SalesEdge.io Managed Agents Now Supercharged: Automate Tasks, Browse Web, and Create Files Instantly!

SalesEdge.io Managed Agents Now Supercharged: Automate Tasks, Browse Web, and Create Files Instantly!

We're excited to announce a major upgrade to Managed Agents within SalesEdge.io! Your virtual assistants can now help you do even more—faster, smarter, and with greater flexibility than ever before.

What’s new?

• Seamless Web Browsing and Automation:
  Managed Agents can browse websites, research information, interact with forms, and complete multi-step tasks online—all while you watch their progress in real time. Need to take the wheel? You can jump in and control the browser whenever necessary.
• Effortless File Creation & Data Management:
  Create and edit documents, spreadsheets, and business reports directly from an agent conversation. Agents can read, organize, export, and reuse files in one persistent workspace—so nothing gets lost between sessions.
• Advanced Code & Data Processing:
  Execute Python scripts or terminal commands to automate calculations, process large datasets, or perform detailed analysis. Agents combine browsing, file, and coding abilities to complete complex, end-to-end projects for you.
• Dedicated Environments & Simultaneous Tasks:
  Each Managed Agent has its own, secure computer environment. Easily run up to 8–10 simultaneous conversations on one agent, making web research, lead generation, and reporting more efficient than ever.
• Enhanced Security & Approvals:
  Website sign-ins are safely managed, and agents require your approval before taking sensitive actions like making payments, sending messages, or deleting files. View and manage approvals in the “Waiting on You” section.
• Refined User Experience:
  Enjoy a redesigned Computer interface that’s easier to navigate, with faster browser interactions and clearer visibility into what your agents are doing at any moment. Switching between automated tasks and manual control is now smoother and more intuitive.

How can this help you?

• Competitor & Market Research: Agents can visit competitor sites, gather pricing and offering details, and organize them into comparison spreadsheets for you.
• Lead Generation: Let agents browse business directories, collect contact details, and add new leads directly into your CRM.
• Document Creation: Easily create reports, presentations, spreadsheets, and other essential business documents—without opening multiple tools.
• Data Analysis: Run custom scripts on your data to uncover insights and drive better decisions.
• Website Automation: Complete repetitive online tasks like filling out forms or navigating software interfaces automatically.
• Product Research & Purchasing: Agents can compare products and prices, then assist you with purchases after your approval.

Getting started is easy:

1. Go to AI Agents → Agent Studio → Managed Agents inside SalesEdge.io.
2. Open an existing Managed Agent or create a new one.
3. In the Capabilities section, turn on “Computer”.
4. Set your preferences for when the agent should ask for approval before acting.
5. Start a chat with your agent and describe the task—for example:
   “Research competitor pricing from their websites, compare their offerings, and create a spreadsheet with the results.”
6. Your agent will browse websites, collect and analyze information, and deliver the completed document to you.

Why this matters for your business:

• Work beyond your CRM: Handle tasks across websites, files, and apps without juggling different tools.
• Boost your productivity: Delegate research, admin work, reports, and repetitive processes so you can focus on what matters most.
• Save time: Run complex, multi-step workflows quickly—often with just one prompt.
• Stay in control: Protect sensitive actions with required approvals and robust authentication.
• Pick up where you left off: Persist your files and workspace across conversations for seamless project management.

Important notes:

• This feature supports both chat-based and manual executions, but does not currently run as part of automation triggers.
• Every Managed Agent operates in its own isolated computer environment for security and reliability.
• User approval is always needed for payments and file deletions.
• Track what’s waiting for your review in the “Waiting on You” section.

With this update, Managed Agents on SalesEdge.io are empowered to accomplish tasks that go far beyond traditional CRM functions—helping you save time, reduce busywork, and grow your coaching or consulting business effortlessly.

---

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.