DeskOS agents now work every lead from first message to signed agreement
DeskOS
AI agents

Agents that work the journey, not just the chat

From the first WhatsApp message to a signed agreement and a member with a working door credential. The agents act inside your permissions, on your rate card, against your real inventory, and your team can take over at any point.

Channel
WhatsApp, email, web
Scope
Enquiry to onboarding
Authority
A role you define
Handover
One tap, any time
Sales agent, Nova CoworkingWhatsApp · live
Meridian LabsLead created by agent
Enquiry received, 8 desks from the 1stWhatsApp · 09:12Logged
Availability checked, level 3Real inventory · 09:12Confirmed
Tour booked, Thursday 16:00From the team calendar · 09:18Held
Proposal sent, 8 desksRate card + 5% approved · 09:24Awaiting
Follow up scheduledDay 2 and day 5 · automaticQueued
Deal progress
Enquiry captured
Qualified
Tour booked
Proposal sent
Agreement signed
Agent authoritySales role
Read availabilityCreate leadBook tourSend proposalDiscount to 5%Issue refundEdit invoiceChange rate card

Filled chips are granted. Everything else is escalated to a person rather than decided by the agent.

The daily problem

Your best leads arrive on WhatsApp at ten at night

They land in one person's personal chat. Nobody else can see them, the CRM finds out on Friday if it finds out at all, and the deal is won by whoever replied first. That is usually not you.

Enquiry agentWhatsApp
Hi, need 12 desks in Bengaluru from the 1st. Do you have space?
23:41
We do. 12 dedicated desks on Level 3 at Nova, free from the 1st. Shall I hold them and book you a look around?
23:41
Yes. Thursday afternoon if possible, and send pricing.
23:46
Thursday 4pm is booked and held for 48 hours. Proposal is on its way to your email now.
23:46
Replied in 12 secondsNobody was awake
What happened in DeskOSSame five minutes
  1. Lead created, source WhatsApp23:41
  2. Checked live availability, Level 323:41
  3. Tour booked, Thu 4pm, Priya notified23:46
  4. 12 seats held for 48 hours23:46
  5. Proposal sent from your rate card23:47

Every one of these is on the lead record with the agent named, so you can audit a conversation you were asleep for.

Enquiries by hourTypical week
9a12p3p6p9p12a3a6a
Outside staffed hoursAnswered anyway
The agents6 roles
01Enquiry agent

Answers in seconds, at eleven at night

Picks up the WhatsApp enquiry, asks how many seats, which centre and when they move in, checks real availability, and writes the lead into the CRM with every field already filled rather than as a note somebody types later.Nothing sits unanswered until morning

02Scheduling agent

Books the tour off the real calendar

Offers slots your team can actually take, holds the visit, sends the reminder the night before, and reschedules on its own when the prospect asks, without anyone being pinged.No double booked tours

03Proposal agent

Prices from your rate card, not from imagination

Builds the proposal against your published rates and real inventory, applies the discount rules you set, holds the seats it quoted, sends it, and follows up on day two and day five if it goes quiet.Follow ups that never get dropped

04Agreement agent

Drafts and chases the signature

Turns the accepted proposal into your agreement template with deposit, lock-in and yearly escalation filled in, sends it for signing, and keeps chasing until it is signed or the deal is closed.Signed in hours, not weeks

05Onboarding agent

Turns the deal into a member

Creates the membership, allots the seats, issues door credentials and the app login, sends the welcome message, and raises the first invoice on the right billing entity.Live before day one

06Support agent

Answers members without opening a ticket for everything

Handles the questions that make up most of your helpdesk, from wifi passwords to what is on the lunch menu to how many meeting room credits are left, and raises a real service request when it is a real one.Fewer tickets, faster answers

Inside your permissions

Agents act as a role you define. They cannot see or do anything a person in that role could not, and you can take capabilities away one at a time.

Every action on the record

Each message, price, edit and booking is logged against the lead or the member. Nothing an agent does is invisible to you.

Takeover in one tap

Your team can step into any conversation and the agent stands down until it is handed back. The prospect never sees a seam.

Why ours can actually do this

An agent is only useful if it can change something real

Most AI on a coworking website is a search box with a personality. These agents have permissions, inventory and a billing system underneath them.

Real inventory

Availability comes from the same seat board your team sells against, so an agent cannot promise a seat that is gone.

Real pricing

Proposals price from your rate card with your discount rules, on the correct entity, currency and tax treatment.

Real documents

Agreements use your template, with deposit, lock-in and escalation filled from the deal, then go for signature.

Real provisioning

A signed deal becomes a membership, allotted seats, door credentials, an app login and a first invoice.

FAQ

Questions operators actually ask

How is this different from a chatbot on our website?

A chatbot answers a question and leaves you the work. These agents change the state of your business: they write the lead into the CRM, hold the seats, send the priced proposal, issue the agreement and create the membership. The conversation is the interface, not the product.

Can an agent give away a discount we did not approve?

No. Agents price from your published rate card and your discount rules. Anything outside the rules is escalated to a human rather than decided. Every price an agent quotes is on the lead record with the rule that allowed it.

What stops an agent from telling a prospect something untrue?

Agents answer from your own data: real seat availability, your real rate card, your real agreement template. When something is not in the system, they say they will check and hand it to your team rather than filling the gap.

Do our staff lose visibility of what is happening?

The opposite. Today most enquiry handling lives in a personal WhatsApp account nobody else can see. Here every conversation is on the lead, visible to whoever has permission, with a full activity timeline.

Which channels do the agents work on?

WhatsApp is the main one, because that is where flex space enquiries actually arrive. Email and the website chat use the same agents and the same lead record.

Can we start with only one agent?

Yes, and most operators should. Turning on the enquiry agent alone changes response time immediately, and you can add scheduling, proposals and agreements once you trust it.

Point an agent at your own pipeline

Send a real enquiry the way your prospects do and watch it become a lead, a tour and a priced proposal while we are still on the call.