AgenticFlow

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Q: If I Stack-out can it do the following?

Hi AgenticFlow team,

I'm looking for something that can reply to my emails and WhatsApp messages based on an uploaded knowledge based. Also could you highlight some of the key features and uses?

Jerome.CPLUSMay 14, 2025
Founder Team
SeanP_AgenticFlowAI

SeanP_AgenticFlowAI

May 14, 2025

A: Hey Jerome.C!

Great question! If you "stack out" (meaning you go for our highest AppSumo Tier 4), AgenticFlow can absolutely help you with replying to emails and WhatsApp messages based on an uploaded knowledge base, plus a lot more.

Here's how it works for your use case and some key features:

Replying to Emails & WhatsApp based on Knowledge (Tier 4 is great for this):

1. Upload Your Knowledge Base:
- With Tier 4, you get a generous 2GB of knowledge storage. You can upload your PDFs, DOCX, TXT files, or website content directly into an Agent's knowledge base (this feature is live!).
- This becomes the "brain" your agent uses to find answers.

2. Connect Email (e.g., Gmail/Outlook):
- Use the Gmail MCP (https://agenticflow.ai/mcp/gmail) or a Microsoft 365/Outlook MCP (https://agenticflow.ai/mcp/microsoft_365) to allow your agent to read incoming emails.
- You can set up a workflow (triggered by API for now, or a scheduled check) for the agent to process new emails.

3. Connect WhatsApp:
- Use the WhatsApp Business MCP (https://agenticflow.ai/mcp/whatsapp_business) by connecting your WhatsApp Business API (WABA) account. Tier 3 & 4 get premium, managed access to this.
- Your agent can then receive and reply to WhatsApp messages.

4. The Agent in Action:
When a new email or WhatsApp message comes in:
- The agent reads the message.
- It queries its uploaded knowledge base to find the most relevant information to answer the query.
- It uses an LLM (our built-in ones like 4o-mini/Gemini Flash, or your BYOK) to formulate a draft reply based on that knowledge.
- It can then automatically send the reply via the connected Email/WhatsApp MCP, or flag it for your review first.

Key Features & Uses (especially with Tier 4):
- Automated Customer Support: Answer common questions via email/WhatsApp 24/7 using your knowledge base.
- Lead Qualification: Ask follow-up questions to new inquiries and qualify them before passing to sales.
- Content Generation: Draft social media posts, blog ideas, or email campaigns based on your knowledge and current trends (researched by another agent!).
- Internal Knowledge Assistant: Build an agent your team can query about company policies, product specs, SOPs, etc.
- Data Processing & Summarization: Scrape web pages, extract info from documents, and have an agent summarize it or put it into a structured format (e.g., into a Google Sheet via MCP: https://agenticflow.ai/mcp/google_sheets).
- Research Automation: As seen with "Eri - The Deep Research Agent" (https://agenticflow.ai/app/explore/agent/56bcbd55-d408-4e1a-9641-61950d884800), agents can perform web searches and compile reports. (This is advance agent and quite expensive).

- Multi-Agent System (with the Tier 3 & 4 Exclusive Add-On): For very complex tasks, you'll be able to have a "manager" agent delegate sub-tasks to a team of specialized agents who work in parallel. (Pre-order for this add-on is open: https://agenticflow.ai/mas-pre-order).
- 25 User Seats (Tier 4): Great for involving your whole team.
- 200,000 Monthly Credits (Tier 4): A substantial amount for running many workflows and agent interactions.

With Tier 4, you're getting a powerful platform to build sophisticated AI assistants that can learn from your specific business data and automate a wide range of communication and operational tasks.

Hope this gives you a good overview!
— Sean

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