What Sidechat Can Do

Real tasks your agent handles autonomously

Use Cases

  • Research & Analysis

    Your agent researches competitors, vendors, markets — and delivers formatted reports. One customer's agent writes credit memos that outperform their human analysts.

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  • CRM Management

    Keep your CRM clean and current. Your agent updates contacts, flags stale deals, and syncs data across systems — teams across sports, entertainment, and media rely on this daily.

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  • Document Management

    Your agent organizes, creates, and maintains documents. One customer went from 83 Google Drive folders to 8 — automatically reorganized by project and priority.

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  • Scheduling & Coordination

    Your agent handles meeting scheduling, follow-ups, and calendar management across time zones. It remembers preferences and adjusts over time.

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  • Recurring Reports

    Daily summaries, weekly CRM updates, monthly ops reports — your agent runs them on schedule without being asked.

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  • Sidechat for Insurance

    Every night, Sidechat checks each Progressive and Mercury renewal coming due and sends a reminder to customers who haven't paid. Your team starts the morning with a short list of the few who need a call.

    See how it works →

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Need something specific? Talk to us.

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