Sales Memory
Sales Outreach Agent
Finds prospects, runs outbound campaigns, follows up automatically, and books meetings into the calendar.
Prospect findingOutbound campaignsMeeting booking
In Live BlueLogs the contact timeline, opportunity stage, quote status, and owner — every step traceable inside the workspace.
OutcomeCreate more qualified sales conversations without manually chasing every prospect.
Finance & Admin
Invoice & Collections Agent
Handles invoice intake, payment reminders, and structured collections workflows.
Invoice intakePayment remindersCollections sequences
In Live BlueFiles the document status, extracted fields, invoice activity, and payment reminder into the workspace — clean and organized.
OutcomeMoney follow-up becomes consistent without requiring the owner to chase every invoice.
Custom Agent Team
RFP Agent
Reads, interprets, and responds to RFPs by extracting requirements, deadlines, evaluation criteria, and draft response structure.
RFP extractionDeadline trackingResponse drafting
In Live BlueDelivers the briefing, insight, recommendation, approval path, and decision trail into the workspace — owners stay informed.
OutcomeRespond to RFPs faster with more consistency, accuracy, and completeness.
Operations
Job / Progress Status Agent
Tracks job progress, gathers updates, and flags delays or missing information.
Progress trackingUpdate collectionDelay flags
In Live BluePushes the task owner, job status, routing decision, deadline, and vendor note into the workspace — visible to the team.
OutcomeEveryone knows where the work stands without another status meeting.
Sales Memory
Proposal & Follow-Up Agent
Generates proposal drafts, sends follow-ups, and drives opportunities toward close.
Proposal draftingFollow-up sequencesClose-loop reminders
In Live BlueLogs the contact timeline, opportunity stage, quote status, and owner — every step traceable inside the workspace.
OutcomeProposals stop dying in silence after they are sent.
Sales Memory
Upsell & Expansion Agent
Identifies expansion opportunities based on usage, behavior, timing, and account history.
Expansion signalsTiming detectionUpsell prompts
In Live BlueLogs the contact timeline, opportunity stage, quote status, and owner — every step traceable inside the workspace.
OutcomeFind growth inside the customers you already have.
Front Office
Receptionist Agent
Answers inbound calls, captures lead details, routes inquiries, and handles basic requests 24/7.
Inbound callsLead captureRequest routing
In Live BlueDrops the call log, transcript, recording, summary, and booking into the workspace — searchable instantly.
OutcomeYour business has a front door that never goes dark.
Sales Memory
Customer Onboarding Agent
Guides new customers through setup, expectations, documentation, and first-success milestones.
Welcome sequenceDocument collectionFirst-success milestones
In Live BlueLogs the contact timeline, opportunity stage, quote status, and owner — every step traceable inside the workspace.
OutcomeNew customers start with clarity instead of confusion.
Creates contacts, updates statuses, logs activity, attaches call reports, and maintains clean CRM records.
Contact creationStatus updatesActivity logging
In Live BlueLogs the contact timeline, opportunity stage, quote status, and owner — every step traceable inside the workspace.
OutcomeEvery conversation becomes an organized customer record instead of another loose note.
Front Office
Lead Qualification Agent
Qualifies inbound leads, asks intake questions, scores fit, and routes opportunities appropriately.
Intake questionsFit scoringLead routing
In Live BlueDrops the call log, transcript, recording, summary, and booking into the workspace — searchable instantly.
OutcomeSend the right opportunities to the right next step instead of treating every lead the same.
Front Office
Appointment Booking Agent
Handles scheduling, rescheduling, confirmations, and calendar coordination end-to-end.
SchedulingReschedulingConfirmations
In Live BlueDrops the call log, transcript, recording, summary, and booking into the workspace — searchable instantly.
OutcomeRemove the back-and-forth that slows down booked meetings and appointments.
Sales Memory
Pipeline Management Agent
Keeps deal stages accurate, updates opportunities automatically, and reflects real-time pipeline health.
Stage updatesOpportunity trackingPipeline health
In Live BlueLogs the contact timeline, opportunity stage, quote status, and owner — every step traceable inside the workspace.
OutcomeKnow where deals actually stand without rebuilding the pipeline manually.
Front Office
Quote Intake Agent
Collects job details, photos, measurements, budget, timeline, and requirements for accurate quoting.
Quote requirementsPhoto collectionEstimate prep
In Live BlueDrops the call log, transcript, recording, summary, and booking into the workspace — searchable instantly.
OutcomeQuotes start with the details your team actually needs.
Sales Memory
Sales Coaching Agent
Analyzes sales calls, identifies missed opportunities, and coaches reps on objections, tone, and conversion.
Call analysisObjection reviewRep coaching
In Live BlueLogs the contact timeline, opportunity stage, quote status, and owner — every step traceable inside the workspace.
OutcomeTurn call history into better sales behavior and fewer missed moments.
Sales Memory
Lost Opportunity Agent
Identifies missed bookings, stalled leads, and forgotten quotes for recovery.
Stalled lead flagsMissed booking recoveryForgotten quote alerts
In Live BlueLogs the contact timeline, opportunity stage, quote status, and owner — every step traceable inside the workspace.
OutcomeRecover revenue that usually disappears after the first conversation.
Sales Memory
Deal Risk Detection Agent
Detects at-risk deals based on inactivity, sentiment, delays, or missing next steps.
Risk scoringSentiment detectionNext-step gaps
In Live BlueLogs the contact timeline, opportunity stage, quote status, and owner — every step traceable inside the workspace.
OutcomeCatch deal problems before they become lost deals.
Custom Agent Team
Pricing Optimization Agent
Analyzes historical deal outcomes to recommend pricing adjustments, discounts, and margin improvements.
Win/loss analysisMargin signalsDiscount guidance
In Live BlueDelivers the briefing, insight, recommendation, approval path, and decision trail into the workspace — owners stay informed.
OutcomeUse deal history to protect margin and price with more confidence.
Communication
Email Triage Agent
Reads, categorizes, drafts responses, and routes inbound email communication.
Email classificationDraft repliesInbox routing
In Live BlueSurfaces the message thread, sentiment, status, draft response, and escalation — routed straight into the workspace.
OutcomeImportant email stops getting buried under routine messages.
Communication
Social Media Response Agent
Responds to comments, messages, and mentions across social platforms using approved tone and escalation rules.
DM responseComment routingTone rules
In Live BlueSurfaces the message thread, sentiment, status, draft response, and escalation — routed straight into the workspace.
OutcomeSocial engagement becomes controlled, consistent, and less dependent on one person checking every platform.
Communication
Customer Update Agent
Sends proactive updates on appointments, job status, delays, and next steps.
Appointment updatesDelay noticesNext-step messages
In Live BlueSurfaces the message thread, sentiment, status, draft response, and escalation — routed straight into the workspace.
OutcomeCustomers know what is happening before they have to ask.
Communication
Reputation Management Agent
Requests reviews, monitors feedback, and flags reputation risks early.
Review requestsFeedback monitoringRisk alerts
In Live BlueSurfaces the message thread, sentiment, status, draft response, and escalation — routed straight into the workspace.
OutcomeTurn happy customers into proof and unhappy customers into handled situations.
Communication
Customer Support Agent
Handles post-sale support inquiries, troubleshooting, and ticket creation across channels.
Support answersTroubleshootingTicket creation
In Live BlueSurfaces the message thread, sentiment, status, draft response, and escalation — routed straight into the workspace.
OutcomeSupport starts instantly and escalates cleanly when a human needs to step in.
Communication
Complaint Handling Agent
Detects negative sentiment, escalates high-risk issues, and prevents reputational damage.
Sentiment detectionRisk escalationResolution routing
In Live BlueSurfaces the message thread, sentiment, status, draft response, and escalation — routed straight into the workspace.
OutcomeComplaints move to the right person before they become public problems.
Sales Memory
Customer Retention Agent
Detects churn signals and proactively re-engages customers before they disengage.
Churn signalsRe-engagementRetention alerts
In Live BlueLogs the contact timeline, opportunity stage, quote status, and owner — every step traceable inside the workspace.
OutcomeKeep customers from quietly drifting away.
Custom Agent Team
Advisory Agent
Analyzes operational patterns and recommends process improvements.
Pattern analysisProcess recommendationsOperational insight
In Live BlueDelivers the briefing, insight, recommendation, approval path, and decision trail into the workspace — owners stay informed.
OutcomeSee where the business is wasting time, creating friction, or missing leverage.
Operations
Operations Coordinator Agent
Acts as a central orchestration layer between teams, systems, and workflows.
Team coordinationSystem handoffsWorkflow orchestration
In Live BluePushes the task owner, job status, routing decision, deadline, and vendor note into the workspace — visible to the team.
OutcomeWork moves between people and systems without constant manual chasing.
Assigns jobs, crews, or tasks based on availability, rules, geography, and priority.
Crew assignmentAvailability checksPriority routing
In Live BluePushes the task owner, job status, routing decision, deadline, and vendor note into the workspace — visible to the team.
OutcomeJobs move to the right person at the right time.
Operations
Inventory Check Agent
Validates availability of parts, stock, or resources before confirming work.
Stock validationResource checksAvailability flags
In Live BluePushes the task owner, job status, routing decision, deadline, and vendor note into the workspace — visible to the team.
OutcomeStop confirming jobs, orders, or promises the business cannot fulfill.
Operations
Vendor Coordinator Agent
Manages communication and follow-up with suppliers, vendors, and subcontractors.
Vendor follow-upSupplier updatesSubcontractor coordination
In Live BluePushes the task owner, job status, routing decision, deadline, and vendor note into the workspace — visible to the team.
OutcomeThird-party work stops living across random emails, calls, and texts.
Operations
Task Routing Agent
Turns conversations and workflows into assigned tasks with ownership tracking.
Task creationOwner assignmentCompletion tracking
In Live BluePushes the task owner, job status, routing decision, deadline, and vendor note into the workspace — visible to the team.
OutcomeWork gets assigned instead of simply mentioned.
Operations
Internal Notification Agent
Alerts the right people when bookings, escalations, risks, or urgent events occur.
Owner alertsUrgency notificationsTeam routing
In Live BluePushes the task owner, job status, routing decision, deadline, and vendor note into the workspace — visible to the team.
OutcomeThe right person finds out at the right moment.
Operations
SLA & Compliance Agent
Monitors deadlines, commitments, and process compliance across operations.
SLA monitoringDeadline flagsCompliance checks
In Live BluePushes the task owner, job status, routing decision, deadline, and vendor note into the workspace — visible to the team.
OutcomeCatch late, missing, or non-compliant work before it becomes a larger issue.
Finance & Admin
Document Extraction Agent
Extracts structured data from PDFs, forms, contracts, receipts, and emails.
PDF extractionField mappingStructured records
In Live BlueFiles the document status, extracted fields, invoice activity, and payment reminder into the workspace — clean and organized.
OutcomeDocuments become usable business data instead of manual admin work.
Finance & Admin
Document Processing Agent
Organizes, validates, and routes documents into the correct workflows.
Document sortingValidationWorkflow routing
In Live BlueFiles the document status, extracted fields, invoice activity, and payment reminder into the workspace — clean and organized.
OutcomePaperwork gets cleaned up and moved to the right place automatically.
Finance & Admin
Admin Assistant Agent
Handles recurring admin tasks, reminders, coordination, and operational support.
Recurring remindersCoordinationAdmin support
In Live BlueFiles the document status, extracted fields, invoice activity, and payment reminder into the workspace — clean and organized.
OutcomeSmall recurring tasks stop draining owner and team attention.
Finance & Admin
Finance Summary Agent
Creates summaries of invoices, payments, outstanding balances, and financial activity.
Finance digestBalance summaryPayment visibility
In Live BlueFiles the document status, extracted fields, invoice activity, and payment reminder into the workspace — clean and organized.
OutcomeSee the finance admin picture without digging through every tool.
Custom Agent Team
Executive Briefing Agent
Delivers daily or weekly summaries of performance, risks, and opportunities.
Daily briefingsRisk summariesOpportunity snapshots
In Live BlueDelivers the briefing, insight, recommendation, approval path, and decision trail into the workspace — owners stay informed.
OutcomeWake up to what matters instead of searching for it.
Custom Agent Team
Business Intelligence Agent
Analyzes data across sales, operations, and customers to identify trends and bottlenecks.
Cross-system analysisTrend detectionBottleneck reports
In Live BlueDelivers the briefing, insight, recommendation, approval path, and decision trail into the workspace — owners stay informed.
OutcomeTurn Live Blue activity into decisions, not just logs.
Custom Agent Team
Performance Monitoring Agent
Tracks KPIs, operational health, response times, and business performance metrics.
KPI trackingHealth monitoringResponse-time reporting
In Live BlueDelivers the briefing, insight, recommendation, approval path, and decision trail into the workspace — owners stay informed.
OutcomeKnow whether the business is improving, stalling, or slipping.
Custom Agent Team
Voice Command Agent
Allows owners to interact with business systems conversationally for insights and actions.
Ask Live BlueVoice actionsBusiness recall
In Live BlueDelivers the briefing, insight, recommendation, approval path, and decision trail into the workspace — owners stay informed.
OutcomeTalk to the business instead of digging through tabs, logs, and dashboards.
Front Office
Call Report Agent
Turns conversations into transcripts, summaries, action items, and searchable records.
TranscriptsSummariesAction items
In Live BlueDrops the call log, transcript, recording, summary, and booking into the workspace — searchable instantly.
OutcomeEvery conversation leaves a usable record inside Live Blue.
Starter bench catalog: 41 agents from the initial Autonomous Blue agent list.