Co-workers

C

ChloeSales Development Co-worker

A chat-based Salesforce co-worker that uses an AI Agent to support natural-language account and opportunity lookups, along with guidance for quote and quote line item creation.

M

MaxFinance Co-worker

This co-worker automates invoicing and payment follow-ups for tradespeople. The owner sends a quick voice note or message, and the co-worker creates and sends the invoice automatically. It tracks payments, sends reminders for overdue invoices, and syncs with QuickBooks to keep records updated.

R

RiyaCustomer Support Co-worker

Your personal email analyzer — reading, summarizing, and notifying you with the important stuff automatically.

A

AlexInbox Monitoring Co-worker

The Outlook to Excel co-worker monitors Outlook emails, identifies specific email types such as invoices, requests, or complaints, extracts key information, updates Excel automatically, and drafts an Outlook reply for user approval while the prospect watches the complete workflow live.

S

SamOperations Co-worker

Automatically tracks the user's daily work activities securely on the local device and, at the end of each day, generates a concise summary and shares this report with the department head via mail.

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NovaLegal & Risk Management Co-worker

The co-worker ingests Virginia nonprofit data from IRS sources, enriches it with financial and compliance information, calculates trust and activity scores, generates AI insights, and presents ranked nonprofit intelligence and download PDF reports through the chat itself.