WWater for agencies

Deploy repeatable AI operations for every client.

Build client-specific agents for lead conversion, booking, support, CRM updates, and follow-up while managing integrations and execution from one agency account.

Apply for beta →Watch product demo

Northstar AutomationAgency account

T

Reusable workflowLead qualification + booking

Template
Deploy to client workspaces
AC

Atlas ChiropracticHighLevel · Website chat

Live
BN

Bright North DentalHighLevel · Messenger

Testing
Separate data, credentials, configuration, and execution history.

Reuse the operation. Keep the client configuration separate.

01

Client workspaces

Keep each client’s configuration, data, credentials, and history separate.

02

Reusable structures

Duplicate a proven workflow shape without carrying stale client data.

03

Client-specific systems

Connect the CRM, calendar, channel, and fields each client uses.

04

Team permissions

Control who can configure, test, publish, or inspect each operation.

05

Deployment status

See which workflow is in setup, testing, or production.

06

Execution visibility

Review requests, actions, failures, handoffs, and results by workspace.

Agency workflow

Move from template to client deployment.

01Create workspace→
02Duplicate workflow→
03Connect systems→
04Apply client rules→
05Test and publish→
06Review results
Website chat Live test

I need help choosing a service and want to book next week.

I’ll confirm what you need, match your record, then check available times.

Action requiring confirmationAppointment created
System events 6
1

Customer matchedCompleted

✓
2

Context retrievedCompleted

✓
3

Information collectedCompleted

✓
4

Business rule checkedCompleted

✓
5

Confirmation receivedCompleted

✓
6

Appointment createdFinal result

✓

Private beta

Put one client workflow into production.

Start with lead qualification, appointment booking, support intake, CRM synchronization, or another defined customer operation.

Apply for beta →Watch product demo