AI agents for SMEs · Beta

Your team and your AI agents.
In one system.

HybriqsOS connects your team, AI agents and company data. Agents research, prepare quotes and help with follow-ups. You decide which tasks they take on and when your team reviews their work.

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How a lead agent works with your data, tools and workflows.

01 · The problem

Routine work takes time.
Time your business needs.

Finding customer information, preparing quotes and following up on open offers takes your team’s time. When data is spread across tools, handoffs and questions add more work.

  1. Customer context is scattered.

    Contacts, agreements and documents sit in inboxes, files or with individual employees. At a handoff, someone has to assemble the context again.

  2. Results need to be moved by hand.

    A draft in a standalone AI chat does not complete a business process. Responsibility, customer status and the next step still need to be agreed and recorded in the right tool.

  3. Open cases lose visibility.

    Who follows up on the quote? What is missing from the reply? Without a shared view, tasks wait and teams spend time asking for updates.

02 · Why HybriqsOS

A chat provides answers.
HybriqsOS connects workflows.

A customer enquiry arrives by email. The reply needs context from previous conversations, current documents and your internal processes. Ownership and follow-up need to be clear, too.

HybriqsOS connects company knowledge, work tools and responsibilities. Your team and agents work on the same case.

A typical SME workflow

Handle customer enquiries and follow up

Email · Customer knowledge · TasksFrom the first enquiry to the next step

With ChatGPT or Claude

In a standalone chat, without a configured business workflow

  1. You copy the enquiry and gather the customer’s previous conversations.
  2. You provide the relevant documents and explain your processes to the chat.
  3. You review the draft reply and transfer it to your email application.
  4. You record who is responsible and the next step yourself.
  5. You arrange follow-up and the handover to your team separately.

With HybriqsOS

A shared workflow with knowledge, tools and your team

  1. An agent classifies the enquiry and retrieves approved customer knowledge from your hubs.
  2. It prepares a reply and identifies missing information.
  3. Your team reviews the proposal in the shared case.
  4. The agent records ownership, the next step and the follow-up date in the connected system.
  5. The team can follow the case. Your feedback improves the next proposal.

  • Customers and projects in view

    Hubs · Data & documents

    A Hub is your shared customer or project overview: contacts, jobs, status and relevant documents belong together. Your team and agents work with the same up-to-date information.

  • Work together in team channels

    People & agents

    Use team channels to discuss tasks, share documents and resolve questions with your agents. Results and next steps are visible to everyone involved.

  • Learn from team feedback

    Improvements with approval

    Your team corrects and reviews results. Feedback can lead to improvements in agents and workflows. You decide which suggestions to adopt.

03 · How it works

Three steps
to your first agent.

Start with one clear workflow – for example a customer inquiry or following up on open quotes. During onboarding, we identify the relevant data sources and approvals.

  1. Step 1

    Connect

    Connect the tools and documents needed for the first workflow, such as email, your CRM and quote template. Your employees keep their existing work tools.

  2. Step 2

    Hand over a task

    Describe the task in your own words. Define which information an agent may use and which steps require your team’s approval.

  3. Step 3

    Review and improve results

    Review initial results with your team. Corrections help improve the workflow. You adopt new rules and suggestions after approving them.

CONNECTED TO YOUR TOOLS

Your tools. One shared workflow.

For example: read an inquiry in Gmail, find the customer in HubSpot and use the relevant documents from Google Drive.

HubSpot

Keep customer history and open sales opportunities in view.

Gmail

Classify emails and prepare replies.

Outlook

Use email and calendar context for the next step.

Google Drive

Find relevant project documents and files.

Google Calendar

Take appointments and availability into account.

Notion

Use team knowledge and documented processes.

Available actions depend on setup, provider and permissions.

View all integrations →

04 · Value in everyday work

Less routine work.
A clearer view of your business.

For business owners and team leads, the question is whether work becomes easier. HybriqsOS helps where information needs to be found, cases handed over and next steps prepared.

At the core · Learning from experience

Measure. Learn. Build.

Agents learn from completed tasks and your team’s feedback. The more your business uses HybriqsOS, the better the system understands your customers, rules and workflows. Your company’s knowledge grows – and helps with the next task.

Measure
Which results helped, and where were corrections needed?
Learn
Agents recognise patterns and learn from tasks and feedback.
Build
What agents learn improves agents and workflows. Your business builds on this knowledge.

  • Make time for customers

    Agents find information and prepare drafts. Your team can focus more on advice, customer relationships and decisions.

  • Keep open quotes moving

    Open offers, the last contact and next steps stay visible. Sales receives prepared follow-ups and decides when to reach out.

  • Make knowledge useful to the team

    Customer and project data, documents and agreements belong together. At a handoff, the next team member can build on the existing context.

  • Keep responsibility clear

    You set responsibilities and approvals. Agents prepare the work; your team sees results, reviews important steps and decides.

05 · Six agents · Preview

Six agents.
For your business processes.

Find new customers, prepare quotes, follow up and keep an overview. These six examples show how agents can support your SME every day – with your data and according to your rules.

Lead Acquisition Agent

For sales and business development

Finds businesses that match your offer, researches relevant contact information and prepares the first outreach.

Example workflow

  1. Match your target customer profile with suitable businesses
  2. Use permitted sources and qualify contacts
  3. Prepare an outreach suggestion with a relevant conversation starter

You review the contacts and approve the outreach.

Quote Agent

For sales and the office

Turns a customer inquiry into a quote draft – with your services, prices and template.

Example workflow

  1. Classify the inquiry and identify missing information
  2. Use services and prices from your documents
  3. Prepare a quote draft for review

Goes to the customer only after your approval.

Customer Service Agent

For service and customer support

Classifies customer inquiries, finds answers in your documents and prepares a suitable response.

Example workflow

  1. Combine the inquiry with previous customer conversations
  2. Find relevant information in your company knowledge
  3. Prepare a reply or handoff to your team

Asks your team about unclear or sensitive cases.

Quote Follow-up Agent

For sales and account management

Keeps track of open quotes and prepares a personal follow-up at the right time.

Example workflow

  1. Review open quotes and the last customer contact
  2. Skip cases already answered or closed
  3. Draft a friendly follow-up with a clear next step

You decide when and how to follow up.

Project Agent

For projects and operations

Summarizes project progress, highlights outstanding tasks and prepares next steps for your team.

Example workflow

  1. Combine status, tasks and project documents
  2. Highlight outstanding points and upcoming deadlines
  3. Suggest next steps and responsible team members

Your team confirms tasks and changes.

Reporting Agent

For business owners and team leads

Combines permitted business figures into a clear overview to support your next decision.

Example workflow

  1. Gather current figures from connected sources
  2. Highlight changes, open questions and trends
  3. Prepare a short report with traceable sources

Uses only the data you have permitted.

06 · Made for people

Your team stays essential.
Agents do the preparation.

Advising customers, setting priorities and developing solutions takes people. HybriqsOS supports research, drafts and repeated work steps. You decide which tasks agents take on.

Agents take on

  • Prepare drafts
  • Gather information
  • Follow up and send reminders
  • Coordinate appointments

Your team looks after

  • Advise customers
  • Set priorities
  • Give approvals
  • Develop new work

07 · Beta waitlist

Be part of the beta.

We are opening HybriqsOS step by step for the first companies. Sign up, and we will get in touch personally when a place is free for you.

  • Sign up free, with no obligation
  • A personal message, not a flood of newsletters
  • Your feedback goes straight into the product

Required. No spam. You can unsubscribe any time by replying to our email.

08 · Common questions

Questions about getting started.
Answers for your SME.

What is HybriqsOS?

HybriqsOS is a software platform for SMEs where your team and AI agents work on shared business processes. It connects customer and project data, documents, team channels and existing work tools.

Do I need technical knowledge?

You do not need to program to get started. Describe tasks in your own words. During onboarding, we identify the first workflow, the required connections and your team’s approvals.

Does the AI decide on its own about my customers?

You define the tasks and actions allowed for each agent. Important steps, such as sending a quote, can require your team’s approval. AI supports your employees with preparation.

How do agents improve over time?

Agents learn from completed tasks, corrections and your team’s feedback. The more you use HybriqsOS, the better the system fits your customers, rules and workflows. You decide what agents may do and which changes are adopted.

When can I start?

We are opening the beta gradually. Join the waitlist and book the free 30-minute discovery call, which is required for onboarding. We discuss your first business process and agree on the possible beta start with you personally.

Book a free discovery call →
Which businesses is HybriqsOS for?

HybriqsOS is for small and medium-sized enterprises with repeated business processes, such as sales, customer service or project work. A useful starting point is a limited workflow with available data and a responsible person on the team.

Can I keep using my existing tools?

Yes. HybriqsOS can connect supported apps such as HubSpot, Gmail, Outlook, Google Drive and Notion. Available actions depend on configured connections, provider accounts and the permissions you grant.

Where is data processed?

The HybriqsOS workspace is hosted in Switzerland. Processing and data location for external AI models and connected apps depend on the provider and configuration. The separate beta landing page uses ChatGPT Sites and Cloudflare; see its privacy policy for details.

What does getting started cost?

The 30-minute discovery call and joining the waitlist are free. We discuss the terms for using the beta personally before granting access.