Agent · In your app

Customers ask in your app. The work gets done.

Not a tour, not a help center. It knows who signed in, works your product as them, and takes on the services customers want handed off.

10,000 free credits · No credit card

// First session

Set up in the first session.

New users land in an empty account and are told to figure it out. The agent configures the account with them, step by step, so the first session ends with your product working on their problem.

  • Real setup, not a walkthrough: the agent operates your product while they watch and stay in control

  • Troubleshoots the edges: a failed integration or a bad key gets fixed, not documented

  • Knows when to hand off: bigger deals and hard cases go to your team with the whole journey attached

app.lessonfield.com/settings
lessonfield
Courses
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Locations
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Integrations
HR system
RosterlyConnect
API key
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Aimdoc
Starting setup…0/4

// Every day after

Ask, and it is done.

After setup, customers still need things done, and today that means a ticket or a call to your team. They tell the agent what they need in plain language. It changes settings, imports data, and fixes issues inside your product, with their permissions.

  • Done, not explained: the result shows up in the app, not a link to the docs

  • Anything your product can do: settings, imports, fixes, answers

  • Escalates with judgment: your team steps in when a human should, with full context

app.lessonfield.com/learners

Enroll the Denver new hires in Food Safety and remind anyone overdue?

On it. Running the enrollment now.

Running task0/4
  • Finding new hires at Denver
  • Enrolling them in Food Safety
  • Reminding anyone overdue
  • Sending you the summary

Done in 40 seconds. No ticket, no queue.

// Context

It already knows them.

Most tools meet a customer cold at the login screen. The agent knows the signed-in user, their account, what they have asked before, and your CRM context for the company.

  • No cold starts: use case, stack, and goal carry over from every past conversation

  • Verified identity: a signed session unlocks CRM context for that user and their company

  • Per account, not per segment: this user, this company, this use case

lessonfield.com/pricing

Can it track training across all six of our kitchens?

Yes, and I can set it up with you. Start a trial and I'll bring this conversation in with me.

Maya started a trial
Context carried over:6 kitchens180 learnersCertificates

Welcome back, Maya. Let's add your six locations first. I'll do the setup with you.

// Services

It takes on the jobs you define.

Some work is never done in one pass, like keeping every location compliant. The agent offers the right service from your catalog, sells it if it is priced, and the AI owns that job for the account from then on.

  • From your catalog: only the services you defined, with the tools you granted

  • Sold in the conversation: included with a plan, requestable, or bought through your Stripe account

  • Owned, not run once: fitted to the account, holding its state, acting whenever it slips

app.lessonfield.com/services

Pellmark Training

4 jobs owned for this account

From your catalog
  • Keep every location compliant

    11 / 12 compliant · 4 actions today

    working
  • Get every new hire through onboarding

    23 of 26 on track · 2 nudges sent

    on track
  • Renew every certificate on time

    0 lapsed · next renewal in 9 days

    on track
  • Keep the course catalog current

    2 out of date · rewriting

    working
Called by
Your agentEmail replyTheir agent

// How it works

Inside your app, the work runs through your product's own tools, as the person who signed in.

  1. 01

    Connect your product and your systems.

    Through your MCP or API, plus your CRM, Slack and email. No new integration to build.

  2. 02

    Aimdoc authenticates as each customer.

    Every call runs as that user, with their permissions, in their account.

  3. 03

    Aimdoc delivers the work, and keeps working it.

    Services are jobs the AI owns for each customer. Every step is metered, monitored and capped, wherever customers ask.

Let customers hand off the work in your app.

Connect your product, identify the signed-in user, and the agent takes it from there. Start free and see it on real signups.