One assistant that knows your business

Agiled AI answers questions about your clients, invoices, projects, and documents, drafts emails, proposals, and reports, and can take actions such as creating tasks or invoices. It starts from what Agiled knows about your business, and it asks for your approval before it does anything that matters.

It keeps a short profile of your business (services, pricing, payment terms, tone of voice, working hours) and notes you or the AI save, such as how you like to word a payment reminder. You can see all of it on one screen, edit it, pin it, or delete it. When the AI learns something from how you work, it proposes it and waits for you to confirm. It never saves memories from client emails, portal messages, or files.

Yes. Learned memory and personal memory can each be switched off in settings, and you can start any chat with memory off.

A contact, invoice, project, or deal has its own Ask Agiled panel that already knows that record and the notes saved about it. Ask for a summary, a draft, or the next step without explaining the background. Answers show the records they used.

Both. When the AI wants to do something that matters, such as sending an email or creating an invoice, it shows you what it will do first. You can approve it, edit it before it goes, or reject it. If it ran something without asking, you can undo it from the receipt. The AI can only do what you are allowed to do yourself.

A short summary of what needs you today, such as invoices that went overdue or leads waiting for a reply. Agiled also flags things it noticed and puts together a weekly review. You can dismiss anything or act on it from the card.

Only if you connect a mailbox. Then the AI can look up your email conversations with clients and prepare replies in your voice, and a reply from a client can wake an AI worker, for example the collections worker. Only email from people already in your contacts can wake a worker. Sending an email to a client always needs your approval.

Yes, if you turn it on. The client portal has an optional "Ask a question" assistant, off by default, that you switch on in Settings > Client portal. It answers questions about that client's own projects, tasks, invoices, estimates, files, and appointments, using only what the client can already see in the portal. It does not see your internal notes, costs, team-only work, or other clients, and it cannot change anything. If it cannot answer, it offers to pass the question to your team in Chat. Each client can ask up to 30 questions a day, and the questions use your plan's AI credits.

Yes. The Agiled mobile app has AI chat under More, so you can ask a question or hand off a task between meetings. Voice input is coming soon.

AI workers are hired for one job, such as collections or lead follow-up. They are woken by business events or a schedule, keep a case open until the job is done, and ask for approval before they act. They are available on every paid plan with a limit on how many you can hire. See the AI workers page for the details.

Agiled has an MCP connection. An AI assistant that supports MCP can connect to your workspace after you sign in and approve access, then search your records and work with them within your permissions. ChatGPT support is still being finalized.

Agiled AI is included from Starter, with a monthly AI credit allowance that grows with the plan. The 14-day trial includes it.