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Overview

Every Agent is Every’s conversational assistant. Instead of clicking through menus, you describe what you need in plain language and the agent creates, updates, analyzes, and drafts across your workspace. It is not a separate chatbot with a copied database. It works against the live records in your Every workspace and the connected services you authorize. What makes it useful:
  • It works directly with your live business data in Every
  • It uses your saved Business DNA and Voice & Tone so its work fits your business and sounds like you
  • It remembers facts and applies skills you’ve taught it across every chat
  • It connects to external systems like Google Workspace, Xero, HubSpot, and Granola
  • It handles multi-step workflows without you mapping every click

Open Every Agent

Start chatting with Every Agent in the app

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What the Agent Can Reach

Every Agent works directly with your data in Every. It can read, create, update, and (with confirmation) delete across: It also runs reporting and analysis on top of all of this — revenue summaries, overdue and cash-flow reviews, client concentration, and service or product trends. The exact toolset changes as Every adds capabilities. If a task is outside the current product or requires access you have not connected, the agent should say so instead of pretending it completed the work.
Ask Every Agent:
  • “Create an invoice for ACME Corp for $5,000 for consulting services”
  • “Show me all overdue invoices and draft reminders”
  • “Find the HubSpot deal for Acme and summarize what stage it’s in”
  • “Pull the action items from my Granola meeting with Sarah last week”

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What kind of CRM is Every?

Every is an AI-native CRM and client-operations workspace for service businesses. It connects relationship-based prospecting and a sales pipeline to proposals, invoices, payments, expenses, time tracking, and client records. It is not a full enterprise CRM administration suite, and it is not a general ledger or tax-filing system. If you already use HubSpot or Xero, Every Agent can work with those connected systems while Every handles the client workflows that live in its own workspace. The public AI business assistant guide explains how to evaluate assistants by what they can access, what they can change, and where human review remains required. See Every’s AI CRM guide for the connected CRM, pipeline, and client-operations model.

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How Every Agent Works

Every Agent operates in direct execution mode: you describe the task, the agent figures out the steps, performs them, and shows or confirms the result. You keep refining conversationally.

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Confirm Before It Sends or Deletes

In interactive app chat, actions that leave your workspace or remove data are gated. The agent shows you what it’s about to do and waits for your go-ahead before:
  • Sending anything to a client — invoices, proposals, payment reminders, confirmations, and emails
  • Deleting records — clients, contacts, invoices, proposals, payments, services, and more
Reads, drafts, and internal edits happen directly so the conversation stays fast; the irreversible, client-facing steps are the ones that ask first.
Always double-check invoice and email details before confirming a send. Once an email is delivered to a client, it cannot be unsent.
Scheduled and background routines use a stricter boundary: they can read, analyze, create internal drafts, and prepare work, but outbound sends and destructive actions are unavailable while nobody is present to review them.

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Using Every Agent by email

Email agent@every.ai from the address on your Every account to continue an agent conversation from your inbox.

Email Every Agent

Start a request from your inbox
Email is a delayed channel, so it uses a different approval flow from interactive chat: instead of an Approve button, you reply with an exact command. This covers outbound sends (emails, invoices, proposals — Every replies with the send details plus a one-time SEND <code> command) and invoice deletion, currently the only destructive email action. For deletion, ask naturally—such as “Delete invoice INV-123”—and Every emails back the invoice details plus the exact command:
Reply directly to that confirmation email with only the command to approve. To cancel, reply with:
The newly written part of your reply must be exact, the invoice number must match literally, and the approval expires after 24 hours. Standard quoted reply history is ignored, but extra prose or a signature will not approve the deletion.

Email and MCP approval guide

Learn how approvals are bound, expire, retry, and fail safely
You don’t have to know where a page lives. Ask the agent to take you somewhere and it can navigate the app for you — “open the payments page,” “take me to my overdue invoices,” “show me ACME’s client record.” This pairs well with analysis: ask a question, then jump straight to the records behind the answer.

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Voice Input

Every Agent supports voice input. Click the microphone icon in the chat input, speak your request, and your speech is transcribed and sent as a normal message. Useful for:
  • Logging time while working
  • Capturing expenses quickly
  • Sending short requests from mobile

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Context, Memory & Skills

The agent gets better the more it knows about your business. Three layers shape its work:

Context & Voice

Teach the agent what your business does and how it should sound when writing on your behalf

Memory & Skills

The agent remembers facts across chats and applies the reusable skills you create

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Rules

Beyond freeform memory, the agent can save specific, standing business rules. Examples:
  • “ACME Corp always gets Net 15 terms”
  • “Never apply tax to consulting services”
  • “Enterprise clients default to 45-day terms”
  • “Always include project reference numbers on TechStart invoices”
When the agent proposes saving a rule, it asks you to confirm. Manage saved rules in Agent → Business DNA → Rules.
Rules are standing instructions (“always do X”). Agent Memory is freeform recall (running lists, observations, open todos). Business DNA is the structured profile of your business. They work together.

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File Processing

Every Agent can read supported uploads and help you work with them:
Supported file types include: PDF, Word documents, Excel spreadsheets, CSV files, images, and plain text files.

Import Data Guide

See supported import formats, file handling, and batch workflow details

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Moving from another CRM or invoicing tool

Export your existing system to CSV or Excel, then open Data → Import. The Import Agent analyzes the file, proposes how its columns map to Every records, and asks you to review the mapping before it writes data. Imports can create connected clients, contacts, invoices, line items, payments, services, expenses, and time records. Start with a representative export, check dates, currencies, status values, and client matching carefully, then run the full import. If the source system has a compatible direct integration, use that connection for ongoing access and CSV import for the historical backfill.

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Batch & Multi-Step Workflows

The agent can apply changes across many records at once, and break a goal into ordered steps.

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Undoing Agent Actions

Every Agent includes a built-in undo system. For supported changes, an Undo button appears with the agent’s action summary so you can review and reverse the recorded changes.

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How It Works

  • An Undo button appears when a recorded undo is available
  • Hover to preview which items will be affected (they highlight in yellow)
  • Click to reverse all actions from that agent turn (it’s all-or-nothing to prevent inconsistent states)
  • You can also undo from the Activity Timeline on the Activity page

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What Can Be Undone

Most data operations can be reversed:
  • Invoices & proposals — creation, updates, status changes, line item additions
  • Payments & time tracking — payment records, time entries, expense records
  • Clients — supported client record changes
  • Complex operations — multi-step workflows, bulk operations, CSV import results

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What Cannot Be Undone

  • Emails already sent to clients (invoices, notifications)
  • Third-party actions already processed (Stripe payments, Google Calendar events, HubSpot syncs)
  • Unrecorded operations — not every tool or external service action has an undo snapshot

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Limitations

  • The ordinary chat undo buffer holds the latest recorded data-changing turn for the workspace. A newer recorded change replaces it; a read-only reply does not.
  • After undoing, you cannot “redo” — ask the agent again instead
  • Undo can replace later manual edits to affected records. Review the actions before confirming; do not rely on automatic conflict detection to preserve those edits.
If you notice an error, undo immediately before the agent performs more actions. It is easier to undo right away than after additional turns.
You: “Create a $5,000 invoice for ACME Corp for consulting services”Agent: “I’ve created invoice INV-001 for $5,000…”Oops, should be $6,000. Click the Undo button. The invoice is deleted. Then ask:You: “Create a $6,000 invoice for ACME Corp for consulting services”
You: “Record a $5,000 check payment for invoice INV-001”Agent: “I’ve recorded the payment and marked invoice INV-001 as paid”Wrong amount. Click Undo. The payment record is deleted and the invoice status reverts to its previous state.You: “Record a $5,500 check payment for invoice INV-001”
You: “Archive all paid invoices from 2023”Agent: “I’ve archived 47 invoices from 2023”Wrong year! Click Undo (47 actions). All 47 invoices are unarchived.You: “Archive all paid invoices from 2022”

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Activity History

Every action the agent takes is recorded in the Activity Timeline on your Activity page. Use it to review what the agent did, see which records changed, and use an available undo action. Activity history does not make every older turn undoable.

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Data access and AI limits

Every scopes workspace data to your organization. Connected services use the permissions you grant; for example, Google Drive uses file-by-file access rather than permission to browse your full Drive. Some AI features send the content and context needed for the request to Every’s AI service providers, as described in the Privacy Policy. AI output can be incomplete or wrong. Use the source records, previews, and permission cards to verify consequential work, especially recipient addresses, proposal scope, invoice amounts, payment records, and imported data.

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Frequently asked questions

In interactive chat, outbound send tools pause on an approval card showing what will be sent. Scheduled and unattended routines can prepare drafts but cannot perform the final send by themselves.
Every handles proposals, invoices, payments, expenses, time tracking, and operational reporting. It is not a general ledger, bank-reconciliation, payroll, or tax-filing system. Connect Xero or export accounting-ready CSV files when you need those workflows.
No. Each connection has a defined permission scope. For example, Google Drive access is limited to files you explicitly select or create with Every. Review the permissions during setup and see the Privacy Policy for current processing and provider terms.
Yes. Export the source data as CSV or Excel and use Data → Import. Review the Import Agent’s mapping before the write, then verify record counts and a sample of clients, invoices, and balances after completion.

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A Note on Credits

AI usage consumes credits — agent conversations, file processing, and scheduled runs all draw from your balance. See What is a credit? and Credit usage & errors for how that works.

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Getting Started

  1. Ask a simple question like “Show me my last 5 invoices”
  2. Try an action like “Create a draft invoice for $100”
  3. Review Business DNA and Voice & Tone
  4. Create a skill for a workflow you repeat
  5. Connect Google Workspace and any agent integrations you use

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Next Steps

Business DNA & Voice

Teach the agent how your business works and sounds

Memory & Skills

Persistent memory and reusable, auto-applied skills

Connect AI Tools

Extend the agent’s reach with external connections and MCP

Common Workflows

See example workflows and prompts

AI Business Assistant Guide

Learn how to evaluate an assistant’s context, actions, and controls
The better your Business DNA, Voice & Tone, Rules, skills, and integrations are set up, the more useful Every Agent becomes.