AI Account Concierge

Help you handle day to day customer requests without back and forth. The agent can retrieve account details, prepare answers, complete safe account changes, and surface exceptions for manual review.

How it works

Connects to HubSpot, Stripe

Securely authenticates with HubSpot, Stripe out of the box. Add or swap integrations below. No code, no glue scripts.

What AI Account Concierge does

Help you handle day to day customer requests without back and forth. The agent can retrieve account details, prepare answers, complete safe account changes, and surface exceptions for manual review.

Loops you in when it matters

Anything ambiguous, sensitive, or out of policy shows up in a custom UI with full context, so you can review, approve, or take over in one click.

Who's it for?

This agent fits naturally into the day-to-day of these teams and companies.

Roles

Founder
Customer Success
Support
Operations

Companies

SaaS
E-commerce
Healthcare
Financial Services
Real Estate
Education
Manufacturing
Professional Services

Customize the agent

Add or remove integrations and skills below. Your changes are written into the builder link. Open the agent in the workspace and it starts pre-configured.

Integrations

Tools the agent can call. Click an active chip to remove it, or pick from the suggestions to add more.

HubSpot
Stripe
Airtable
Asana
Calendly
Discord
Figma
GitHub
Gmail
Google Calendar
Google Docs
Google Drive
Google Sheets
Intercom
Jira
Linear

Skills

Reusable capabilities the agent can apply. Mix and match from the suggestions, or type your own.

Send email
Schedule meetings
Voice calls
SMS notifications
Generate weekly reports
Web search
Document analysis
Translate languages
Sentiment analysis
Generate summaries
Draft messages for review
Update CRM records
Create tickets
Send Slack alerts

Start building

The text below is the brief that opens the workspace pre-filled. Edit anything you want. Toggle integrations and skills above and they'll auto-update here.