What can Easedesk AI Agents do?

Easedesk AI Agents run autonomous tasks across your ERP — drafting and sending payment reminders, qualifying inbound leads, replying to support tickets, reconciling GSTR-2B with purchases, raising low-stock POs, and routing approvals. Each agent runs on a schedule or trigger and reports back inside Easedesk.

Do AI Agents act on their own, or do they ask for approval?

You choose. Every agent has three modes — Suggest (drafts only, you approve), Auto-with-review (acts then notifies), and Autonomous (acts silently inside policy guardrails). You can set different modes per agent and per workflow.

Can I build my own AI Agent in Easedesk?

Yes. The Agent Builder lets you pick a trigger (schedule, webhook, ERP event), pick tools (any Easedesk module action), set a goal in plain English, and add guardrails (spend limit, approval thresholds, working hours). No code required.

Is my ERP data shared with external AI providers?

No. Agents run inside Easedesk's secure environment. Data sent to LLM providers is anonymised, scoped to the task at hand, and never used for model training. You can also pin agents to India-region inference for data residency.

AI Agents

Agents that run
your business for you.

Easedesk AI Agents are autonomous teammates inside your ERP — chasing payments, qualifying leads, answering support tickets, reconciling GST, and routing approvals. They work 24/7, stay inside your guardrails, and log every action for audit.

Audit-logged India-region inference No-code builder

Collections Agent

Running

Today's actions

Sent reminder to ACME Corp — ₹2.4L (45d overdue)

9:02 AM

Logged reply from Sunrise Pharma — promised pay 18 Mar

10:14 AM

Escalated Vega Retail to manager — 75d overdue

11:31 AM

Drafted WhatsApp reminder for 12 invoices

2:05 PM

Recovered ₹18.2L this month · 42 invoices closed

62%

Average reduction in AR ageing > 60 days

3.4×

Faster first-response time on support tickets

18 hrs

Manager time saved per week on approvals

100%

Actions logged and replayable for audit

Pre-built agents

Drop-in agents for every team.

Enable any agent in one click. Each one comes with sensible defaults and adjustable guardrails.

Collections Agent

Reads your AR ageing, drafts polite-then-firm reminders, sends them on schedule, and logs replies against the customer.

Reads invoices + ageing buckets
Drafts WhatsApp / email / SMS reminders
Escalates after configured days overdue
Logs every touch against the customer

Support Agent

Replies to tier-1 helpdesk tickets using your knowledge base, deflects FAQs, and hands off complex tickets to a human.

KB-grounded replies (no hallucinations)
Auto-tag & route by intent
Sentiment + SLA risk flagging
Human handoff with full context

Sales Follow-up Agent

Watches your CRM pipeline for stalled deals and inbound leads, then drafts the right next message based on stage and history.

Detects stalled opportunities
Drafts personalised follow-ups
Books meetings via calendar link
Updates CRM stage automatically

GST Reconciliation Agent

Pulls GSTR-2A/2B from GSTN, matches against your purchase register, flags mismatches, and nudges vendors to correct them.

Auto-pulls 2A/2B from GSTN
Line-level matching with PO/GRN
Flags mismatches by reason code
Sends fix requests to vendors

Approval Router Agent

Reads context on every PO, expense, and leave request, then routes it to the right approver — and chases them if they sit on it.

Reads policy + amount + budget
Picks the right approver chain
Chases pending approvals on SLA
Escalates after delay thresholds

Custom Agent Builder

Describe your agent in plain English, pick tools (any Easedesk module action), set guardrails. Ship in minutes — no code.

Plain-English goal & instructions
Tool picker (Easedesk module actions)
Guardrails (spend, hours, approval)
Versioning + rollback

Guardrails

Autonomous,
but never reckless.

Every agent runs inside guardrails you set — spend limits, working hours, approval thresholds, and policy rules. Three operating modes: Suggest, Auto-with-review, or fully Autonomous. Switch per agent, per workflow, any time.

Mode controls — Suggest / Auto-with-review / Autonomous — set per agent.

Policy guardrails — Spend caps, working hours, customer blocklists, approval thresholds.

Full audit log — Every decision, prompt, and action stored — replayable for audit.

Data residency — Pin agents to India-region inference. Data never used for model training.

Collections Agent — Guardrails

ModeAuto-with-review

Working hoursMon–Sat, 9am–7pm IST

Channel priorityWhatsApp → Email → SMS

Max reminders / invoice5 before escalation

Escalate toFinance Manager

Customer blocklist3 accounts (legal)

"Our collections agent recovered ₹18 lakh in 60 days from invoices that were stuck. It just kept following up politely — like a tireless junior accountant."

Priya Nair

CFO, Coastline Exports Pvt. Ltd.

"The support agent now handles 71% of our tier-1 tickets. The team only sees the genuinely hard ones — and they have full context when they do."

Sneha Gupta

VP Sales, Orbis Distribution

Put your ERP on autopilot.

Turn on your first agent in under 2 minutes. No code, no rewiring — every Easedesk agent works out of the box with your existing data.

Customize Modules →Tailor any module — custom fields, forms, statuses, reports. No code.Sales & CRM →Pipeline, quotations, accounts — fully connected to your sales agent.Helpdesk →Multi-channel ticket management with SLA — your support agent's home.

Agents that runyour business for you.

Drop-in agents for every team.

Collections Agent

Support Agent

Sales Follow-up Agent

GST Reconciliation Agent

Approval Router Agent

Custom Agent Builder

Autonomous,but never reckless.

Put your ERP on autopilot.

Related

Command Palette

Agents that run
your business for you.

Autonomous,
but never reckless.