Bold Agent Kit lets you build enterprise-quality, multi-channel communication agents quickly. One agent works phone, text, email, web chat and social DMs, connected to your CRM, with one shared memory of every customer across all of them.
14-day free trial · No credit card needed
Just add the API keys from the services you already use, and Bold wires them together into one agent. You build it, you train it, and you decide what it does.
It only says what you taught it
Inbound and outbound, on every channel
It works inside the systems you already run
The follow-up runs itself
Bold does not run a separate agent for each channel. The same agent answers calls, texts, emails, website chat and DMs, and it uses the same customer record on all of them.
The record holds the customer's earlier conversations on every channel and their details from your CRM.
14-day free trial · No credit card needed
The channels, connectors and workflows are already built. You add your accounts and your knowledge.
Enter the keys for the services you already use: your AI model, your phone and text provider, your mailboxes and your CRM.
Upload your documents, prices and policies, or add pages from your website. Write the instructions the agent follows.
Turn on phone, text, email, web chat or social DMs. The same agent works each one you turn on, with one memory of every customer.
14-day free trial · No credit card needed
You build the agents. Bold gives you the building blocks: add the API keys from the services you already use — your AI model, your phone and text provider, your mailboxes, your CRM — and it wires them together into agents for the communication-heavy work across your business. As many as you have jobs for.
Add your API keys, load your knowledge and connect a channel. Your agent starts answering and following up on its own.
14-day free trial · No credit card needed
Phone, text, email, website chat and eleven social DM platforms. Connect your own accounts for the ones your customers use, and the same agent answers on every one of them.
Voice
SMS
Email
Web chat
Instagram
Messenger
WhatsApp
X
Telegram
LINE
Viber
Slack
Discord
Bluesky
RedditSomeone can start on web chat, answer later by text, call tomorrow and DM you next week. Their email address, phone number, browser and social accounts all belong to one record, and the agent reads that whole history before it replies.
Monday · Website chat
“What does a full service cost?”
Answers from your price list, and takes their details before they leave the page.
Tuesday · Text
“Could you fit me in on Thursday?”
Already knows what they asked yesterday. Offers the free Thursday slots and books one.
Wednesday · Call
“I need to move Thursday, sorry.”
Knows the caller and the booking, and moves it to a time that is actually free.
Next week · Instagram
“Do you sell the filters too?”
Answers with the whole week in front of it. Nobody repeats themselves.
An agent can wait for the phone to ring, or pick it up and dial. Answering and reaching out are separate switches, so each agent does one, the other, or both.
Add the API key, or sign in, for the systems your business already uses, so your agents can read context, take actions and keep your records up to date. Nothing to migrate: the records stay in your own accounts.
Before it replies, the agent looks the person up: what they bought, what they have booked, the matter or the job that is open. Afterwards it writes the outcome back. Anything that changes something, from booking a slot to issuing a refund, starts switched off, and you choose what each agent is allowed to do.
Answer and place calls and send and receive texts through any of these providers.
Twilio
Telnyx
SimpleTexting
Plivo
Vonage
Sinch
Bandwidth
MessageBird
ClickSendSend from and reply to your own mailboxes, as many per agent as you connect.
Gmail
Outlook
SMTP / IMAPLook the person up before replying, write the note back, correct their details and pull a segment into a list.
HubSpot
GoHighLevel
Pipedrive
Zoho CRM
MailchimpRead the client and their matters, write a note on the file and keep contact details current.
Clio
Filevine
LawmaticsRead the customer and their jobs, book and move visits against real capacity, and note the outcome.
ServiceTitan
Jobber
Housecall ProRead the client, their appointments last month and next, and their notes, and write back to the record.
Zenoti
PhorestOffer only times that are genuinely free, book the one they pick, and move or cancel it when they ask.
Google Calendar
Microsoft 365
Calendly
Cal.com
Acuity
HubSpot MeetingsZoho BookingsAnswer what is in stock and what it costs, cancel an unshipped order, refund under your limit and send a link to pay.
Stripe
PayPal
Square
Shopify
WooCommerce
BigCommerce
Wix
SquarespaceRead the customer and their tickets first, then answer on the channel they are already using.
Zendesk
GorgiasYour own system, through an HTTPS endpoint of yours that we sign every request to.
Your own systemA brain, channels, tools and a job, put together. This is what six of those agents do, step by step, from the first message to the finished record.
Start with the job that costs you the most, whether that is sales, reception, support, admin or collections, and add the next agent once it is working.
14-day free trial · No credit card needed
All your agent conversations come into one inbox: email, texts, call recordings and transcripts, website chat and social DMs, newest first, each tagged with the channel it arrived on. Filter it to one channel, one number or one agent.
Your team can see what happened, jump into any conversation and take over from the agent. Reply in a thread and the agent stands down on it; hand it back and it picks up where you left off. On a phone call, the agent can transfer the caller to a person live.
When somebody gets in touch for the first time, the person who should follow up hears about it, not just whoever owns the login, and the lead carries a status and an owner your team can work from.
Everything outbound, in one place: the sequences, the lists and the triggers that put an agent to work before anybody has written in, with the replies worked by the agent rather than left in an inbox.
Each step has its own delay and send condition: only if they opened, did not open, clicked or did not click the one before.
A campaign shows its whole plan on a review screen and sends nothing until you press Start. Pause and resume it at any point.
Someone gets in touch for the first time, a known contact visits a page you named, an order ships or a payment fails, and the agent follows up.
A reply, a booking or an opt-out on any channel ends the whole sequence for that person, so nobody is chased after they have answered.
Upload a CSV, pull a segment out of a connected CRM, or collect addresses and numbers off any web page with the Chrome extension.
Take the people who bought before straight out of your CRM and run a campaign at them. Usually the cheapest revenue a business has.
A message when a booking is made, moved or cancelled, when a plan is about to end, and when a scheduled check finds something still outstanding.
Campaigns send on the days, hours and time zone you set, paced per mailbox and number. Checks run daily, every few hours or inside a window.
Mailboxes warm up on a ramp, sending each other ordinary mail. Each carries a health score out of 100 — SPF, DKIM and DMARC, seven days of real sends and bounces, and where its mail is landing — and one that crosses the bounce or spam threshold rests itself out of rotation before it damages the domain.
Every campaign email carries a one-click unsubscribe, texts go out inside the sending window with the Reply STOP line, and an opt-out on one channel stops the sequence on all of them, including messages already queued.
Every agent runs on the model you choose: OpenAI, Anthropic, Gemini, xAI, DeepSeek, Kimi, Qwen, GLM and eight more, a local model through Ollama, or any OpenAI-compatible endpoint you host yourself.
Bring your own keys. Bring your own providers. Pay providers directly. We charge for the software and nothing else — no token markup, no credit packs, no per-message metering — so your provider bills you at their own rates, usually a few dollars a month per agent.
OpenAI
Anthropic
Gemini
xAI
Mistral
DeepSeek
GLM
Kimi
Qwen
MiniMax
Groq
Together
Fireworks
OpenRouter
Ollama
Any OpenAI APIEvery conversation, call, message, booking and sale is recorded against a person, and reported per agent and across all of them — so you can see which agents, channels and campaigns are earning their keep.
Every thread on every channel, in one inbox.
Answered and dialled, with recordings and transcripts.
Every send and reply, in a live activity feed.
Every booking, move and cancellation, logged.
Pages and outcomes you define, each with a dollar value.
Reached, replied, visited your site, converted.
Sent, replied, finished and unsubscribed, per step.
Where people first made contact, and where they bought.
Value won per agent, and the median time to convert.
One row per person, with every event in order.
It is connected to your CRM and works phone, text, email, web chat and social DMs. Unlimited agents on one plan.
14-day free trial · No credit card needed
One account runs unlimited agents, so an agency, a consultant or anyone running several brands can build one agent for every client and keep them completely apart.
Invite a client by email address and they get their own login onto the one agent you built for them: its conversations, its numbers, its analytics and a reply box to step in. They cannot see your other clients, your API keys, your settings or your billing.
No seat tiers, no credit packs, no per-agent or per-channel pricing, and nothing held back behind an enterprise call.
| Agents | |
|---|---|
| How many | Unlimited — one per business, brand or job |
| Shared brain | The same identity, instructions and knowledge on every channel |
| Knowledge base | Documents, Q&A pairs, data points and pages of your own site |
| Isolation | One agent's content is never used to reply for another |
| Client seats | Invite a client into one agent, with their own login |
| Channels | |
| As many mailboxes per agent as you connect, rotated by campaigns | |
| Text messages | Nine providers — Twilio, Telnyx, SimpleTexting, Plivo, Vonage, Sinch, Bandwidth, MessageBird, ClickSend |
| Phone calls | Answering and dialling, with recordings and transcripts |
| Transcription | Google, or Deepgram nova-3 on your own key |
| Voices | Google, Amazon Polly and ElevenLabs, or your own ElevenLabs / Fish Audio account |
| Voice cloning | Record a voice in the browser and clone it on your ElevenLabs or Fish Audio key |
| Website chat | A widget on your site with your colour, image and greeting |
| Social DMs | Messenger, Instagram, WhatsApp, Telegram, LINE, Viber, Slack, Discord, Bluesky, Reddit, X |
| Inbox | |
| One list | Every channel's conversations together, newest first, tagged by channel |
| Filters | By channel, by mailbox or number, or by agent |
| Takeover | Reply yourself and the agent stands down on that thread |
| Hand back | Return the thread to the agent when you are done |
| Campaigns | |
| Multichannel sequences | Email, text and call steps in one campaign, each with its own timing |
| Send conditions | Send a step only if they opened, did not open, clicked or did not click |
| Schedule | The days, hours and time zone anything may be sent |
| Stop rules | A reply, a booking or an opt-out on any channel ends the sequence |
| Pacing | Per-mailbox and per-number hourly limits, pausable and resumable |
| Review before start | The full plan is shown; a campaign sends nothing until you start it |
| Templates | Email, text and call scripts, saved once and reused |
| Analytics | |
| Funnel | Reached, replied, visited, converted, plus value won and time to convert |
| By channel | Where each person started, and the channel they converted on |
| Pages | Which pages known people read, and how many of them converted |
| Journeys | One row per person: every message, visit, call and booking in order |
| Goals | A page rule or a manual "won", each with a dollar value |
| Triggers | A known person returns to a page — notify you, or send a follow-up |
| Open and click tracking | Recorded per campaign and added to that person's history |
| Integrations | |
| Calendars | Google, Microsoft 365, Calendly, Cal.com, Acuity, Zoho, Square, HubSpot Meetings |
| CRMs and commerce | HubSpot, GoHighLevel, Housecall Pro, ServiceTitan, Jobber, Stripe, Shopify, WooCommerce, Wix, Squarespace |
| Booking | Real open slots offered, and only an offered slot can be booked |
| CRM import | Import a segment of customers into a contact list |
| Deliverability and compliance | |
| Mailbox warm-up | Ramped sending across the network, with spam rescue and replies |
| Health score | SPF, DKIM, DMARC, bounce rate and inbox placement, with reasons |
| Auto-rest | A failing address is removed from rotation automatically |
| Unsubscribes | One click, honoured automatically, including on queued mail |
| Reply limits | One reply per thread, per-sender daily and per-channel hourly caps |
| Filtering | Bounces, out-of-office and no-reply addresses ignored |
| List building | |
| Contact extraction | Emails, phone numbers and social profiles, on any site. Unlimited. |
| Deep scan | Follows the pages of a domain most likely to carry contact details |
| Domain queue | Load a CSV of sites and work through them one at a time |
| Contacts and lists | Unlimited, by email or phone, with CSV import and export |
| AI | |
| Your own key | Sixteen providers, including any OpenAI-compatible endpoint you host |
| What we charge for AI | Nothing — no markup, no metering, no credit packs |
| On calls | Uses your provider's fastest model automatically |
| Account | |
| Platforms | Chrome side panel and web dashboard on one login |
| Members' forum | Six boards, visible only once you are signed in |
| Referral program | $50 a year per referral ($5 a month), recurring for the life of the account |
| Support | support@boldagents.co |
No credit card to start. Billed monthly. No add-ons, no seat tiers.
No credit card to start. $16.67 a month, billed once a year. No add-ons, no seat tiers.
On the channels you switch it on for, it answers genuine incoming messages from that agent's knowledge base, offers calendar slots and books them, replies to campaign responses, and sends follow-ups when a trigger fires. It replies once per thread, respects a daily cap per sender and hourly caps per channel, and ignores bounces, out-of-office replies and no-reply addresses. Every response is stored with the material it was generated from.
You hold the account with the model provider, and paste that key into the agent. The software is ours; the model access is yours, billed to you directly at the provider's rates — usually a few dollars a month for a busy agent on a small model. Nothing is metered, marked up or sold as credits on our side, and you can change provider or model whenever you like without touching anything else.
Unlimited. Each agent has its own identity, knowledge base, channels and analytics, and nothing is shared between them. There is no per-agent or per-channel charge; the plan is one price for the account.
Email: a mailbox. Gmail and Outlook need only an app password; anything else is entered as an SMTP and IMAP host. Texts and calls: an account with one of the nine SMS providers, or Twilio if you also want phone calls. Website chat: one line of script on your site. Social: your own app credentials for each platform. An agent can run on one channel and have others added later.
It books. The agent is given your real open slots for the week ahead and offers a few of them. When the customer picks one, that choice is checked against the slots that were offered, written to your calendar, and confirmed in the reply. It cannot book a time that was not free, and it cannot cancel an appointment it was not shown.
Every handle seen for a contact — browser cookie, email address, phone number, social account id — is attached to one record. When a new handle turns out to belong to an existing contact, the two records are merged and the history moves across. That record is what the journey view shows and what the agent reads before replying.
No. A campaign is created as a draft, shows the full plan on a review screen, and sends nothing until you press Start. Once running it can be paused and resumed, and it sends at a rate and inside hours you set. Auto-reply is a separate switch per channel, and calls have separate switches for answering and dialling.
Every campaign email carries a one-click unsubscribe. Anyone who uses it is added to a suppression list, skipped by every future send, and any message already queued to them is cancelled. An opt-out on one channel stops the sequence on all channels.
Yes. Connect an agent to support@, a phone number and the chat widget, load the knowledge base, and never create a campaign. The outbound half of the product is simply unused. It is the same subscription either way.
$50 for every yearly payment your referrals make, or $5 for every monthly one — recurring for as long as they stay subscribed, not just the first payment. Commissions are held for 30 days to cover the refund window, then become withdrawable once your balance passes $50. Your link, clicks and conversions are on the referrals page in the dashboard.
Add your API keys, load your knowledge and connect one channel. The trial runs for 14 days and needs no credit card. Add the next agent whenever you are ready: there is no limit.
14-day free trial · No credit card needed