Centralize your business workflows in one AI-powered command center.
Intelligent AI agents that understand what you need and get it done — from quotes and invoices to CRM, projects, and HR. Control your entire business under one roof.
Trusted by innovative teams worldwide
- True Temp HVAC
Sunbelt Roofs
Garcia Supply
AC Units For Less
AC Units For Less Atlanta
Key Capabilities
Talk to Your Business
- Describe what you need — the system understands and gets it done
- Requests are routed to the right expert automatically
- Live progress updates so you see work as it happens
- Remembers the conversation so you can ask follow-ups and handle complex tasks
Expert Agents for Every Area
- 19 specialized agents, each an expert in its domain
- Hundreds of actions agents can take on your behalf
- Agents work together when a task spans multiple areas
- Each agent focuses on what it does best — fast and reliable
Meet the Operators
Sales
Estimate Agent
Create and manage quotes and estimates.
- List and search estimates
- Create with auto field validation
- Auto-populate customer and product info
Invoice Agent
Handle invoicing with full control.
- List and search invoices
- Create with required field confirmation
- Automatic customer/product lookup
Credit Memo Agent
Manage credit memos for refunds and adjustments.
- List and view records
- Create with validation
- Track adjustments and refunds
Job Agent
Track client work and service deliverables.
- Create jobs with validation
- List and search active jobs
- Link to customers and contacts
CRM
Customer Agent
Manage your customer database — business entities for invoicing and jobs.
- List with filtering
- View and update customer info
- Single or batch field updates
Contact Agent
Lead management and marketing contact tracking.
- List and search CRM contacts
- Create leads and prospects
- Update, clone, delete contacts
Finance
Finance Agent
Financial configuration and management.
- Taxes and chart of accounts
- Dropdowns and column configs
- Field groups and app filters
Price Comparison Agent
Analyze pricing data and trends.
- Compare stock files (Excel/CSV)
- Identify price changes
- Analyze trends and profitability
Advanced Features
- Live progress updates as each step is completed
- Full transparency: see what actions were taken and the results
- Clear feedback if something needs your input or correction
- Usage and cost visibility so you stay in control
- Each agent uses only the capabilities it needs — efficient and secure
- Conversation memory for follow-up questions and complex requests
- Context kept across the conversation; you always know what was done
Usage Examples
Create an estimate
"Create an estimate for Acme Corp for $5,000 with these items: HVAC service - $3,000, Installation - $2,000"
Estimate agent handles customer lookup, product selection, and creation.
Find HVAC products
"Show me HVAC systems available for 3-ton tonnage in a split system configuration"
System finder agent displays matching products.
Compare supplier prices
"Compare my current supplier price file with the new one I have"
Price comparison agent identifies changes, additions, and removals.
Manage team structure
"Create a new Sales department with three teams: Inside Sales, Field Sales, and Sales Ops"
HR agent sets up your organizational structure.
Workflow automation
"Convert estimate #123 to an invoice"
Workflow agent handles the transformation automatically.
Security & Reliability
- No direct database access — every action goes through secure, approved workflows
- Required fields and confirmations so nothing goes through by mistake
- Clear feedback and recovery when something needs attention
- Usage and cost visibility so you stay in control
- Full audit trail of what was done and when
Perfect For
Ready to Get Started?
Get started with Worxstream AI Agents. Experience intelligent automation with a free 14-day trial.
- Reduce manual data entry — let AI handle routine operations
- Faster decision making — real-time insights and reports
- Scale operations — automate without hiring more staff
Worxstream AI Agents — Intelligent automation for your business