Stop being your team's API.
A chat agent for your RevOps and systems team. It reads, updates, and runs procedures across the tools you already use, with an approval step on every write and a full audit trail. Delivered in days, not a quarter.
From $1,499/mo, flat. One number for the whole team. No per-seat license, no per-action meter. Most teams are live in 7 to 14 days.
18 opps over $50k closing this quarter. Top 4 owners:
Want me to drop this in #revenue or move the top 4 into the executive review stage?
Your best people are a human lookup service.
A queue of 30-minute favors lands on the same few operators every day: pull that report, update those opps, find out why a lead never got a callback. Only they know how. The work that needs their focus keeps getting pushed.
Only one person can do it
The report lives behind a filter only your ops lead knows how to build. So every request routes through one inbox, and that inbox is always full.
Four consoles for a single answer
"Why didn't this lead get called?" means the CRM, then the dialer, then Slack, then a spreadsheet. Nobody else has all four open at once, so it can't be delegated.
Every favor is an interrupt
Each ask is small. Together they fragment the day. The roadmap work that actually moves the number gets done in the gaps, if at all.
For a 50-to-500-person team, that adds up to roughly 14 hours a week of senior time spent being a routing point for routine questions. The job is real. It just shouldn't require a person.
One chat does the work your team queues up for you.
Ask a question and get the answer with the query shown beside it. Describe a change, approve the diff, watch it run. Every action captured.
Ask for the data, see the query too
Type the question. The agent picks the right system, runs the query, and returns a table, chart, or summary, with the underlying query shown so an analyst can verify it. No filter rebuilds, no ticket to the data team.
Change records by describing the change
Update opportunities, route campaigns, change agent skills, adjust hours of operation, single records or in bulk. Every write shows a diff and waits for confirmation before it executes, so nothing destructive happens silently.
Tool packs, not a brittle HTTP layer
Each verified tool pack ships with authentication, rate-limit handling, retries, and an audit log built in. During onboarding we wire the agent to the systems your team runs; a pack for a system we don't yet support is built within your monthly build hours.
A chat scoped to your team, not the platform
A branded, authenticated UI configured for your systems. Sign-in via OTP, magic link, or username and password. We provision the accounts. Your team signs in and starts working with no admin-console learning curve.
Audit-ready by construction
Full transcript history, full tool-call input and output capture, per-user permission scopes, and a write-approval gate by default. Every action a user takes through chat is reconstructable, which a browser admin console never gave you.
One flat price for the whole team
No per-seat license and no per-action meter to ration. Add operators, ask more questions, run more changes; the bill doesn't punish you for using it. Higher chat-turn volume is the only thing that ever moves the number.
You don't build it. You start using it.
You do not wire the tools, pick the model, or stand up an interface. We deliver a working agent and hand you the URL.
We install the tool packs
Tell us which systems you operate in. We install the matching tool packs onto the agent, configure authentication, and scope permissions to the actions your team should be allowed to take.
We tune the agent for your team
The chat UI is already built. Onboarding is auth plus shaping: which tools it can call, what its responses look like, which data sources to lean on, and where approvals should fire.
Your team starts using it
Your people open the chat, ask questions, run updates, and get answers, with no admin-console training. When you outgrow it, the agent extends: more tools, more permissions, more workflows on the same configuration.
Prebuilt tool packs for the systems you run.
Install verified tool packs from the QuickFlo marketplace. New packs land regularly, and we build custom packs for your stack during onboarding.
Tool packs sit alongside MCP, not in place of it. We reach for a tool pack when we need tighter control: a fixed response shape, write approvals, and per-operation scoping.
About 56 hours a month back.
A worked example of where a typical operations week leaks. Your numbers move with team size and stack, but the pattern holds: the same senior people, the same repeated requests.
Ad-hoc reports
Operations chats the agent for what an executive asked for in Slack. No filter rebuilds, no waiting on the data team. The answer arrives in the same conversation, with the underlying query shown beneath it.
Routine admin edits
Hours of operation, holiday schedules, campaign assignments, skill rotations. The agent makes the changes across the relevant consoles, with confirmation on each write.
Cross-system lookups
"Why did this lead not get a callback?" used to mean checking the CRM, then the dialer, then Slack. The agent joins those records in one response and cites the source rows.
Roughly 56 hours a month
At fully loaded operations rates, that time outweighs the cost of the agent, and your senior operators stop being the routing point for every routine question.
Questions we get a lot
How is this different from ChatGPT or Claude with my data plugged in?
Those are general-purpose chat tools you connect to your data ad hoc. This is a delivered agent: tool packs installed for your specific stack, an authenticated UI for your team, write-approval rules, an audit trail, and an SLA. The workflow engine underneath means that when chat is not the right interface for a task (a scheduled job, an event trigger), the tools you already configured keep working.
How is this different from Agentforce or a per-seat agent platform?
Single-CRM agents work inside one vendor's product and bill per seat and per action. This agent spans every system your team touches, runs on one flat price, and gates every write with an approval diff by default. You aren't rationing usage to control a meter, and you aren't locked to the systems one vendor happens to own.
Can the agent modify data, or is it read-only?
It modifies. Updates, creates, deletes, and bulk operations are all supported. Every write tool ships with an approval rule by default: the agent shows the diff and waits for confirmation. You can relax that for trusted operations (logging a Slack message) and tighten it for destructive ones (deleting Salesforce records).
What model does the agent use? Can we pick?
Choose your preferred model. We support the major providers: Anthropic, Google, and OpenAI.
How long does setup take?
The chat UI is already built, which is part of the point. The work in an engagement is tuning the agent for your team: which capabilities it exposes, which systems it connects to, what format certain responses come back in, and where approvals fire. Most agents go live in 7 to 14 days from kickoff. Larger stacks or unusual tuning take longer, and we tell you the estimate on the call.
Does the agent send data to OpenAI or Anthropic?
We use enterprise-tier API access with zero data retention by default. Your prompts and tool outputs are not used for training, and we can deploy with provider-side data processing agreements in place.
Who can use the chat?
Whoever you authorize. Sign-in is via OTP, magic link, or username and password. Per-user permission scoping configures which tools each user can call, so power users see the full set and frontline operators see a constrained subset. Seat counts are scoped on the call.
What if our requirements change after setup?
That is the purpose of the 4 hours per month. Most months that is enough to add a tool, adjust an approval rule, or absorb upstream API changes. Larger scope is quoted separately.
Do you handle compliance and audit requirements?
Every conversation is logged. Every tool call is captured with full input and output. Approvals on writes mean nothing destructive happens silently. SOC 2 certification is in progress. If that is a hard prerequisite for your contract, mention it on the call and we will share the current timeline.
Who owns the agent, you or us?
You do. The agent, tool packs, and conversation history live in your QuickFlo workspace. If you cancel, you can export everything.
Can we cancel anytime?
Yes. Month-to-month, cancel whenever. Annual contracts are available at a discount but not required.
You don't pay until your team is using it.
No onboarding fee, no pilot charges, no clock. Billing starts the day the chat URL is handed over and the first conversation runs against your real systems. If we do not ship, you do not pay.
The hard parts are already built: tool packs, authentication flows, audit logging, model routing. What remains is wiring your specific systems and adjusting the agent to your team's vocabulary, and we have become reasonably efficient at that.
Everything in one monthly price.
Billed monthly. The agent, the interface, the tools, model inference, and the audit trail.
Custom chat interface
Branded, authenticated UI scoped to your systems. Sign-in via OTP, magic link, or username and password. We provision the accounts.
Tool pack installation
Up to 6 systems configured for the agent during onboarding (authentication, permission scoping, response shaping, approval rules). Building new tool packs for systems QuickFlo does not yet integrate with is part of monthly build hours.
Model inference and tool execution
Up to 1,000 chat turns per month with Claude or comparable models. Tool calls included. A chat turn is one user message and the assistant's response.
Overage at $0.75 per chat turn.
Direct support and 4 hours of monthly build time
Slack and email channels straight to the engineering team. The build hours cover new tools, scope changes, and absorbing upstream API changes.
End-to-end audit trail
Full transcript history. Full tool-call input and output capture. Write approvals. Compliance and audit ready.
Underneath the chat is QuickFlo's workflow engine.
The tool packs the agent uses are real workflow steps. When you outgrow chat for a given task (when "every morning at 7am" or "fire when a CRM webhook lands" is the right interface), the same integrations and credentials work without re-wiring.
Higher chat turn volume and larger team rollouts are available at the Enterprise tier. We will quote it on the call.
Get your senior operators out of the favor queue.
A 30-minute call. Show us where your team spends time in admin consoles, and we will walk through what a chat for that work would look like.