Agents
Your AI team researches prospects, prepares emails, updates your CRM and follows every opportunity. You set the rules, oversee the work and focus on the conversations that grow your business.
Three agents ready and the ones you create, in one team.
Sofía Castro and Natalia Ruiz replied this week. Both emails are ready:
What it does
They start from what's known about the prospect or the client.
They write the tasks and propose or take the next step.
They read emails, follow deals and prepare meetings.
What they do stays on their page and on the deal.
Prospects reads every incoming email and notes who could be a client. Pipeline follows every deal and proposes the next step. Meetings prepares the call and leaves the summary.
Prospects Agent
Read 14 emails today: 2 could be clients
Pipeline Agent
Proposes moving Altamar Logística to Proposal
Meetings Agent
Prepared your 11:00 call with Fintek Pagos
In your own words: what it does, when it runs, which tools and apps it uses and how many credits it can spend.
Controlled suggests everything, Hybrid does the safe part and suggests the rest, Automatic does it and tells you. Winning or losing a deal is always your call.
You choose how much they do alone
Does the safe part, suggests the rest
Their actions stay with their reason on the agent's page and on the deals they touched.
Moved Altamar Logística to Proposal
Accepted Thursday's meeting
Created the task “Send cases to Fintek”
Ana promised it on the call
Noted Sofía Castro as a possible client
Asked for pricing by email
Before writing to someone or changing something for you from the chat, Homie shows you what it's going to do with Apply or Cancel.
I'm going to send the proposal to Lucía Méndez
Goes to: lucia@altamar.mx
Ask Homie for what you need in your own words and it does it in your CRM. And if you already work with another AI, connect it with MCP and ask from there.
What do I need to close Grupo Andino?
Used HomieDesk: deals and emails
Control
Instructions, tools and a credit cap for every agent you create.
Controlled, Hybrid or Automatic, agent by agent. Winning or losing a deal is always yours.
What each agent did, with its reason, on its page and on every deal it touched.
Three come ready: prospects reads every incoming email and notes who could be a client; pipeline follows every deal and proposes the next step; meetings prepares the call and leaves the summary. Each outbound campaign has its own agent, and for everything else you create your own.
From the instructions you give them in your own words and from what's in your CRM and in Knowledge, where you write what you sell, to whom and in what tone.
Yes, agent by agent: Controlled suggests everything, Hybrid does the safe part and suggests the rest, and Automatic does it and tells you.
Its page shows what it did, with its reason, and the same stays on every deal it touched.
They spend credits based on what they do: reviewing a deal costs under 2 credits on average. The agents you create get a monthly credit cap.
Let your agents handle the operational work. You set the priorities and spend your time building relationships and closing deals.
