Agent types

Nine categories. One operator-led playbook.

We don't sell a single product. We build the right agent for the workflow you actually run.

Voice & Call Agents

/voice

After-hours coverage, missed-call follow-up, intake, appointment setting, and first-pass support — scoped to one workflow at a time.

  • After-hours intake
  • Missed-call follow-up
  • Appointment setting
  • First-pass triage

Sales Follow-up Agents

/sales

CRM-connected agents that work pipeline, nudge leads, log activity, and surface what reps should do next.

  • Lead enrichment & routing
  • Follow-up cadences
  • Pipeline hygiene
  • Meeting prep briefs

Support Agents

/support

Triage tickets, deflect repeatable questions, draft replies, and escalate cleanly to humans.

  • Tier-1 triage
  • Reply drafting
  • Knowledge lookup
  • Escalation routing

Recruiting Workflow Agents

/recruiting

Screen, shortlist, schedule, and support recruiting workflows alongside HireSameZone's talent operators.

  • Inbound screening
  • Shortlist generation
  • Interview scheduling
  • Candidate updates

Reporting Agents

/reporting

Daily ops digests, revenue snapshots, and exception reports pulled from the systems you already use.

  • Daily ops digest
  • Revenue snapshot
  • Exception alerts
  • Weekly leadership brief

Operations Agents

/ops

Vendor and internal workflows, cross-tool sync, and repeatable operational work that drains your team.

  • Vendor follow-up
  • Internal status updates
  • Process orchestration
  • Cross-tool sync

Admin & Back-office Agents

/admin

Intake forms, document handling, scheduling, and the small admin layer nobody wants to own.

  • Intake form parsing
  • Document classification
  • Calendar coordination
  • Invoice + receipt routing

Finance & Collections Agents

/finance

Invoice follow-up, payment reminders, collections workflows, and finance admin coordination.

  • Invoice follow-up
  • Payment reminders
  • Collections cadence
  • Finance admin coordination

Customer Success Agents

/success

Client follow-up, onboarding coordination, renewal nudges, and account-health workflow support.

  • Onboarding coordination
  • Renewal nudges
  • Account-health signals
  • Client follow-up