Agiled
Agiled combines CRM, projects, invoicing, and HR in one platform. Now your AI agent speaks to all of it. Customers check invoice status, employees log expenses, and prospects get project estimates, all through conversation. Your unified business hub, now with a voice.
Your AI agent becomes a business management powerhouse. From retrieving invoice details to creating project tasks, these are the operations that happen while you focus on growth.
Agiled
See how teams use AI agents to manage the full business lifecycle in Agiled, from client inquiries to internal expense tracking, without switching between modules.
A client messages asking if their latest invoice has been paid. Your AI Agent searches Agiled for invoices associated with their email, finds the most recent one, checks the payment status, and confirms whether payment was received or reminds them of the outstanding balance. The client gets immediate clarity. Your finance team handles fewer payment status calls.
A sales rep mentions a new client needs their website redesign project started. Your AI Agent creates the project in Agiled with the client details, sets the start date, adds initial notes from the sales conversation, and notifies the project manager. The delivery team sees a ready-to-work project without waiting for manual setup.
An employee messages that they just paid for client dinner and needs to expense it. Your AI Agent asks for the amount and vendor, creates the expense record in Agiled with the correct currency and purchase date, and confirms submission. No spreadsheets, no lost receipts, no delayed reimbursements.
Agiled
FAQs
The agent can work with Agiled's core modules including CRM (contacts, deals), projects and tasks, finance (invoices, estimates, expenses), HRM (employees, timesheets), and support tickets. This covers the full business management spectrum, so conversations can span from client invoicing to internal project updates.
Agiled's unified architecture means the agent can seamlessly work across modules in a single conversation. A client can ask about their project status, then inquire about an invoice, and the agent handles both by querying the appropriate Agiled endpoints. No context loss between different business functions.
Yes. When creating tasks, the agent can set priority levels, assign to specific team members by user ID, add to particular task lists, include due dates, and attach the task to the correct project. The full task creation workflow that you would do manually is available through conversation.
In your Agiled account, navigate to Profile and then API Settings. Your API key is displayed there. Copy it and paste into the Tars tool configuration. The key provides secure access to your Agiled data without sharing your login credentials.
Yes. Agiled's expense system supports distance-based expenses with mileage rates, and the agent can create these with proper distance values and unit rates. Recurring expenses can also be configured with frequency settings. Your expense tracking stays complete regardless of input method.
Exactly. That is a primary use case. Clients message your AI agent, the agent retrieves their invoices from Agiled, and provides payment status, amounts, and due dates conversationally. Clients get answers without needing portal login credentials or navigating dashboards.
The client portal requires clients to log in and navigate to find information. Your AI agent brings that information to wherever your clients already are, including your website chat, WhatsApp, or SMS. Plus the agent can take actions like creating tickets or confirming details, not just display data.
Yes. The agent can retrieve timesheet entries for any project, including logged hours, dates, and associated team members. This is useful when clients ask about billable hours or when generating project summaries. Time tracking data becomes queryable through conversation.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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