Agents that work for you

What the morning brief and the Follow-ups agent look atlink

Both run every morning at your brief time - 7:30 AM in your organization's time zone by default; change it on the agent's Brief time row - and read your real records first, with no guessing:

• Yesterday's appointments: done, no-show (the time passed without Done or Canceled) and canceled
• Today's appointments (the Morning brief counts them; the Follow-ups agent looks only at what needs a reply)
• Missed inbound calls that never got a text back
• New leads from the last 2 days nobody has called, texted or emailed
• Invoices past their due date with a balance still open
• Estimates still waiting 3 days or more after they went out
• Jobs marked Done whose client has not been asked for a review

Then it writes one short brief in your own words - "Yesterday you had 4 appointments: 3 done, 1 no-show. Want me to send the 3 done ones a thank-you and reschedule the no-show?" - with up to 6 proposals, each a card. Yes, send confirms every proposal that needs no typed detail, one after the other; a proposal that needs a phone number, an email address or an amount typed waits on its own card below. Not now dismisses the rest. A morning when nothing happened is skipped for free: no brief, no credits.

Probation, then a standing approvallink

A new agent asks before every send. After you have approved 10 of its sends without editing them, you can grant it a standing approval for one of its templates by typing the agent's name: from then on it sends that exact wording on its own, under its limits - the brief agents send up to 10 messages a day, one per person per day, three per person per week, and stop for good once the person replies. A free-written message, money, team, phone numbers and automation changes always ask.

Linked automations and the no-loop promiselink

The Missed-call text-back and Review request agents create the automation they need on their first run - the card says so before you turn them on: "Creates: Missed call text-back on first run". It is an ordinary automation under Automations, named after the agent; it pauses when the agent pauses, resumes when it resumes and goes when the agent is deleted, and the agent's settings list it under Linked automations. An agent may also propose creating, changing, pausing or running an automation as a card you confirm.

Two agents that keep the week on tracklink

Two more ready-made agents work the hours before your appointments and the minutes after a message lands. Both only propose: every card waits for a person, and neither one sends a message of its own.

Appointment coordinator

Every morning at your preparation time (08:00 in your organization's time zone by default; change it on the agent's Preparation check row) it reads the next 24 hours: each appointment, its client, who is assigned and what the client wrote lately. It also wakes when an appointment is moved or canceled. When a client names a new date and time it proposes the move as a card; an unclear request ("can we move it?") becomes a task for the appointment owner; a missing phone or email becomes a task with the record link; "see you then" becomes a note. The 4-hour reminder text is the Appointment reminder automation the agent links on its first run - the wording, the date and the time live on that rule, and the agent never writes a reminder of its own. A moved appointment drops its old reminder and gets a new one; a canceled one drops it. It never moves, books or cancels an appointment, never promises availability, and never names a visit type or a health detail. Its number: appointments checked this week, with the scheduling requests still waiting.

Inbox triage

When a client's message lands, and every 30 minutes between 08:00 and 19:00 in your organization's time zone over the open threads still waiting on you, it reads the conversation, finds the client and the thread owner, sorts the request (scheduling, billing, service, complaint or general), judges how urgent it is and proposes one task per conversation: a two-line summary, a priority, a due time, the link and the owner, with a suggested reply written into the task as a draft for a person to send. A complaint, a disputed bill or an unclear request goes to a person with a short acknowledgment only. It never replies, marks a thread read, archives or reassigns it - those are not on its list - and it stops the moment a team member answers. Its number: conversations flagged this week, with how many still need a reply. Up to 48 runs a day, never two within 15 minutes; a quiet half hour is skipped for free.

Agents on a projectlink

Any agent can work for one Genaya AI project. Open the project, press the Agents card and Add agent - one of your agents that is not on a project yet, or a ready-made one turned on for the project - or say it in the project's chat: "add the Follow-ups agent to this project". A project agent reads the project's brief, records and rules on every run, the Morning brief and Follow-ups agents read only that project's yesterday and today, its runs show under the project's Activity and its cards wait in the project's decisions. A project holds up to 5 agents and an agent works for one project at a time. See "Add agents to a project" under Projects.

What it costslink

A completed agent run is 20 credits from the same Genaya AI pool as a conversation - a credit is one cent of Genaya AI work. A run that looks and finds nothing to do is free, and so is a failed run. Texts and emails an agent sends are counted like any send.