Use case: operations
AI agents for operations and the back office
Hand the routine running of the business to agents that keep your hours: requests from your people, orders and invoices, reports and handoffs. Anything that moves money waits for a person.
Requests from everyone, in one place
Your people ask in the Portal, or by messaging your company's Slack app or Teams bot, with files if they have them. Each kind of request goes to the agent that handles it, with the questions you choose to ask. People who use only the Portal are free, up to 1,000 per account.
- The person who asked follows the work, reviews the result and approves what asks them.
- A request that makes no progress is marked blocked and handed to a person.
Orders, invoices and suppliers
Agents work in your store, your accounting and your payments apps, such as Shopify, WooCommerce, Xero, QuickBooks Online, Stripe and Airwallex.
- Payments, deletions and permission changes are tier 4: they always need a person's approval, decided in Everdeck, which asks the approver to confirm it's them if they haven't recently.
- Approval rules can ask more for larger amounts: a rule matches an amount over a limit and sends it up a chain of people.
- Playbooks give agents your procedure step by step, with a person deciding the checkpoints you choose.
Reports and handoffs
Agents make folios as they work: dashboards, plans and reports you share in the company. Start-of-day and end-of-day routines plan the inbox and leave a handoff note.
- Recurring tasks for the work that comes round every week or month.
- Task sync with Jira, Asana, Linear, GitHub, Trello, ClickUp and monday.com keeps your team's board and the agents' work in step.
- Insight shows spend, throughput and how long approvals wait.
Read on
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