What can an AI agent do
with your accounts?
An AI agent can only do what you connect it to. The connection screen lists permissions in technical language. These guides say what each one lets the agent read, send, change, pay for or delete.
By kind of agent
AI receptionist
Answers your phone and messages, takes details, and books or changes appointments for you.
AI inbox assistant
Reads your email, sorts it, and writes or sends replies for you.
AI bookkeeper
Sorts your transactions, matches them to receipts, and keeps your books up to date.
AI scheduling assistant
Finds open times, books meetings, and sends invites from your calendar.
AI customer support chat
Answers customer questions in a chat window and can look up or change their orders.
AI sales assistant
Finds and follows up with leads, writes sales emails, and keeps your customer list updated.
AI social media manager
Plans, writes, and posts content for your business and replies to comments.
AI invoicing and payments assistant
Creates and sends invoices, chases late payments, and records money that comes in.
AI store assistant
Helps run your online store by updating products, stock, discounts, and orders.
AI meeting notetaker
Joins your meetings, records and transcribes them, and sends out a summary.
By the account you connect
Thinking about a specific agent?
Tell us what it connects to, what it is allowed to do and who approves its work. You get a plain-language label of what it can touch and what to ask the seller. It takes a couple of minutes, and your answers stay in your browser unless you choose to post a test job.
Or have a person go through the AI apps on up to 3 of your business services with you and get a written report, for $249.
This page explains what a permission allows. It does not describe, test or rate any product. Permission details are summarized in our own words from the provider's documentation, linked on the page; providers change their documentation, so check the source before you rely on a detail.