Platform
Agents that remember your business, reason carefully, and take action in the apps you already use — so owners get outcomes, not another tool to babysit.
How the platform works
From always-on agents to your business playbooks — every layer is designed for real SMB workflows, not science projects.
The engine that keeps agents working after you close the laptop — with memory of your preferences, skills for common tasks, and safe access to your tools.
Runtime · cloud-ready
Teach agents how your business works — pricing rules, brand voice, SOPs, and FAQs — so every reply and decision stays on-brand.
Knowledge · always in sync
Advanced AI reasoning powers multi-step work across sales, shipping, finance, and support — with structure you can audit, not black-box guesswork.
Intelligence · powered by Grok (xAI)
Secure connectors wire agents into Gmail, Shopify, QuickBooks, ShipStation, HubSpot, carriers, Slack, and more — so they do real work, not just chat.
Owner dashboard on your phone — check agent activity, approve exceptions, and get lead or shipping alerts on the go.
Specialists work together with human checkpoints, full audit logs, and usage tracking — plus a Starter Pack dashboard for support, booking, and invoices.
1. Customer action (form, email, order)
2. Right agent picks up the job
3. Human review only when needed
4. CRM, calendar, accounting, email updated
Agent marketplace
Ready agents with simple dashboards and human approval where it matters — sales, support, shipping, finance, content, meetings, social, and more.
SupportForge + BookWise + InvoiceForge with one unified dashboard, analytics, and embeds.
Bundle
Score inbound leads, enrich contacts, draft outreach. Salesforce · Gmail.
Sales
Triage inbox, draft replies, flag urgent items, daily brief.
Update contacts, log activities, pipeline hygiene with approve-to-write.
CRM
ShipStation hub — track, exceptions, WISMO drafts. UPS · FedEx · USPS.
Logistics
Embeddable support: triage, KB answers, tickets, HITL escalation, chat widget.
Support
AI booking: availability, confirmations, reminders, reschedule, calendar sync.
Scheduling
Invoice OCR/extract, validate, post to QB/Xero/CSV, exceptions, AR reminders.
Finance
Pydantic AI AP: extract PDF/email, match POs, discrepancies, HITL before pay.
Finance
SEO blogs, social, newsletters, ads — brand voice + HITL before publish.
Marketing
Local & organic SEO for US SMBs — plans, brand-voice content, GBP, keywords, ROI + HITL.
SEO
Meeting outcomes: summaries, actions, CRM notes, recap emails from transcripts.
Meetings
Multi-platform posts, schedule, inbox replies, insights — brand voice + HITL.
Social
Score & prioritize deals: fit/engagement, at-risk flags, CRM stage suggestions.
Sales
Proposals, quotes, contracts, reports from templates — HITL, PDF/MD/HTML export.
Documents
Free Yahoo data: yield, NAV risk, tax-aware notes. Default QQQI · optional Notion.
Finance
Owner app for run history, HITL approvals, and alerts — roadmap.
Platform
Why Matrixly
A practical platform for owners: always-on agents, your playbooks as context, smart reasoning, secure app connections, and human approval when money or customers are on the line.
Your workspace status
HealthyLive: Lead · Email · CRM · Shipping
Live: Support · Book · Invoice · Starter Pack
Live: Content · Meet · Social · Pipeline · Docs
Soon: Mobile owner app
Try Starter Pack for support, booking, and invoices, or pick a single agent. Free to explore.