Task-led assistance with Nova.
Nova is Worxstream's task-led assistant—find a customer, retrieve invoices, or create an estimate in plain language, with specialist agents coordinating behind the scenes when work spans modules.
AI that works where the work happens.
Nova and your AI agents answer, qualify, follow up, research, schedule and act — while your team stays in control.
Operator is an AI employee that does the worX for you — summarizes your email.
Nova handles everyday tasks in plain language. Specialist agents coordinate when work spans modules—availability depends on your plan and configuration.
Start with the outcome.
Find a customer, pull invoices, or create an estimate—Nova routes the request and shows progress as it works.
Find a customer
"Find Acme Corp and show me their open jobs and recent invoices."
Nova searches CRM and billing records and returns linked context in one thread.
Retrieve invoices
"List unpaid invoices for Summit Mechanical over $1,000 from this quarter."
Invoice and customer agents apply filters and return results with audit-friendly detail.
Create an estimate
"Create an estimate for Acme Corp for $5,000 with HVAC service and installation line items."
Estimate flow handles customer lookup, line items, and validation before save.
Not everything is chat.
Nova, Worxstream Voice, and Control Tower solve different problems—availability depends on your plan and configuration.
Conversational assistance (Nova)
In-workspace chat to query records, draft documents, and run approved actions with confirmations where configured.
Available when Nova is enabled for your tenant—capabilities depend on roles and module access.
Voice intake (Worxstream Voice)
Configured phone intake that captures caller context and hands structured summaries to your team—separate from typing to Nova in the workspace.
Provisioned per plan and onboarding; see Worxstream Voice for caller-facing scope.
Event-driven checks (Control Tower)
Operational monitors and preventative checks triggered by business events—not the same as ad-hoc chat or a single phone call.
Pilot or configured deployments only; confirm availability and rules with our team.
Key capabilities
Nova for everyday tasks, specialist agents when work spans modules—plus separate voice intake and event-driven checks where provisioned.
Task-led assistance with Nova
- Start with outcomes—find a customer, pull invoices, create an estimate
- Plain-language requests routed to the right records and validations
- Live progress updates so you see work as it happens
- Conversation memory for follow-ups without repeating context
Specialist agents when you need them
- Domain-focused agents handle sales, CRM, finance, projects, and configuration tasks
- Agents collaborate when a request spans multiple modules
- Approvals and write confirmations follow your workspace rules—not a one-size-fits-all policy
- Multi-agent coordination supports Nova; it is not the headline—your tasks are
One expert for every workflow
Specialist agents support Nova when tasks span modules—they are not the primary headline for how customers experience AI.
Sales
- Estimate AgentCreate and manage quotes and estimates.
- List and search estimates
- Create with auto field validation
- Auto-populate customer and product info
- Invoice AgentHandle invoicing with full control.
- List and search invoices
- Create with required field confirmation
- Automatic customer/product lookup
- Credit Memo AgentManage credit memos for refunds and adjustments.
- List and view records
- Create with validation
- Track adjustments and refunds
- Job AgentTrack client work and service deliverables.
- Create jobs with validation
- List and search active jobs
- Link to customers and contacts
CRM
- Customer AgentManage your customer database — business entities for invoicing and jobs.
- List with filtering
- View and update customer info
- Single or batch field updates
- Contact AgentLead management and marketing contact tracking.
- List and search CRM contacts
- Create leads and prospects
- Update, clone, delete contacts
Finance
- Finance AgentFinancial configuration and management.
- Taxes and chart of accounts
- Dropdowns and column configs
- Field groups and app filters
- Price Comparison AgentAnalyze pricing data and trends.
- Compare stock files (Excel/CSV)
- Identify price changes
- Analyze trends and profitability
Advanced features
Every action is visible, validated, and easy to review—so automation feels dependable, not mysterious.
- 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
Ask for the outcome in the same language you use with your team. Worxstream AI handles the steps.
Find a customer
"Find Acme Corp and show me their open jobs and recent invoices."
Nova searches CRM and billing records and returns linked context in one thread.
Retrieve invoices
"List unpaid invoices for Summit Mechanical over $1,000 from this quarter."
Invoice and customer agents apply filters and return results with audit-friendly detail.
Create an estimate
"Create an estimate for Acme Corp for $5,000 with HVAC service and installation line items."
Estimate flow handles customer lookup, line items, and validation before save.
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 with validation and audit trail.
Security & reliability
AI can move quickly without skipping the guardrails your business depends on.
- 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
Bring the same intelligent workflow layer to the teams, trades, and service businesses that keep work moving.
See Nova on your workflows
Request a demo to walk through Worxstream AI Agents configured for your team. We'll follow up to schedule a walkthrough.
- Reduce manual data entry — let AI handle routine operations
- Faster decision making — real-time insights and reports
- Scale operations — automate without hiring more staff