CRM

Agiled, worked by an AI employee

Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Agiled account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.

  • CRM
  • Connects with a key
  • 18 ready-made tools
  • Asked in Slack or Teams
At work

An illustration of how the conversation reads, not a transcript from a client account.

What Agiled is

Agiled is an all-in-one business management platform designed to streamline operations such as CRM, project management, finance, and more.

You paste in a key from your own Agiled account. It is kept encrypted, and you can withdraw it from inside Agiled whenever you like.

How a run works

One message in, the work done in Agiled.

  1. 01

    You ask

    You message your AI employee in the chat your team already has open, in one sentence, in your own words.

  2. 02

    It works out the step

    It decides what the job needs in Agiled. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Agiled account, inside the access you granted it, doing the thing you asked for.

  4. 04

    It reports back

    It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.

18 tools it already has

What it can do in Agiled

These are the ready-made tools your AI employee already has in Agiled. It is not limited to them, but it never has to be taught these.

  • Create ExpenseTool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
  • Create ProjectTool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named
  • Create TaskTool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assig
  • Create TicketTool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
  • Get ContactsTool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
  • Get CurrenciesTool to list currencies. use when you need to fetch available currency options after authentication.
  • Get DealsTool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
  • Get EmployeesTool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
  • Get EstimatesTool to retrieve a list of all estimates. use after configuring the api key to list estimates for reporting.
  • Get ExpensesTool to retrieve a list of all expenses. use after authenticating with your agiled api key to fetch all expense records.
  • Get InvoicesTool to retrieve a list of all invoices from agiled. use after obtaining valid api credentials.
  • Get ProductsTool to retrieve a list of all products. use when you need to display all available offerings.
  • Get Project CategoriesTool to retrieve a list of all project categories. use when you need to fetch category options before creating or filtering projects after authentication.
  • Get ProjectsTool to retrieve a list of all projects. use after obtaining the api token.
  • Get TicketsTool to retrieve a list of all tickets. use after obtaining api token when you need an overview of support or issue tickets.
  • Get TimesheetsTool to retrieve timesheets for a project. use when you have a valid project id to fetch all its time logs.
  • Get UsersTool to retrieve a list of users from agiled. use when you need the full user directory for selection or validation.
  • GETTASKSTool to retrieve a list of all tasks. use when you need to fetch all tasks across your account after authentication.
Access, and who is in charge of it

You stay the boss of your Agiled account.

Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.

How we handle your data
  • It signs in to your own Agiled account. You are not moving anything into ours.
  • You grant access one app at a time, and you can take it back the same way.
  • Everything it does in Agiled is written down, with what it did and when.
  • Anything you tell it to check with you first, it checks with you first.
Other apps in the same corner of the business

It works in Agiled and the rest of your software in the same job

A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.

Questions people ask about Agiled

Can an AI employee really work inside Agiled?
Yes. It signs in to your own Agiled account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
Do I have to move anything out of Agiled?
No. Nothing moves and nothing is replaced. Your records stay in Agiled, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
How does it get into my Agiled account?
You paste in a key from your own Agiled account. It is kept encrypted, and you can withdraw it from inside Agiled whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
What can it actually do in Agiled?
It has 18 ready-made tools in Agiled today, among them Create Expense, Create Project and Create Task. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Agiled and the rest of my software in the same job?
Yes, and that is usually the point. Reading a message in one app, checking a record in Agiled and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
Who decides what it is allowed to do in Agiled?
You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Agiled is written down with what it did and when.