AI agents for business workflows

AI agents that work inside your company OS.

Build agents that can read company context, use approved tools, update CRM records, draft emails, trigger workflows, and ask for approval before sensitive actions.

Sales agent
Policy checked, tool access approved
Live
Read CRM account context
Classified reply as high intent
Drafted follow-up email
Created owner task
Logged policy decision

Give agents useful context without giving up control.

Tool access

Give agents approved access to CRM records, email history, enrichment tools, Slack, workflows, and company context.

Policy gates

Block tools, require approval, restrict fields, rate-limit actions, and cap token budgets before agents act.

Workflow triggers

Run agents when leads reply, deals change, forms arrive, tickets escalate, or workflows branch.

Audit history

Log every run, tool call, policy decision, approval, and output for review and governance.

Use cases that need company context.

Aexy agents are designed for work where the answer depends on CRM records, email history, ownership, workflow state, policies, and prior activity.

Classify inbound replies and route hot leads to the right owner.
Draft contextual email replies using CRM and prior conversation history.
Enrich companies, summarize account activity, and update CRM fields.
Escalate uncertain actions to a human before anything sensitive happens.

AI agent FAQs

Can Aexy agents send emails automatically?

Yes, but sensitive tools can require approval based on confidence, policy, tool type, field access, or workspace rules.

Which tools can agents use?

Agents can use configured tools for CRM records, email, enrichment, communication, workflows, and other Aexy modules.

Are agent actions auditable?

Yes. Aexy records executions, tool calls, policy decisions, approvals, outputs, and errors.