Take in the request
New website requests should reach the team with goal, scope and contact person.
The intake agent should clarify what it is about and only ask what is needed.
Peak Chat · Agent team (planned)
A small team of AI agents is planned for Peak Chat: one takes in requests, one prepares meetings, one gathers details for an offer. They should hand over to each other and wait for your team before anything takes effect outside. There are no agents in Peak Chat today.
Planned feature · fixed examples · no agent runs
Why: Your team reads a prepared request instead of a long thread. You decide.
02 / How it should work
Agents should prepare work. Anything with an outside effect is approved by a person.
New website requests should reach the team with goal, scope and contact person.
The intake agent should clarify what it is about and only ask what is needed.
Intake agent: asks for goal and scope
Intake agent: sums up the request in three sentences
Handover to your team: summary in the inbox for review
Meetings, offers and outgoing messages should only take effect after your team approves.
Your review is still open.
These marks send nothing.Proposal and execution stay separate
The agent team is planned. Today Peak Chat holds no conversations on its own.
Agents should only be allowed what the roles in the workspace permit. AI runs only through the Peak AI Gateway.
Meetings stay in Peak Booking, people in Peak CRM. Chat is the conversation layer.
The next step
Try the example flows above and see where your team approves.
View the example flowPlanned feature · fixed examples · no agent runs
No. Agents are planned to prepare only. Peak Booking confirms meetings; your team writes offers.
Planned: the same limits as roles in the workspace, never more.
No. Today there is the Peak Chat inbox; the agents are planned.