AI & Automations

Agents that answer from your live records, act in your systems, and get better every week

Build as many agents as you need with no code — a support agent for customers, an onboarding agent for each new account, a qualification agent for partners. Every one of them reads the records your business actually runs on: the account, its open tickets, the project it's waiting on, the form someone submitted last week.

Unlimited users · No per-seat pricing · No per-resolution fees

How AI stops answering questions and starts finishing the work

AI built for the support inbox answers from a document store, in one channel, for one department. That AI can quote the refund policy but can't issue the refund, can't see the account that's asking, and has nothing to say about the onboarding project or the partner request sitting next to it. MatrixFlows agents run on the foundation your whole customer operation already works in. They read the account, the ticket, the project, and the submission; they act through the systems you already run; and they operate inside rules you write in plain English. Every question they couldn't answer comes back as knowledge they can.

AI Agents — Build as many AI agents as you need. Every one of them runs everywhere.

A support agent for customers, an onboarding agent for each new account, a partner-qualification agent, an internal IT agent — each with its own instructions, persona, scope, and knowledge, and none of it requiring an engineer. Start from a template instead of a blank page. There's no cap on how many you build and no fee per agent, so you're never deciding which team gets AI this year. And one agent covers every surface at once — help center, customer portal, in-product, email, and voice. Edit it once and all of them change together, instead of maintaining a separate configuration for the chat bot and the voice bot.

All Agents
Sales Agents
Marketing Agents
HR & IT Agents
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searchSearch
filter_listFilter
Agent
Use Case
Status
Created
Owner
Customer Support Assistant
Customer Support
Active
Jan 20
SCSarah Chen
Email Triage Assistant
Email Triage
Active
Jan 18
EREmma Reyes
IT Help Desk Assistant
IT Helpdesk
Inactive
Jan 5
MJMike Johnson
Sales Assistant
Lead Qualification
Active
Jan 17
JDJohn Doe
Content Creator Assistant
Content Marketing
Active
Jan 16
SCSarah Chen
HR Policy Assistant
HR Policy Q&A
Active
Jan 14
EREmma Reyes
Social Media Assistant
Social Monitoring
Draft
Jan 12
MJMike Johnson
Lead Qualification Assistant
Lead Scoring
Active
Jan 15
JDJohn Doe
Onboarding Guide
Employee Onboarding
Active
Jan 10
EREmma Reyes
Meeting Assistant
Meeting Notes
Active
Jan 8
SCSarah Chen
Product Advisor
Product Discovery
Draft
Jan 6
MJMike Johnson
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1–11 of 11
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Knowledge Grounding — Answers grounded in your records, not in a folder of PDFs.

Agents read your articles and policies, the content you've connected from SharePoint, Salesforce, Google Drive, and the web — and then the live records underneath: the customer's account, their open tickets, the project they're waiting on, the request they filed last week. Because every record is typed, the agent retrieves the exact right one and cites it, instead of guessing between look-alike documents. That's the gap a document store can't close — it can tell a customer what the policy says, never what's true about their account. Update the source once and every agent is current the same second.

Sources
Everything your agents are grounded in.
Your workspace 3 live sources
Support Tickets
Every open and closed ticket — not a synced snapshot of one.
Liveno sync delay
Customer Accounts
Plan, usage, and account history, read the moment it changes.
Liveno sync delay
Projects
Every project and its status, the same record your team works in.
Liveno sync delay
Configured 5 connected
Website
Help center and product docs, crawled nightly.
Synced1,284 pagessync
SharePoint
Policies and runbooks from the Support site.
Synced842 docssync
Notion
Team wiki pages and internal how-to guides.
Syncing316 pagessync
Google Drive
Docs, Sheets and PDFs kept in Drive.
Re-auth197 filessync
Document uploads
Manuals and policies uploaded directly.
Synced412 filessync
Connect more sources 30+ connectors
Dropbox
Files and folders your team already keeps there.
Connectarrow_forward
Confluence
Spaces and page trees, indexed as knowledge.
Connectarrow_forward
Box
Static files and documentation repositories.
Connectarrow_forward
Amazon S3
Buckets of manuals, specs and archives.
Connectarrow_forward
Webflow
Published site content and blog posts.
Connectarrow_forward
Optimizely
Web content and experimentation copy.
Connectarrow_forward

Agent Actions — Agents don't tell the customer what to do. They do it.

Issue the refund, extend the trial, reassign the onboarding task, register the partner's deal, open the ticket in the system your team actually works in. Prebuilt tools query your records, create them, and update them; custom tools reach everything else through any private API, any of 1,000+ apps, or any MCP server you connect. MatrixFlows works both directions on MCP — your agents pull live data from other tools into one grounded answer, and an external AI can build and operate the workspace itself. Every call runs inside the permissions and guardrails you set.

Actions
Take actions in MatrixFlows and other systems.
Configured 3 connected
Salesforce
Create and update leads, cases and opportunities.
Connected14 actionssync
Monday
Create and update board items and status.
Connected7 actionssync
HubSpot
Create deals, contacts and marketing tasks.
Connected11 actionssync
Connect more actions 21 systems
ClickUp
Create and assign tasks across teams.
Connectarrow_forward
Zendesk
Open, update and close support tickets.
Connectarrow_forward
Intercom
Reply to and route customer conversations.
Connectarrow_forward
Linear
File, triage and update engineering issues.
Connectarrow_forward
Freshdesk
Create and update support tickets.
Connectarrow_forward
Help Scout
Reply to and manage customer conversations.
Connectarrow_forward
Airtable
Add and update records in shared bases.
Connectarrow_forward
Jira Service Mgmt
Create and update IT and ops requests.
Connectarrow_forward
Slack
Send updates and trigger workflows in channels.
Connectarrow_forward

AI Guardrails — Write the guardrails in plain English. The AI doesn't cross them.

Set the vocabulary, the length of an answer, and what the agent has to confirm before it answers — check the plan before quoting a price, ask which product before troubleshooting. Then set where it stops: nothing in the knowledge base, three replies without progress, a customer whose tone has turned. It hands to a person instead of guessing. Granular permissions decide which knowledge each agent can read and which tools it can use, your team reviews anything customer-facing before it ships, and every correction sharpens the next answer. Full auditability shows what the AI did and why.

Guidance & Guardrails
How the AI should talk, ask questions, and when to hand off.
forumCommunication
Vocabulary and tone the assistant should use.
Plan naming
Refer to our plans as Free, Pro and Enterprise — always capitalized, never “subscriptions.”
Answer length
Keep responses short and scannable — 2–3 sentences unless the customer asks for detail.
help_outlineContext & clarification
Follow-up questions the assistant should ask before answering.
Ambiguous requests
If the product isn’t specified, ask which one before giving an answer.
Billing questions
Confirm the plan type before quoting a price or discussing a refund.
call_splitEscalations
When to hand off to a human agent.
No answer found
If nothing in the knowledge base answers the question, don’t guess — route to a person.
Unresolved after 3 attempts
Same issue still open after three back-and-forths — hand off rather than keep trying.
Customer is frustrated
Tone reads as angry or frustrated — route to a person instead of continuing.

Workflow Automations — Set the workflow automation once. It runs on every record after.

A trigger, conditions to narrow it, then the actions chain — assign the owner, notify the team, sync the systems, update the fields, or hand a step to an agent to draft the next move. Automations fire the moment a record changes, across teams and tools, and anything a customer will see waits for a person to approve it. This is the half of the work a chat product never touches: the routing, the escalating, the chasing, the updating your team does by hand between conversations. Set the rule once and it stops being done by hand.

Auto-Escalate Urgent Tickets
boltTrigger & Filters
Runs automatically the moment a matching record changes — no manual step
Automation Event Type*
Auto-Triggeredexpand_more
Triggers*
New Submission Createdexpand_more
Target Scope & Conditions
ContentType*
Support Ticketsexpand_more
Field Conditions
Column
Priority
Operator
Is
Value
Urgent
OR
Response Time
>
4 hours
AND
Owner
Is Empty
play_circleActions
Configure the saved or inline actions to execute when conditions are met
person_addAssign to on-call agent smart_toyDraft first response with an agent notificationsSend Slack alert to #support-escalations how_to_regHold for human approval

The Enablement Loop — Every question it couldn't answer becomes an article it can.

MatrixFlows collects what the agents couldn't finish and the processes that stalled, groups them by theme, and drafts the missing knowledge from how your team actually resolved it. You review and publish, and the next customer finds it themselves. The loop spans agents and automations both — a question nobody could answer and a workflow that stalled at the same step are the same signal. Answer rates climb and escalations fall every week, and nobody reads a transcript to make it happen.

Analytics
Agent analytics: how your AI gets better every week.
Impact today vs. yesterday
Resolved by AI
347
↑ 18% vs last week
Hours saved
42.3
~$2,100 value
Deflection rate
73%
↑ 4 pts
Avg resolution
1m 42s
↓ 22s
Work done by AI agents Last 7 days
Agent
Sessions
Resolved
Escalated
Avg Time
Resolve %
Support Agent
Customer support
847
763
84
1m 38s
90.1%
Client Success Agent
Onboarding & adoption
312
277
35
2m 14s
88.8%
Sales Agent
Pre-sales & qualification
125
90
35
3m 02s
72.0%
IT Helpdesk Agent
Internal IT requests
203
181
22
1m 55s
89.2%
Knowledge gaps
Answer rate
94% arrow_upward
from 82%
Escalations
12% arrow_downward
from 31%
Gaps closed
31 of 37
this month
Proposed knowledge 37 this month
Signal
Source
Volume
Status
Does SSO work with Okta SCIM?
Agent · Support Assistant
14×
Draft ready
Configuring SSO with Okta SCIM
Walks admins through connecting Okta as the SCIM provider, mapping groups to roles, and verifying the first sync. Covers the two failure modes support sees most.
AI drafted from 14 resolved tickets
Review Publish
“Pricing unclear” escalation reason
Automation · Auto-Escalate
14×
In review
How do I export to CSV?
Agent · Help Center
Draft ready
What’s the rate limit on the API?
Agent · Email Triage
Published
Can I downgrade mid-cycle?
Agent · Billing Assistant
Draft ready
Why did my Slack alert not fire?
Automation · Auto-Escalate
In review

One flat price, however much you use it

Unlimited users — no seat cost

No per-resolution fees

One platform replaces 4–6 tools

See pricing
Customer stories

What changes when your AI is grounded in the business, not bolted onto a doc store

Teams that build agents on their structured foundation get AI that answers accurately, takes real action, and runs the routine — without a per-resolution meter deciding how far it goes. The more the foundation grows, the more the agents can do.

Featured stories

Home Automation Brand Cuts Support Costs 45% with AI

"
Creating and deploying branded experiences across all 16 brands was surprisingly easy with MatrixFlows. Each brand maintains its unique look and feel, but our service teams can update content, add new products, and manage escalation channels across every brand – all from one foundation, with no engineers involved.
Director of Technical Support
|
Home Automation and Security
Read story →

Manufacturer Cuts Support Contacts 28% with AI Search

"
Before MatrixFlows 80% of our calls were people asking how to connect to WiFi or why their app wasn't finding the device. Now those questions get answered through self-service, and our agents actually get to solve real technical problems. Our team satisfaction scores went up 35% because they're doing meaningful work instead of reading the same setup instructions all day.
VP of Support Operations
|
Smart Connected Products Manufacturer
Read story →
FAQs

AI agents and automation platform — questions from ops and support leaders

Common questions about building no-code agents, grounding them in your business, giving them actions and guardrails, automating the routine, and how the system improves itself — answered for ops and support leaders.

Is MatrixFlows AI priced per agent, per resolution, or something else?

Neither. MatrixFlows AI is priced by company size, the same as the rest of the platform — not per agent, not per resolution, not per conversation.

Most AI agent vendors charge per resolution or add a metered AI tier on top of a per-seat base price, so the cost climbs as usage climbs — the more your agents actually work, the more you pay. That creates a strange incentive: teams start rationing which conversations get AI involvement to control cost.

Every MatrixFlows plan includes unlimited AI usage. Build as many agents and automations as your operation needs — internal agents for team productivity, external agents for customers and partners — without a per-resolution meter running underneath them.

What's the difference between an AI agent and an AI assistant?

An Agent is the configured worker; an Assistant is a surface an Agent powers. The distinction matters because "AI assistant" gets used to mean two very different things across the industry.

An Agent is built from instructions, context, tools, and skills — it's the actual configuration that determines what the AI knows, how it behaves, and what it's allowed to do. An Assistant — a chat widget, a voice interface, a reply-drafting panel in your inbox — is just where that Agent shows up. The same Agent can power a customer-facing chat assistant, a voice assistant, and a reply assistant inside your team's inbox simultaneously, with identical instructions and guardrails in all three places.

This is why editing one Agent updates every surface it powers at once, instead of maintaining separate configurations for your chat bot, your voice bot, and your internal reply tool.

Can AI agents take real actions, or do they only answer questions?

Both — but the actions are the part most AI tools stop short of. MatrixFlows agents can query records, create and update items, search your knowledge base, and call external tools, not just generate a text response.

A support agent that can only answer questions still leaves every action — creating a ticket, checking an order, escalating a case — to a human or a separate form. That's a chatbot layered on top of the real work, not a replacement for any of it.

Give an agent tools and it can complete the task end to end: update a record, create a ticket, escalate to the right person, call an external API. Your team reviews what ships externally — the agent does the routine work, the review keeps you in control of what customers or partners actually see.

Is there a limit to how many AI agents or automations we can build?

No — every plan includes unlimited AI usage, so there's no cap on the number of agents, automations, or conversations you run.

Tools that meter by resolution or by conversation force a tradeoff: deploy AI everywhere and watch the bill climb, or ration it to the highest-value use cases and leave the rest unserved. Neither is a real answer to "should we automate this."

Build as many agents as your operation needs — a support agent, a partner-facing agent, an internal IT agent, a sales-qualification agent — each configured separately with its own instructions and knowledge scope, without a usage counter deciding which ones you can afford to run.

Does MCP integration work with tools like Claude, Cursor, or our own internal systems?

Yes — MatrixFlows works as both an MCP server and an MCP client, so the connection runs in both directions.

As a server, your workspace's AI tools are exposed to external MCP clients — Claude Desktop, IDE assistants like Cursor, or your own custom apps — authenticated by personal access token or OAuth, governed by the same permissions the requesting user already has.

As a client, your agents can call tools on external MCP servers, plus reach 1,000+ apps through Composio connectors and any external API. Your own AI can build and manage the workspace from Claude or Cursor, and your agents can reach out into the other systems you run — the connection isn't locked to one direction.

How do we stop the agent from making things up?

Grounding. A MatrixFlows agent answers only from your structured foundation — knowledge, records, and connected data you’ve approved — and cites its source, so every answer is verifiable. When nothing relevant exists, it says so and hands off to a person instead of inventing an answer. That’s the difference between AI grounded in a structured foundation and a chatbot generating from a scattered document store: the foundation, not the model, is what makes it accurate.

Ship AI agents that act, not just answer

Grounded in your live records, governed by rules you write in plain English. Unlimited agents, 1,000+ connected apps.