Demnächst

AI Agents

AI teammates that run jobs on their own, like follow-ups, daily briefings and inbox triage, with the tools you already use. They ask you when a decision is yours.Try for Free
Follow-upsTäglich um 9 Uhr
6 stille Deals in HubSpot gefunden
6 Follow-ups entworfen

6 Follow-ups auf WhatsApp senden?

JaNeinÖffnen
Ja
6 Follow-ups auf WhatsApp gesendet
Nächster Lauf morgen um 9 Uhr

01Überblick

Works on its own. Answers to you.

It does the job with your tools, asks when a decision is yours and keeps every run on record.
Follow-ups9:01

6 Follow-ups auf WhatsApp senden?

JaNeinÖffnen
Ja

Asks when it needs you

One tap to approve, decline or look first.

AttentionRows light top to bottom in a steady sweep.
Looking for quiet deals
AttentionRows light top to bottom in a steady sweep.
Drafting the follow-ups
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Booking the calls

Uses the tools you have

HubSpot, Gmail, Google Calendar and every app you connect.

Daily Briefing9:00
3 new leads overnight and 2 invoices due today.
Daniel9:04
Chase both invoices today, please.
Daily Briefing9:05
AttentionRows light top to bottom in a steady sweep.
Sending the reminders

Talk to it in Slack or Teams

Message it where your team works. It replies in the thread.

Daily Briefing · Done9:00
Follow-ups · Waiting for you9:01
Inbox Triage · Done8:30

Every run on record

What each run did, and what waits for you.

02Templates

Start from a job that already works

Pick a template, add your details and it is ready. Or describe your own job in plain English.

Daily Briefing

Every morning, a short post on what came in, what is waiting on someone and which numbers moved.

Inbox Triage

Sorts new conversations, tags and assigns them, and flags the ones a person has to handle.

Follow-ups

Finds what went quiet, drafts the follow-up in your team's voice and asks before anything is sent.

Meeting Prep

Before each meeting, briefs the team on who is coming, what was said before and what is still open.

Lead Research

Looks up each new lead, writes what it finds into the record and says whether they look like a fit.

Payment Chaser

Tracks unpaid invoices and drafts the reminders, then asks before any of them goes out.

03So funktioniert es

From a sentence to a running agent

No flows to draw. Tell it the job, give it the tools and choose when it runs.

Describe the job

Write what you want done, the way you would brief a new teammate. Start from a template or a blank page.

Connect your tools

Pick the apps it can use, like your CRM, calendar, spreadsheets or payments. It uses the accounts you already connected.

Choose when it runs

Put it on Autopilot, give it a schedule, call it from a webhook or let an event in one of your apps start it.

04Funktionen

Better with every run

It plans its next run and remembers what it learns.

Runs on Autopilot

On Autopilot it picks its own next run. Or set a schedule, a webhook or an app event.

Remembers what matters

It keeps the facts it learns between runs, so it does not ask you the same thing twice.

Pair it with Routines

Autopilot, a schedule or a webhook decides when they work.

Explore Routinen

05FAQ

Frequently Asked Questions

What is an AI agent in Invent?

An AI agent is an AI teammate that works for your team instead of your customers. You give it a job, the tools it can use and when to run, and it does the work on its own. It asks you when a decision is yours.

How is an agent different from an assistant?

Assistants talk to your customers on WhatsApp, Instagram, your website and other channels. Agents work for your team behind the scenes, on jobs like follow-ups, briefings, triage and research. Both use the same integrations.

When can I use Agents?

Heute. Öffne Agents in deiner Organisation, erstelle einen Agent und gib ihm eine Aufgabe.

Can an agent act without my OK?

Runs started by a routine work on their own, so give each agent only the tools it should use. When a decision is yours to make, it asks one yes or no question and picks up again after your answer. When you chat with an agent, you can also have it ask before every change.

What can an agent connect to?

The same integrations and actions as your assistants, like CRMs, calendars, spreadsheets, payments and messaging apps. It can also work with any other app that has an API.

How does an agent start a run?

On Autopilot it decides when its next run is worth it. You can also give it a schedule, call it from a webhook, or let an event in one of your apps start it.

Can I talk to my agent in Slack or Teams?

Yes. Connect Slack or Microsoft Teams and message your agent like a teammate. It replies in the same thread, and anything that needs your yes or no waits for you in Invent.

Is my data safe with agents?

Agents run on the same SOC 2 Type II certified infrastructure as the rest of Invent. They use only the connections you give them, and every run is recorded so you can see what they did.

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