AI Autonomous Agents
Deskmantle AI agents go beyond simple automations. They are autonomous digital workers that can research, decide, and act on your behalf. Each agent specializes in a specific business function and operates continuously in the background.
Available Agents
SDR Agent (Sales Development Representative)
The SDR agent handles top-of-funnel prospecting:
- Researches prospects based on your ideal customer profile.
- Crafts personalized outreach emails using prospect data.
- Sends initial emails and follow-ups on your behalf.
- Qualifies responses and routes hot leads to your team.
- Logs all activity in the CRM automatically.
Executive Assistant Agent
The EA agent manages your calendar and communications:
- Responds to scheduling requests by checking your availability and proposing times.
- Sends meeting confirmations and reminders.
- Prepares meeting briefs with client context.
- Handles rescheduling and cancellation requests.
- Drafts follow-up emails after meetings.
Customer Success Agent
The CS agent monitors client health and intervenes proactively:
- Monitors client health scores and engagement metrics.
- Sends check-in emails to clients who have gone quiet.
- Flags at-risk accounts and creates tasks for your team.
- Shares relevant resources, updates, and content with clients.
- Tracks renewal dates and initiates renewal conversations.
Bookkeeper Agent
The bookkeeper agent handles financial administration:
- Categorizes expenses automatically from connected bank accounts or receipt uploads.
- Generates and sends recurring invoices on schedule.
- Sends payment reminders for overdue invoices.
- Reconciles payments and updates financial records.
- Prepares monthly financial summaries.
Activating an Agent
- Go to Automation > AI Agents.
- Click on the agent you want to activate.
- Configure the agent settings — each agent has specific parameters (e.g., the SDR agent needs your ideal customer profile, the EA agent needs calendar preferences).
- Set the agent's autonomy level: Suggest only (agent proposes actions for your approval) or Act autonomously (agent executes without asking).
- Click Activate.
Pro tip: Start with "Suggest only" mode for a week to build trust and calibrate the agent's behavior. Once you are confident, switch to autonomous mode.
Monitoring Agent Activity
View what each agent is doing in Automation > Agent Activity. You see a log of every action taken, and you can pause, adjust, or override any agent at any time.