AgentDesk
Pre-built AI agents for professional services firms. Automates client intake, proposal generation, and executive reports using Claude.
Last verified:
What is AgentDesk?
AgentDesk is an AI agent platform designed specifically for consultants, agencies, and professional services firms. It offers three pre-built AI agents that automate critical business workflows: Intake Agent for lead qualification and client intake, Proposal Agent for creating custom proposals from discovery call notes, and Report Agent for generating automated client reports. The platform enables firms to automate client intake, proposals, and reports in under 5 minutes without any configuration or prompt engineering required.
The Intake Agent monitors email 24/7, qualifies leads in real-time with intelligent scoring based on budget, timeline, and fit, sends personalized responses within 2 minutes, and automatically books discovery calls. The Proposal Agent transforms discovery call notes into custom proposals with scope, timeline, pricing, and relevant case studies in just 18 minutes, learning the firm's voice and pricing model. The Report Agent pulls data from project tools to generate professional weekly and monthly client reports with scheduled delivery and PDF export.
AgentDesk is built for professional services firms looking to reclaim billable time lost to administrative tasks. The platform claims 42% of work hours are spent on tasks AI can automate, representing $504K per year wasted for a 20-person firm. With SOC2-ready audit trails, setup in under 5 minutes, and a simple 4-step implementation process, firms can start seeing results immediately. The dashboard allows monitoring performance and scaling by adding more agents as the business grows.
AgentDesk pricing
Pricing model: Freemium
AgentDesk offers transparent monthly pricing with no setup fees, no contracts, and cancel anytime. Starter plan is $99/month for solo consultants with 1 AI agent, 500 tasks/month, email support, basic dashboard, and 7-day activity history. Professional plan is $349/month (most popular) for growing firms with all 3 AI agents, 5,000 tasks/month, priority support, advanced dashboard, 30-day activity history, custom agent training, and API access. Agency plan is $799/month for large teams with unlimited agents, unlimited tasks, dedicated support, white-label option, 90-day activity history, custom integrations, team management, and SLA guarantee. Individual agents can also be purchased separately: Intake Agent at $99/month, Proposal Agent at $249/month, and Report Agent at $149/month. All 3 agents can be tried free for 5 runs with no credit card required.
AgentDesk pros
- 24/7 lead qualification monitoring
- 2-minute response time to new leads
- Intelligent lead scoring for budget, timeline, and fit
- Automatic discovery call booking
- Full conversation history tracking
- Human approval option for high-value leads
- Custom proposals generated in 18 minutes
- Learns firm's pricing model and voice
- Includes relevant case studies automatically
- Professional formatting out of the box
- Pipeline tracking dashboard included
- Auto-generated client reports on schedule
- Custom templates per client
- Data from CSV, API, or manual input
- Professional PDF export capability
- Approval workflow for reports
- SOC2-ready audit trails
- Setup in under 5 minutes
- No configuration or prompt engineering needed
- 5 free runs with no credit card required
AgentDesk cons
- Pricing starts at $99/month which may be high for solo freelancers
- Limited to 500 tasks/month on Starter plan
- Only 1 AI agent included in Starter plan
- Only 7-day activity history on Starter plan
- Email support only on Starter plan (no priority)
- No API access on Starter plan
- No custom agent training on Starter plan
- White-label option only available on Agency plan
- Requires connection to email, calendar, and project tools
- Human approval still needed for high-value tasks
Frequently asked questions about AgentDesk
Do I need to sign up or provide a credit card to try AgentDesk?
No signup or credit card is required. You can try all 3 agents free with 5 free runs before you buy. Just visit the website and try the agents right now with real data.
How long does it take to set up AgentDesk?
Setup takes under 5 minutes. You connect your email, calendar, and project tools in under 2 minutes, choose your agent with no configuration needed, and your agent starts handling tasks immediately.
Can I use just one agent or do I need all three?
You can use just one agent. The Starter plan includes 1 AI agent for $99/month. You can pick the agent that matches your workflow. The Professional plan includes all 3 agents for $349/month.
What tools does AgentDesk integrate with?
AgentDesk connects to your email, calendar, and project tools. The Report Agent can pull data from CSV files, APIs, or manual input. Professional and Agency plans include API access for custom integrations.
Does the Proposal Agent learn my firm's style?
Yes, the Proposal Agent learns your firm's voice and pricing model. It creates custom proposals with scope, timeline, pricing, and relevant case studies that match your firm's style. Custom agent training is also included in the Professional plan.
What happens if I want human approval before sending proposals or reports?
AgentDesk includes approval workflows. The Intake Agent provides human approval for high-value leads. The Report Agent can hold reports for your approval before auto-sending. You approve when needed while the agent handles tasks immediately.
Can I cancel my subscription anytime?
Yes, there are no contracts and you can cancel anytime. The pricing is simple and transparent with no setup fees. You can start with Starter and upgrade to Professional or Agency as your firm grows.
What is the difference between the three agents?
Intake Agent ($99/month) monitors email 24/7, qualifies leads, and books discovery calls. Proposal Agent ($249/month) creates custom proposals from discovery call notes in 18 minutes. Report Agent ($149/month) generates automated weekly/monthly client reports with scheduled delivery. Each handles a specific workflow end-to-end.
Is AgentDesk suitable for solo consultants or only agencies?
AgentDesk works for all sizes. The Starter plan is designed for solo consultants with 1 agent at $99/month. Professional plan is for growing firms with all 3 agents at $349/month. Agency plan is for large teams with unlimited agents at $799/month.
What kind of support does AgentDesk provide?
Support varies by plan: Starter includes email support, Professional includes priority support, and Agency includes dedicated support with SLA guarantee. All plans include access to a dashboard for monitoring performance and activity history.