AI Agents that work alongside your team
Delegate operational tasks, customer follow-up, conversation classification and process execution to AI-powered agents.
Advanced Plan
Available from the Advanced plan
Everything you need to operate with autonomous AI — inside Clientky.
- Autonomous AI Agents
- Knowledge Base
- Advanced workflows
- Smart routing
- Analytics (9 dashboards)
- API integrations
- 10 users included
- Additional users available
Agents operate across your entire ecosystem
All the channels and integrations you already use, coordinated by AI.
What can an AI Agent do?
Real product capabilities — available today on the Advanced plan.
Classify conversations
Detects message intent and categorizes automatically.
Qualify leads
Evaluates interest signals and updates contact lifecycle.
Assign conversations
Routes to the right agent or team based on configured rules.
Update lifecycle
Advances or reverses contact state based on the conversation.
Execute workflows
Triggers configured automation flows from the conversation.
Answer FAQs
Answers frequently asked questions using the configured Knowledge Base.
Query Knowledge Base
Searches available knowledge to respond with precision.
Detect intent
Identifies if the message is a query, complaint, request or purchase.
Request human intervention
Escalates to the team when the conversation requires it.
Examples of tasks an AI Agent can execute
Real cases based on agent types available in Clientky.
Lead qualification
The lead reaches sales already qualified, with full context and updated stage.
Customer support
The customer gets an immediate response. If the agent can't resolve it, escalates per configuration.
Booking coordination
The booking is processed or routed to the team without manual intervention.
Automated follow-up
The lead receives personalized follow-up and the team has full visibility.
How an AI Agent works
The agent reads the full context
Before acting, the AI Agent analyzes the conversation history, contact data and workspace configuration.
It doesn't operate on isolated messages. It has access to the complete context of the contact, channel and lifecycle stage.
AI Agent vs Chatbot vs Workflow
Understand the differences before choosing the right tool.
| Chatbot | Workflow | AI Agent | |
|---|---|---|---|
| Contextual understanding | |||
| Decision-making | fixed rules | conditional | |
| Knowledge usage | |||
| Conversation memory | |||
| Dynamic actions | predefined | ||
| Human intervention | |||
| Flexibility | |||
| Responds without configuration | needs KB |
Which teams benefit most
AI Agents adapt to different roles within your operation.
Sales
Leads arrive at any hour and the team can't always respond.
The agent qualifies, assigns and answers FAQs before passing to a salesperson.
Pre-qualified leads with full context for the team.
Customer support
The volume of queries repeats the same questions.
The agent answers FAQs from the Knowledge Base and escalates only complex cases.
Team freed up for higher-value cases.
Lead follow-up
Cold leads don't receive follow-up because the team is busy.
The agent detects inactivity and triggers reactivation flows automatically.
No lead goes without follow-up.
Operations
Manual classification and assignment flows consume team time.
The agent classifies, assigns and updates statuses without human intervention.
Faster operations with fewer errors.
Internal support
New agents don't know where to find answers.
The agent queries the Knowledge Base and suggests replies to the team.
Faster onboarding and more consistent responses.
Service coordination
Booking or appointment requests overwhelm the team inbox.
The agent collects data, executes the booking workflow and confirms to the client.
Automated process with escalation when needed.
Agents don't replace people. They empower them.
Every AI Agent in Clientky operates under human supervision.
Real-time supervision
The team can see at all times which conversations agents are handling.
Configurable escalation
You define when and how the agent should hand off to the human team.
Complete history
Every agent action is logged in the contact activity history.
Action control
Agents operate within the permissions and limits you configure in your workspace.
Why AI Agents in Clientky
Capabilities that make the difference over isolated solutions.
Unified context
The agent sees the complete contact history: conversations, lifecycle, tags and custom fields.
All channels
WhatsApp, Instagram, Messenger, Email, Webchat — one agent that operates across all from the same place.
Native workflows
Agents can trigger and execute existing workflows without external integrations.
Integrated Knowledge Base
Agents query your workspace knowledge base to respond with precision.
Integrations included
Connect with Make, Zapier, n8n, Meta and more — no additional code.
Security and control
Workspace permissions
Agents operate within the permissions configured for your account.
Audit logs
Every agent action is logged with timestamp and conversation details.
Workspace isolation
Each workspace operates independently. No cross-account access.
Knowledge Base control
You control what knowledge the agent can use to respond.
Frequently asked questions
Build a team that scales with AI
Combine people, automations and intelligent agents in one platform.
Prefer to keep your agents in charge? See AI Assist →