Centralize your business workflows in one AI-powered command center.
Intelligent AI agents that understand what you need and get it done — from quotes and invoices to CRM, projects, and HR. Control your entire business under one roof.
Trusted by innovative teams worldwide
- True Temp HVAC
Sunbelt Roofs
Garcia Supply
AC Units For Less
AC Units For Less Atlanta
Key Capabilities
Talk to Your Business
- Describe what you need — the system understands and gets it done
- Requests are routed to the right expert automatically
- Live progress updates so you see work as it happens
- Remembers the conversation so you can ask follow-ups and handle complex tasks
Expert Agents for Every Area
- 19 specialized agents, each an expert in its domain
- Hundreds of actions agents can take on your behalf
- Agents work together when a task spans multiple areas
- Each agent focuses on what it does best — fast and reliable
Meet the Operators
Sales
Estimate Agent
Create and manage quotes and estimates.
Sales
Invoice Agent
Handle invoicing with full control.
Sales
Credit Memo Agent
Manage credit memos for refunds and adjustments.
Sales
Job Agent
Track client work and service deliverables.
CRM
Customer Agent
Manage your customer database — business entities for invoicing and jobs.
CRM
Contact Agent
Lead management and marketing contact tracking.
Finance
Finance Agent
Financial configuration and management.
Finance
Price Comparison Agent
Analyze pricing data and trends.
Advanced Features
- Live progress updates as each step is completed
- Full transparency: see what actions were taken and the results
- Clear feedback if something needs your input or correction
- Usage and cost visibility so you stay in control
- Each agent uses only the capabilities it needs — efficient and secure
- Conversation memory for follow-up questions and complex requests
- Context kept across the conversation; you always know what was done
Usage Examples
Create an estimate
"Create an estimate for Acme Corp for $5,000 with these items: HVAC service - $3,000, Installation - $2,000"
Estimate agent handles customer lookup, product selection, and creation.
Find HVAC products
"Show me HVAC systems available for 3-ton tonnage in a split system configuration"
System finder agent displays matching products.
Compare supplier prices
"Compare my current supplier price file with the new one I have"
Price comparison agent identifies changes, additions, and removals.
Manage team structure
"Create a new Sales department with three teams: Inside Sales, Field Sales, and Sales Ops"
HR agent sets up your organizational structure.
Workflow automation
"Convert estimate #123 to an invoice"
Workflow agent handles the transformation automatically.
Security & Reliability
- No direct database access — every action goes through secure, approved workflows
- Required fields and confirmations so nothing goes through by mistake
- Clear feedback and recovery when something needs attention
- Usage and cost visibility so you stay in control
- Full audit trail of what was done and when
Perfect For
Ready to Get Started?
Get started with Worxstream AI Agents. Experience intelligent automation with a free 14-day trial.
- Reduce manual data entry — let AI handle routine operations
- Faster decision making — real-time insights and reports
- Scale operations — automate without hiring more staff
Worxstream AI Agents — Intelligent automation for your business