Pro Agent

Pro Agent drafts work for you. It does not send quotes, texts, or email. You confirm before anything is saved, and you send quotes yourself from Quotes.

Open it

  • Sidebar: Pro Agent
  • From a site visit: Ask agent about these photos
  • Elsewhere in the console, the agent blade (?agent=1)
  • Cursor or Claude: MCP when you connect an API key

Site visit to quote

  1. Open the agent from the site visit. That thread stays on those photos — it will not switch to a day brief.
  2. Ask it to look at the photos, then prepare a preliminary quote. Amounts stay at 0.
  3. Tap Confirm. QuoteBuilder opens with the photos and a way back to the agent.
  4. Set prices and send from Quotes. The agent cannot send.

Measurements, photo callouts, and video captions can show up as notes to verify. They are not prices. Video does not replace photos.

Brief my day

On a normal chat (not opened from a site visit), tap Brief my day. You get at most five links: unfinished site visits, drafts waiting in QuoteBuilder, stuck leads, and upcoming bookings. Tap a link. Nothing is sent.

Other drafts

  • Profile or service copy — Confirm in the thread, or dismiss.
  • A customer follow-up — Confirm saves the draft only. It does not text or email the customer.

Rules

  • Read every draft before a client can see it.
  • The agent cannot take payments, change your plan, or manage team access.
  • Usage comes from your plan allowance or prepaid agent gas — Billing.

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