Agents

Agents that work from your expertise

Your people know the task and what a good result looks like. They give the agent its guidelines, and eokit sets it up from them, no code needed.

Sales Support Finance Meetings Strategy
eokit · agents
Stella (Sales Agent) Live
Tasks Prepare offers Follow up on leads Keep the CRM up to date
Reads
OutlookSharePointGoogle Drive
Model Claude Fable 5.1
Built by Sascha, Sales Reviewed by Lena, Team lead
Built by the people who know the job Described in plain words
Simple tests and constant improvement Agents can be tested and improve themselves.
A person approves before it acts Every step logged
The problem

Make expertise available

Many tasks depend on a few experienced people. When they are busy or away, work piles up. Agents make their knowledge usable for the whole team.

~20% of the work week goes to searching for internal information and finding the right colleague. McKinsey Global Institute The Social Economy, 2012 (opens the study in a new tab)
What it does

Agents your team can rely on

Playbooks

Expertise the whole team can use

In the playbook, the expert writes down how the agent should work and what a good result looks like. That knowledge is there for everyone allowed to use the agent.

Agent · Quote draft
Who can use it
Estimating team6 peopleCan useAnna, Head of estimatingWrote the playbookOwnerPlaybookSurcharges on quotes · 4 rules · reviewed 3 Sep
In your tools

Agents work in the systems your team already knows

The agent uses the connected systems to prepare replies, notes or entries. The person in charge reviews the draft and approves it.

In control

You decide when the agent needs approval

The agent reads information and writes drafts on its own. You decide which actions a person has to approve. Every step is logged.

Waiting for approvalSend reminder to Weber GmbHDrafted by Stella from the open items list in SharePointApproveEdit first
How it works

From a task someone knows to an agent everyone can use

Build

Your expertise gives the agent its direction

Whoever knows the task sets the goal, the approach and what counts as a good result. eokit sets up the agent from that. The expert tests it and improves it on real cases.

  • Scheduled tasks
  • Integrations
  • Company knowledge
  • Instructions
  • Document creation
  • Self-hosted models

Stella (Sales Agent)

Prepares offers, follows up on leads and keeps the CRM up to date.

Claude Fable 5.1 O H S +4
Sascha Which Q3 quotes are still open? Anything at risk?
Stella Reading open opportunities in the CRM Checking Outlook threads with each customer

Here are the open Q3 quotes as of today (14 October):

Open quotes
CustomerProjectValueLast contactChance
Kirchweg Bau GmbHHall extension€142,00012 days70%
Schüller TechnikCNC retrofit€98,5004 days55%
Hansen LogistikFleet telematics€76,00021 days40%

Kirchweg and Hansen have gone quiet. Shall I draft follow-ups for both?

What changes

Expertise that scales

Know-how that stays How a task is done is captured in the agent's playbook, not only in someone's head.
Help for every team Sales, support, finance and more, each with its own agent.
You stay in control Sending, booking or changing a record needs a person's approval, unless you decide otherwise.

An eo for every task your team repeats

Start with the task that takes your team the most time, and describe it once.

Integrations

Agents work in the systems you already use

They read, draft and, with approval, act in the tools your teams open every day.

See all integrations
Stephan Hostert CEO, Steffen Holzbau S.A.
Customer voice
„When it comes to AI solutions, we could not be working with a better team than aigentcy, and we can not wait to have them work on a number of other valuable opportunities."
2 days from tender to first draft, down from 6 weeks
160 employees use eokit
Read the story →
Next feature Recurring tasks, done automatically

For companies that use AI responsibly

FAQ

Asking the right questions

4 questions
4 items · Agents Didn't find it? Ask us
Agents

What is an agent in eokit?

A digital team member with one job. It knows which systems to read, which steps to follow and what to hand back, for example a report or a draft.

Owner ProductApplies to All plans
1 of 4
EU hosting or on-premise No training on your data

Adopt AI and boost your productivity while keeping data secure

Bring your own systems, keep your own rules.

Contact

Tell us what you need

Write a few lines, and we will get back to you.

New message

Stored in the EU, never used for marketing lists