Platform / Agents · Core · in development
AI that does the legwork. You make the call.
Agents are focused AI assistants built into the platform. They prepare research, draft messages and organize information so that you can spend your time on decisions, not data entry.
The problem
Why this matters
General-purpose chatbots are useful, but they don't know your customers, your prices or your process. The result is a lot of copying and pasting between tabs.
Our agents work inside the platform, with the context of your records and workflows. They are scoped to particular jobs, and anything that leaves the building, like an email to a customer, goes through a person first.
What it covers
What Agents does
- Research and preparation
- Background on a prospect or a market before a conversation.
- Drafts, not sends
- Suggested emails and follow-ups that you review and approve.
- Tidy records
- Help turning notes and messages into structured information.
- Clear boundaries
- Each agent has a defined task and limited permissions.
How it fits
Part of one platform
Agents support the other tools rather than replacing them. They work alongside Sales, Records and Follow-ups, and they can be shaped around the workflow of a specific venture.
Agents is part of CAI Core and is still in development. It is used inside our ventures and custom builds today, and opens to beta members as it matures. We don't sell it as a standalone product yet.
Other capabilities
Sites
A business website you can launch now, built on the same foundation as the rest of the platform.
LiveQuoter
Build clear quotes and proposals, then keep track of what happens after you hit send.
Core · in developmentSales
Keep opportunities organized and always know the next useful thing to do.
Core · in developmentBookings
Let customers book time with you, and collect what you need to know before they arrive.
Core · in developmentPayments
Connect the work you do with getting paid for it.
Core · in developmentRecords
Keep customers, projects and their history together in one place.
Core · in developmentOrders
Move each request from 'yes' to delivered with fewer dropped steps.
Core · in developmentFollow-ups
Make sure the next customer touchpoint actually happens.
Core · in developmentComing soon
Agents is coming soon.
Agents isn't publicly available yet. Join the CAI Core beta to get access as it opens, or tell us about your workflow and we can build it into a custom project today.