AgentsLio
How Lio connects
How Lio shares one data layer with the other WorksBuddy agents and triggers them automatically.
Every WorksBuddy agent shares one data layer and can trigger the others automatically. Because Lio sits on that shared layer, a change in your pipeline can start work in Taro, Inzo, Evox, and other agents with no manual handoffs. Here is how Lio connects.
Automations Lio triggers
When something happens in Lio, it can fire an action in a connected agent automatically.
| When this happens in Lio | Connected agent | What happens |
|---|---|---|
| A deal is won | Taro | A new onboarding project is created and tasks are auto-assigned to the CS team. |
| A lead scores high | Evox | The lead is pushed into an email sequence automatically, with no list export. |
| A deal is closed | Inzo | A draft invoice is created with the deal value, client, and terms pre-filled. |
| Lead scores and deal states change | Moni | The revenue forecast updates in real time, with no manual sync. |
Automations that trigger Lio
Other agents can also create or update records in Lio.
| When this happens elsewhere | Source agent | What happens in Lio |
|---|---|---|
| A support ticket is raised | Zeni | The ticket surfaces on the lead record so reps see account health before a call. |
| A demo is booked | Kalo | A follow-up task is created in Lio, with the lead pre-linked. |
Build a custom automation
Custom cross-agent automations are built with Revo, the WorksBuddy workflow automation agent. Use Revo to define your own triggers and actions between Lio and the rest of the suite.