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Sidekick AI · agent

Sidekick AI Agent

A configured agent with an explicit role, approved tools, governance, and human handoff.

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What this plan changes

Enough detail to choose confidently. No feature-wall theatre.

Included
  1. 01Agent role and instructions
  2. 02Approved Sidekick tools
  3. 03Permission-aware execution
  4. 04Audit trail and human handoff
  5. 05Usage and outcome visibility
Plan boundaries
  • Agent credits are purchased and metered separately from embedded edition AI

Published catalogue terms and the live checkout remain authoritative for final pricing, limits, and country availability.

Inside Sidekick AI

The plan sits inside a complete product—not a disconnected feature bundle.

01

Embedded where decisions happen

Each eligible product contributes purpose-built intelligence rather than a generic chat layer.

  • Record and timeline summaries
  • Drafts, recommendations, and next actions
  • Forecast, exception, and knowledge signals
  • Tier-aware limits and governance
02

Agents for repeatable work

Configure separately purchased agents with explicit tools, permissions, and metered credits.

  • Agent roles and instructions
  • Approved cross-product tools
  • Versioned credit consumption
  • Audit, controls, and human handoff

A real workflow

Prepare the next best customer action

Sidekick assembles the relationship, open work, communication, and commercial context into a reviewable recommendation.

  1. 01Resolve the customer
  2. 02Gather relevant records
  3. 03Explain the recommendation
  4. 04Let the user approve or adjust

Other Sidekick AI options

Move by operational need, not by surprise.

Take the next step

See how Sidekick AI Agent fits your operation.

Start the 30-day trial