Chat Agent

A chat interface for your business systems.

Query, update, and run procedures across the tools your team already uses. One conversation, the same permissions, a full audit log. Delivered in days, not months.

Marketplace

Pre-built tool packs for popular systems.

Install verified tool packs from the QuickFlo marketplace. New packs land regularly, and we build custom packs for your stack during onboarding.

QuickFlo marketplace showing the verified Cisco Webex tool pack

Tool packs sit alongside MCP, not in place of it. We reach for tool packs when we need tighter control: response shape, write approvals, and per-operation scoping.

your-stack-agent
Tool packsSalesforceFive9SlackSnowflake+6
Pull every Salesforce opp over $50k closing this quarter, grouped by owner.
salesforce.query142 rows
data.groupByowner_id

18 opps over $50k closing this quarter. Top 4 owners:

OwnerDealsPipeline
M. Reyes6$1.2M
J. Park5$840k
D. Cole4$612k
S. Chen3$485k

Want me to drop this in #revenue or move the top 4 into the executive review stage?

Move them to executive review and ping the owners.
salesforce.update4 records
slack.dmqueued
Ask a question or describe a change…

What it does

Ask for the data you need

Type the question. The agent selects the right system, runs the query, and returns the result as a table, chart, or summary. The underlying query is shown alongside the answer.

Make changes by description

Update opportunities, route campaigns, change agent skills, adjust hours of operation. Single records or in bulk. Write operations show the diff and wait for confirmation before executing.

Tool packs, not a generic HTTP layer

Verified tool packs install from the QuickFlo marketplace, each shipping with authentication, rate-limit handling, retries, and an audit log. During onboarding we configure the agent against the systems your team uses; building a tool pack for a system QuickFlo does not yet integrate with is part of monthly build hours.

A chat interface scoped to your team

A branded, authenticated UI configured for your systems. Sign-in via OTP, magic link, or username and password. We provision the accounts. Your team signs in and starts working with no QuickFlo platform learning curve.

Auditable by construction

Full transcript history, full tool-call input and output capture, configurable write approvals, per-user permission scopes. The conversational interface is auditable in a way browser-based admin consoles never were.

Where the time goes

Hours your team gets back.

Reported by teams who replaced repeated console work with a single chat.

6
hrs / week

Ad-hoc reports

Operations chats the agent for what an executive asked for in Slack. No filter rebuilds, no waiting on the data team. The answer arrives in the same conversation, with the underlying query shown beneath it.

5
hrs / week

Routine admin edits

Hours of operation, holiday schedules, campaign assignments, skill rotations. The agent makes the changes across the relevant consoles, with confirmation on each write.

3
hrs / week

Cross-system lookups

"Why did this lead not get a callback?" previously required checking the CRM, then the dialer, then Slack. The agent joins those records in one response and cites the source rows.

14+
hrs / week

About 56 hours a month.

At fully-loaded operations rates that exceeds the cost of the agent, and the team's senior operators stop being the routing point for every routine question.

How It Works

Three steps to delivery.

You do not build the agent, wire the tools, or select the model. We do that. You start using it.

01

We install the tool packs

Tell us which systems you operate in. We install the corresponding tool packs onto the agent, configure authentication, and scope permissions to the actions your team should be allowed to take.

02

We tune the agent for your team

The chat UI is already built. Onboarding is auth plus shaping the agent: which tools it can call, what its responses look like, which data sources to lean on, where approvals should fire.

03

Your team starts using it

Your people open the chat, ask questions, run updates, and get answers. No admin console training. When you outgrow it, the agent extends: more tools, more permissions, more workflows on top of the same configuration.

What's included

Billed monthly. The agent, the interface, the tools, model inference, and the audit trail.

Custom chat interface

Branded, authenticated UI scoped to your systems. Sign-in via OTP, magic link, or username and password. We provision the accounts.

Value
$1,500/mo

Tool pack installation

Up to 6 systems configured for the agent during onboarding (authentication, permission scoping, response shaping, approval rules). Building new tool packs for systems QuickFlo does not yet integrate with is part of monthly build hours.

Value
$1,200/mo

Model inference and tool execution

Up to 1,000 chat turns per month with Claude or comparable models. Tool calls included. A chat turn is one user message and the assistant's response.

Overage at $0.75 per chat turn.

Value
$800/mo

Direct support and 4 hours of monthly build time

Slack and email channels straight to the engineering team. The build hours cover new tools, scope changes, and absorbing upstream API changes.

Value
$1,200/mo

End-to-end audit trail

Full transcript history. Full tool-call input and output capture. Write approvals. Compliance and audit ready.

Value
Included
Separately purchased
$4,700/mo
$1,500 chat UI + $1,200 tool packs + $800 inference + $1,200 support
Starts at
$1,499/mo

Underneath the chat is QuickFlo's workflow engine.

The tool packs the agent uses are real workflow steps. When you outgrow chat for a given task (when "every morning at 7am" or "fire when a CRM webhook lands" is the right interface), the same integrations and credentials work without re-wiring.

Higher chat turn volume and larger team rollouts are available at the Enterprise tier. We will quote it on the call.

You do not pay until your team is using it.

No onboarding fee, no pilot charges, no clock. Billing starts the day the chat URL is handed over and the first conversation runs against your real systems. If we do not ship, you do not pay.

The hard parts are already built: tool packs, authentication flows, audit logging, model routing. What remains is wiring your specific systems and adjusting the agent to your team's vocabulary, and we have become reasonably efficient at that.

Questions we get a lot

How is this different from ChatGPT or Claude with my data plugged in?

Those are general-purpose chat tools that you connect to your data ad hoc. This is a delivered agent: tool packs installed for your specific stack, an authenticated UI for your team, write-approval rules, an audit trail, and an SLA. The workflow engine underneath means that when chat is not the right interface for a given task (a scheduled job, an event trigger), the tools you already configured continue to work.

Which systems do you support?

Verified tool packs are available in the QuickFlo marketplace, and new packs land regularly. For systems we do not yet have a pack for, the engine connects to any REST or SOAP API; building a custom pack happens within your monthly build hours.

Can the agent modify data, or is it read-only?

It modifies. Updates, creates, deletes, and bulk operations are all supported. Every write tool ships with an approval rule by default: the agent shows you the diff and waits for confirmation. You can relax that for trusted operations (logging a Slack message) and tighten it for destructive ones (deleting Salesforce records).

What model does the agent use? Can we pick?

Choose your preferred model. We support the major providers: Anthropic, Google, and OpenAI.

How long does setup take?

The chat UI is already built, which is part of the point. The work in an engagement is tuning the agent for your team: which capabilities it exposes, which systems it connects to, what format certain responses should come back in, and where approvals should fire. Most agents go live in 7 to 14 days from kickoff. Larger stacks or unusual tuning requirements take longer; we will tell you the estimate on the call.

Does the agent send data to OpenAI or Anthropic?

We use enterprise-tier API access with zero data retention by default. Your prompts and tool outputs are not used for training, and we can deploy with provider-side data processing agreements in place.

Who can use the chat?

Whoever you authorize. Sign-in is via OTP, magic link, or username and password. Per-user permission scoping configures which tools each user can call, so power users can see the full set and frontline operators see a constrained subset. Seat counts are scoped on the call.

What if our requirements change after setup?

That is the purpose of the 4 hours per month. Most months that is sufficient to add a new tool, adjust an approval rule, or absorb upstream API changes. Larger scope is quoted separately.

Do you handle compliance and audit requirements?

Every conversation is logged. Every tool call is captured with full input and output. Approvals on writes mean nothing destructive happens silently. SOC 2 certification is in progress. If that is a hard prerequisite for your contract, mention it on the call and we will share the current timeline.

Who owns the agent, you or us?

You do. The agent, tool packs, and conversation history live in your QuickFlo workspace. If you cancel, you can export everything.

Can we cancel anytime?

Yes. Month-to-month, cancel whenever. Annual contracts are available at a discount but not required.

Your systems already have APIs.
This adds a conversation on top of them.

A 30-minute call. Show us where your team spends time in admin consoles, and we will walk through what a chat for that work would look like.