Office agent · Invoices, orders, the shop
Beyond chat: Back-office automation for invoices, orders, and emails.
Office Agent handles operational tasks behind the scenes - processing invoices, triaging incoming mail, and preparing order updates. For any financial transactions or critical changes, it always requests human approval first.
Who it's for: Companies with a shop, invoicing and CRM already online.
SIMPLE PRICING
Up to 15 employees
$890
/ month
A small back office and the systems we connect. Invoice processing, mail triage, order updates, and CRM tasks - operational work in your existing tools.
Up to 50 employees
$1,790
/ month
A larger firm and more work. Still a monthly fee, not per task.
Setup from $3,500
- Up to 50 employees - contact us if you need a custom plan
- Sized to your firm and the systems we connect
- Reads invoices, receipts and enquiries
- A person still approves refunds and cancellations
What it does
What you actually get
It reads documents, not only chat
An invoice, a receipt, an order in the inbox. Office agent pulls out the supplier, amount, date and line items and prepares the record. A person approves.
A quieter inbox
Complaint, invoice, lead, spam. The agent labels it, drafts a reply, opens a CRM card. The inbox stops being a sorting job.
It works with the tools you already use
Shopify, WooCommerce, Pipedrive, HubSpot, Calendly, Google Calendar and similar.
Automated order tracking & updates
When a customer asks for order status, Office Agent checks your e-commerce system in real time. It can draft responses or queue sensitive changes (like address updates) for review.
Someone still has to approve
Refunds, cancellations, deleting an account - the agent prepares a request in Slack or Teams. Nothing runs until your employee confirms.
Bookings and new leads
A slot in the calendar, a new CRM card from the website. Support agent collects it, Office agent writes it. No copy-paste from chat.
Complete audit trail & accountability
Track every action: see original inquiries, proposed agent actions, and human approvals. Maintain total control and compliance with a transparent activity log.
We start with what you already have
We don't try to rebuild your whole office on day one. We start with the tools and process you already use.
How we go live
1
Pick one process
One thing a person does every day. Not ten at once.
2
Connect the tools
Your shop or CRM. We try it carefully first, until it works reliably.
3
Keep people in control
Checks user identity and potential risks. Anything high-risk requires a human "yes."
4
Then go live
Draft and approve first. It acts on its own only on low-risk jobs.
The other agents
Three products, one place
Chat on your website
Support agent
Support Agent instantly answers questions about pricing, shipping, and bookings using your business knowledge base. It captures leads when visitors are ready to buy and routes complex issues to your team.
Help for your staff
Team agent
Team Agent answers employee questions about onboarding, HR policies, and daily operations in seconds. Reduce repetitive internal queries and free up key staff for high-value work.
Support agent · Team agent