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✦ AI feature · AI agents

Agents that do the routine work, within limits you set

Eight agents cover people, finance, CRM, marketing, documents, communication, analysis and workflows. You decide what each one may do on its own, and you can build your own automations.

People agentApprove
Finance agentApprove
CRM agentRecommend
Business intelligenceAuto
Document agentAuto
Overdue invoice follow-up
WHENInvoice becomes overdue
AI CHECKSCustomer value above ₹1 lakh?
THENPersonalised WhatsApp reminder
APPROVALInvoices above ₹5 lakh

How it works

01
Pick a level

Read, Recommend, Approve or Auto, set separately for each agent.

02
Build workflows

When something happens, AI checks the context and takes the next step.

03
Review the log

Every action, with who approved it, in one activity log.

What it does

Four permission levels
Read, Recommend, Approve with one click, or Auto for low-risk work.
Eight specialised agents
People, Finance, CRM, Marketing, Business intelligence, Document, Communication and Workflow.
Workflow builder
When, AI checks, If, Then, Else and Approval steps.
Approval gates
Set value limits that always stop for a manager.
Activity log
Every action with time, agent and approver.
Start small
Switch on one workflow at a time and widen it as you trust it.

You stay in control

Payroll changes, payments and deletions always need a person.
People and Finance agents can never be set to Auto.
Switch any agent off in one click.

More AI features

Business BrainMorning briefing and action center across every module Ask AIAsk your business anything, then tell it what to do CollectionsInvoice follow-ups matched to each customer’s payment history Customer insightsCustomer 360, follow-up suggestions and AI-built campaigns Supplier intelligencePrice changes, delivery scorecards and quotation comparison People AIHR assistant, attendance alerts, payroll checks and screening Document AIReads invoices, receipts, CVs, quotations and contracts

Try AI agents free for 14 days

Included on Business and Enterprise. No card needed to start.

Start free trial See pricing