Outside Agent

See what an Outside Agent can do

Agent Gallery

Browse practical demo agents for local businesses, organized by the work they handle: intake, quoting, booking, follow-up, support, and escalation.

Showing 44 of 44 agents
From Missing RSVP to Final Count preview

Wedding RSVP workflow

From Missing RSVP to Final Count

An AI agent texts non-responding guests, collects RSVP details, enforces invitation rules, and escalates edge cases to the planner.

Follow-up outreachDetail collection
From 3am Inquiry to Booked Consult preview

Wedding planners workflow

From 3am Inquiry to Booked Consult

Responds instantly to Willow and Main wedding inquiries, qualifies date, venue, guest count, and budget, then books the consult with a planner-ready brief.

Booking coordinationDetail collectionQualification
From Guest Question to Planner-Ready Answer preview

Wedding planners workflow

From Guest Question to Planner-Ready Answer

Gives Marlowe Events a per-wedding concierge for schedule, attire, shuttles, lodging, and sensitive guest requests, with polished escalation to the planner.

FAQ supportHuman escalation
From Lapsed Regular to Rebooked Appointment preview

Nail salons workflow

From Lapsed Regular to Rebooked Appointment

Watches Velvet Tips client cadence, texts warmly when a regular goes quiet, offers real tech openings, and reports recovered revenue.

Booking coordinationReactivation outreachOwner summary
From Inspiration Photo to Appointment-Ready Quote preview

Nail salons workflow

From Inspiration Photo to Appointment-Ready Quote

Reads Lacquer & Co. nail-art requests against menu tiers, clarifies extensions, routes high-custom sets for owner review, and prepares the right tech handoff.

Visual intakeQuote preparationBooking coordination
From Trial Lead to Booked Class preview

Dance studios workflow

From Trial Lead to Booked Class

Answers Starlight Dance trial leads within minutes, qualifies age, style, and schedule fit, then books the right trial path with objection tags.

Booking coordinationQualificationHuman escalation
From Missed Class to Saved Make-Up preview

Dance studios workflow

From Missed Class to Saved Make-Up

Helps Rhythm House parents report absences, compare policy-valid make-up options, and gives staff clean attendance-risk summaries without claiming roster changes are complete.

Booking coordinationReactivation outreachOwner summary
From Booked Consult to Show-Up Ready Client preview

Med spas workflow

From Booked Consult to Show-Up Ready Client

Keeps Aurelia consults warm from booking to arrival with reminders, what-to-expect answers, pre-consult goals, photos, and easy rescheduling.

Visual intakeBooking coordinationDetail collection
From Ad Lead to Consult-Ready Conversation preview

Med spas workflow

From Ad Lead to Consult-Ready Conversation

Responds to Solstice campaign leads, qualifies treatment interest and timing, handles objections from approved copy, and routes clinical questions to the provider team.

Booking coordinationQualificationHuman escalation
From Intro Pass to Membership Momentum preview

Yoga studios workflow

From Intro Pass to Membership Momentum

Guides Moonrise intro-pass buyers through class booking, first-class check-ins, habit nudges, and conversion timing before the pass expires.

Booking coordinationHuman escalation
From Between-Class Drift to Practice Streak preview

Martial arts studios workflow

From Between-Class Drift to Practice Streak

Turns Red Dragon's belt curriculum into parent-friendly home practice missions, quizzes, streaks, and quiet-family retention signals.

Human escalation
From Quiet Family to Retention Signal preview

Martial arts studios workflow

From Quiet Family to Retention Signal

Turns Iron Tiger instructor notes, belt-test eligibility, and attendance drops into parent updates, reminders, and owner-ready churn-risk summaries.

Human escalation
From Dead Lead List to Booked Trial preview

Gymnastics centers workflow

From Dead Lead List to Booked Trial

Runs Sunburst quarterly cold-lead campaigns, re-qualifies parent interest, books trials from real capacity, and reports revived revenue without ignoring opt-outs.

Reactivation outreachQualificationHuman escalation
From Flip City Lead to Booked Trial preview

Gymnastics centers workflow

From Flip City Lead to Booked Trial

Routes Flip City form leads into campaign-aware follow-up, parent qualification, trial booking, application completion, and owner-ready summaries.

QualificationOwner summaryHuman escalation
From Inspiration Photo to Baker-Ready Quote preview

Custom cake quote workflow

From Inspiration Photo to Baker-Ready Quote

An AI agent turns a cake photo or description into concept options, estimate ranges, capacity checks, and a review packet for the baker.

Visual intakeQuote preparationHuman escalation
From Quote Form to Licensed-Agent Call preview

Insurance agencies workflow

From Quote Form to Licensed-Agent Call

Calls and texts Oakline quote requests within five minutes, collects the auto or home intake, then books a licensed-agent slot with a complete brief.

Quote preparationBooking coordinationQualification
From Aged Lead Graveyard to Renewal Pipeline preview

Insurance agencies workflow

From Aged Lead Graveyard to Renewal Pipeline

Reopens Crestline aged internet leads by SMS, captures current carrier and renewal date, then routes active shoppers to licensed-agent calls.

Booking coordinationReactivation outreachQualification
From Renewal Date to Agent-Ready Window preview

Insurance agencies workflow

From Renewal Date to Agent-Ready Window

Captures Beacon Point prospect renewal dates, waits for the right window, then restarts the conversation with a licensed-agent handoff.

Human escalation
From Missing Dec Page to Bind-Ready File preview

Insurance agencies workflow

From Missing Dec Page to Bind-Ready File

Chases Stonegate bind and servicing checklists by SMS and email, verifies each missing item, and escalates deadline-risk stalls before the policy slips.

Visual intakeDetail collectionHuman escalation
From Book Reader to Daily Coaching preview

Business coaches workflow

From Book Reader to Daily Coaching

Turns the Unstuck Method framework into a text-first coaching companion with morning prompts, evening accountability, memory, and lead alerts.

Booking coordinationHuman escalation
From Event Inquiry to Proposal-Ready Quote preview

Caterers workflow

From Event Inquiry to Proposal-Ready Quote

Collects Juniper Table event details, menu direction, dietary needs, timing, and guest count, then prepares a proposal range for caterer approval.

Quote preparationBooking coordinationQualification
From Storm Call to Prioritized Inspection preview

Roofers workflow

From Storm Call to Prioritized Inspection

A voice-first overflow line for Shield Ridge that answers storm-surge calls, triages damage urgency, books inspections, and briefs crews.

Booking coordinationQualificationOwner summary
From Missing Statement to Closed Books preview

Bookkeepers workflow

From Missing Statement to Closed Books

Chases Ledgerline clients for statements, receipts, and close-blocking answers until the monthly file is complete or escalated.

Booking coordinationDetail collectionOwner summary
From Books-Open Drop to Filled Quarter preview

Tattoo shops workflow

From Books-Open Drop to Filled Quarter

Manages Iron Poppy waitlist drops, gathers project briefs, spots fit and deposit blockers, and turns books-open demand into artist-ready appointment requests.

Booking coordinationDetail collectionOwner summary
From New DJ Inquiry to Booked Consult preview

DJ services workflow

From New DJ Inquiry to Booked Consult

Answers Big Wave event inquiries quickly, collects date, venue, hours, guest count, and vibe, then explains package ranges and consult next steps from the demo rate card.

Quote preparationBooking coordinationQualification
From Pending Selection to Protected Install Date preview

Interior designers workflow

From Pending Selection to Protected Install Date

Keeps Foxglove client selections moving with curated options, deadline context, approval timestamps, and designer-ready stall summaries.

Visual intakeDetail collectionHuman escalation
From Vehicle Photos to Booked Detail preview

Auto detailing workflow

From Vehicle Photos to Booked Detail

Turns Mirror Finish vehicle photos, size, condition, and service goals into a transparent quote path and a booked mobile or shop slot.

Visual intakeQuote preparationBooking coordination
From Group Spa Request to Capacity-Safe Plan preview

Day spas workflow

From Group Spa Request to Capacity-Safe Plan

Collects Stillwater group details, aligns mocked room and therapist capacity, explains deposits, and prepares pre-arrival form tracking.

Booking coordinationDetail collectionHuman escalation
From Expiring Credit to Retained Member preview

Day spas workflow

From Expiring Credit to Retained Member

Handles Solace member credit questions, booking choices, expiring-credit timing, and pause/save options before cancellation.

Booking coordinationHuman escalation
From Gift Idea to Redeemed Spa Visit preview

Day spas workflow

From Gift Idea to Redeemed Spa Visit

Helps Willow & Birch buyers choose configured gift cards, explains occasion-campaign segments, and walks through redemption booking from demo balances.

Booking coordinationFAQ supportHuman escalation
From Wedding Inquiry to Package-Ready Consult preview

Wedding photographers workflow

From Wedding Inquiry to Package-Ready Consult

Checks North Fork Light demo availability, explains collection ranges, gathers wedding context, and prepares the next consult step for Maya.

Visual intakeQuote preparationBooking coordination
From Loose Wedding Details to Day-Of Sheet preview

Wedding photographers workflow

From Loose Wedding Details to Day-Of Sheet

Interviews Fern and Field couples for shot lists, family groupings, vendor contacts, timeline facts, and sensitive notes before the wedding day.

Visual intakeDetail collectionOwner summary
From Open Estimate to Visit-Ready Job preview

Handyman services workflow

From Open Estimate to Visit-Ready Job

Chases Toolbelt estimates to yes/no, then gathers materials and access details so approved jobs are ready before the tech arrives.

Quote preparationDetail collectionHuman escalation
From Small Fixes to One Profitable Visit preview

Handyman services workflow

From Small Fixes to One Profitable Visit

Asks Fix-It Fox homeowners what else should be handled while the pro is there, batches small tasks, and prepares one complete visit list.

Human escalation
From Job Photo to Ballpark Range preview

Handyman services workflow

From Job Photo to Ballpark Range

Turns Blue Door homeowner photos and descriptions into rate-card categories, ballpark ranges, licensed-trade boundaries, and visit-window prep.

Visual intakeBooking coordinationQualification
From Inspiration Photo to Balloon Quote preview

Balloon store quote workflow

From Inspiration Photo to Balloon Quote

An AI agent gathers the customer's event details, creates visual options, and prepares a draft quote for the shop owner to approve.

Visual intakeQuote preparationHuman escalation
From Mood Board to Floral Proposal preview

Floral proposal workflow

From Mood Board to Floral Proposal

An AI agent turns visual taste, event details, and budget pressure into a proposal-ready packet for a florist to review.

Visual intakeDetail collectionQuote preparation
From Parent Lead to Trial Class preview

Youth program enrollment workflow

From Parent Lead to Trial Class

An AI agent follows up with parent leads, routes them by campaign, handles common objections, and gives staff a clean enrollment summary.

Follow-up outreachQualificationCRM updates
From Source Text to Daily Coaching preview

SMS coaching product workflow

From Source Text to Daily Coaching

An AI agent turns public-domain Stoic texts into a short SMS coaching experience with memory, accountability, and safety boundaries.

Source-guided coachingOwner summary
From Guest Question to Planner-Ready Answer preview

Guest concierge workflow

From Guest Question to Planner-Ready Answer

An AI concierge answers approved event logistics and packages special requests so planners only step in where judgment is needed.

FAQ supportHuman escalation
From Treatment Interest to Safe Consult Prep preview

Consultation intake workflow

From Treatment Interest to Safe Consult Prep

An AI agent collects aesthetic goals and scheduling context while routing all medical decisions to licensed staff.

Detail collectionBooking coordinationOwner summary
From Open House Visit to Hot Lead preview

Real estate follow-up workflow

From Open House Visit to Hot Lead

An AI agent follows up with open-house visitors, answers approved property questions, qualifies buyer intent, and alerts the agent.

Follow-up outreachFAQ supportQualification
From First Message to Attorney-Ready Intake preview

Legal intake workflow

From First Message to Attorney-Ready Intake

An AI intake assistant collects matter context, detects urgency, gathers conflict-check fields, and avoids giving legal advice.

Detail collectionOwner summary
From App-Based AI to Plain Text Help preview

SMS-first assistant workflow

From App-Based AI to Plain Text Help

An AI agent makes everyday help available through normal SMS for people who do not use smartphones, apps, or web chat.

RemindersDetail collectionFAQ support