AgentticCRM
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Assistant and agents

Connect your own bot.
Here it stops answering and starts working.

You already have a bot on WhatsApp, Telegram or Slack, and all it knows how to do is answer. Connect it to AgentticCRM and it will be able to create a client, send a proposal or record a payment for real. Everything it does is written down with the name of whoever asked for it, and if you do not like it, you undo it with one button.

See it with your case in a demo How is it different from the Assistant?
different things it can do
103
areas of the app it reaches
16
button to undo any of them
1

Two different things

The Assistant and agents are not the same thing

They sound alike and almost everyone mixes them up, but they are for different things. The Assistant is for when you are there. An agent is for when you are not. Here is the difference in five lines.

It lives inside the app

The Assistant

You talk to it while you work.

Who talks to it?
You, from inside AgentticCRM
What can it do?
The same as you. No more, no less
How does it work?
By chatting with you, like any chat
Who says yes?
You, first: it shows you the change and you accept
Where does it end up?
In the conversation, in case you want to read it again

It lives outside

An agent

You connect it and it works on its own.

Who talks to it?
Your Telegram, Slack or WhatsApp bot
What can it do?
The same as the person it works for
How does it work?
On its own, every time somebody asks it
Who says yes?
You said yes when you connected it. You review afterwards
Where does it end up?
In a list of everything it did, each with an undo button

Permissions

Your agent cannot do anything you cannot do

When you connect it you are not giving it powers of its own. It always works in the name of someone on your team, and it does exactly what that person could do by hand. Only two things decide how far it goes:

  1. What we leave open

    There are things in the app we do not even offer to agents. We decide that list, and you can see all of it.

  2. What the person it works for can do

    If Ana cannot void invoices, an agent working in Ana’s name cannot either. It is her own permission, no exceptions.

And that is it. The key you give it carries no hidden permissions: it only says who is calling. If you want to tighten or loosen what it can do, you change it in that person’s role, on the same screen as always. There is no second permission list somewhere else for you to forget about.

  • If that person leaves, the agent keeps working

    You can deactivate whoever connected it and nothing breaks. The agent does not depend on them to run.

  • With no name behind it, it does nothing

    Every time it asks for something it has to say who it is working for. If it does not, we do not answer — not even to look something up.

  • It shows up in your team list

    Right there next to the people, marked as an agent. It is where you look when you want to know who can do what.

  • It is yours alone

    Each agent belongs to one company. It sees nothing belonging to any other customer of ours.

If something goes wrong

Anything it does, you can undo

We could stop it at every step to ask your permission, but then you would spend all day pressing a button and the agent would save you nothing. We would rather it worked and you reviewed it when it suits you. For that to work, we keep how everything was before it touched anything.

  • You see exactly what changed

    For everything it touched we keep how it was before and how it ended up, with the time and the name of whoever asked.

  • You undo it with one button

    You can undo the whole batch or just the one change you did not like. Before you press it, we show you what will happen.

  • It never overwrites what you did afterwards

    If you touched that record after the agent did, we undo nothing: we show you how they differ and you decide.

  • Invoices are voided, not deleted

    Because an invoice number cannot be reused. A payment is corrected the usual way, without deleting the receipt.

There are three cases where it asks you before doing anything

  1. If it is something that cannot be undone

    We do not let it run unattended. Either it can be undone, or it asks you first. There is no third option.

  2. If we mark it that way

    For the touchiest things we ask you first, even if you never asked us to.

  3. If you ask for it

    You put that agent “under review” and from then on it proposes things instead of doing them. Switch it on and off whenever you like.

All three exist to hold it back, never to give it more room. Something not asking you does not mean it can do more: it can still only do what the person it works for can do.

What it is for

You bring the chat. We bring the actual work.

Your agent connects in one place and from there it can do 103 different things: 51 of them are looking something up and 52 create or change something — clients, proposals, invoices, payments, tasks, tickets. Four examples of how people use it:

  • Ask on WhatsApp at seven in the morning

    “Which invoices are overdue?” It answers right away, and only with what that person could see if they opened the app.

  • Log work from your phone

    You finish a site visit and dictate what you did to the bot. It creates the task, files it under the right project and tells the right person.

  • Leave something running overnight

    Every night it checks which clients have an overdue invoice and a stalled project, and leaves it written down for when you arrive.

  • Use the bot you already built

    If you already have your own assistant on Slack or Telegram, you do not throw it away: you give it a key and tell it who it can work for.

Is your technical team asking? It connects to /api/v1/mcp, with a key you generate yourself from your organization’s settings. Nothing to install.

What people usually ask

Eight questions, answered

Does the bot I already have work?

Yes, and you do not have to rewrite it. If your bot speaks MCP — almost all of the ones built today do — you connect it by giving it a key and telling it which people on your team it can work for. The chat stays yours: Telegram, WhatsApp, Slack or your own app.

Can it go rogue and make a mess?

It cannot do anything the person it works for could not do by hand. And if it still does something you did not want, you open the list of what it did, see the before and after of each thing, and press undo.

What if whoever connected it leaves the company?

Nothing happens, the agent keeps working. You deactivate that person and the integration does not even notice, because the agent does not depend on them. We only record who connected it, in case anyone wants to ask.

Who can review and undo what it did?

Whoever has permission to answer for agents, plus the permission for whatever is being undone. Someone who cannot void invoices cannot undo an agent’s invoice either. You do not have to have connected it yourself.

Does the Assistant inside the app also do things on its own?

No, and that is on purpose. With the Assistant you are there: it shows you the change, you adjust it if you like and you accept. Asking you there is not in the way, it is the conversation itself. With an agent you are not there, so the deal is the other way round: it does, and then you review.

Can I switch it off if I change my mind?

Any time, in three ways: you take away its key and it stops getting in; you remove one of the people it can work for; or you put it “under review” and from then on it proposes things instead of doing them.

Which AI does it use?

Whichever you like. The Assistant inside runs on your own OpenAI, Anthropic, Gemini or other provider account: you enter your key, we store it encrypted and it is never shown again. Your outside bot brings its own; we do not touch that side.

How much does this cost on top?

Nothing on top. It is included in your plan, like the rest of the app. Whatever you pay for your bot — the AI account it runs on — is your business and does not go through us.

Tell us what you would want your bot to do

In forty minutes we show you what it could do with your data, in whose name, and what the list of what it did looks like the day you have to review it.

Ask for a demo with your case See the security controls See plans and pricing

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