Buy Template
Wardlow
Agents
Working with agents
Customer story · Saltmarsh Logistics
1,900 hours a month back for the payables team.
Read the story →
New
Wardlow raises a $32M Series A to put agents to work in operations
Our Series A
Our Series A
Read the announcement
Read
Agents
Four agents. Clear limits. A person to answer to.
Each Wardlow agent does one kind of operations work, inside your systems, within limits your team sets. Here’s what each one handles, and exactly when it stops.
Remy
Support triage
1,284
runs today
9 handed off
Tessa
Invoices and payables
642
runs today
3 held for review
Milo
Customer onboarding
37
runs today
2 waiting on customers
Vera
Compliance checks
218
runs today
1 for review
Agents
Four agents. Clear limits. A person to answer to.
Each Wardlow agent does one kind of operations work, inside your systems, within limits your team sets. Here’s what each one handles, and exactly when it stops.
Remy
Support triage
1,284
runs today
Tessa
Invoices
642
runs today
Milo
Onboarding
37
runs today
Vera
Compliance
218
runs today
Agents
Four agents. Clear limits. A person to answer to.
Each Wardlow agent does one kind of operations work, inside your systems, within limits your team sets. Here’s what each one handles, and exactly when it stops.
Remy
Support triage
1,284
runs today
Tessa
Invoices
642
runs today
Milo
Onboarding
37
runs today
Vera
Compliance
218
runs today
Remy · Support triage
Today · 128 tickets
All · 128
Answered · 96
Routed · 31
Waiting for you · 1
#48213 · Billing
I was charged twice for order 7731
Waiting for you
#48219 · Order status
Where is my order? It said two days.
Answered
#48216 · Account
Please move me to the annual plan
Answered
#48212 · Privacy
I want all my data deleted
Routed · Privacy team
#48209 · Payments
Card declined at checkout
Routed · Payments
Above limit · needs a person
Refund $640.00 for the duplicate charge
Remy’s refund limit is $500. Both charges and the draft reply are attached.
Approver: Dana Whitfield, support lead
Edit
Reject
Approve
Support triage
Remy
Remy reads every ticket, email and chat as it arrives, answers the routine ones, and routes the rest to the right person with a summary.
87%
of routine tickets resolved without a hand-off (2026 median)
Handles
Limits
Hands off
Tags and prioritizes
every incoming ticket
Answers order status,
billing and account questions
Issues refunds and credits
within your limit
Routes everything else
with a summary and a suggested reply
Follows up
when a customer hasn’t replied
Works in
Helpdesk
Payments
CRM
Team chat
Remy · Support triage
All · 128
Waiting · 1
#48213
Waiting for you
I was charged twice for order 7731
#48219
Answered
Where is my order?
#48216
Answered
Move me to the annual plan
#48212
Routed
Delete all my data
Above limit
Refund $640.00
Limit $500. Both charges and the draft reply attached.
Edit
Approve
Support triage
Remy
Remy reads every ticket, email and chat as it arrives, answers the routine ones, and routes the rest to the right person with a summary.
87%
of routine tickets resolved without a hand-off (2026 median)
Handles
Limits
Hands off
Tags and prioritizes
every incoming ticket
Answers order status,
billing and account questions
Issues refunds and credits
within your limit
Routes everything else
with a summary and a suggested reply
Follows up
when a customer hasn’t replied
Works in
Helpdesk
Payments
CRM
Team chat
Remy · Support triage
All · 128
Waiting · 1
#48213
Waiting for you
I was charged twice for order 7731
#48219
Answered
Where is my order?
#48216
Answered
Move me to the annual plan
#48212
Routed
Delete all my data
Above limit
Refund $640.00
Limit $500. Both charges and the draft reply attached.
Edit
Approve
Support triage
Remy
Remy reads every ticket, email and chat as it arrives, answers the routine ones, and routes the rest to the right person with a summary.
87%
of routine tickets resolved without a hand-off (2026 median)
Handles
Limits
Hands off
Tags and prioritizes
every incoming ticket
Answers order status,
billing and account questions
Issues refunds and credits
within your limit
Routes everything else
with a summary and a suggested reply
Follows up
when a customer hasn’t replied
Works in
Helpdesk
Payments
CRM
Team chat
Tessa · Invoices and payables
Northbay Packaging · INV-20931
3 lines matched
1 flagged
$7,420.00 queued
Invoice
INV-20931
Cartons 40×30
1,200
Packing tape
300
Pallet wrap
48
Void fill
20
Purchase order
PO-5512
Cartons 40×30
1,200
Packing tape
300
Pallet wrap
48
Void fill
20
Goods receipt
GR-8830
Cartons 40×30
1,150
Packing tape
300
Pallet wrap
48
Void fill
20
Quantity mismatch
50 cartons invoiced but not received
Invoice held. Other lines approved for payment.
Open case
Payment run · Friday
INV-20928
Lakeview Freight
$6,240.00
Approved
INV-20925
Corbel Office Supply
$1,180.00
Approved
INV-20931
Northbay Packaging
$11,000.00
Held
Invoices and payables
Tessa
Tessa captures every invoice, matches it to the purchase order and receipt, and queues it for payment, so your team only sees the exceptions.
4 hrs
median time from invoice received to approved, down from 3 days
Handles
Limits
Hands off
Captures invoices
from email, portals and PDFs
Matches
invoice, purchase order and goods receipt
Flags duplicates
and price or quantity mismatches
Codes each invoice
to the right account and cost center
Queues approved invoices
for the payment run
Works in
ERP
Payments
Team chat
Tessa · Invoices
3 matched
1 flagged
INV-20931 · GR-8830
Northbay Packaging
Line
Invoiced
Received
Cartons 40×30
1,200
1,150
Packing tape
300
300
Pallet wrap
48
48
Void fill
20
20
Quantity mismatch
50 cartons invoiced, not received
Invoice held for review.
Payment run · Friday
Lakeview Freight
Approved
Corbel Office Supply
Approved
Northbay Packaging
Held
Invoices and payables
Tessa
Tessa captures every invoice, matches it to the purchase order and receipt, and queues it for payment, so your team only sees the exceptions.
4 hrs
median time from invoice received to approved, down from 3 days
Handles
Limits
Hands off
Captures invoices
from email, portals and PDFs
Matches
invoice, purchase order and goods receipt
Flags duplicates
and price or quantity mismatches
Codes each invoice
to the right account and cost center
Queues approved invoices
for the payment run
Works in
ERP
Payments
Team chat
Tessa · Invoices
3 matched
1 flagged
INV-20931 · GR-8830
Northbay Packaging
Line
Invoiced
Received
Cartons 40×30
1,200
1,150
Packing tape
300
300
Pallet wrap
48
48
Void fill
20
20
Quantity mismatch
50 cartons invoiced, not received
Invoice held for review.
Payment run · Friday
Lakeview Freight
Approved
Corbel Office Supply
Approved
Northbay Packaging
Held
Invoices and payables
Tessa
Tessa captures every invoice, matches it to the purchase order and receipt, and queues it for payment, so your team only sees the exceptions.
4 hrs
median time from invoice received to approved, down from 3 days
Handles
Limits
Hands off
Captures invoices
from email, portals and PDFs
Matches
invoice, purchase order and goods receipt
Flags duplicates
and price or quantity mismatches
Codes each invoice
to the right account and cost center
Queues approved invoices
for the payment run
Works in
ERP
Payments
Team chat
Milo · Customer onboarding
Harbor & Pine Outfitters
Harbor & Pine Outfitters
New customer · signed Monday · Growth plan
4 of 5 done
Go-live target: Thursday
✓
Contract signed
Mon 09:12
✓
Company verified
Mon 09:20
✓
Bank details confirmed
Mon 11:47
✓
Accounts created in CRM, billing and support
Mon 11:52
Proof of address
Missing · reminder sent Tue 09:00
Next follow-up
Milo will email the customer again tomorrow at 09:00 and hands off to Rosa Delgado’s team if nothing arrives by Friday.
Customer onboarding
Milo
Milo takes a new customer from signed contract to first use: collecting documents, setting up accounts across systems and chasing what’s missing.
2 days
median time from signature to a live account, down from 9 days
Handles
Limits
Hands off
Sends
the welcome pack and document requests
Verifies
documents and business details
Creates accounts
in your CRM, billing and product
Chases missing items
on a schedule you set
Books the kickoff call
with your team
Works in
CRM
Billing
Identity provider
Team chat
Milo · Onboarding
Harbor & Pine Outfitters
New customer · Growth plan
4 of 5 done
Live Thursday
✓
Contract signed
✓
Company verified
✓
Bank details confirmed
✓
Accounts created
Proof of address
Missing
Next follow-up
Reminder sent Tuesday. Milo emails again tomorrow at 09:00.
Customer onboarding
Milo
Milo takes a new customer from signed contract to first use: collecting documents, setting up accounts across systems and chasing what’s missing.
2 days
median time from signature to a live account, down from 9 days
Handles
Limits
Hands off
Sends
the welcome pack and document requests
Verifies
documents and business details
Creates accounts
in your CRM, billing and product
Chases missing items
on a schedule you set
Books the kickoff call
with your team
Works in
CRM
Billing
Identity provider
Team chat
Milo · Onboarding
Harbor & Pine Outfitters
New customer · Growth plan
4 of 5 done
Live Thursday
✓
Contract signed
✓
Company verified
✓
Bank details confirmed
✓
Accounts created
Proof of address
Missing
Next follow-up
Reminder sent Tuesday. Milo emails again tomorrow at 09:00.
Customer onboarding
Milo
Milo takes a new customer from signed contract to first use: collecting documents, setting up accounts across systems and chasing what’s missing.
2 days
median time from signature to a live account, down from 9 days
Handles
Limits
Hands off
Sends
the welcome pack and document requests
Verifies
documents and business details
Creates accounts
in your CRM, billing and product
Chases missing items
on a schedule you set
Books the kickoff call
with your team
Works in
CRM
Billing
Identity provider
Team chat
Vera · Compliance checks
Vendor screening · new vendor
Meridian Freight Services Ltd
Screened against 3 watchlists · 09:41
Possible match
Field
Vendor
Watchlist entry
Result
Name
Meridian Freight Services Ltd
Meridian Freight Svcs
92% similar
Country
Netherlands
Netherlands
Same
Registration no.
NL-48120933
Not listed
No match
Directors
2 on file
1 listed name
No overlap
Needs a person
Name and country match; registration number and directors don’t. Vera has attached the evidence and paused the vendor set-up.
Assigned to: compliance lead
Escalate
Clear match
Compliance checks
Vera
Vera runs the checks that keep you audit-ready: screening customers and vendors, testing activity against policy and collecting evidence as it happens.
100%
of controls with evidence collected before audit fieldwork (2026 customers)
Handles
Limits
Hands off
Screens
new customers and vendors against watchlists
Re-screens
existing accounts on your schedule
Checks
transactions and refunds against policy
Collects evidence
for each control as it happens
Prepares an evidence pack
before every audit
Works in
CRM
Payments
ERP
Data warehouse
Identity provider
Vera · Compliance
Meridian Freight Services Ltd
Vendor screening · 09:41
Possible match
Name
92% similar
Country
Same
Registration no.
No match
Directors
No overlap
Needs a person
Evidence attached. Vendor set-up paused.
Escalate
Clear
Compliance checks
Vera
Vera runs the checks that keep you audit-ready: screening customers and vendors, testing activity against policy and collecting evidence as it happens.
100%
of controls with evidence collected before audit fieldwork (2026 customers)
Handles
Limits
Hands off
Screens
new customers and vendors against watchlists
Re-screens
existing accounts on your schedule
Checks
transactions and refunds against policy
Collects evidence
for each control as it happens
Prepares an evidence pack
before every audit
Works in
CRM
Payments
ERP
Data warehouse
Identity provider
Vera · Compliance
Meridian Freight Services Ltd
Vendor screening · 09:41
Possible match
Name
92% similar
Country
Same
Registration no.
No match
Directors
No overlap
Needs a person
Evidence attached. Vendor set-up paused.
Escalate
Clear
Compliance checks
Vera
Vera runs the checks that keep you audit-ready: screening customers and vendors, testing activity against policy and collecting evidence as it happens.
100%
of controls with evidence collected before audit fieldwork (2026 customers)
Handles
Limits
Hands off
Screens
new customers and vendors against watchlists
Re-screens
existing accounts on your schedule
Checks
transactions and refunds against policy
Collects evidence
for each control as it happens
Prepares an evidence pack
before every audit
Works in
CRM
Payments
ERP
Data warehouse
Identity provider
Built the same way
Different jobs. The same rules.
One set of guardrails
Every agent follows limits and approvers your team sets, in one place.
One Run Log
Every agent’s work is recorded the same way, so an audit reads like one system.
One handoff queue
Cases from every agent arrive in the same channel, with the same context.
One off switch
Pause any agent, or put it back into shadow mode, in one click.
One set of guardrails
Every agent follows limits and approvers your team sets, in one place.
One Run Log
Every agent’s work is recorded the same way, so an audit reads like one system.
One handoff queue
Cases from every agent arrive in the same channel, with the same context.
One off switch
Pause any agent, or put it back into shadow mode, in one click.
Custom agents
A workflow that isn’t on this page?
Many customers start with one of the four agents and add a custom one in their second quarter. Our deployment engineers build it with your team, on the same guardrails and Run Log, and it goes through the same shadow mode before it acts alone.
Built for customers so far
Chargeback responses
Vendor onboarding
Claims intake
Payroll questions
Order exceptions
FAQ
About the agents
Do customers know they’re talking to an agent?
Yes. Replies are signed by the agent, and customers can ask for a person at any point. You can change the wording, but not hide it.
Can we rename the agents?
Yes. Many teams name them after the team they work in. The new name shows everywhere, including customer replies, and the Run Log keeps the history.
Can an agent pick up bad habits from my team?
Agents don’t change their own rules. Edits your team makes in shadow mode are reviewed by your lead before they become part of an agent’s instructions, and every change is versioned in the Run Log.
Which agent would save your team the most hours?
We’ll run it against a sample of cases shaped like yours, live on the call.
30 minutes · Bring one workflow
Which agent would save your team the most hours?
We’ll run it against a sample of cases shaped like yours, live on the call.
30 minutes · Bring one workflow
Wardlow
Wardlow
Wardlow
Agents that do the work. People stay in charge.
Floor 4, 612 Bryant Street, San Francisco, CA 94107
SOC 2 Type II · ISO 27001 · GDPR · HIPAA
© 2026 Wardlow, Inc.
Crafted
by Jeeth