AI Agents
Role-based AI employees are the primary object in ThreadLogic. Monitor status, approvals, connected systems, and supporting assets here.
Receptionist Agent
Front Desk Coverage
Answers inbound calls, captures caller details, routes messages, and books callbacks.
Inbound calls handled
43
today
Tasks completed
57
today
Interactions
43
today
Pending approvals
1
review
Health: Strong•Powered by 2 intelligent workflows•Workflow logic: 1 step
Connected: Phone, Google Calendar, HubSpot
View AgentIntake Agent
Structured Intake
Collects intake details, qualifies requests, and routes clean handoffs to the right team.
Requests qualified
18
today
Tasks completed
24
today
Interactions
21
today
Pending approvals
0
clear
Health: Stable•Powered by 2 intelligent workflows•Workflow logic: 1 step
Connected: Forms, SheetFlow, HubSpot
View AgentSDR Agent
Lead Conversion
Responds to inbound leads fast, qualifies fit, and books meetings for the sales team.
Sales meetings booked
7
this week
Tasks completed
19
today
Interactions
26
today
Pending approvals
2
review
Health: Stable•Powered by 2 intelligent workflows•Workflow logic: 1 step
Connected: HubSpot, Gmail, Calendly
View AgentScheduler Agent
Appointments & Calendar
Books, reschedules, confirms, and reminds so calendars stay full and no-shows go down.
Appointments confirmed
31
today
Tasks completed
38
today
Interactions
29
today
Pending approvals
1
review
Health: Watch•Powered by 2 intelligent workflows•Workflow logic: 1 step
Connected: Google Calendar, SMS, CRM
View AgentSupport Agent
Customer Support
Handles repetitive support work, triages requests, updates customers, and escalates edge cases.
Tickets resolved
56
today
Tasks completed
63
today
Interactions
74
today
Pending approvals
3
review
Health: Watch•Powered by 1 intelligent workflows•Workflow logic: 1 step
Connected: Helpdesk, Email, SheetFlow
View AgentAccounts Receivable Agent
Receivables & Collections
Sends reminders, follows up on overdue balances, and keeps finance follow-through consistent.
Invoices followed up
21
today
Tasks completed
22
today
Interactions
17
today
Pending approvals
1
review
Health: Stable•Powered by 1 intelligent workflows•Workflow logic: 1 step
Connected: QuickBooks, Email, SheetFlow
View Agent