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Install an agent

Add an AI agent to your ScanBiz workspace from the catalogue, for yourself or for the whole team, and try an agent beyond your plan free for 30 days.

An agent works from the conversations ScanBiz already analyses: it chases a quote left unanswered, writes a summary, follows an open case. You add it yourself from the catalogue, in one click, and remove it the same way.

Before you start

  • Only an Administrator adds or removes an agent. A Member sees the catalogue without the switch, with the message "Only an Administrator can add or remove an agent."
  • Your plan includes a number of agents. Beyond it, ScanBiz offers to add one to your plan — or to try the new agent free for 30 days.
  • An agent is only useful once your phone system or your mailbox is connected: that is where the conversations it reads come from.

Steps

  1. Open AI agents in the menu. The page shows Your active agents, then the agents recommended for your trade — each with a "For you, in practice" example and an Activate button.
  2. To see the whole catalogue, click Agent catalogue. You can filter by Trade: and Goal:, or type a name in Search for an agent.
  3. Flip the switch on the card to add the agent.
  4. If your team has several people, ScanBiz asks who gets it: For the whole team or For me only. An agent added for the team also serves the people who join later.
  5. Click Open the agent to set it up. The How it works tab explains what it does; the Configuration tab holds its settings (who is covered, delays, recipients), and the page shows Active or Paused.

To remove an agent, flip its switch back. If it had been added for the team, ScanBiz asks you to confirm before removing it for everyone.

Trying an agent beyond your plan for 30 days

When ScanBiz suggests an agent your plan does not include, the offer appears in the ScanBiz Help agent, Settings tab: "Free 30-day trial, then … excl. VAT/month as an option". Click OK, I will try 30 days.

  • During the trial the agent works like the others and carries the Free trial · N days left marker.
  • Nothing is billed during the 30 days. If you keep the option, billing starts the day after the trial ends.
  • If you say nothing, the agent stops on the announced date and your settings are kept: you find them again if you take the option later.
  • One trial per agent, once. If you have already tried that one, write to support@audioliz.com.
  • If you buy through a reseller, they confirm the price of the option.

If it does not work

  • "Maximum number of agents reached": your plan includes a number of agents. In the dialog, Add the option (billed right away, prorated) or See the plans; you can also remove an agent you do not use. Only your organisation's administrator can change the subscription.
  • No switch on the cards: your account is a Member. Ask an Administrator in your organisation.
  • "Could not update …": the change did not go through, try again. If it happens again, report it from the help button.
  • The agent is Paused with "Your trial period is over": it is your ScanBiz account trial that has ended, not the agent's. Top up credits or start your subscription, and the agent resumes.

Good to know

  • The agents included in your plan lead the lists and do not count towards your number of agents.
  • Agents marked On request are not open yet: click I am interested to tell us. We open first the ones customers ask for.
  • Next: Set up an alert.

Other help pages

Connect your 3CX

Link your 3CX phone system to ScanBiz so that every recorded call is sent, transcribed and analysed automatically, with nothing to install.

Connect your Yeastar

Connect your Yeastar P-Series phone system to ScanBiz so every recorded call is sent, transcribed and analysed automatically.

Set up an alert

Choose what fires an alert, which channels and staff members it watches, then who receives the alert email and how often they get it.

Read a conversation

Find on a single page the summary of a call, an email or a meeting, its alerts, the contact's details, the recording and its transcript.

Connect your Microsoft 365 mailbox

Link a Microsoft 365 mailbox (contact@, support@…) to ScanBiz so that every email received is analysed like a call, with the same alerts.

Connect your Gmail mailbox

Link a Gmail or Google Workspace mailbox (contact@, support@…) to ScanBiz so that every email received is analysed like a call, with the same alerts.

Organise your team

Sort your colleagues into groups so each of them opens ScanBiz on their own conversations, understand the difference between Administrator and Member, and request access for a colleague.

Install an agent