DoodyDesk Agent

Your AI personal secretary

A standalone assistant on your computer and phone. It reads your notification email, texts your customers, and brings you only the things that actually need you — one tap to approve, all while you're knee-deep in the yards.

Already have a CRM? Keep it. The Agent connects to any CRM with an API key — or works from plain email forwarding if yours has no API at all.

agent on desktop + phone screenshot
NOTIFICATIONS

Reads your email so you don't have to

Watches your CRM and inbox notifications — payment failures, new customers, cancellations, complaints — and knows what each one needs.

CUSTOMER TEXTS

Speaks to customers for you

Sends welcomes, confirmations, and payment reminders from your business number — using templates you control, in your voice.

APPROVALS

You stay in control

Every action lands in your Telegram as a one-tap approval card — and the agent learns your rules as you go.

MEETING NOTES

Sits in on the calls you tell it to — and hands you the notes

Tell it in Telegram — “make sure you're on my call with Adrian at 11” — or paste the meeting link. It joins the Zoom, Google Meet or Microsoft Teams call as a visible participant named after your business, and within minutes of the call ending you get the notes by email and as a Telegram card: a five-bullet summary and a short list of action items, each with an owner. Short on purpose. It's built to be read on your phone between stops.

It joins only the calls you ask it to. Your calendar also has your doctor and your accountant on it. The agent never invites itself to anything.

Finds the call on a connected Google or Outlook calendar, or just uses the link you pasted — no calendar needed.

5 calls a month on Starter, unlimited on Pro.

BUILT FOR EACH OTHER

The Agent was built to work with DoodyDesk CRM — and the CRM was built around it. Paired, your agent works inside the CRM: it looks up customers mid-conversation, logs every call and text, creates tasks, updates deals, and drafts invoices and proposals — straight from the chat, and it's all on your CRM dashboard in the morning. Bundle them and save $30–$50/month. None of which you have to do: the Agent runs perfectly well on whatever you already use.

Hire your secretary today

Free 14-day trial. Standalone — no CRM required. Scoop more, type less.

Start free trial →