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Agent Labora

By Cloud Granite Ltd

← Agent templates

Service

Notice the account going quiet before the renewal.

An account in trouble rarely announces it. Usage drops, a complaint goes unresolved, an invoice slips, the main contact stops replying. This agent reads all four across the systems you already have and tells a person which handful of accounts are worth a call this week.

Mondays at 07:00, and whenever a health signal changes materiallyOwned by the Service Lead
Use this template See what it would have done

Everything this agent may and may not do.

Shown here exactly as the review screen shows it before deployment. You can change any of it, except the last list — those are refused at the platform on every plan.

What it can read

  • Account record
  • Usage figures
  • Service history
  • Payment status
  • Open cases

What it does without asking

  • Flag an account as needing attention
  • Assemble a briefing for the account owner
  • Create a follow-up task

What it must ask about first

  • Any message sent directly to a customer
  • Any change to an account's health status

What it can never do

  • Contact a customer unprompted
  • Record a judgement about an individual
  • Produce a score describing a person
  • Change a contract or renewal date

The capabilities it holds.

Named capabilities from the tool registry, each with a declared input, output and risk level. Not a login to any system.

Read a customercustomer.getIdentity, status, terms and assigned owner for one customer.
Read analyticsanalytics.queryTraffic, usage, conversion and performance figures.
Read a casecase.getStatus, type, history and owner of a service case.
Check payment statusinvoice.payment.statusWhether an invoice is paid, part paid, overdue or disputed.

See the whole tool registry — including the capabilities no agent can hold.

A day at the demo company

Kestrel Supply Co · Wednesday 14 October 2026 · demo data

6

Accounts reviewed

2

Flagged for a call

1

Escalated to the owner

Finds the accounts that need attention before they leave.

Demo data

Install Accounts Receivable Agent

By Agent Labora

What it needs

Read customers
Read invoices
Read payment status
Send email from your company mailbox

What it cannot do

Modify an invoice
Issue a refund
Change a customer record
Contact anyone outside your customer list

A human must decide

A human must decide on any invoice more than 30 days overdue, any payment arrangement, and any balance over €5,000.

Choose the person accountable for this agent

Finance Manager

Deploy agent

Same team

Others this team deploys.

Customer Support Agent

Answers the routine questions and escalates the rest.

ServiceOwned by the Service Lead

Give AI a job.

Build an agent, choose what it can access, define what it may do, and deploy it to work safely across your business.

Build an agent Build with the API

No code required · Full SDKs and API · Stop any agent instantly · [email protected]