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Core Operations
Agent

Automate your everyday business workflows — without writing a single message or email.

AI Agent Orchestrating

Connecting your business tools

CRM
WhatsApp
Calendar
Processing CRM follow-ups...
WhatsApp sent to Alex Kumar
Interview scheduled for Sarah
Invoice reminder sent

Manual processes slow your team down.

Sales Delays

Sales reps forget to follow up on quotes, leads go cold, and revenue opportunities slip away

HR Overload

Endless back-and-forth calls and emails just to schedule a simple interview or meeting

Finance Gaps

Invoices get forgotten, payments are delayed, and cash flow suffers from poor follow-up

Your agent connects the dots across teams.

Sales Follow-ups

Automatically sends WhatsApp messages when leads go cold or quotes expire

To: Alex Kumar

"Hi Alex 👋 Just following up on the quote we sent yesterday. Let us know if you have questions!"

Interview Scheduling

HR adds candidates, agent handles all scheduling and sends calendar invites

Sarah Johnson Interview Scheduled

Tomorrow 2:30 PM • Google Meet sent

WhatsApp reminder sent to candidate

Invoice Reminders

Tracks due dates and automatically sends payment reminders via email

Invoice #8472 Due Soon

"🔔 Payment reminder: Invoice #8472 due on Tuesday"

Email sent to client

See the agent in action

Real workflows your team uses every day

Trigger: New lead in CRM goes cold

Lead hasn't responded in 24 hours

Agent detects:

  • • Quote sent to Alex Kumar yesterday
  • • No response received
  • • Auto-follow-up rule activated
WhatsApp chat interface showing automated follow-up message to customer Alex with quote reminder

WhatsApp sent automatically

Follow-up rate: 100%

Google Calendar interface showing automated interview scheduling with candidate details and meeting room booking

Calendar invite sent

Scheduling time saved: 15 mins

Trigger: HR adds candidate to system

Candidate profile created

Agent actions:

  • • Finds available time slots
  • • Creates Google Calendar invite
  • • Sends WhatsApp reminder to candidate
  • • Notifies interviewer

Trigger: Invoice due in 2 days

Payment deadline approaching

Agent monitors:

  • • Invoice #8472 due Tuesday
  • • Payment not received
  • • Reminder sequence activated
Email interface showing automated invoice payment reminder with professional formatting and payment link

Email reminder sent

Collection rate improved: 40%

Why use a Core Operations Agent?

Reduce busywork for your team

Free up 2-3 hours daily from repetitive follow-ups and scheduling

Improve response times across departments

Instant follow-ups and scheduling mean faster customer satisfaction

Never forget follow-ups, interviews, or payments

100% consistency with automated workflows that never sleep

Communicate via tools your team already uses

WhatsApp, Email, Calendar — no new apps to learn

Getting Started is Simple

Deploy your Core Operations Agent in under 30 minutes

1

Connect your tools

CRM, calendar, finance app, WhatsApp

2

Define your daily workflows

Follow-up rules, scheduling preferences

3

Choose message templates

Customize tone and branding

4

Agent is deployed

Live monitoring begins

5

Track & optimize in dashboard

Performance metrics and insights

Real results from real businesses

"

Our HR used to spend 2–3 hours daily on follow-ups. Now the agent handles interview scheduling end-to-end. We've cut our time-to-hire in half.

Farah A.

Farah A.

Ops Manager, PowerPlus

70%

Drop in interview scheduling time

2.3×

Faster payment collection

95%

Lead follow-up rate

Works with the tools you already use

Connect to your existing workflow in minutes

WhatsApp

Google Cal

HubSpot

Gmail

QuickBooks

Slack

Let your AI agent handle the boring stuff.

Sales, HR, and finance teams can focus on what matters — while the agent handles the repetitive workflows.

Vertikal Agent