Turn your workflow into AI agents
Start a safe, approval‑first trial. Pick a template or describe your process — we spin up a working workspace with sample contacts and three agents wired end‑to‑end. No credit card. Nothing is emailed, booked, or posted until a person approves it.
What you get
A ready workspace with three agents, a visual workflow, sample contacts, and an approval queue so you can see how agentic work runs end‑to‑end.
How approval works
Agents draft replies, bookings, and updates — then wait in a queue. A person approves each step. Nothing is emailed or booked until you say so.
No setup risk
The trial uses sample data and does not connect your inbox or calendar until you choose to. Keep using it safely while you evaluate fit.
Built for real work
Each template mirrors a real‑world process like lead follow‑up, intake, or reminders. Edit steps, prompts, and rules to match how your team works today.
Human‑in‑the‑loop safety
Approvals are first‑class. Your team reviews drafts, calendars, and updates before anything leaves your systems.
Easy to customize
Swap LLMs, tune prompts, connect data sources, and configure business hours and tone — without touching code.
1. Start from a template
Popular templates
- Law firm intake with conflict checks and consultation booking
- Clinic reminders with reschedule links and follow‑up messages
- Real‑estate/property follow‑up with task hand‑offs and notes
- Home services lead capture to quote delivery with next‑step nudges
Integrations
Connect email, calendar, and data when you are ready. Trials start with sample data only. Bring your own providers at any time.
2. Or describe it to Setup
If your workflow is not one of the templates, tell Setup how you do the work today. It asks four short questions and builds agents that follow your steps — with approvals where you want guardrails.
Templates included
Law firm intake, clinic reminders, real‑estate follow‑up, property management, home services, and a general service flow. Each one is editable.
Security & data
Your trial data stays in your workspace. You control integrations. Approvals ensure a human reviews drafts before anything leaves your account.
- Granular approvals and audit trail
- Bring your own providers when ready
- Role‑based access for your team
Time to first value
Most teams see agents drafting useful work in under 15 minutes — because the trial opens with a working example and sample contacts.
No credit card
Try it risk‑free. When you're ready, pick a plan in the app. Until then, the agents stay in approval‑only mode with sample data.
FAQ
Will agents send messages without approval?
No. The trial is approval‑first. Agents draft messages, calendar changes, and updates, then wait for a person to review. You decide when to enable hands‑off sending.
Can I change the prompts and steps?
Yes. Every template is editable. Rename steps, change triggers, adjust tone, or add your own business rules without code.
What data is used during the trial?
We seed sample contacts and tasks so you can see the full flow immediately. Your real email, calendar, and CRMs remain disconnected until you connect them.
Which LLMs are supported?
You can bring your own providers and swap models as needed. The default setup is fast and safe for a demo; production can use your preferred vendor.
How do approvals show up for my team?
Approvals land in a queue inside your workspace. Each item shows the draft, context, and suggested next step so reviewers can approve, edit, or reject in seconds.
What happens after I create my trial?
We create the workspace instantly and load sample data. You can explore, customize, and invite teammates. When ready, connect your systems and go live behind approvals.
What happens in the free trial
The moment you create an account, we open a private workspace with three agents, one visual workflow, and four sample contacts. Nothing connects to your email or calendar until you set it up. Each agent prepares the work — drafts a reply, proposes a time, fills fields — and then waits in an approval queue so a person on your team can review and click approve. You see exactly what would be sent or booked before anything leaves the system.
You can run through the starter workflow end‑to‑end: trigger an intake, watch an agent draft the message, approve it, and see the status update. For setup, start from a template for your business type or have Setup guide you with four short questions. Either path gives you a concrete, working example in minutes, not a blank canvas.
Why approval controls matter
Agentic automation is not about blasting messages faster. It is about drafting the next right step and then asking for human approval before anything touches a customer. That guardrail is critical for service teams where tone, timing, and edge cases carry real weight. In GoWithAgentic, you decide where approvals are required and where low‑risk steps can flow through automatically.
Early on, teams typically keep approval on outbound messages and calendar changes. As confidence grows, you can remove approvals for routine cases and keep them for exceptions — a pragmatic way to increase speed without giving up judgment.
What the starter agents do
Lead follow‑up
Reads a new inquiry, drafts a tailored reply, and proposes next steps. Awaits approval before sending.
Booking & reminders
Suggests times, respects buffers, and drafts reminders only for those who have not confirmed.
Retention & reviews
Spots check‑in moments and drafts a short message or review request. Approval required by default.
Going from trial to production
After you explore the sample workflow, connect your real calendar and inbox, import contacts, and map your pipeline stages. Replace sample prompts with your voice and policies, then test with a small cohort. When you are ready, keep approval on the high‑risk steps and turn it off for the safe, routine ones. You can always re‑enable approvals for any step.
If you prefer a guided setup, book a consult from the header. We will help you choose the first workflow, define approval gates, and measure credit usage so the right plan is clear before launch.