Guide for agencies and ecommerce teams
AI assistants inside a project workspace
In Cloodo Workspace, AI agents do repeatable work and a person approves it. Today the agents run inside Cloodo Growth, a managed service. They research a lead's company, score fit and intent with a written reason, and draft follow-ups. A Netbase growth expert approves every message before it is sent. The results are kept in WorkSuite.
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What can AI agents do in a Cloodo Workspace today?
Today, AI agents in Cloodo Workspace research a lead's company from its website, score fit and intent with a written reason, and draft follow-up messages for email or WhatsApp.
The agents run inside Cloodo Growth.
Cloodo Growth is a managed service run by Netbase growth experts.
The AI lead scoring page explains the scoring step in detail, so this guide does not repeat it.
Why does a person approve what the agent does?
A person approves agent work because a message to a lead or a client carries your name. In Cloodo Growth, a Netbase growth expert checks every draft before it is sent.
An agent can read a lead's message wrongly.
A person catches that before the lead sees it.
The expert also checks each score before the lead moves to a pipeline stage.
Where does the agents' work show up?
The agents' work is recorded in the WorkSuite CRM inside your Cloodo Workspace. Leads and deals sit next to your clients, proposals and invoices, so nothing is entered twice.
When a lead becomes a client, the same record carries on into proposals, projects and invoices.
What is not available yet?
Two things are not available yet. The self-serve Growth module is in early access. Zalo OA and HubSpot or Zoho sync are on the roadmap.
This guide only describes what runs today.
Join early access on the Cloodo Growth page to hear when these ship.
How do we start?
To use AI agents today, start a Cloodo Growth engagement with the Netbase team. To add human help to a project, book a service from a verified provider on the Cloodo services page.
The service guide shows how agents, projects, CRM and billing fit together.
Frequently asked questions
Can an AI agent send a message without a person checking it?
No. An agent drafts the message. A Netbase growth expert approves it before it goes out by email or WhatsApp.
Where is the agents' work recorded?
In the WorkSuite CRM inside your Cloodo Workspace. Leads and deals are kept next to your clients, proposals and invoices.
Can we set up and run the agents ourselves?
Not yet. Today the agents run as part of Cloodo Growth, a managed service. A self-serve Growth module that you run yourself is in early access.
How does the agent decide which leads are a good fit?
The AI lead scoring page explains how the agent scores fit and intent and writes the reason in plain language.