Agentz

What is Agentz?

Agentz is an AI-based platform for interacting with customers, designed for small and medium-sized enterprises, franchise chains, customer service teams, and channel partners. It enables customer service through websites, text messages, voice calls, WhatsApp, Facebook, Instagram, and QR code links.

The platform focuses on handling inquiries and responses, gathering leads, processing reservation requests, following up on missed calls, directing issues to the appropriate departments, and escalating cases to human agents when necessary. Enterprises can use it directly, or it can be provided through agents, communication service providers, or SaaS platforms in a white-label or API format.

Core functions

• The website offers 24/7 AI chat support.
• Automatically reply to website form submitters and continue the conversation
• Send an instant text message for missed calls to regain the contact.
• Communicate with customers in a two-way, multi-round manner via SMS
• Use Voice AI to answer, understand, and process phone requests.
• Uniformly handle messages from WhatsApp, Facebook, and Instagram.
• Start a session using QR codes and the Instant Connect Widget
• Use the company’s knowledge base to answer common questions.
• Identify negative emotions and escalate them to human staff.
• View records in the omnichannel inbox and take over in real time
• Connect CRM and customer service systems via APIs, Webhooks, and integrations

Product positioning

Website chat AI

Starter allows Web Chat AI to be deployed on a website, enabling it to answer visitors’ questions using business-specific knowledge. Teams can set up greeting messages, brand colors, menu buttons, as well as images and videos.

• Answer questions regarding business hours, service scope, and common policies.
• Recommend relevant products or services based on the visitor’s questions.
• Collect names, phone numbers, email addresses, and requirements.
• Enable custom qualification assessment and lead forms
• Direct reservation requests to the company’s reservation portal.
• Notify human staff when the robot is uncertain.
• Save session records for follow-up by sales and customer service teams

Automatic response to website forms

Webform Auto-Response enables quick initiation of conversations once customers submit web forms, thereby reducing the loss of leads due to long waiting times. Companies should define the channels and timing for responses, as well as the scope of consent from customers.

• Identify new forms and send immediate confirmation.
• Ask for key information by filling in the form fields.
• Answers to questions about services, prices, and next steps
• Assign qualified leads to the appropriate teams.
• Employees are reminded via notifications to take over in a timely manner.
• Synchronize the results to CRM or Webhook

Text messages for missed calls

Essentials offers Missed Call to SMS AI: when a business fails to answer a call, the system automatically sends a text message and transfers the caller to a continuous text-based conversation. It is suitable for local service industries that wish to capture potential leads during busy periods or outside regular working hours.

• Detect missed calls and immediately send a friendly message.
• Identify the caller’s needs and answer basic questions.
• Collect the address, service type, and desired time.
• Guide customers to schedule an appointment or wait for a callback.
• Display all conversations in the SMS inbox.
• Upgrade to human intervention for urgent, sensitive, or complex situations.
• The source of the records and the results of the transformations are used for evaluating the effectiveness.

SMS AI Assistant

SMS AI Assistant enables customers to engage in multiple rounds of communication with businesses via regular text messages, with employees able to view and handle these messages in a unified inbox. The sending of text messages must comply with the local rules regarding consent, cancellation, and usage.

• Answering customers’ service and business inquiries
• Continue conversations triggered by missed calls or QR codes
• Send the reservation details and next steps information
• Identify keywords and route them to the appropriate team.
• Maintain context across multiple rounds of messages
• Allow human users to join the current session
• Properly handle requests to unsubscribe and stop being contacted.

Voice AI

Pro lists Voice AI as an additional feature; the specific numbers, minutes used, regions, and costs need to be confirmed separately. Voice conversations can generate recordings, transcripts, and insights, which are then integrated into the operation interface along with data from other channels.

• Answer customer calls in natural language
• Answer common questions based on the knowledge base.
• Collect the purpose of the call, the caller’s identity, and contact information.
• Query or guide the reservation process
• Identify complex requirements that require manual processing.
• Generate recordings, transcriptions, and conversation summaries
• Associate subsequent text messages with the context of the original call.

WhatsApp and social media platforms

Pro includes AI capabilities for WhatsApp, Facebook, and Instagram, allowing customers to reach businesses through their preferred messaging channels. Channel connectivity, message templates, business account verification, and regional availability are determined by the policies of each respective platform.

• Handle WhatsApp customer inquiries in a unified manner
• Auto-reply to Facebook and Instagram messages
• View cross-channel history in the same inbox
• Use the same business knowledge to ensure consistent responses.
• Transfer complex conversations to human agents.
• Manage templates and proactive messages according to channel rules

QR codes and instant connections

Pro offers QR Code Entry Points and Instant Connect Widget, which enable sending messages, accessing web pages, making calls, or sending emails from physical materials, in-store signs, or website buttons. QR codes are suitable for converting offline traffic into trackable sessions.

• Generate QR codes for stores, events, and printed materials
• After scanning the code, the predefined SMS or web session is launched.
• Distinguish activities and lead sources based on the entry point.
• Initiate contact quickly through the Connect Widget.
• Enter the collected phone numbers and requests into a unified inbox.
• Configure separate processes for different regions and activities.

Knowledge base

Agentz can scan corporate websites, read DOC, PDF, or TXT files, utilize industry-specific pre-trained question-answering systems, and also allow for the creation of custom question-answering responses with rich media elements. The quality of the knowledge base directly determines the accuracy of the AI’s responses.

• Automatically retrieve service and business information from the official website.
• Upload products, policies, menus, and operation documents
• Enable basic Q&A content for specific industries
• When writing manually, it is necessary to strictly control the standard answers.
• Show pictures, videos, and related content in the response.
• Regularly delete outdated price, employee, and event information.
• Manual escalation is provided for legal, medical, and high-risk issues.

Three AI control modes

Teams should choose a model based on the business risks involved, rather than always striving for more open responses. When it comes to quotes, commitments, qualifications, and sensitive information, strict rules and manual verification should be given priority.

Emotion recognition and manual upgrading

Sentiment-Aware Escalation can detect negative emotions and route the conversation to human agents, while also providing a summary of the session along with relevant support details. Emotion detection is merely an auxiliary indicator; it cannot on its own determine actions such as service denial or other actions with significant consequences.

• Identify customers who are clearly dissatisfied, confused, or asking repeated questions.
• Create customer service tickets according to the rules or notify employees.
• Provide the person taking over with a summary of the conversation and the information gathered.
• Employees are allowed to join in real time from a unified inbox.
• Retain the reasons for the upgrade, the time it took, and the outcome of the process.
• Adjust the trigger thresholds and processes using cases of misjudgment.

Unified inbox

Omnichannel Inbox aggregates conversations from web pages, text messages, voice calls, and social media channels, thereby reducing the need for customer service agents to switch between different systems. The Starter version includes a basic inbox and transcription records, while higher-tier plans offer additional channels and analysis tools.

• View cross-channel session history by customer
• Filter out untreated, upgraded, and high-value leads
• View text messages, recordings, transcriptions, and AI summaries
• Have human staff reply directly or take over.
• Record the person in charge of the session and the final processing status.
• Handle new important interactions promptly through notifications.

Reservation and lead process

AI can collect reservation requests and direct customers to the company’s existing reservation system; the website also mentions integrations with Google Calendar, Calendly, and Acuity. The actual real-time availability and capabilities for making reservations need to be verified within the account.

• Ask about the type of service, location, and desired time.
• Predict customer needs in advance based on rules.
• Link to or connect with an existing booking system
• Send confirmation and further details
• Link appointments with lead records
• For conflicts, emergencies, and special requests, transfer to a human agent.

Integration and APIs

According to Agentz’s official website, it offers more than 400 pre-built integrations, as well as REST APIs and real-time Webhooks. Platform partners can connect conversations, inboxes, and customer data to existing CRM, ITSM, communication, or SaaS products.

Partners and white-labeling

Agentz primarily serves agents, franchisees, VoIP and UCaaS service providers, MSPs, ITSM solutions, CRM systems, call centers, and SaaS platforms. Custom solutions can be developed with a white-label approach, taking into account the target market of partners, the product structure, and profit goals.

• Delivered using partner brands rather than Agentz brands.
• Manage multiple clients through the Partner Portal
• Design customer packages and sales prices on your own.
• Use bulk billing and capacity pricing to increase profit margins
• Integrate conversational AI into existing website or platform products
• Access to customized integration, deployment, and support services
• Configure meeting data with isolation based on customers and locations.

Multiple locations and franchise scenarios

• Define a unified brand and standard FAQs for the headquarters.
• Assign an address, operating hours, and service area to each store.
• Route leads, appointments, and manual upgrades by location
• Distinguish the phone, messaging, and social media links for each store.
• View overall metrics collectively and drill down to individual locations.
• Restrict store staff to accessing only authorized sessions.
• Batch update content and entries for seasonal events

Applicable scenarios

• 24/7 website support for local service businesses
• Gathering leads for dental, medical, home, and repair services
• Automatic text message follow-up after missed calls
• In-store, franchise, and multi-location appointment consultations
• Common issues in retail and e-commerce, as well as order distribution
• Initial triage and ticket creation by internal IT or customer support
• Agencies provide white-label AI customer service to small and medium-sized enterprises.
• Communication and SaaS platforms incorporate an AI-driven interaction layer across all channels.

Which users are it suitable for

• Small and medium-sized enterprises that are unable to answer every call in a timely manner
• Teams that need to integrate websites, text messages, and social media messages
• Organizations that wish to reduce repetitive tasks in front-office operations and customer service
• The brand headquarters that manages multiple stores or franchisees
• Agencies that provide websites, communication, or marketing services to SMBs
• Platform companies that require OEM, API, or white-label AI capabilities

Agentz prices

Agentz currently offers four tiers: Starter, Essentials, Pro, and Custom. The prices are expressed in dollars, with annual payment an option. Any usage beyond the allocated amount is charged at the rate applicable to that channel; Voice AI remains listed as an additional feature in the Pro tier.

Comparison of package features

Notes on free trials and billing

The current pricing page and the page detailing the main products offer a 14-day free Starter trial. Older topics may specify different trial durations; it is necessary to follow the rules regarding start date, charges, and cancellation as displayed on the settlement page at the time of registration.

• Confirm whether it automatically switches to Starter after the trial period ends.
• Check whether it is necessary to provide a credit card in advance.
• Understand the volume included in each channel and the additional unit price.
• Confirm the Voice AI surcharge, number, and minute rules
• Compare the renewal prices for monthly, annual, and promotional plans.
• Multi-location and white-label customers should obtain a written quote for capacity.

Quick Start Tutorial

1. Select Website Chat, Missed Calls, or All Channels as the first scenario.
2. Register for a 14-day trial and provide accurate business details.
3. Scan the official website and add key FAQs, policy, and service information.
4. Select the AI control mode and set the content that is prohibited from being answered.
5. Install website components or connect phones to messaging channels.
6. Configure lead fields, notifications, and rules for manual escalation.
7. Conduct comprehensive testing using normal, abnormal, and sensitive questions.
8. View the sessions and conversions before choosing a premium plan.

Tutorial on missed call procedures

1. Confirm the target phone number, transfer rules, and business hours.
2. Specify which unanswered status will trigger an automatic text message.
3. Send the first message outlining the identity, reason, and method of response.
4. Set the business information and clue fields that AI can answer.
5. Configure manual escalation for urgent, complaint, and complex requests.
6. Test the association between triggers and threads using different numbers and time periods.
7. Check for unsubscribe requests, incorrect numbers, and repeated calls.
8. Assess the actual effectiveness of recovery based on responses, appointments, and deals closed.

Tutorial for launching a white-label partnership

1. Identify the target customers, channel mix, and retail prices.
2. Confirm wholesale pricing, capacity, and brand range with Agentz.
3. Design tenant, location, role, and data isolation schemes.
4. Complete OEM, API, Webhook, and integration with existing platforms.
5. Establish processes for knowledge allocation, channel review, and customer onboarding.
6. Clarify the responsibilities for frontline support, upgrades, and troubleshooting.
7. First, have a small number of customers try it out to assess the profits and support costs.
8. Establish processes for renewal, overage handling, data export, and customer exit.

Effect evaluation

Safety and compliance

• Only include the necessary business information in the AI knowledge base.
• Inform the customer clearly that they are interacting with an automated system.
• Obtain consent for phone recordings and text messages in accordance with regional regulations
• Properly handle requests to unsubscribe from text messages and to stop receiving communications.
• Limit the scope of session access for human staff and partners
• Protect API keys, Webhook signatures, and channel credentials
• Strict manual approval is required for medical, financial, and legal information.
• Regularly review the rules for data storage, export, and deletion.

Product advantages

• Covers websites, forms, text messages, voice messages, social media platforms, and QR code links
• Automatic text messages for missed calls are a useful tool for local businesses to attract customers.
• A unified inbox allows AI and humans to use the same session context.
• The three AI modes allow for varying levels of openness in terms of business risk control.
• Supports emotion recognition, manual escalation, and session summarization.
• Website scanning, file handling, and industry-related FAQs reduce the effort required for initial setup.
• The Starter plan costs $29 per month and is suitable for small businesses that want to try it out at a low cost.
• White label, Partner Portal, and OEM are suitable for channel partners
• APIs, Webhooks, and over 400 integrations facilitate connection to existing systems.

Usage restrictions and precautions

• Voice AI remains an additional feature in Pro; it should not be assumed that the $149 price includes everything.
• Each channel has excess usage fees; the publicly displayed monthly fee does not represent the total cost for unlimited use.
• Text messages, voice calls, and social media channels are subject to regional restrictions as well as the policies of third-party platforms.
• Old pages may display different trial periods; the current billing page should be taken as the reference.
• Website scanning introduces outdated or incorrect content into the knowledge base.
• The open AI mode may lead to inaccurate promises or deviations in the brand’s messaging.
• Emotion recognition can lead to errors, and it cannot replace human judgment in making decisions.
• Reservations, CRM, and over 400 integrations require individual verification to confirm that the corresponding actions are indeed being carried out.
• White-label operations require responsibility for customer support, compliance, and data management.
• The core platform is a commercial, closed-source product; it cannot be deployed using GitHub.

GitHub and open source

No complete source code repository for the platform, as made publicly available by Agentz, was identified in this investigation. Agentz’s dialogue AI, unified inbox, channel integration, knowledge base, Partner Portal, and white-label control panel are all offered as commercial managed services.

The availability of API and Webhooks indicates that integration is possible, but it does not mean that the platform is open-source. Projects with similar names such as AgentZ, AgentZet, or other variants of AgentZ have no relation to this customer interaction platform.

Basic information

Recommendation score

4.5 / 5. Agentz is suitable for local businesses and channel partners that need to handle websites, missed calls, text messages, and social media messages simultaneously; its entry-level pricing and the option for brand customization are attractive. However, additional costs related to voice services, usage limits for channels, knowledge management, and compliance requirements still need to be carefully considered.

Frequently Asked Questions

What does Agentz mainly do?

It uses AI to interact with customers via websites, text messages, voice calls, and social media channels, answer questions, gather information, and pass complex cases on to human agents.

Can Agentz handle missed calls?

Yes, versions Essentials and higher can automatically send text messages after an unanswered call and continue the AI conversation.

How much is Agentz?

Starter costs $29 per month, Essentials costs $99 per month, Pro costs $149 per month; a quote is required for Custom.

Is Voice AI included in the Pro monthly subscription?

The pricing page lists Voice AI as an additional service; the specific costs, number of minutes, and regions are subject to further confirmation.

Does Agentz offer a free trial?

The main official website currently offers a 14-day free Starter trial.

Does Agentz support manual takeover?

Yes, employees can view conversations in the unified inbox and join them in real time; negative emotions can also trigger an escalation process.

Does Agentz support multiple languages?

The current package comparison lists multilingual capabilities; the actual language proficiency, channels, and quality need to be tested in the target language.

Is Agentz suitable for agents?

It’s suitable; Custom offers white-labeling, a Partner Portal, wholesale billing, and custom integrations.

Is Agentz open source?

It is not open source. The platform offers APIs and Webhooks, but the core customer interaction system is a commercially hosted product.