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Sales & CRM

Holded, 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 Holded 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.

  • Sales & CRM
  • Connects with a key
  • 10 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 Holded is

Holded is business management software for managing sales documents, invoices, services, contacts, contact groups, and tags.

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

How a run works

One message in, the work done in Holded.

  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 Holded. You do not pick anything from a menu or wire anything together.

  3. 03

    It does the work

    Signed in to your own Holded 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.

10 tools it already has

What it can do in Holded

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

  • Create ContactCreate a customer, supplier, lead, debtor, creditor, or unclassified contact and return its new Holded ID.
  • Create InvoiceCreate a sales invoice for an existing contact and return its ID; this does not send, approve, or record payment for the invoice.
  • Delete ContactPermanently delete one contact by ID; linked documents keep display text but lose the live contact association.
  • Delete InvoicePermanently delete one invoice and its recorded payments; its document number is not reused.
  • Find ContactsFind Holded contacts by name prefix or an exact email, phone, mobile, tax ID, or external ID. With no filter, return one page of contacts.
  • Find InvoicesFind Holded invoices by fuzzy document-number prefix or list them by contact, payment status, issue date, or due date. With no filter, return one page of invoices.
  • Get ContactReturn the complete profile of one contact by its Holded contact ID.
  • Get InvoiceReturn full details, lines, totals, and payment summary for one invoice by its Holded ID.
  • Update ContactSafely change selected fields on a contact without clearing unspecified profile data. Reads the contact before updating and returns the verified result.
  • Update InvoiceSafely change selected mutable fields on an invoice without clearing unspecified invoice data or altering recorded payments. Reads the invoice before updating and returns the verif
Access, and who is in charge of it

You stay the boss of your Holded 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 Holded 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 Holded 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 Holded 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.

See every app

Questions people ask about Holded

Can an AI employee really work inside Holded?
Yes. It signs in to your own Holded 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 Holded?
No. Nothing moves and nothing is replaced. Your records stay in Holded, 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 Holded account?
You paste in a key from your own Holded account. It is kept encrypted, and you can withdraw it from inside Holded 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 Holded?
It has 10 ready-made tools in Holded today, among them Create Contact, Create Invoice and Delete Contact. The full list is on this page. It is not limited to those, but it never has to be taught them.
Can it use Holded 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 Holded 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 Holded?
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 Holded is written down with what it did and when.