Chat Agent
$1,499/mo
Higher-volume and larger team rollouts are quoted to scope
A chat agent for your RevOps and systems team. It reads, updates, and runs procedures across the tools you already use, with an approval step on every write and a full audit trail. Delivered in days, not a quarter.
From $1,499/mo, flat. One number for the whole team. No per-seat license, no per-action meter. Most teams are live in 7 to 14 days.
18 opps over $50k closing this quarter. Top 4 owners:
Want me to drop this in #revenue or move the top 4 into the executive review stage?
The team gets immediate, permissioned answers and can run routine procedures from one chat, while sensitive writes still require approval.
One flat price for the hosted agent, authenticated chat interface, up to six connected systems, 1,000 chat turns a month, audit logs, and four hours of monthly build support.
Higher-volume and larger team rollouts are quoted to scope
Those are general-purpose chat tools 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 task (a scheduled job, an event trigger), the tools you already configured keep working.
Single-CRM agents work inside one vendor's product and bill per seat and per action. This agent spans every system your team touches, runs on one flat price, and gates every write with an approval diff by default. You aren't rationing usage to control a meter, and you aren't locked to the systems one vendor happens to own.
It modifies. Updates, creates, deletes, and bulk operations are all supported. Every write tool ships with an approval rule by default: the agent shows 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).
Choose your preferred model. We support the major providers: Anthropic, Google, and OpenAI.
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 come back in, and where approvals fire. Most agents go live in 7 to 14 days from kickoff. Larger stacks or unusual tuning take longer, and we tell you the estimate on the call.
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.
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 see the full set and frontline operators see a constrained subset. Seat counts are scoped on the call.
That is the purpose of the 4 hours per month. Most months that is enough to add a tool, adjust an approval rule, or absorb upstream API changes. Larger scope is quoted separately.
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.
You do. The agent, tool packs, and conversation history live in your QuickFlo workspace. If you cancel, you can export everything.
Yes. Month-to-month, cancel whenever. No annual contract required.