, answers the routine, escalates the rest.

It handles
  • Reading and categorising every incoming request
  • Replies drawn from your own help articles and policies
  • Escalation by rule, with a short summary for the next person
It connects to

Shared inbox, helpdesk, knowledge base, order system

Best for

E-commerce, software and service businesses with a steady stream of repeat questions.

You stay in control

Refunds, account changes and sensitive topics always go to a person.

Morning brief8:00
Contract question from Alex
Draft readyReply to supplier delivery
Draft readyMeeting time with Priya
Filed9 newsletters and receipts
Review 2 drafts

Inbox Agent

Keeps email from running your day.

It handles
  • Sorting and labelling incoming mail
  • Drafting replies in your voice
  • A short list each morning of what needs you
It connects to

Email and calendar

Best for

Founders, practice owners and managers whose inbox has become a second job.

You stay in control

Drafts wait in your folder. Nothing is sent until you approve it, unless you choose otherwise for a category.

Draft quoteQ-0142
Site visit and survey$120
Materials$1,840
Labour$960
Total$2,920
Approve and send

Quote and Proposal Agent

Turns a request into a draft quote in minutes.

It handles
  • Collecting the details a quote needs
  • Building the draft from your price list and templates
  • Following up when a quote goes unanswered
It connects to

Email, forms, price lists, documents, CRM

Best for

Trades, agencies, installers, event businesses and anyone who quotes from a price list or template.

You stay in control

Every quote is reviewed by you before it reaches the customer.

Weekly summaryMon 8:00
New enquiries up on last week
Two follow-ups overdue

Reporting Agent

A clear weekly summary, without anyone building it.

It handles
  • Pulling figures from your tools on a schedule
  • Writing a plain-language summary of what changed
  • Flagging anything outside the range you set
It connects to

Spreadsheets, CRM, accounting, ad and analytics tools

Best for

Owners and managers who want a clear picture each week without building the report themselves.

You stay in control

Read-only access. It reports and never changes your data.

Setup

From first call to a live agent

Choose the job

We pick the one task that costs you the most time and agree what a good result looks like.

Weekly summaryMon 8:00
New enquiries up on last week
Two follow-ups overdue

Connect your tools

We link your calendar, inbox, CRM or helpdesk with the least access the job needs.

Agent permissionsLeast access
Read calendar
Create bookings
Send email · approval
Delete records
Issue refunds

Teach it your business

Your prices, policies, hours and past answers become the knowledge the agent works from.

Front Desk Agentonline
Hi, do you have a slot for a quote this week?
Yes. Thursday 10:00 or Friday 2:00?
Thu 10:00Fri 2:00
Booked Thursday 10:00

Go live with approvals

The agent starts with approval on sensitive actions. You loosen rules as trust grows.

Needs approval1 pending
Send quote of $2,920 to Sam?
Rule: quotes over $2,500 wait for a person
ApproveEditDecline
In control

You decide what the agent can do alone

Every prebuilt agent ships with a rulebook you can read and change. It says what the agent may do, what it must ask about and what it must never touch.

You can start strict, with approval on every outgoing message, and relax rules category by category as you see how it behaves.

  • Approval on sensitive actions such as quotes, refunds and outside messages
  • A plain-language rulebook, not hidden settings
  • A log of every action for review
Needs approval1 pending
Send quote of $2,920 to Sam?
Rule: quotes over $2,500 wait for a person
ApproveEditDecline
Activity logExportable
Read request from web form
Checked price list
Drafted reply
Waited for approval
Approved by owner, sent
Good first agent

Signs a prebuilt agent will pay off

  • The same questions arrive every weekRepeat questions are what agents handle best.
  • Replies are slower than you would likeSpeed to first reply often decides who wins the job.
  • The work follows a clear patternIf a new hire could learn it from a checklist, an agent can too.
  • A person can review the resultDrafts, bookings and summaries are easy to check.
  • The information lives in digital toolsEmail, calendars, forms and spreadsheets are all within reach.
  • You know who owns the taskSomeone should approve the rules and review the results.
Questions

Straight answers

What is a prebuilt AI agent?

A prebuilt agent is a ready-made agent for a common job, such as answering enquiries or following up on leads. We configure it to your tools, knowledge and rules instead of building from scratch.

How is a prebuilt agent different from a custom one?

A prebuilt agent starts from a proven design for a common job and is tailored to you. A custom agent is designed from the ground up for a workflow that is specific to your business.

Which tools can the agents connect to?

Email, calendars, spreadsheets, common CRMs and helpdesks, your website forms and chat, and phone or SMS. We confirm the exact connections for your setup on the first call.

Can I change what an agent is allowed to do?

Yes. You decide which actions run on their own and which need approval first, and you can change those rules whenever you like.

What happens when the agent does not know the answer?

It says so and passes the conversation to a person with everything it has collected, instead of guessing.

Can I start with one agent and add more later?

Yes. Most customers start with the one job that hurts most. Agents share the same rules and connections, so each addition is quicker.

Will customers know they are talking to an AI?

You decide how the agent introduces itself. We recommend being open about it, and the agent will always hand over to a person when asked.

How do you protect our data?

Agents get only the access their job needs, actions are logged, and we agree in writing what data the agent can see and how long it is kept.

Ready to talk it through?

Tell us the task and we will tell you whether an agent fits.

Request a demo Book a call