Triaage — Agentic AI Front Office ERP

The CRM That Runs Itself

Replace HubSpot, Monday, Trainual, and Stonly with autonomous AI agents that qualify leads, move deals, resolve tickets, and execute SOPs automatically.

Your CRM, Ticketing, and SOPs. Unified and Run by AI.

Triaage

All-in-One

HubSpot logo

HubSpot

CRM

Salesforce logo

Salesforce

CRM

Monday.com logo

Monday.com

Workflows

Trainual logo

Trainual

Training

Stonly logo

Stonly

Knowledge

The CRM that runs itself.

Ask Aria to follow up with leads, resolve tickets, update records, or execute workflows—and she'll handle it automatically.

aria · agent chatAGENT ACTIVE

Follow up with every lead from last week's webinar.

How It Works

Meet Triaage AI. The Employee That Never Sleeps.

Don't just store your company policies. Enforce them automatically.

STEP 01

Input Your SLAs & SOPs

Paste your company playbooks and client SLAs directly into Triaage. Our system builds interactive, structured decision trees instantly.

app.triaage.ai · sop-to-tree · liveTRANSFORMING

Draft SOP

Refunds within 30 days = full refund. Beyond 30 days = store credit. Gold tier escalates within 2 hours. Account recovery requires verification. Safety issues page on-call team.

Triaage AI

Decision Tree

Refund within 30 days
Refund after 30 days
Gold tier escalation
Account recovery
Safety incident
0 / 5 branches generated

Don't have SOPs? Let the AI build it for you.

Describe your process in plain English and Triaage will generate structured, interactive decision trees automatically.

STEP 02

The AI Intercepts Incoming Chaos

When a client emails or submits a ticket, Triaage AI reads the request, detects the urgency, and matches it against that client's specific SLA tier.

Login broken

Acme Co

Gold

Question about pricing

Beta Inc

Silver

Refund request

Cory Ltd

Bronze
STEP 03

Autonomous Resolution

Using your SOPs, decision trees, and SLAs, Triaage executes the appropriate action, updates your CRM, communicates with customers, and escalates only when human judgment is required.

Reply sent · CRM updated

Email drafted from SOP §4.2
Status → In Progress
Tagged: refund, gold-tier
Assigned: Engineering on-call

AI Support Agent

Handles tickets, SLAs, escalations, and customer communication.

app.triaage.ai · liveAGENT ACTIVE

Inbound Ticket

Critical#4821

"DB is down — can't process orders"

S

Sarah Chen

Gold Tier Client

SLA Rulebook

Gold Tier

  • Auto Acknowledge
  • Escalate On-Call
  • Response SLA: 2 Hours
Confidence98%

Action Completed

  • Customer notified
  • Ticket acknowledged
  • Engineering paged
  • Incident created
  • SLA timer started
Executing SOP §4.2…

AI Sales Agent

Qualifies leads, sends follow-ups, and updates your CRM.

app.triaage.ai · sales-sdr · liveSALES AGENT ACTIVE

Inbound Lead

New#L-219

"Looking for pricing on 100+ seats for our team."

M

Maya Patel

CEO · TechCorp

AI Qualification

ICP Match: 94%

  • Enterprise Account
  • 100+ Seats
Confidence96%

Action Completed

  • Personalized email sent
  • Demo link delivered
  • Deal moved to Qualified
  • Follow-up sequence started
  • Owner notified
✓ Pipeline updated automatically

The Result: One inbound ticket. Five actions completed. Zero employee involvement.

Pipeline Triage

Your pipeline moves itself.

Hot leads land, get scored against your ICP, and slide into the right stage — without anyone touching a card.

app.triaage.ai · pipeline · liveSUPPORT AGENT ACTIVE
Inbound0

Qualified0
Follow-up0
Triaged autonomously · no cursor required
Deploy Your AI Agent

Your Team Is Drowning in Tabs.Your Business Is Drowning in Subscriptions.

To run a modern operation, you are likely stitching together four different platforms using messy automations.

The Old Way · SaaS Chaos

Hubspot for customer records

$$$

Monday for ticket tracking

$$

Trainual for internal SOPs

$$

Stonly for customer decision trees

$

The Triaage Way · Unified AI

All-in-One CRM: Customer history, pipelines, and communication timeline built right in.

Smart Ticketing: Operations boards that update themselves based on customer actions.

Triage Board · LiveAGENT
Inbox0
High Priority0
Escalated0
Triaged autonomously · no cursor required

Living Playbooks: Your SOPs aren't dusty text files—the AI actively reads them to handle work.

Interactive Triage: Deep decision trees mapped out automatically by your AI assistant.

Build Your Agent

Pick a role. Pick a voice. Ship in seconds.

Sales or support, an expert-inspired persona, and your industry — your AI agent is configured and live before the kettle boils.

1

Agent type

Sales
Support
2

Persona

The Closer

Inspired by Grant Cardone

The Value Stacker

Inspired by Alex Hormozi

The Negotiator

Inspired by Chris Voss

The Rainmaker

Inspired by Ryan Serhant

The Behavioral Psychologist

Inspired by Jeremy Miner

3

Industry

Real Estate
SaaS
Medical Spa
E-commerce
Hospitality
Automotive

The Value Stacker

AI Sales Agent · SaaS

LIVE

Choosing agent type…

What Happens When Your Best Employee Never Sleeps?

Every ticket answered. Every lead qualified. Every process followed.

Deploy an AI employee trained on your business in minutes.

No credit card · 14-day free trial · Cancel anytime