The work that doesn't need you, done without you.
Reonic Agents automate the repeating work your team does by hand. They run on a trigger, do the job, and run again the next time it fires. Your back office, your follow-up salesperson, and your reminder system, all working in the background.
Triggers and actions
Every agent is a trigger plus the actions it runs. You pick what sets it off, then what it should do. The combinations are close to endless.
Near endless possibilities
When the trigger fires, the agent acts. It can do anything you can do in the platform, on its own and in any combination.
Reports
Summaries and digests from your live data, on a schedule or on demand.
Notifications
A heads-up to the right person the moment something needs them.
Customer messages
Emails and messages sent on cue, in your wording.
Task creation
Tasks with the owner and deadline already set.
Record updates
Move stages, change fields, keep the CRM current.
Routing
Send each lead or project to the colleague who should own it.
If you can do it in the platform, an agent can do it on a trigger.
Event triggers
Something happens in the platform and the agent reacts. A new inquiry comes in, an offer changes status, or a customer signs.
Scheduled triggers
The agent runs on a clock, every day, week, or month, and checks for whatever you told it to watch.
The trigger fires
An event happens, or the schedule comes around.
The agent runs its actions
It does the job: assign a colleague, create a task, send an email, update a record.
It runs again, every time
Same trigger, same actions, on every future occurrence. You set it once.
Agents already pulling their weight
A few of the jobs teams hand to an agent. Each one used to be a person remembering to check, assign, or send.
When a project enters the first-contact stage
Email the customer that their advisor tried to reach them, and invite them to book a site visit.
When a new request comes in
Rate it high, medium, or low on whether the address, phone, and roof data are complete.
When an offer is signed
Move the project to Installation: new, close open tasks, and notify the installation team.
When a project moves to a specific stage
Create a task for the right team member, with a description and a deadline in 2 days.
When an offer goes 14 days without activity
Create a follow-up task for the rep who owns it.
When every Monday morning
Send the sales manager a breakdown of the offers each rep created last week.
"I want fewer offers slipping through the cracks. Help me create an agent."
Happy to. How long should an offer sit untouched before I flag it, and who should hear about it?
"A week. Tell whoever owns the offer."
Got it. Here's your agent, ready to switch on.
When any offer goes a week without movement
Notify the salesperson who owns it
Not sure where to start?
Describe what you want in plain language and Reonic AI Chat builds the agent for you. It asks a question or two, drafts the trigger and the actions, and hands you something ready to switch on. No setup screens to learn.
It drafts the trigger and the actions for you
Check it over and switch it on
The chat, made repeatable
Agents run on the same engine as Reonic AI Chat. The chat acts once, when you ask. An agent takes that same ability and puts it in a repeating format, so it acts again and again on its own. Anything you can tell the chat to do, an agent can do on a trigger.
The same plain-language actions across every object
Now running on a trigger instead of a single request
"Notify Lena that the Weber offer hasn't moved in a week."
When any offer goes a week without movement
Notify whoever owns it, automatically
You do more business when you stop checking
Every manual check is time your team isn't selling or installing. Hand the checking to an agent and it happens every day, reliably, without anyone remembering to do it.
Your AI back office
The repeating admin your colleagues did by hand now runs in the background, on its own.
A follow-up salesperson
No offer slips because nobody chased it. The agent watches every deal and nudges the owner.
A reminder system that never forgets
Daily, weekly, and monthly checks fire on time, every time, with no one needing to remember.
Quality you can count on
An agent checks each project was installed and documented correctly, so gaps surface early.
Manual work, handed off
Set the trigger and actions once. The agent carries the routine from there.
More business, same team
Free your people from checking and they spend the time on work that actually moves deals.
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Agents are automations that run the repeating work your team does by hand. You set a trigger and the actions once, and the agent runs every time the trigger fires.
Two kinds of triggers. Event triggers fire when something happens in the platform, like a new inquiry coming in, an offer changing status, or a customer signing. Scheduled triggers run on a clock, every day, week, or month.
Assign colleagues, create and update tasks, change records, move project stages, and send emails to customers, partners, or your own team.
Same engine, different format. The chat acts once when you ask. An agent takes that same ability and makes it repeat, acting on its own every time its trigger fires.
Routing new inquiries to the right colleague, kicking off the installation and invoice when a deal closes, sending confirmation emails, summarising the pipeline each morning, and chasing offers that have gone quiet.
Yes. Once set up, an agent runs without anyone prompting it. It checks for you every day, reliably, so your team stops manually verifying whether work was done.