How it works
This is the whole trick, and every surface and every service runs on it.
1Connect your product's MCP.
Aimdoc works through the tools your product already exposes. No integration code.
2Aimdoc authenticates as each customer.
Every call runs as that user, with their permissions, in their account.
3The agent and every service do real work.
In your app, over email, on your site, or for another agent. Where a tool is missing, a task definition teaches the browser path.
It works through your MCP, as them.
Connect your product's MCP server once. When a customer talks to the agent, Aimdoc authenticates to your MCP as that customer, so everything it does happens with their permissions, in their account, and is logged.
- No integration code: it uses the tools your product already exposes
- Task definitions: record a task once, and the agent runs it in the browser wherever your product has no tool for it
- Bounded: you choose which tools it may use, and every action lands in the audit trail
acting as matthew@hartwell.io · Hartwell Logistics
- done
list_shipments(status: "exception")
MCP tool · with their permissions
- done
update_carrier_rule(warehouse: "EU", carrier: "DHL")
MCP tool · with their permissions
- done
export_invoices(month: "August")
no tool · ran the task definition in the browser
Customers ask. The agent does it.
Setup, changes, reports, fixes. The customer says what they need, in the app or by replying to an email, and the agent completes it through your product and shows what it did.
- Headless: the work happens whether or not the customer is looking at your product
- Shown, not explained: the result appears in the app or in their inbox, not a link to the docs
- Escalates with judgment: your team steps in when a human should, with the whole context attached
Can you export last month's qualified leads to HubSpot?
On it — running the export now.
- Pulling qualified leads
- Mapping fields to HubSpot contacts
- Syncing records
- Sending you the summary
Done in 40 seconds — no ticket, no queue.
The same agent, on every surface.
A buyer who met the agent on your site, or through their own AI agent, meets the same one inside your product. One account memory follows them from the first question to the work it does months later.
- Identified through your SDK: the website contact and the signed-in user are the same person to the agent
- Verified identity: a signed session unlocks the customer's CRM context and their services
- Consistent: the same persona, the same knowledge, the same permissions everywhere
Can it route new trial signups to the right rep in HubSpot?
Yes — and I can set it up with you. Start a trial and I'll bring this conversation in with me.
Welcome back, Matthew. Let's connect HubSpot first — I'll do the setup with you.
Four surfaces, one agent.
Each surface is the same agent with the same memory. Pick the ones your customers already use.
In your app
Sets customers up, makes changes, fixes issues, and offers your services inside the product.
See how it worksOn your website
Meets buyers on the page, answers with context, and moves them to a real outcome.
See how it worksOver email
Customers reply in plain language. The work is done when they are back.
See how it worksFor visiting agents
A public endpoint where your buyers' AI agents talk to yours.
See how it worksIt offers the services you build.
Services are outcomes you define on top of your product, configured to each customer. The agent is the first place customers find them: it offers the right one, runs it, and, when you put a price on it, sells it.
- In context: offered when the customer asks for something a service already does
- Included or sold: part of a plan, requestable, or bought through your Stripe account
- Run and kept running: on a schedule or when something happens in the account
Monthly executive report
Shipments, exceptions, and carrier spend. Delivered on the 1st.
Monthly report
$199 / month
One report
$49 once
Paid to your Stripe account
Hartwell Logistics · Subscription active
Service unlocked
First report scheduled for the 1st