AI agents

One job, done inside the record — and the decision handed back to a person.

A Muvix agent is hired for one operational job: answer a new lead, chase a missing document. It works from the same records and rules as your team, within the scope your admin approved, and everything it does shows on the record it touched.

Apply for early access

How it’s governed

How hiring works

From request to reviewed work, in five steps.

Adding AI to the operation is a deliberate act with a named approver — and billing only starts after that approval.

A team member requests it

A team member asks for an agent and says why. That’s as far as their authority goes.

Requested.

A team member asks for it. A workspace admin reviews what it can see and do.

WAITING FOR AN ADMIN

A workspace admin approves

Your admin reviews the job, the price and the access it would need, then approves, rejects or asks for changes. Billing doesn’t start before approval.

Hire requests

Illustration

Document Intelligence

Ready-made · mortgage · requested by Priya Nair

Review pending

Records

Borrower pipeline · Dallas branch

Authority

Requests and classifies on its own · drafts messages for approval

Billing

Workspace invoice · starts after approval

Approve hire

Ask for changes

Reject

Its scope is set at hire

Set at hire: which records it may touch, which channels it may use, and whether it drafts for approval or acts on its own.

Authority at hire

Illustration

Read the record and its documents

Within its scope

Request a document by secure link

Within its scope

Classify an upload, read its values

A person accepts, corrects or rejects

Proposes, with evidence

Message a customer

Otherwise drafts; a person approves and sends

Only if an admin allowed

Update record fields from documents

A person approves the change

Never silently

Credit, pricing or underwriting decisions

Licensed people only

Never

It works inside the record

It starts working inside the records it was scoped to. Its involvement shows on every contact it touches.

Answer a new lead

Illustration

10:02

Jordan Lee

fills in the web form

Customer

10:02

Borrower Engagement

drafts a reply from approved knowledge

10:09

Scott Davis

approves it and books a call

Team

Chase a missing document

Illustration

10:05

Alex Morgan

uploads two files by secure link

Customer

10:06

Document Intelligence

proposes a bank statement · pay stub missing

10:41

Priya Nair

accepts the proposal

Team

A person reviews what reaches a customer

Customer messages wait for a person unless your admin decides otherwise. Every action is recorded: who or what did it, when, on which record and what changed.

Waits for a person

Admin decides otherwise

Needs review

Held for review

A person approves it first.

Customer messages wait for a person.

The agents

Follow-up and documents, handled inside the record.

Borrower Engagement keeps new leads moving; Document Intelligence gets each file what it needs. Both work under the same roles, reviews and audit log as your team.

The agents

Follow-up and documents, handled inside the record.

Borrower Engagement keeps new leads moving; Document Intelligence gets each file what it needs. Both work under the same roles, reviews and audit log as your team.

SMS · Email

Borrower Engagement Agent

Answers new leads from your own knowledge and keeps them moving between conversations.

Picks up a new lead the moment it arrives and answers from your approved knowledge.

Keeps context with every exchange, so nothing is asked twice.

Hands over to your loan officer when the lead becomes a customer.

What stays with your team

You choose whether it sends on its own or drafts for a person to approve — and every message is logged to the record.

Works with

Contact record · Messages · Knowledge · Pipeline stage

Watches

Speed to first contact · Unanswered conversations

Explore the agent

Samira Khan · new lead · SMS

08:02

Samira · 08:02

Do you work with first-time buyers? We’re looking at homes around $520k.

Reply from your knowledge

Needs review

Yes — we help first-time buyers every week. I can set up a call with a loan officer to walk through your options. Would tomorrow morning suit you?

Source: First-time buyer guide · approved knowledge

Samira Khan · new lead · SMS

08:02

Samira · 08:02

Do you work with first-time buyers? We’re looking at homes around $520k.

Reply from your knowledge

Needs review

Yes — we help first-time buyers every week. I can set up a call with a loan officer to walk through your options. Would tomorrow morning suit you?

Source: First-time buyer guide · approved knowledge

pay-stub-aug.pdf · uploaded by Alex Morgan

10:05

Proposed: Pay stub · income verification

Employer

Ridgeway Co.

Period

Aug 16 – Aug 31, 2026

Name matches file

Alex Morgan ✓

Correct

Reject

Bank statement · page 3 of 4 not received

Flagged

pay-stub-aug.pdf · uploaded by Alex Morgan

10:05

Proposed: Pay stub · income verification

Employer

Ridgeway Co.

Period

Aug 16 – Aug 31, 2026

Name matches file

Alex Morgan ✓

Correct

Reject

Bank statement · page 3 of 4 not received

Flagged

Secure upload links · Email · SMS

Document Intelligence Agent

Requests, tracks and reviews the documents a file needs — and flags gaps before anyone has to notice.

Requests what’s missing through a secure upload link and tracks what arrives.

Checks each document against the file — right type, period and person.

Proposes the document type and the values it read, with the evidence it used.

What stays with your team

A team member accepts, corrects or rejects each proposal — nothing updates the file without that step.

Works with

Documents · Contact record · Tasks · Pipeline stage

Watches

Missing documents · Files stalled before underwriting

Explore the agent

Agent Builder

Build around your own process.

Describe the job, choose what it can use, test it, and send it for approval.

Define the job

Describe the role, the goal and the rules in plain language.

Give it context

Choose the knowledge, records and history it may use.

Set boundaries

Pick the tools it may use, the policies it follows and what needs a person.

Test, approve, put to work

Try it on real examples. An admin approves it before it goes live.

Trigger

System prompt

Knowledge base

Tools & MCP

Guardrails

Structured output

Approval request

Inside Agent Builder

FAQ

Questions about agents.

Can an agent message a customer without anyone seeing it?

Only if your admin allows that at hire. Draft-for-approval is available for every agent, and every message — sent or drafted — is logged on the record.

Do agents make credit or underwriting decisions?

No. They prepare, request, review and draft. Decisions stay with licensed people.

Try it on a real file.

Early-access teams run Borrower Engagement and Document Intelligence on live records, with onboarding from the people who build them and founding pricing in writing.

Apply for early access

Book a demo