RCAny business
Receptionist
Answers the phone day and night, books and logs.
Builtest. 12 hrs a month back
$3k to $9kCustom · by proposal
Any business · Custom agent · by proposal
Portal Agent
See, ask, act and pay inside your customer portal. Customers log in, cannot find what they need, and email or call instead.
Agent facts
Portal Agent
Any business · Custom build
- Reads
- Only the logged-in customer's own records
- May change
- Orders, bookings and payment links, inside limits you set
- Never
- Acts outside the customer's plan, sees anyone else's data
- Approval
- Limits are set by you
- Written to
- The HubSpot record, every action, with a timestamp
- Run cost
- AI usage at cost, with a cap you set
- Off switch
- One toggle. Nothing is lost
An example run, start to finish.
Press replay to watch each step, and where a person approves.
- The work
- Customers log in, cannot find what they need, and email or call instead.
- The agent
- Knows who they are and what they have. Answers, reorders, reschedules and takes payment, inside the portal.
- A person approves
- It only acts inside the plan or account limits you set.
Customer, logged inCan you reorder my usual and move Thursday's appointment to Friday?
Portal AgentDone. Your reorder is ready and you are now booked for Friday 9am. Here is the payment link.
Reorder · secure paymentPay now
- Order created on the recordDone
- Appointment moved · Fri 9amDone
$3k to $9k to set up.
$175 to $300 a month to run, plus AI usage at cost, with a cap you set. All prices in Australian dollars, excluding GST.
How long until it is live?
Three to eight weeks, including testing on your real records and a pilot with a person in the loop.
What happens when it gets something wrong?
Anything that matters stops at a named person before it takes effect. Every action is written to the HubSpot record with a timestamp, so mistakes are visible and reversible, and one toggle switches the agent off.
Who approves its work?
Limits are set by you.
What does it need from us?
A HubSpot account on Professional or Enterprise, someone who knows the process today, and an hour to agree the rules: what it may touch, and what it must never do.
Agents that read the same record.
They share one HubSpot record, so each picks up where the other left off.
DFAny business
Support Deflection
Answers the question before it becomes a ticket.
Builtest. 20 hrs a month back
$750Prebuilt · buy now
KNAny business
Knowledge Agent
Answers from your own documents, with the source.
Builtest. 10 hrs a month back
$750Prebuilt · buy now
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