Check out our list of free AI Agents For Business Operations. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.
If you'd like to see more products and to evaluate additional feature options, compare all AI Agents For Business Operations to ensure you get the right product.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
When I evaluated Synthflow’s G2 reviews, I came across consistent appreciation for how quickly teams can deploy agents that handle multi-step tasks across tools. Users frequently highlight its automation builder, integration flexibility, and straightforward agent logic. Synthflow suits operations teams that want adaptable agents capable of managing repeatable processes from end to end.
Automatically calculates which leads are the most likely to become a customer.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Provides personalized responses to interlocator based on segmentation or past responses.
Allows business to edit conversations to meet the unique needs of one's business.
Condenses long documents or text into a brief summary.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Automatically calculates which leads are the most likely to become a customer.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Provides personalized responses to interlocator based on segmentation or past responses.
Allows business to edit conversations to meet the unique needs of one's business.
Condenses long documents or text into a brief summary.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
As I reviewed G2 feedback on Retell AI, I saw repeated mentions of its ability to automate phone-based interactions with natural, reliable voice agents. Reviewers often point to strong call handling, smooth escalation paths, and dependable intent recognition. Retell AI suits teams that want an autonomous voice agent to support customer operations without relying on a live representative for every inquiry.
Provides personalized responses to interlocator based on segmentation or past responses.
Allows business to edit conversations to meet the unique needs of one's business.
Allows users to generate text based on a text prompt.
Allows users to automate the process of generating and qualifying sales leads.
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Provides personalized responses to interlocator based on segmentation or past responses.
Allows business to edit conversations to meet the unique needs of one's business.
Allows users to generate text based on a text prompt.
Allows users to automate the process of generating and qualifying sales leads.
Allows the AI agent to learn from interactions and adapt its responses accordingly.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
My evaluation of ClickUp’s G2 reviews revealed user appreciation for its AI assistants that summarize tasks, generate updates, and streamline routine operational work. Reviewers often mention the speed of documentation, organized workflows, and clear action recommendations. ClickUp works well for teams that want AI companionship within their project and task management system.
Users can easily track time based on task or activity and assign to projects
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Monitor capacity in real time to track resource use and identify bottlenecks.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Users can easily track time based on task or activity and assign to projects
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Monitor capacity in real time to track resource use and identify bottlenecks.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
G2 feedback on Guru, I encountered many references to its AI-supported knowledge delivery. Users appreciate automated suggestions, quick-answer retrieval, and context-aware surfacing of internal information. Guru is a strong fit for operations teams that depend on fast access to documentation during daily workflows.
Administrators can access and organize data related to incidents, requests, and changes to produce reports or make data more navigable.
Ensures user access management, data lineage, and data encryption
Provides pre-made templates for wiki pages and knowledge articles.
Provides data on wiki page and knowledge article use.
Provides workflows for writing, editing, approving, and publishing knowledge article content
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Administrators can access and organize data related to incidents, requests, and changes to produce reports or make data more navigable.
Ensures user access management, data lineage, and data encryption
Provides pre-made templates for wiki pages and knowledge articles.
Provides data on wiki page and knowledge article use.
Provides workflows for writing, editing, approving, and publishing knowledge article content
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
When I evaluated G2 reviews for Jotform AI Agents, I saw many users appreciate how these agents streamline data collection during early prospect interactions. Reviewers point to automated form responses, record enrichment, and prompt-driven workflows. Jotform AI Agents are a practical option for SDR teams that capture prospect details and qualify leads at scale.
Provide tools for live chat on one's website.
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
Provides personalized responses to interlocator based on segmentation or past responses.
Prompts agents to engage customers based on contextual data, such as product usage or conversation history.
Provides features for escalating conversations to the appropriate agent.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Provide tools for live chat on one's website.
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
Provides personalized responses to interlocator based on segmentation or past responses.
Prompts agents to engage customers based on contextual data, such as product usage or conversation history.
Provides features for escalating conversations to the appropriate agent.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
As I reviewed G2 feedback on Topo.io, I noticed strong recognition for its research automation and account intelligence capabilities. Users mention quick data gathering, account summaries, and AI-generated insights that improve targeting. Topo.io suits SDR teams that require high-quality research to be delivered automatically before outreach.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
This description is provided by the seller.
Q4 is make-or-break — and the right tools can be the edge between crushing your goals or missing the mark. In this quick-hit guide, you’ll uncover five high-impact features in Marketing Hub Enterprise designed to help you scale smarter, move faster, and finish 2025 strong. Get the playbook now — and shift from scrambling to strategizing: https://hubs.la/Q03yvyJ60 The job is tough for modern marketers. Either you’re juggling various point solutions, or you’re stuck with tools that are powerful yet impossible to use. This means scattered customer data, lackluster marketing, and too much time spent fussing with software. But it doesn’t have to be that way. With Marketing Hub, all your marketing tools and data are on one easy-to-use, powerful platform. You’ll save valuable time and get all the context you need to provide a personalized experience that attracts and converts the right customers at scale. Plus, marketers can keep data at the center of everything they do because Marketing Hub is built as part of the HubSpot CRM platform. When using the full CRM platform, marketers can achieve unparalleled alignment with sales to prove ROI and validate investments. Whether it’s strategies, services, or software — HubSpot allows you to scale your company, not complexity. HubSpot has everything you need to grow better.
Ability to input, modify and extract data from the application in bulk through a structured file.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Create and design emails with an editor; manage templates; personalize dynamically
Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
This description is provided by the seller.
Ability to input, modify and extract data from the application in bulk through a structured file.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Create and design emails with an editor; manage templates; personalize dynamically
Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device.
Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions.
This description is provided by the seller.
IBM® watsonx Orchestrate® puts AI to work for automating complex workflows and processes at scale, without changing your existing systems and tools. IBM watsonx Orchestrate helps you build, deploy and manage powerful AI assistants and agents, enabling seamless collaboration between them, to create one unified user experience. It can easily integrate with your existing business systems by connecting to multiple proprietary and third-party AI models or automation tools from 100+ enterprise apps. This allows the solution to adapt to your business needs instead of forcing you to adapt to generative AI. It is built on top of watsonx, which is a generative AI solution that allows the user to access multiple foundation models while emphasizing on enterprise-grade security, governance, and compliance. The outcome? Less manual work. Faster decisions. Increased AI productivity. A more efficient business— at scale. IBM watsonx Orchestrate offers the following: - Multi-agent orchestration - Easily deploy, manage, and govern a heterogenous network of AI assistants and agents, across their lifecycle. Enable smooth collaboration amongst multiple AI assistants and agents, whether they are built in-house or from third-party vendors, for a unified user experience. Work across hybrid cloud environments while integrating with complex tech stacks, wherever they reside. Empower employees with self-service access to AI assistants and agents so that they can focus more on what matters most to them. - Low-code agent builder and pre-built agents – Quickly build and deploy custom-built or pre-built AI agents using a range of low-code to pro-code tools, designed for everyday business users as well as professional developers. Easily leverage a software development kit (SDK) that includes tools, documentation, and code samples for faster turnaround times. Accelerate your agentic automation journey with pre-built agents built for specific business domains like human resources, sales, procurement, customer service and more. - Complex business workflow and process automation optimization - Streamline essential processes and reduce manual workflows to get faster ROIs by integrating with current systems or multiple third-party models. Simplify access to several tools and leverage ready-made integrations with 100+ leading enterprise apps including those from Microsoft, Salesforce, SAP, ServiceNow, Workday and more. Key Highlights: 1. Several tools and ready-to-use integrations designed for connecting with 100+ leading enterprise apps, for faster time to value. 2. A set of pre-built agents for specific business domains (like human resources, procurement, sales and more), as well as custom agent building capabilities including a range of low-code to pro-code authoring tools, for adapting to enterprise specific needs. 3. Multi-agent orchestration to enable hassle-free collaboration between several AI assistants, agents, and applications for a unified user experience.
Provides personalized responses to interlocator based on segmentation or past responses.
Gives users the ability to update systems, like CRM, based on conversations.
Allows users to generate text based on a text prompt.
Allows users to automate responses to customer inquiries across various channels.
Allows the AI agent to learn from interactions and adapt its responses accordingly.
This description is provided by the seller.
Provides personalized responses to interlocator based on segmentation or past responses.
Gives users the ability to update systems, like CRM, based on conversations.
Allows users to generate text based on a text prompt.
Allows users to automate responses to customer inquiries across various channels.
Allows the AI agent to learn from interactions and adapt its responses accordingly.
This description is provided by the seller.
Voiceflow is a AI agent platform that empowers product teams at mid-market and enterprise companies to design, deploy, and scale AI agents across chat and voice channels. Trusted by teams at StubHub, Superloop, JP Morgan Chase, and Trilogy, Voiceflow combines an intuitive drag-and-drop agent builder with a knowledge base, content management system, and native integrations, so teams can move from prototype to production faster. Ship advanced, production-ready AI agents with a developer-first toolkit and powerful API library that supports custom integrations and tailored interfaces. Voiceflow’s built-in analytics surfaces transcripts and let’s you set your own evaluation criteria at scale. Replay conversations, debug step-by-step, filter with precision, and visualize user actions like button clicks — all in a single platform. Voiceflow is ideal for product teams building chatbots, voice assistants, virtual agents, or omnichannel customer experiences.
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Is able to process inquiries submitted by text data from live chat, email, or SMS
The AI platform is able to learn over time on how to interpret each type of customer inquiry and improve the quality of their responses
Shows adeptness in comprehending and responding to complex or multi-part queries.
This description is provided by the seller.
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Allows users to maintain and observe the accuracy and viability of Intelligent Virtual Assistants.
Is able to process inquiries submitted by text data from live chat, email, or SMS
The AI platform is able to learn over time on how to interpret each type of customer inquiry and improve the quality of their responses
Shows adeptness in comprehending and responding to complex or multi-part queries.
This description is provided by the seller.
Fin by Intercom is the best performing AI Agent for customer service. It automates complex queries, improves resolution times, and delivers consistently high-quality support at scale. Key benefits of Fin AI Agent: - Automates complex tasks such as refunds, transaction disputes, and technical troubleshooting. - Easy to configure with a no-code experience that anyone on your team can manage. - Works with any helpdesk, including Zendesk, Salesforce, and HubSpot—no migration required. - Affordable at scale with pricing starting at just $0.99 per resolution. - Provides complete visibility and control through tools to analyze, train, test, and deploy Fin across all channels. How it works: Fin combines generative AI with deterministic rules to act just like your best human agents. You can give Fin detailed, step-by-step instructions, and it will follow them with speed and reliability—reducing time to resolution and improving customer satisfaction. Under the hood, Fin is powered by the patented Fin AI Engine™, a proprietary system purpose-built for customer service. Every layer is optimized for accuracy, speed, and reliability, so Fin can handle high volumes and complex queries with confidence. Proof of performance: - Fin resolves 67% of customer queries on average, with rates as high as 93% for some teams. - Trusted by 6,000+ customer service teams, including the world’s leading AI companies like Anthropic. - In independent tests, Fin consistently outperformed competitors, delivering higher resolution rates than Forethought, Decagon, and others. - Ranked #1 AI Agent on G2, with the highest number of reviews.
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
User Experience of responding and receiving a response
Makes articles in the knowledge base searchable on the web.
Enables employees to denote potential customers.
Creation and modification of customer profiles based on conversations.
This description is provided by the seller.
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
User Experience of responding and receiving a response
Makes articles in the knowledge base searchable on the web.
Enables employees to denote potential customers.
Creation and modification of customer profiles based on conversations.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Upon reviewing G2 review data, I found users highlighting how Jira’s automation and AI features streamline ticket routing and operational workflows. Reviewers point to auto-assigned tasks, rule-based triggers, and structured processes that teams rely on. Jira is a dependable option for operations teams that want predictable task orchestration inside their project environment.
Associate a budget with a project and allocate it accordingly by task or resource.
Provides a place for product users to interact and ask questions.
Measures the amount of work an employee can handle in a sprint.
Tracks the amount of time spent on a task.
Give testers in-app method of reporting bugs and leaving general performance feedback.
Written by G2’s researcher using verified user reviews and product data, with no personal bias.
Associate a budget with a project and allocate it accordingly by task or resource.
Provides a place for product users to interact and ask questions.
Measures the amount of work an employee can handle in a sprint.
Tracks the amount of time spent on a task.
Give testers in-app method of reporting bugs and leaving general performance feedback.
This description is provided by the seller.
"Zendesk for Customer Service is an AI-powered service solution that’s easy to set up, use, and scale. It offers out-of-the-box functionality that’s simple to modify, helping businesses move faster. Leveraging AI built on billions of CX interactions, Zendesk enhances the entire service experience—from self-service to agents and admins—improving efficiency at scale. Zendesk equips agents with tools, insights, and context to deliver personalized service across all channels, including social messaging, phone, and email. It unifies personalized conversations, omnichannel case management, AI workflows, automation, and a Marketplace of 1800+ apps under one platform. Zendesk QA uses AI to evaluate and improve agent performance, while Workforce Management optimizes scheduling and productivity to ensure readiness during peak times. The solution is easy to implement and adjust without needing IT or developers. Zendesk’s mission is to simplify business complexity and enable meaningful customer connections for companies of all sizes. Serving 130K+ global brands in 30+ languages, Zendesk is headquartered in San Francisco with offices worldwide."
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
User Experience of responding and receiving a response
Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket
Provides a repository of information that can be used by those seeking support.
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
This description is provided by the seller.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
User Experience of responding and receiving a response
Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket
Provides a repository of information that can be used by those seeking support.
Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools
This description is provided by the seller.
HubSpot's Service Hub is the only AI-powered customer service solution that delivers delightful support at scale with unified customer insights. Service Hub helps you scale your support teams with easy and impactful self-service tools and an omnichannel help desk that unifies your teams and tasks to make prioritization easy. Service Hub helps you drive retention by growing your customers smarter with data driven insights and easy to use efficiency reporting and customer health insights. With Service Hub, CX leaders can focus on shifting from more reps and more tools to efficient reps focusing on scaled customer outcomes empowered by AI- all while enabling actionable insights your business needs to grow. Whether it’s strategies, services, or software — HubSpot allows you to scale your company, not complexity. HubSpot has everything you need to grow better.
Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.
User Experience of creating and submitting a ticket
Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks
Provides users a customer-specific score to determine the overall satisfaction of each customer.
Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.
This description is provided by the seller.
Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform.
User Experience of creating and submitting a ticket
Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks
Provides users a customer-specific score to determine the overall satisfaction of each customer.
Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way.
This description is provided by the seller.
Replicant is the leader in agentic AI for customer service. Our platform replicates your top-performing agents to automate complex conversations across voice, chat, and SMS, delivering instant, reliable, brand-aligned CX. With 6+ years of experience and 200+ enterprise deployments, our AI agents resolve customer issues end-to-end with full visibility into every interaction, giving enterprises the insights and control to drive true AI transformation.
Provides a repository of information that can be used by those seeking support.
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Is able to process inquiries submitted by text data from live chat, email, or SMS
The platform is able to automatically determine how to resolve help tickets without assistance by human agents
This description is provided by the seller.
Provides a repository of information that can be used by those seeking support.
Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc.
Has tools (e.g. dashboards and reports) to better understand conversations Intelligent Virtual Assistants have had.
Is able to process inquiries submitted by text data from live chat, email, or SMS
The platform is able to automatically determine how to resolve help tickets without assistance by human agents
This description is provided by the seller.
HighLevel is an all-in-one Sales & Marketing CRM currently powering hundreds of thousands of businesses worldwide. Functionality includes CRM, Email, 2-way SMS, Consolidated SMS/Messenger/Instagram DM/Whatsapp/GMB Chat, Outbound Calling, Call Tracking, Call Recording, Power Dialer, Form Builder, Survey Builder, Funnel Builder, Website Builder, Online Scheduling, Workflow Automation, Social Media Scheduling, Proposals, Estimates, Invoicing, Reporting, Webhooks, and more! Flat pricing, unlimited sub-accounts for agencies managing clients that can be cloned to speed up setups, and even white-label! Start with a 14 day free trial!
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Tracks issues/help requests reported by customers through the resolution process.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
This description is provided by the seller.
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time.
Tracks issues/help requests reported by customers through the resolution process.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.














