Your team. Your tools.
Covey agents work inside the 250+ tools you already pay for — CRM, comms, helpdesk, data, payments. No rip-and-replace. They show up where your work already lives.
Comms
Drafts replies, summarizes channels, and pings the right human in Slack when something actually needs them.
Same Slack story, inside Teams — drafts, summaries, and handoffs in the channel you live in.
Watches your Discord community for support questions and drafts replies before they go stale.
Replies to WhatsApp messages from prospects and customers — same tone as your best CSM.
Drafts Gmail replies, files threads, and surfaces the ones you actually need to answer.
Triages your Outlook inbox, drafts replies, and books meetings without bouncing the thread.
Sends and replies to SMS through Twilio — order updates, appointment confirmations, two-way support.
Handles your Telegram support channel the same way a teammate would — fast and on-brand.
Triages every shared inbox in Front and drafts the response your team would have sent.
Joins Zoom calls, takes structured notes, and pushes follow-up tasks into the CRM.
CRM & sales
Updates Salesforce records the moment a deal moves, so the pipeline always matches reality.
Keeps HubSpot lists, sequences, and properties clean — no more weekend cleanup.
Logs every email, call, and meeting into Pipedrive so reps stop “forgetting to update CRM.”
Builds and enriches Attio records from raw signals — LinkedIn, web visits, inbound forms.
Drafts follow-ups in Close based on call notes, then books the next step on the rep’s calendar.
Pulls Apollo contacts that match your ICP and queues outreach the same day.
Drafts and queues sequences in Outreach as soon as a lead clears MQL.
Runs the Salesloft cadences your reps already use — without making them remember to start one.
Helpdesk & support
Triages, tags, and drafts the first reply on every Zendesk ticket — humans approve and send.
Answers Intercom conversations from your knowledge base and escalates the ones that need a person.
Drafts Help Scout responses, tags conversations, and updates the CRM on the side.
Triages Freshdesk tickets by intent and routes them to the right queue — no more manual sorting.
Handles Crisp chat the way a senior CX hire would — concise, on-brand, escalates when stuck.
Replies to Gorgias tickets with order context already loaded — refunds, exchanges, “where’s my order.”
Qualifies leads in Drift, books meetings, and writes a one-paragraph brief before the rep’s call.
Resolves Plain tickets that match known patterns and flags the ones that need product input.
Data & analytics
Runs scheduled Snowflake queries, summarizes the result, and posts the headline in Slack.
Pulls the BigQuery numbers leadership keeps asking for — and drops them into a doc, not a thread.
Kicks off Databricks jobs on a trigger and posts the run summary back to the team.
Watches PostHog for funnel drops and writes a short root-cause note before standup.
Maintains Segment event hygiene — catches missing properties before they break the dashboards.
Builds the Mixpanel reports the team asks for in plain English and shares the link.
Runs the Amplitude cohort analysis you’d do yourself if you had three uninterrupted hours.
Turns a written question into a Hex notebook, runs it, and shares the answer.
Watches dbt runs, drafts the PR for failing tests, and pings the data owner with context.
Pulls the Looker dashboard view that answers the question, instead of sending a dashboard link.
Refreshes Tableau extracts, watches for anomalies, and writes the comment your team needed.
Turns Metabase questions into one-paragraph answers the rest of the company can read.
Payments & finance
Watches Stripe for failed payments, dunning gaps, and chargebacks — drafts the customer message.
Reconciles QuickBooks transactions, flags anything that needs a human, and chases unpaid invoices.
Same QuickBooks workflow, in Xero — reconciliation, AR chasing, and clean books at month-end.
Categorizes Brex transactions in real time and pings the owner when receipts are missing.
Watches Ramp spend for policy hits and drafts the approval request before the manager has to ask.
Uses Plaid data to keep customer financial profiles fresh — no more stale balances or routing numbers.
Watches Mercury for inbound wires, vendor payouts, and balance dips that need attention.
Schedules Bill.com payments, chases missing W-9s, and keeps approvals moving.
Manages Recurly dunning the way a careful CX hire would — recover revenue without burning trust.
Pulls Square sales data, flags trends, and pushes the daily summary to whoever needs to see it.
Productivity & ops
Drafts emails, manages calendars, and keeps Drive folders organized across the team.
Keeps Notion pages updated as work happens, so the source of truth doesn’t rot.
Maintains Airtable bases — adds rows from signal sources, dedupes, and writes the summary view.
Triages Linear issues, drafts updates, and closes the ones that match known fixes.
Reviews GitHub PRs for scope drift, writes the changelog, and updates the docs that drift.
Updates Asana tasks based on Slack threads and meeting notes — no more “did anyone update the project?”
Keeps ClickUp tasks current with what actually happened — assignees, due dates, statuses.
Maintains monday.com boards from inbound work and surfaces the rows that need a human decision.
Books and rebooks Calendly meetings, drafts the prep note, and updates the CRM after the call.
Updates Webflow CMS content, manages collection items, and ships blog posts on schedule.
Watches Shopify orders for fraud signals, drafts customer messages, and flags inventory hits.
Keeps Trello boards moving — moves cards, adds labels, drafts checklist items based on activity.
Writes Confluence pages from meeting notes and keeps team docs current.
Triages Jira tickets, writes the description that’s actually useful, and assigns the right team.
Watches Loom comments, drafts replies, and turns video feedback into tracker items.
Runs Zoho CRM, mail, and project records the way an ops manager would — keeps everything in sync.