1
Understand the task
The agent receives an email, form submission, internal request, or operational event.
Example: “A new lead wants pricing,” “Customer asked to reschedule,” or “This invoice is overdue.”
AUTOMATED AI AGENTS FOR SMBs
Build AI agents that actually get business work done.
Agentworx helps small and medium businesses automate inboxes, follow-ups, CRM updates, scheduling, support tasks, lead qualification, and day-to-day operations — with agents that run live in your workflow.
⚡Works across your tools
✓Automates repetitive tasks
↗Launch in days, not months
★★★★★
Trusted by growing SMB teams, agencies, clinics, and service businesses.
Agentworx Live Run
Operations Agent · SMB Task Automation
Agent Running
AI
New lead follow-up + CRM update
A new lead arrived from your website. The agent is drafting a reply, qualifying the lead, updating HubSpot, and scheduling a next step.
Run time00:00:12
Live automation flow
Gathering context…
Trigger receivedNew lead submission enters the queue.Inbound event
Understand requestAgent classifies the lead and extracts details.LLM reasoning
Use business toolsSearch CRM, calendar, docs, and account notes.Tool calling
Take actionDraft reply, create task, update HubSpot, schedule follow-up.Execution
Ask human if neededEscalate edge cases or approvals to your team.Fallback
Complete + reportLog results, summarize outcome, and notify the team.Done
Execution log
- •Lead received from website form: “Need a quote for office cleaning.”
- •Checking CRM for existing contact and prior activity…
- •Drafting personalized reply and asking qualifying questions…
- •Updating HubSpot lead record and setting follow-up owner…
- •Creating a task summary and notifying the sales team…
New RequestTask enters the queue
AI PlansFigures out the best next steps
Tools ActTouches CRM, email, docs, and more
Human ReviewOnly when needed
How an agent gets work done
Agentworx agents don’t just answer questions. They understand business context, use tools, take action, and keep your team in the loop.
2
Gather context
It looks up the customer, reads notes, checks calendars, references docs, and pulls business rules.
It can search HubSpot, Gmail, Slack, Notion, spreadsheets, or internal knowledge.
3
Take action
The agent drafts replies, updates systems, creates tasks, books meetings, and routes work.
Instead of “just an assistant,” it actually completes the workflow for your team.
4
Escalate only when needed
Low-confidence or approval-required tasks are handed to a human with full context and recommendations.
That keeps your operation fast, while still maintaining control over edge cases.
BUILT FOR REAL BUSINESS TASKS
Automate the work SMB teams do every day
Give your business a reliable digital teammate for revenue, support, operations, and back-office work.
Lead follow-up
Reply to new leads in seconds, qualify them, update the CRM, and assign the next best step.
New lead from website
Reply drafted + sent
Qualified: Office cleaning
Owner assigned: Sarah
Inbox triage
Sort incoming emails, answer common requests, extract data, and route the rest to the right person.
Refund request received
Detected: Billing
Drafted response
Tagged + routed
Scheduling & coordination
Find open times, book meetings, confirm appointments, and notify everyone automatically.
Need a meeting next week
Tue 10:00 AM
Wed 2:30 PM
Meeting booked
Support ops
Resolve routine support tasks, update customer records, and escalate exceptions with a summary.
Customer needs order status
Pulled tracking data
Drafted answer
Escalate if needed
NO-CODE AGENT BUILDER
Explore Agent Builder →
Design your agent without the complexity
Create workflows, define business rules, connect tools, and launch automated agents with a visual builder.
✓Drag-and-drop agent flows for sales, support, and ops
✓Prompt blocks, conditions, business actions, and human-review paths
✓Connect Gmail, CRMs, calendars, docs, spreadsheets, and internal APIs
✓Test safely, then publish your live agent into production
Agent Builder
Publish
1New RequestWebsite lead enters queue
2Read ContextCheck CRM, docs, and prior activity
3Classify IntentLead follow-up + quote request
4Draft ReplyCreate personalized email response
5Update HubSpotCreate task and set owner
6Human ReviewOnly if deal size exceeds threshold
INSIGHTS THAT MATTER
View all analytics →
Know exactly what your agents are doing
Track task volume, completion rates, time saved, escalations, and business outcomes in one place.
✓Real-time activity feed and execution history
✓Completion, escalation, and approval analytics
✓See which workflows save the most team time
✓Export reports for operations, support, and sales teams
1,248Tasks completed this month
92%Automation completion rate
328Leads followed up automatically
512CRM updates created
37hEstimated team hours saved
Agent task volume
Top agent outcomes
Lead follow-up 34%
CRM updated 25%
Meeting booked 17%
Human review 14%
Other 10%
SIMPLE PRICING
Start Free
Start Free
Book a Demo
Start small. Automate more as you grow.
All plans include the visual builder, live agents, analytics, and core integrations. No bloated enterprise setup required.
Starter
Perfect for small teams testing automation
$99 /mo
✓2 live agents
✓500 automated tasks / month
✓Gmail, Calendar, and Slack integrations
✓Basic analytics
MOST POPULAR
Growth
For growing SMBs automating multiple workflows
$249 /mo
✓5 live agents
✓2,500 automated tasks / month
✓CRM + email + calendar + docs integrations
✓Advanced analytics and approval flows
Pro
For high-volume teams with more complex operations
$499 /mo
✓Unlimited agents
✓10,000 automated tasks / month
✓Custom integrations and webhooks
✓Priority support and onboarding
Give your business a live automation team.
See how Agentworx can help your SMB automate follow-up, support, operations, and the repetitive work slowing your team down.