BIZ1 Agent is an AI-powered virtual assistant built into the BIZ1 system.
It allows users to perform business actions using natural language, without navigating multiple screens.
With BIZ1 Agent, you can:
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Create tasks and missions
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Add and search customers
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Set reminders
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Send WhatsApp, SMS, and Email messages
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Record expenses (manually or from files)
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Create folders and custom fields
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Automate daily business operations
The agent understands English and Hebrew, remembers conversation context, and asks for missing information when needed.
⭐ Key Capabilities
- Task & Mission Management
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Create missions for yourself or team members
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Assign tasks to customers
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Set urgency and due dates
- Customer Management
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Add new customers
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Search customers by name, phone, email, or company ID
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Automatically link actions to customers
⏰ Reminders
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Set reminders using natural language
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Assign reminders to team members
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Attach reminders to customers
- Messaging
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Send WhatsApp messages
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Send SMS
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Send Emails
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Supports templates and free text
- Expense Management
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Add expenses manually
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Extract expenses from images and PDFs
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Automatically detect supplier, VAT, totals, and document type
- System Configuration
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Create folders
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Add custom fields
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Configure customer structure dynamically
- How BIZ1 Agent Works
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User types a message in chat
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Agent detects intent (what the user wants)
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Extracts required information (names, dates, amounts)
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If something is missing → asks follow-up question
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Executes the action
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Confirms success in chat
- Multi-Language Support
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Automatically detects user language
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Responds in the same language
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Fully supports English & Hebrew
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Can switch languages during conversation
- File Processing (Smart Expenses)
You can upload:
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Receipts
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Invoices
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The agent automatically extracts:
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Supplier name
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VAT amount
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Total amount
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Document date
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Invoice / receipt number
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Document type (Receipt, Invoice, Tax Invoice)
- Context Awareness
The agent remembers information within the conversation.
Example:
User: Add customer with email [email protected]
Agent: Customer name is required
User: Name is John
Agent: Customer created successfully
No need to repeat previous details.
- Common Actions You Can Say
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“Create a mission to call John tomorrow”
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“Add customer Sarah with phone 0501234567”
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“Send WhatsApp to customer John”
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“Add expense 500 for office supplies”
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“Extract expense from this file”
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“Search customer by phone”
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Security & Permissions
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Agent respects user permissions
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Access is limited to your organization only
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Sensitive data is protected
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All actions are logged for auditing
- BIZ1 Agent is your AI business partner that:
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Saves time
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Reduces manual work
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Improves accuracy
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Simplifies complex workflows
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Works 24/7 inside your system
