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Tellagent · Agentic AI Workflows

AI that does the work. You set the goal.

Tellagent runs the work that never ends on AI, not on a person. Agentic AI workflows research, write, check their own work and act. Automations follow up with every lead, order and invoice by email and text. Your chatbot answers visitors on any website from your own documents. Describe what you want and Odin builds it. You approve what matters.

An agentic AI workflow in Tellagent: a weekly schedule, a Parallel block that fetches web pages, reads feeds and reads the project’s documents at once, an Agent, a Loop that refines the brief, a Human checkpoint, then Slack and Output to project
The VeraGen app, with a made-up business’s data.

1 Agentic AI Workflows

Not just “if this, then that”. AI that thinks between the steps.

An ordinary automation moves data from A to B. An agentic workflow does the thinking in between: it gathers what it needs, reasons about it, checks its own draft against the standard you set and decides where the result goes. Build it from blocks, or describe it and Odin builds it.

Reads your knowledge

Project context gives every step your own documents, datasets and skills, so it works from your material, not a guess.

Researches the web and feeds

Reads the web pages you list, collects a page or the documents it links to, and curates your RSS and Atom feeds.

Reasons on a deep model

Each Agent step runs the prompt you write, on the default model or a deep-reasoning model for the harder thinking.

Refines until it’s right

A Loop drafts, improves and re-drafts until it meets your “Done when…” criteria, up to 6 rounds, and keeps the best version.

Works in parallel

Branches run at the same time and meet again in one step that uses all their results. A Condition sends each path where it belongs.

You approve what matters

A Human checkpoint pauses the run and emails you. Approve it, or reject it with a note. Leave it out where you trust the work.

Acts in your tools

Posts to Slack, sends an email, emails a digest to a tagged list, saves a page in your project or calls a web service.

Runs on its own

On a schedule, when you press Run or when someone sends a chat message, in the background, with an email when it’s done.

Your Monday market brief, researched and written before you’re in.

Every Monday at 7:00 the schedule starts it. Three branches run at once: one reads your competitors’ pages, one reads the industry feeds and one reads your own positioning and price list. An Agent on deep reasoning writes the brief, a Loop sharpens it until every takeaway has its source, you approve it, and it lands in Slack and in your project.

  • Grounded in your business: Project context means it writes from your own documents.
  • Every step on the record: open the run to see what each step read and wrote.
  • A spend stop on every run: it stops if it reaches $5 of AI.

Monday market brief · every Monday at 7:00

  • Schedule starts it
  • Parallel: Fetch web pages · Read feeds · Project context
  • Agent / LLM on Deep reasoning writes the brief
  • Loop until it meets “Done when…”
  • Human checkpoint: you approve
  • Send Slack and Output to project

Set the standard. The Loop keeps going until it’s met.

A proposal writer reads your past proposals, price list and case studies, then a Loop drafts, improves and re-drafts. You write what “done” means, such as “covers scope, price and timeline, under two pages, in our tone”, and it stops when the draft meets it, keeping the best version.

  • The goal and “Done when…” in plain English. No code.
  • Up to 6 rounds, on the default or the deep-reasoning model.
  • Saved as a page in your project, ready to edit and send.
A proposal-writer workflow in Tellagent with the Loop block open: its goal, its Done when… criteria and its maximum number of rounds
The VeraGen app, with a fictional company’s data.

Describe the job in a sentence. Odin builds the workflow.

Tell Odin “every Monday, read our three competitors’ pricing pages, compare them with our price list and post a summary to Slack”, and it puts the blocks on the canvas and lists what it made. Check it, change anything, then save. Or start from a template: Grounded summary, Scheduled digest, Research & notify, Refine to a target, or Research pipeline.

  • Tasks lists what each block still needs, and tells you when it’s ready to run.
  • Nothing is saved until you click Save.
  • Speak instead of typing: the boxes the AI reads have a microphone.
Odin building an AI workflow in Tellagent from one sentence, with the blocks it made on the canvas and its list of what it built
The VeraGen app, with a fictional company’s data.

Watch every step. Approve before anything goes out.

A run shows each step as it happens: the branches running side by side, each round of the Loop, what every step produced, and what the whole run cost. At a Human checkpoint it waits, emails you, and carries on only when you approve.

  • History keeps the last 50 runs, and every save is a version you can restore.
  • Run it in the background and get an email with the result.
  • Every cent on the record in Usage & spend, under Tellagent.
A Tellagent run, step by step: parallel branches finishing side by side, the Loop’s rounds and a Human checkpoint waiting for approval
The VeraGen app, with a fictional company’s data.

All your AI agents, in one list.

Every workflow in the project, with its status, when it last ran and whether it worked. One whose last run failed is marked in red and sorts to the top, so nothing quietly stops working.

  • Active, Paused and Draft, with search and filters.
  • Shared with the project: anyone on it can see, edit and run its workflows.
  • A chart on every block: how often it worked, how long it takes and what it costs.
The AI Workflows list in Tellagent: a project’s workflows with their status, when each last ran and whether it worked
The VeraGen app, with a fictional company’s data.

A newsletter from the sources you follow.

Read feeds collects the newest items from the RSS and Atom feeds you choose, and the AI files and scores each one. Add Email a digest after a schedule and the newest go out as one email, every day at the time you pick, to every Thrive contact with a tag. Publish the collection and any website can show it, with a sign-up that adds people to that tag.

  • A test copy to you first, then switch it on. Every email has an unsubscribe link.
  • A public collection with RSS and Atom feeds and a share card for each item.
  • Sign-ups confirm by email before anyone joins your list.

Morning digest · every day at 7:00

  • Schedule → Read feeds → Email a digest
  • Sent to contacts tagged newsletter
  • Test copy sent to you first
  • Unsubscribe link in every email

What you can build

Hand the busywork to AI agents.

A few of the jobs teams give Tellagent. Each one is built from the blocks above: what starts it, what the AI does, and where the result lands.

Sales

Proposal writer

  1. StartsYou press Run with the client’s brief
  2. DoesReads your past proposals and price list, drafts, and a Loop refines it until it meets your “Done when…”
  3. LandsA page in your project, ready to send

Account research before a call

  1. StartsYou add the prospect’s web pages and press Run
  2. DoesReads their pages and your own offer; a deep-reasoning Agent writes a briefing and three questions to ask
  3. LandsAn email to you before the call

Marketing

Content repurposing

  1. StartsYou press Run on a new blog post or webinar transcript
  2. DoesParallel branches write a LinkedIn post, a newsletter section and a customer email at the same time
  3. LandsPages in your project to review

Competitor watch

  1. StartsEvery Monday morning
  2. DoesReads competitors’ pricing and product pages and compares them with your own positioning
  3. LandsA summary in your team’s Slack channel

Industry newsletter

  1. StartsEvery day at 7:00
  2. DoesReads your RSS and Atom feeds; the AI files, scores and keeps the best items
  3. LandsAn email digest to every contact tagged newsletter

Operations

Weekly KPI report

  1. StartsEvery Monday at 8:00
  2. DoesReads the project’s datasets, writes the numbers up in plain English and waits at a Human checkpoint
  3. LandsAn email to the team, once you approve

Supplier price watch

  1. StartsEvery day
  2. DoesReads your suppliers’ price pages; an Agent flags any change and a Condition checks for it
  3. LandsA Slack message, only when a price moved

Support

Website chatbot

  1. StartsA visitor asks a question
  2. DoesReads your FAQs, policies and price list, and writes the answer
  3. LandsA reply in the chat on your website

Reply triage (an automation)

  1. StartsA contact replies to your email
  2. DoesAI decides whether they’re interested, not ready yet or asking a question
  3. LandsA tag, a task for the owner or the next follow-up

Leadership

Monday market-intelligence brief

  1. StartsEvery Monday at 7:00
  2. DoesResearches the web, your feeds and your documents in parallel; a Loop sharpens the brief until each point has its source
  3. LandsSlack and your project, after you approve

Board update draft

  1. StartsYou press Run at month end
  2. DoesReads the month’s reports and figures in your project and drafts the update until it meets your checklist
  3. LandsA page in your project to edit

2 Automations

Every follow-up goes out. Without you.

When a lead comes in, an order is placed, an invoice is due or a payment fails, the right email or text goes out on its own, for each contact on their own clock, from the CRM where you keep your customers. AI writes the message and sorts the replies.

Speed to lead

A new contact gets a reply straight away, and the owner is told. The first business to answer usually wins the job.

Follow-ups nobody forgets

Quote sent and no answer? Wait two days, follow up, and stop the moment they reply or the deal is won.

Abandoned checkout

Someone leaves your Shopify or WooCommerce checkout. An hour later they get an email with the link back to it.

Review requests

A few days after a deal is won or an order arrives, ask for the review, while the good experience is fresh.

Failed payment follow-up

A Stripe payment fails: the customer gets the link to pay, and you hear about it if it fails again.

Booking confirmations

A Calendly booking sends a confirmation with the meeting time written out in the customer’s own time zone.

Say what you want. Odin builds the automation.

Type “when a deal moves to Proposal, email the quote, wait 2 days, and if they haven’t replied, text them” and Odin proposes the whole automation. Or start from a ready-made one and change what you like. Nothing goes live until you publish it.

  • Ready-made templates: speed to lead, quote follow-up, abandoned checkout, new order thank-you, review request, failed payment, birthday and more.
  • Ask Odin from any page, by typing or by voice.
  • Test mode runs it for one contact and sends every email and text to you, not to them.
The Automations list in VeraGen: Speed to lead, Abandoned checkout, Failed payment follow-up and Review request, published, with how many contacts are in each
The VeraGen app, with a fictional company’s data.

Email, text, wait, branch. Each contact on their own clock.

Build it top to bottom: what starts it, then each step. Send an email or a text, tag the contact, move the deal, create a task for your team, wait, or take a different path depending on what the contact did. “Wait 2 days” works for every contact separately.

  • AI writes the message from the contact’s history, inside the wording you set, and can sort a reply into “interested” or “not now”.
  • Run an AI workflow as a step, for the work that needs research or writing.
  • Stop when the goal is met: a contact leaves as soon as the deal is won.
The automation builder: Contact created starts it, then an email, a note to the owner, a two-day wait and a follow-up task
The VeraGen app, with a fictional company’s data.

Your store, payments, bookings and forms, connected.

An order in Shopify or WooCommerce, a payment in Stripe, a booking in Calendly, a Typeform answer or a post from any website form can start an automation. The person becomes a contact in Thrive CRM, matched by email, so every message lands on one record.

  • Shopify, WooCommerce, Stripe, Calendly and Typeform, each with step-by-step setup.
  • Any website or form through an inbound webhook with its own secret.
  • Invoices and quotes from Mercato go out by email, or by text once texting is set up, with email reminders before and after the due date.
The Connections page: Shopify, WooCommerce, Stripe, Calendly and Typeform cards, and a button for a new inbound webhook
The VeraGen app, with a fictional company’s data.

Texting and email, set up for you.

VeraGen provides the phone number and registers your business with US carriers, so there is no texting account to open. Email goes from VeraGen’s sending address with your business name, or from your own domain once you verify it.

  • Consent built in: texts go only to contacts who agreed, and STOP and HELP replies are handled for you.
  • Quiet hours in the contact’s own time zone, so nobody gets a text at midnight.
  • Opens, clicks, replies and bounces recorded on every email, and an automation can wait for them.
Automation settings: sender name, send from, replies, quiet hours from 9 PM to 8 AM in the contact’s time zone, and text consent
The VeraGen app, with a fictional company’s data.

3 Your chatbot, on any website

A chatbot that answers from your business. On any website.

Build it as a chat workflow, try it in Test chat, then click Embed and paste one snippet into your website: WordPress, any site builder with a custom code box, or any page you can edit. On a website built with Chimp it takes one click.

Answers from your documents. Not a confident guess.

The chatbot reads the documents and web pages you choose and writes each answer from them, at 11pm as well as 11am. Before you publish, you see the full list of what visitors can ask about.

  • Any website: paste the code into WordPress, your site builder or just before </body>, and a chat bubble appears in the corner.
  • Your name, color and first message at the top of the chat.
  • One click on Chimp: pick the chatbot and it’s on every page.
A Tellagent chatbot on the Paws &amp; Go website, telling a visitor the prices and offering to follow up
The VeraGen app, with a fictional company’s data.

Safe to leave running.

A public chatbot can only read and answer: it can’t send email, post or change anything. You decide where it appears and what it may spend, and you can pause it any time.

  • Allowed websites: up to 10, and it appears nowhere else.
  • A daily spending limit and a limit on messages per visitor.
  • Nothing visitors type is stored; you see message counts and cost.
  • Pause, update or unpublish from the editor’s Embed button.
The Embed dialog for a live chatbot: the code to paste into a website, the two websites it may appear on, its name, colour and first message, a $10 daily spending limit and 20 messages per visitor every 10 minutes
The VeraGen app, with a fictional company’s data.

Replaces an automation tool like Zapier or Make, a standalone AI agent builder, a website chat widget and a separate texting service — Tellagent is included in every VeraGen plan, already knows your documents and your CRM, and texts are charged only as you send them.

Fair questions.

What makes a workflow “agentic”?

It does more than pass data along. Its AI steps read your documents and the web, reason about what they found, check their own work against criteria you set in a Loop and take a different path with a Condition, then act: Slack, email, your project or a web service.

Do I have to check everything it does?

Only what you choose. Add a Human checkpoint wherever someone should approve before the run carries on, and leave it out where you trust the work. Every run is recorded step by step in History.

What does an AI workflow cost to run?

Each AI step is charged to your account’s AI credit and shown in Usage & spend under Tellagent. A single run stops if it spends $5.00.

Can I put the chatbot on a website VeraGen didn’t build?

Yes. Click Embed, list the websites it may appear on, set its limits and publish, then paste the code into WordPress, your site builder’s custom code box or just before </body>. On a Chimp website it takes one click.

Do I need a Twilio or other texting account?

No. VeraGen provides the phone number and runs the texting for you. Each text is charged to your VeraGen account and shows on Billing.

Can I text customers the day I sign up?

Email works straight away. US carriers require every business that texts to be registered first: you fill in your business details once, VeraGen sends them for registration, and texts can go out once it is approved, usually within a few business days.

Will emails come from my own address?

They can. Emails go from VeraGen’s sending address with your business name until you add and verify your own domain; replies go to the person you choose.

Which tools can start an automation?

Thrive CRM itself (a new contact, a tag, a deal moving stage, a deal won or lost, a birthday), Shopify, WooCommerce, Stripe, Calendly, Typeform, email and text replies, a schedule, and any website or service that can post to a webhook.

How do I keep it from emailing the wrong people?

Test mode runs a draft for one contact and sends everything to you. Conditions decide who starts, a goal takes people out, texts respect consent and quiet hours, and only owners and admins can publish unless you change that.

Works together

AI that already knows your customers and your website.

Every app shares your files, your brand and your customers, and Odin works across all of them.

Try every app free for 14 days.

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