Features
Everything your agent can do once it knows your business.
Agentrix is one platform for training an agent, putting it on your channels, and picking up the work it sends your way.
Building the agent
Set up an agent that sounds like your business and answers from your own material.
Guided builder
Five steps: identity, business, skills, behaviour, review.
Written prompt for you
Answer a few questions and Agentrix writes the system prompt.
Personality
Friendly, professional, sales, casual or supportive.
Knowledge base
Upload PDF, DOCX, TXT, CSV or Markdown, or paste text and import from a URL.
Templates
Start from support, sales, lead capture or funnel presets, or clone an agent you already have.
Answer limits
The agent stays inside what you gave it and says so when it does not know.
Instagram and WhatsApp
The two places your customers already message you. The agent behaves the same on both.
Instagram DMs
Your agent answers direct messages the moment they arrive.
Reel DM automation
Someone comments on a reel, your agent opens the DM and takes it from there.
Comment rules
Pick the keywords that trigger a DM, and what the first message says.
Story replies
Replies to your stories land in the same thread as everything else.
WhatsApp
Connect by scanning a QR code, or use the Business API if you have it.
One agent, both channels
Train it once. The answer on Instagram is the answer on WhatsApp.
Turning chats into business
The agent does not just answer. It captures who asked and what they wanted.
Lead capture
Names, phone numbers, emails and requirements, pulled out of the conversation.
Lead scoring
Every lead scored 0–100 and sorted hot, warm or cold.
Appointments
Offers your open slots and confirms the booking in the chat.
Orders and invoices
Show a catalogue, take the order, generate the invoice.
Payments
Send a payment link and track what has been paid.
Campaigns
Message a contact list on the channel each person uses.
Follow-ups
Suggested and scheduled messages so a lead does not go cold.
You and your team
The agent hands over cleanly when a person is needed.
Unified inbox
Instagram and WhatsApp in one list, updated live.
Handovers
The agent flags what it cannot handle and stops replying.
Assignment
Give a conversation to a teammate, with internal notes.
Canned responses
Saved replies behind a shortcut.
Contacts and CRM
Tags, lists, bulk actions, CSV import and export.
Knowing how it is doing
See what the agent answered, what it missed, and what that was worth.
Analytics
Conversations, messages, leads and channel split over any date range.
Reports
Written summaries of the period with what changed.
Knowledge gaps
Questions it could not answer, so you know what to upload next.
A/B tests
Run two agents against real traffic and compare.
Audit log
Who changed what, and when.
Extending it
For when the answer lives in another system.
MCP servers
Connect external tool servers so the agent can look things up or take action.
Model choice
Pick the model behind your agent and set how creative it is.
White label
Put your own name and colours on it.
API keys
Stored encrypted, shown masked.