← The Trade Pack
Agent 05 · In development
Customer Admin Agent
Handles routine messages, confirms appointments and reminds you to follow up.
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The job today
Replying to the same questions, confirming times and remembering to follow up while your hands are full.
What it needs from you
- Your availability
- Answers to the questions you get asked most
- Which messages you want to handle yourself
What it prepares
- Draft replies to routine enquiries
- Appointment confirmations and reminders
- Follow-up prompts after a job
Where you stay in control
Anything new, unusual or sensitive comes to you. You decide which messages it can answer on its own.
Illustrative example · Heating engineer
While Tom is up in a loft, two customers message about service dates. Both get a friendly reply with times that fit his diary. He confirms with one tap at lunch.
Common questions
Will customers know it is AI?
We believe they should. Messages can be marked as prepared by your assistant.
Can it answer the phone?
Not in the first version. It starts with written messages.
Other agents in the Trade Pack


