Flowla's AI Agents help you skip the manual steps and still deliver a personalized experience, every time.
Think of them as intelligent, context-aware assistants that help you automate decisions, personalize experiences, and drive your customer journey forward.
Agents understand your workflow, analyze the data inside it, and step in exactly when and where you need them to.
In short, they take over the tasks that slow your team down.
Writing follow-ups
Building business cases
Summarizing key call takeaways
Personalizing messages based on CRM, transcript, or form data
You decide when the Agent steps in. Flowla handles the rest by adding the output to your Room, your Slack alerts, or your follow-up emails.
What can AI Agents do?
What can AI Agents do?
AI Agents can be added anywhere in your workflow where natural language understanding, analysis, or decision-making is needed. For example:
Determine a contact’s buying intent based on how they interact with your Room
Find trends across losing deals to improve your sales strategy
Suggest the next best step based on Room activity or CRM signals
Extract and summarize key information from forms or uploaded documents
Personalize content when a new stakeholder joins the Room
Classify customer segments and trigger targeted workflows
Predict deal health and flag risks early
Real Example:
Let’s say a customer submits a kickoff form.
You can instantly trigger an AI summarizer that:
✅ Pulls the answers
✅ Summarizes the key takeaways
✅ Adds the submitter’s info
✅ Emails the summary to your team
Here’s how it looks in Flowla:
Where do they fit in the workflow?
Where do they fit in the workflow?
AI Agents work just like any other step in your workflow. They slot right in between your trigger and the actions that follow.
Example:
Trigger: Room not viewed by invited contact
AI Agent: Generate a personalized follow-up email
Action: Send email with the Room
