An AI Assistant That Actually Knows Your Business
Ask a question, draft a document, or coordinate a multi-step workflow — all in a single conversation. Agiled AI works across your CRM, invoicing, projects, and documents with full context.
Specialists
Domain experts for every module
AI routes your request to the right specialist — CRM, Finance, Projects, Documents, Scheduling, or Automation. Each specialist has deep knowledge of its module and can take real actions.
CRM Specialist
Manages contacts, accounts, deals, and pipeline data. Summarizes client history and drafts communications.
Actions
One prompt, multiple specialists, real results
Watch AI coordinate across your workspace — looking up contacts, generating invoices, creating tasks, and drafting proposals in a single automated flow.
Searching contacts for Acme Corp — found 3 contacts, 2 active deals, 14 activities
Creating INV-2026-089 for Website Redesign project — 3 line items from time entries
Adding 2 tasks to Website Redesign — 'Send contract' and 'Schedule kickoff'
Generating proposal from template 'Web Project SOW' with project scope and timeline
Capabilities
AI that works the way you do
From quick lookups to complex multi-step workflows — tools that make AI genuinely useful for your daily work.
Natural Language
Ask in plain English. Agiled AI understands context across your CRM, finance, projects, and documents — no special syntax required.
Multi-Step Actions
A single prompt can coordinate across modules — look up a contact, draft an invoice, create tasks, and send a proposal in one flow.
Specialist Routing
AI automatically routes your request to the right specialist — CRM, Finance, Projects, or Documents. Or pick one manually.
Approval Workflows
Sensitive actions require approval before execution. Managers review what the AI wants to do and approve or reject with one click.
Thread History
Every conversation is saved as a thread. Pick up where you left off, review past actions, and reuse workflows you've already built.
Cross-Module Context
AI pulls context from contacts, deals, projects, invoices, and time entries to give informed answers — not generic guesses.
Generative UI
AI renders rich interactive elements — tables, charts, and forms — directly in the conversation. No need to switch screens.
File Attachments
Attach files to any message. AI can read documents, extract data, and use file contents as context for its responses.
FAQ
Common questions about Agiled AI
Agiled AI can look up data across your CRM, finance, projects, and documents. It can draft invoices, create tasks, summarize pipelines, write proposals, generate reports, and coordinate multi-step workflows — all from a single conversation.
When you send a message, AI analyzes your intent and routes it to the most relevant specialist — CRM, Finance, Projects, Documents, Scheduling, or Automation. You can also manually select a specialist using the dropdown in the composer. Complex requests may involve multiple specialists working in sequence.
Both. AI can read data, answer questions, and take real actions — creating invoices, updating deals, assigning tasks, sending documents, and more. Sensitive actions go through an approval step before execution.
When AI wants to perform a significant action (like sending an invoice or updating a deal value), it pauses and presents the proposed action for review. Authorized team members can approve or reject with a single click. Every action and approval is logged.
Yes. AI only accesses data within your organization's workspace. Actions are scoped by your permissions — AI can't do anything you can't do yourself. All interactions are logged and auditable.
Yes. Upload documents, spreadsheets, or images directly in the conversation. AI can read file contents, extract data, and use them as context. Files are stored in your workspace file manager.
Yes. Every conversation is saved as a thread. You can browse your history, resume past conversations, and reference previous results. Threads are private to you unless you share them.
Yes. The Agiled mobile app includes full AI chat support. Start a conversation on desktop and continue on mobile, or use AI on the go for quick lookups and actions.
Ready to let AI handle the busywork?
Draft invoices, summarize pipelines, create tasks, and coordinate workflows — all from a single conversation. Free 14-day trial.