Agent Assist

Agent Assist is a powerful professional application designed to streamline your workflow. It offers powerful features that allow users to check detailed information about potential customers anytime, anywhere, initiate calls promptly, and enjoy a smooth office experience. With Agent Assist, you can compile a comprehensive record of a prospect’s history and online activity, ensuring you are fully prepared for meetings. Additionally, voice memos can be added to save incoming calls and meeting minutes, ensuring that you can keep track of the team's business progress at any time.

Highlights:

Look up prospect details on the go.

Start new calls with just one tap.

Save time by adding voice memos to call, drop and meeting notes so everyone can be up to date on the progress.

Explore your business on a map view.

Review prospect notes and activity to get prepared for a meeting.

Add future meetings and activities to your daily plan.

Review your weekly lead activities and statuses in dynamic graph views.

See status updates and information on existing accounts.

Feature:

Live Dashboards

KPI trackers that update in real time. The numbers find you, not the other way around.

Clone & Remix

Every great app is a seed. Clone one. Make it yours. Ship in minutes.

CRMs, Trackers, Tools

CRMs. Trackers. Calculators. Whatever your business needs, built from a prompt.

Stripe-Wired Payments

Sell what you build. Stripe checkout wired into every Taskade Genesis app — no plumbing.

Tips and Tricks:

Adaptive layout handling: Agents are designed to adapt when page layouts change so they remain reliable over time.

Use-case templates: Ready-made templates for everyday tasks like social posts, lead generation, and job applications.

Secure credential handling: Store and use login information securely so agents can access authenticated pages when needed.

Changelog:

Minor bug fixes and improvements.

Install or update to the newest version to check it out!

Final Words:

Manage your prospect account from wherever you are – helping you focus your efforts and give you more control over your sales results.