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Module · AI Agents

Your tireless assistant.Always on the job.

AI agents answer calls, texts and chats, qualify leads and book jobs around the clock, with approvals that keep your team in control.

  • Qualify instantly

  • Follow up

  • Book jobs

Dashboard

See every agent at a glance.

A live overview of what your agents are doing, what they've handled, and what needs your attention.

AI Agents Dashboard

Agent fleet health, executions, spend and tool approvals

Customize
Today7 Days30 DaysMonthCustom
All Agents

Agents

0

12 active · 2 paused

Executions

0

this period

Success Rate

0%

0.9% vs last month

AI Spend

$0

of $750 budget

Execution Trend (6 months)

0Executions
JanFebMarAprMayJun

Avg / mo

852

Peak · May

1,380

Latest

740

Approvals Breakdown

Total0
Approved15678%
Pending3417%
Rejected105%

AI Agents

Build and manage your agents.

Create, configure, and fine-tune AI agents for qualifying leads, following up, and booking jobs — no code required.

AI Agents

Create and manage AI agents for your business.

New Agent

Total

4

Active

4

Draft

0

Inactive

0

Avatar Filter… Customize columns Tool Registry Approvals Usage Refresh Browse Catalog
#NameStatusToolsModules

Sales Lead Qualifier

Qualifies inbound leads, captures their info…

Draft
70
1

Support Engineer AI

Level 1 Technical Support Engineer…

Active
140
2

Sales Solar AI

AI Sales Consultant for SunPower…

Active
130
3

Primer Agente

sdgdfsgdfgdfgfdg

Active
03
4

Solar Assistant

Handles solar product Q&A and validates AI flows…

Active
80

Approvals

Stay in control with human approvals.

Review and approve agent actions before they go out, so nothing reaches a customer without your sign-off.

Tool Approvals

High-risk agent actions held back for human review.

Refresh
Pending
Approved
Rejected

Support Engineer AI

wants to runissue_refundHigh risk

Refund $420.00 to customer #10482 for a warranty claim.

Sales Solar AI

wants to runsend_contractHigh risk

Email the signed solar agreement to lead Maria G.

Solar Assistant

wants to rundelete_recordHigh risk

Delete duplicate contact record #7781.

Tools Registry

Give your agents the right tools.

Manage the actions and integrations your agents can use — connect, enable, and govern them all from one place.

Tool Registry

Catalog of tools available to AI agents. Each agent picks which it can call.

New Tool
Total: 33System: 33Custom: 0High risk: 1
Name Filter… Customize columns Re-seed system tools Refresh
#NameCategoryTypeRiskSourceOn

send_invoice

Send Invoice

Customfunctionmediumcustomyes
1

analyze_customer_history

Analyze Customer History

CRMdatabase_querylowsystemyes
2

analyze_leads

Analyze Leads

CRMdatabase_querylowsystemyes
3

manage_companies

Manage Companies

CRMfunctionmediumsystemyes
4

create_order

Create Order

Commercefunctionhighsystemyes
5

schedule_meeting

Schedule Meeting

Communicationfunctionlowsystemyes

Usage

Track usage and costs in real time.

Monitor runs, tokens, and spend across every agent so you always know exactly what your automation is costing.

AI Usage

Consumption this month across all AI agents.

Refresh

Total cost

$0.00

—

Total tokens

0

0% from cache

Executions

0

0% success · 0 errors

Avg latency

0ms

Cost by agent

Sales Solar AI
$18.40
Support Engineer AI
$12.10
Sales Lead Qualifier
$9.30
Solar Assistant
$5.20
Primer Agente
$3.20

No agent activity this month.

Daily cost

No activity this month.

Most used tools

search_customer
0 calls
analyze_leads
0 calls
send_email
0 calls
create_order
0 calls
generate_quote
0 calls

No tool calls this month.

Inside AI Agents

Build an agent, set the rules, stay in charge.

Each agent has its own voice, knowledge and tools, and you decide what it can do on its own.

Chat and SMS answering

Agents reply to texts and web chats with your tone, and hand off to a person when needed.

AI Voice Employees

Pick a voice, answer inbound calls, and test the agent from your browser before it goes live.

Your own knowledge

Teach agents your services and answers, and see the questions they could not answer yet.

Tools and module access

Choose which modules an agent can read or write, and which tools it may use.

Human approvals

Sensitive actions wait in a queue until someone on your team approves or rejects them.

Usage you can see

Sessions, messages, tool calls and tokens per agent, so spend never surprises you.

Why teams switch

Three reasons teams put lead response on autopilot.

Faster answers, less chasing, and room to grow without hiring.

Instant response

Leads get an answer in seconds, while they are still interested.

More selling, less admin

Your team talks to people who are ready to buy, not cold leads.

Scales with you

Handle ten conversations or ten thousand without adding headcount.

Questions

What teams ask first.

Only if you allow it. Tools that change data can be set to wait in the Approvals queue until a team member approves or rejects them.

Phone calls, SMS, email and website chat, each switched on per agent.

Add your own knowledge to the agent. A knowledge gaps view lists the questions it could not answer so you can fill them in.

AI usage runs from your prepaid balance, and the Usage screen shows sessions, messages and tokens for every agent.

Put your lead response on autopilot.

Turn on your first AI agent today.