AI agents

AI agents that work inside your business

33 agents that know your customers, calendar, leads and campaigns. Each agent does one job well, and sensitive actions wait for your approval.

33
AI agents available
7
work areas
1
one platform for every agent

What is an AI agent in Lynxbe

An AI agent is a digital worker with one job: answer a customer on WhatsApp, handle a new lead, summarize a meeting or check a campaign. It runs on an event or a schedule, works only on your business data, and takes a sensitive action only after approval. You turn an agent on inside the system, without building anything.

How the agents work

Started by an event or a schedule

An incoming message, a new lead, a finished meeting or a set time of day - each agent is set to what starts it.

Your data only

Each agent reads only your business's data, and only what its job needs.

Sensitive actions wait for approval

Messaging a customer, spending money or changing the calendar happens only after approval, as you set it.

A daily run limit

Every agent has a daily cap on runs, so cost and load stay predictable.

All 33 agents

Arranged by area of work. Every one of them is available to every business on Lynxbe.

Assistants and customer service

7

Lynxbe AI

An AI assistant that works on your business data

WhatsApp AI chatbot

Answers customers on WhatsApp automatically

AI booking agent

Books an appointment from a customer's WhatsApp message

Monday Champion Agent

Structures incoming requests, answers from approved knowledge, escalates the rest

Document Finder Agent

Finds documents and answers company questions from your authorized files

Lynxbe Customer Assistant

How do I do it in Lynxbe, why is it not working, what should we use next

Lynxbe Onboarding Guide

Your first weeks on Lynxbe, one clear step at a time

Sales and leads

5

Speed-to-Lead

Every new lead touched inside 60 seconds - or escalated to a call

Lead Processor Agent

Turns inbox inquiries into enriched CRM leads with a drafted reply

Sales Call Copilot

Customer brief before the call, what to say during it, a clean summary after it

Next Best Action

One recommended action per customer: win-back / review / referral

Community & Groups

A forwarded group post becomes a human-tone reply draft and a CRM lead

Marketing and content

6

Creative Generator

Suggest-only on-brand ad copy per audience, validated by the creative QA gate

Creative Optimizer

Suggest-only: scale the creative angles that work, retire the ones that don’t

Social Planner

Drafts on-brand organic social posts into your calendar for approval

SEO Blog Writer

Drafts the blog post your customers' own questions ask for - for your approval

AI Visibility Agent

Asks AI assistants what your customers ask, tracks whether you appear, and proposes one lever a month

Competitors Watch Agent

High-signal competitor change alerts with battle-card updates

Measurement and experiments

5

Marketing Audit Agent

Read-only weekly audit from Customer and Revenue digests

Weekly Report

Delivers the deterministic weekly marketing report (customers · revenue · content · reputation)

Landing Page Auditor

Read-only audit of PPC landing pages: tracking, message-match, health

Experiment Proposer

Spots a real channel-quality gap and proposes an A/B test to confirm it

Experiment Reporter

A weekly readout of every A/B test and its current verdict

The working day

3

Morning Brief Agent

One prioritized daily briefing from meetings, messages and tasks

Meeting Action Agent

Turns call and meeting transcripts into owned, dated action items

Calendar Agent

Finds double bookings and overload; proposes fixes, changes only after approval

Finance and team

2

Payment Verification Agent

Matches new transactions to customers and invoices, flags discrepancies

Recruiting Specialist Agent

Screens applications, keeps the pipeline moving, coordinates interviews

All-in-One Platform

One Platform. Everything Connected.

Every module works together seamlessly. Your data flows automatically between CRM, Booking, Payments, Communications, and more.

No More Switching Apps

Everything you need in one place. No juggling between 10 different tools.

Automatic Data Sync

Customer data, bookings, payments, and communications sync automatically.

Lynxbe

Smart Automation

Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.

Unified Analytics

See your entire business performance in one dashboard with cross-module insights.

Smart Integrations

See How Modules Work Together

Click any connection to see how two modules combine to create powerful automations

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WhatsApp + CRM

See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.

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Booking + Invoicing

Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.

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Payments + Booking

Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.

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AI + WhatsApp

24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.

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Contracts + Payments

Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.

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Automation Flows

Build powerful workflows: New lead → WhatsApp welcome → Book demo → Send contract → Collect payment → Add to CRM.

Real Example: The Perfect Customer Journey

1Customer books via website
2Confirmation sent via WhatsApp
3Reminder SMS 24h before
4Service completed
5Invoice auto-generated
6Payment link sent
7Review request automated

Zero manual work. Every step automated.

Power Combinations

See how 3 and 4 modules create complete business workflows

3 Modules
3

Smart Booking Experience

Booking + WhatsApp + CRM

Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences

3

Automated Billing Cycle

Invoicing + Payments + Email

Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered

3

24/7 Smart Scheduler

AI + WhatsApp + Booking

Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed

3

Smart Call Center

Voice + CRM + Analytics

Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance

3

Multi-Channel Reminders

SMS + WhatsApp + Booking

Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels

3

Omnichannel AI Support

Voice + WhatsApp + AI

Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved

4 Modules
4

Complete Service Business

CRM + Booking + Invoicing + Payments

New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM

From first contact to payment - fully automated
4

Intelligent Customer Engagement

CRM + AI + WhatsApp + Analytics

AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign

Self-improving marketing that gets smarter
4

Deal Closing Machine

CRM + Contracts + Payments + Email

Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed

Close deals while you sleep
FAQ

AI agents FAQ

Can an AI agent message a customer without approval+
Sensitive actions such as messaging a customer, spending money or changing the calendar are set in each agent as actions that need approval. You decide what runs on its own and what waits.
What data do the agents work on+
Each agent reads only your business's data in Lynxbe, and only what its job needs - for example leads, calendar, meetings or campaigns.
Do I need to build anything to turn an agent on+
No. You turn an agent on inside the system and set a few details such as channel, time or CRM board. An agent that needs a connection, like WhatsApp or email, asks for it when you turn it on.
Can you build an AI agent that is not on the list+
Yes. Lynxbe's software house builds custom agents on the same infrastructure, with your business data and connections.

Integrations with the tools your business already uses

Google Meta WhatsApp Stripe Zoom HubSpot monday.com Airtable Zapier Priority Explore our marketplace
Want to see an agent working on your business?

We will show you one agent working on your data, and choose together where to start.

Security & Privacy Review

Security and Privacy Controls

Review access, privacy, encryption, retention, and audit controls against your organisation's requirements. Certification or legal compliance is confirmed only with current independent evidence and legal review.

Access Control Review

Define roles, permissions, sensitive-data scope, and approval paths, then verify them in a test environment before production access is granted.

Privacy Workflow Review

Map access, correction, export, deletion, consent, and retention workflows to the legal requirements that apply to your organisation. Regulatory compliance depends on configuration and operating processes and requires legal review.

Encryption & Secret Handling

Confirm transport encryption, storage protection, backup handling, and secret management for the selected services during the security review.

Account & Permission Boundaries

Review account scoping, role boundaries, administrator access, and integration permissions against your security requirements before launch.

Auditability Review

Review which user and configuration events are recorded, how long logs are retained, and which exports are available for the modules you select.

Retention, Export & Deletion

Define access, export, retention, and deletion requirements during implementation and verify the workflow for the modules and jurisdictions you use.

Access Controls
Privacy Review
Audit Evidence
Israeli Requirements Review

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