AI Agents
6 Follow-ups auf WhatsApp senden?
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.6 Follow-ups auf WhatsApp senden?
Asks when it needs you
One tap to approve, decline or look first.
Uses the tools you have
HubSpot, Gmail, Google Calendar and every app you connect.
Talk to it in Slack or Teams
Message it where your team works. It replies in the thread.
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.
05FAQ
Frequently Asked Questions
What is an AI agent in Invent?
How is an agent different from an assistant?
When can I use Agents?
Can an agent act without my OK?
What can an agent connect to?
How does an agent start a run?
Can I talk to my agent in Slack or Teams?
Is my data safe with agents?
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