TKSales and service
Ticket Agent
Classifies every ticket, drafts the answer, and chases its own follow-ups.
Builtest. 12 hrs a month back
$1,000Prebuilt · buy now
Sales and service · Prebuilt agent · buy now
Sales Agent
Keeps the pipeline honest: next steps, stale deals, and the follow-up written for you. The pipeline is only as honest as the last time someone tidied it, and the follow-up happens when there is a gap in the day.
Agent facts
Sales Agent
Sales and service · Prebuilt, runs inside HubSpot
- Reads
- Deals, contacts, emails and calls, and the sales process you already use
- May change
- Updates next steps, flags stale deals, creates follow-up tasks and drafts the follow-up email
- Never
- Closes a deal, discounts, or emails a customer without the owner
- Approval
- The deal owner approves anything that leaves the building
- Written to
- The HubSpot record, every action, with a timestamp
- Run cost
- Your HubSpot credits, 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
- The pipeline is only as honest as the last time someone tidied it, and the follow-up happens when there is a gap in the day.
- The agent
- Keeps the pipeline honest: next steps, stale deals, and the follow-up written for you. It changes: updates next steps, flags stale deals, creates follow-up tasks and drafts the follow-up email.
- A person approves
- The deal owner approves anything that leaves the building.
- 6 deals with no next stepFlagged
- 4 deals quiet 14+ daysFlagged
- 2 stages out of date vs the last emailCorrected
Sales Agent · draft for the ownerHi Tom, checking in on the proposal from the 10th. Happy to walk your ops lead through it this week if that helps.
- Follow-up tasks created, owners namedDone
- No deal closed, no discount, nothing sentBy design
$1,000 to set up.
Runs on your HubSpot credits, with a cap you set. All prices in Australian dollars, excluding GST.
How long until it is live?
Usually within a week. It is configured inside your HubSpot, tested on your real records, then switched on with a cap.
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?
The deal owner approves anything that leaves the building.
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.
Not sure it fits?
Answer six quick questions and Kat will tell you whether this agent belongs in your cart.