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Communication that keeps work moving

Boagent prepares emails, brings replies back into the work, and helps your team carry the next step forward. You handle the conversations that need your judgment and relationships.

Prepare a message. Bring the response back to work.

Agents draft messages with the context recipients need, then bring replies back into the original conversation so investigations and next actions can move forward.

A colleague smiling during a phone conversation at his desk

Control communication across channels

Choose who your agent can contact and which messages need review. Keep routine correspondence moving while your people own sensitive conversations.

Give waiting work a next step

Set a response window. If no reply arrives, the agent resumes the workflow and routes the next step to the right team, including compliance when the process calls for it.

An agent for your entire firm

One Boagent, connected to your entire firm Operations uses Teams, Front Office uses Slack, and Management uses Outlook. Their requests can reach Boagent together. The agent replies through each channel, then carries an allocation question from Operations to Front Office, brings the confirmation back, and updates Management.

Boagent goes beyond personal agents and operates as a member of your operations team by interacting across functions to deliver true end-to-end automation.

Enterprise communication needs clear boundaries and follow-through

Manage contacts alongside the mailbox assigned to your team. People choose which recipients the agent may email without asking, while other sends follow your approval settings. Recipient trust belongs to your team; an agent cannot add its own trusted contact to bypass review.

  • AgentDraft messages
  • HumanChoose trusted contacts
  • AgentConnect replies to work
  • HumanReview sensitive sends
  • AgentTrack response windows
  • HumanHandle client conversations
  • AgentPrepare next actions

Questions worth asking.

Start with the work
your firm needs done.

Bring a process, its sources and the decisions that matter. We’ll work through how Boagent could fit your team.

Let’s talk