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AI agents for every team.
Ready-made AI agents for marketing, sales, operations, HR, support and productivity. Each one works on your CloudOffix data, takes on a defined task within the actions you allow, and leaves the important approvals to your people.
From data to insight to an approved action
CloudOffix AI agents continuously analyze your business data, spot what needs attention and prepare the next step. You decide which actions they take on their own and which wait for a person.
Discover
The agent reviews business data, activities, conversations and processes, connected from every team and tool it is allowed to read.
Recommend
It surfaces insights, trends, opportunities, risks and the next best actions, with the context behind each one.
Decide
The responsible person reviews recommendations that need judgment or approval, such as a discount, an escalation or a hiring step.
Execute
Within its allowed actions, the agent creates tasks, updates records, sends notifications and automates process steps for your team.
Handle exceptions
Cases outside the agent's rules are routed to the right person with the full context, and the outcome feeds back into how the process runs.
Marketing agents built for growth
Prepare content, watch campaigns and surface opportunities, with marketers approving what goes out.
The Profiler
Enriches every lead with company, role and buying context, and flags high-value opportunities before your team starts researching.
The Rescuer
Monitors campaigns, budgets and audience sentiment around the clock, detecting risks early and recommending action before performance declines.
The Optimizer
Reveals where visitors drop off and what blocks conversions, with improvements based on real customer behavior.
The Promoter
Turns webinars, articles and case studies into ready-to-publish marketing assets.
The Reactivator
Finds forgotten leads ready to re-engage and launches personalized win-back campaigns from historical insights.
Build your own agent
Describe a process step in plain language and design an AI teammate for it, powered by your data and limited to the actions you allow.
AI BuilderSales agents built for revenue
Spot opportunities and risks, prepare the next move and keep deals moving, with sellers owning the customer conversation.
The Watcher
Tracks stalled opportunities before deals slip through the cracks and keeps every sales motion moving with timely follow-up.
The Connector
Hands critical customer knowledge from Sales to Delivery automatically, so every promise and requirement moves with the deal.
The Hunter
Uncovers expansion opportunities inside existing accounts and spots customers ready for upsell before they ask.
The Preventer
Detects churn risk months before renewals are at stake and recommends proactive steps to protect recurring revenue.
The Crusher
Learns from your best wins to handle objections, recommending the right response before discounts become the only option.
The Alchemist
Identifies struggling customers before they ask for help and turns early warning signals into proactive success plans.
Agents for project delivery and every employee journey
Protect project profitability, then support hiring, onboarding, development and retention, with managers and HR making the people decisions.
The Scoper
Detects out-of-scope work before unpaid effort erodes project profitability.
The Predictor
Forecasts delivery risks and recommends corrective action before delays reach customers.
The Controller
Tracks project profitability in real time and alerts managers before costs outpace progress.
The Balancer
Distributes work across teams and resources to prevent burnout and maximize capacity.
The Welcomer
Guides new hires through onboarding so they feel productive and supported from day one.
The Recruiter
Matches candidates to role requirements and company culture, prioritizing the strongest hires.
The Retainer
Detects flight-risk employees and recommends actions to improve engagement.
The Orchestrator
Automates repetitive HR operations across payroll, leave and employee requests.
Support agents built for faster resolution
Detect risk early, give your team full context and prepare responses, with people handling sensitive cases.
The Escalator
Detects high-risk tickets before they become escalations and mobilizes the right teams automatically.
The Investigator
Analyzes customer issues, uncovers root causes and ends repetitive back-and-forth with clear resolution paths.
The Linker
Connects tickets with customer history, contracts and operations, giving agents full business context in one view.
The Calmer
Detects frustration and sentiment shifts in conversations and recommends empathetic responses before situations escalate.
The Reporter
Finds recurring issues hidden across thousands of cases and turns feedback into improvement initiatives.
Build your own agent
Describe a process step in plain language and design an AI teammate for it, powered by your data and limited to the actions you allow.
AI BuilderTurn everyday work into coordinated action
Agents that organize work, capture decisions and complete repetitive tasks with shared business context, while teams stay in control.
Project Agent
Turn goals into tasks, identify blockers, summarize progress and keep owners aligned without chasing updates across separate tools.
Meeting Agent
Capture decisions, generate summaries, assign action items and connect every follow-up to the right project or customer record.
Knowledge Agent
Search connected business information, compare documents and answer role-specific questions in seconds.
Operations Agent
Monitor pending work, prepare records, route approvals, send reminders and complete routine steps, with your team kept in control.
Your AI agents don't stop at CloudOffix
Connect agents to the tools your teams already use, including Slack, Microsoft Teams, Gmail, Outlook, Jira, Salesforce and 200+ more, with defined data access and allowed actions. Start a free trial, or design your own agent with AI Builder.