Delegate the busywork to agents that report back.
Envoy agents work inside your inbox, CRM and help desk. They do the work end to end, ask before anything risky, and send you a clean report when it’s done.
Support Envoy
Working
Brief from Maya · 9:02 AM
“Clear the refund queue for orders flagged before Friday. Anything over $200 needs my OK.”
Read 38 flagged tickets in Zendesk
Matched every ticket to its Stripe order
Refunded 31 orders under the $200 policy
7 refunds over $200 — waiting for your approval
Post a summary to #support-ops in Slack
Time saved this run · 3h 20m
Ops teams at fast-moving companies send Envoy first
How it works
Brief it like a colleague. Get it back done.
No flowcharts to draw. Tell an agent the outcome you want — it plans the steps and shows its work.
02
Act
The agent plans the steps, works across your tools with scoped permissions, and checks its own output as it goes.
03
Report
You get a receipt: what changed, where and why. Anything risky or over a limit waits for your OK.
Platform
Built for work that has consequences.
Agents that touch refunds, invoices and customer records need more than a prompt. Envoy ships the controls.
Refund #A-2291 · $340.00
Requested by Revenue Envoy
Credit note for Halden Co. · $1,250
Requested by Finance Envoy
Approvals where they matter
Set limits once. Envoy pauses and asks — in Slack, email or the app — before it refunds, sends or deletes anything above them.
Works in the tools you already pay for
Native connections to 100+ apps. Scoped tokens, read-only by default.
09:14:02
READ
zendesk/tickets?flag=refund
09:14:40
WRITE
stripe/refunds · 31 created
09:16:05
ASK
approval → maya@halden.co
09:21:58
SEND
slack/#support-ops
Every action, receipted
A tamper-evident log of what each agent read, changed and sent — exportable for audits.
Refunds
$200 per order
Outbound email
Customers only
Quiet hours
8 PM – 7 AM
Guardrails you can read
Spend caps, allowed domains and quiet hours, written as plain rules — not buried in a prompt.
Tone: warm, brief
VIP: Halden Co.
No refunds on gift cards
Sign off as “The Team”
Escalate legal → Priya
Remembers how you work
Agents learn your tone, policies and exceptions from past approvals — and you can edit what they keep.
By the numbers
Less babysitting. More done.
Averages across 1,400 teams running Envoy agents in production, measured over the last two quarters.
92%
of runs finish with no human in the loop
4 min
median time from brief to first report
0
actions over a limit without approval
The roster
One agent per job. Hire as many as you need.
Support
Support Envoy
Clears ticket queues end to end — refunds, order changes and replies in your brand voice.
Zendesk · Stripe · Slack
Sales
Revenue Envoy
Keeps the CRM honest: logs calls, chases stalled deals and drafts follow-ups reps actually send.
HubSpot · Gmail · Gong
Finance
Finance Envoy
Reconciles payouts, chases overdue invoices and preps month-end tie-outs with a receipt for every change.
Stripe · QuickBooks · Sheets
People
Recruiting Envoy
Screens inbound applicants against your rubric, schedules interviews and keeps candidates in the loop.
Greenhouse · Calendar · Gmail
IT
IT Envoy
Handles access requests, onboarding checklists and device offboarding — inside the policy you set.
Okta · Google Workspace · Jira
Operations
Ops Envoy
Glues the gaps between tools: weekly reports, vendor follow-ups and the spreadsheet nobody owns.
Linear · Sheets · Slack
Customers
Teams stopped babysitting their automations.
“We used to spend Monday mornings reconciling refunds by hand. Now Support Envoy clears the queue overnight, and the only thing on my desk is the approvals it couldn’t make alone.”
Marco Ferrante
Head of Support, Halden
“Finance Envoy closes our month-end tie-outs two days earlier. Every change has a receipt, so audit prep went from a week to an afternoon.”
Jonas Lindqvist
Controller, Brightloop
“It’s the first automation our security team signed off on in a day. Scoped access and approval limits did the convincing.”
Priya Raman
VP Operations, Tessellate
FAQ
Questions, answered.
Still deciding? Our team will walk you through a live agent run on your own tools. Book a demo.
How do agents get access to our tools?
Through scoped OAuth connections you approve one at a time. Every connection starts read-only; write access is granted per action type, and you can revoke it in one click.
What happens when an agent isn’t sure?
Can we see exactly what an agent did?
Is our data used to train models?
How long does setup take?
Do you offer a free trial?
Send your first agent this afternoon.
Connect two tools, write one brief, and watch the report come back. Most teams ship their first agent in under an hour.
14-day free trial · No credit card · SOC 2 Type II