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Agent Noot

An AI agent for every client.

It knows the client. It answers the client. It hands your team what matters.

Agent Noot

Agent Noot

Pattam Textiles Pvt Ltd

  • Created on the AI employees screen.
  • Answers on WhatsApp and the portal.
  • Hands judgement calls to your staff.

Reports to CA Akhil Kumar

Collects what you need

Reads every file. Asks when unsure.

Read, then filed to the open request. Only unsure files reach your staff.

A client sends two files on WhatsApp and Agent Noot acknowledges each one. Agent Doxie reads the bank statement, is sure what it is, and it is filed against the September request. Agent Doxie is not sure what the photo is, so CA Akhil Kumar confirms it as a purchase invoice. With both filed the request is complete, Deepthi Chowdary is told, and the task closes.

How it works

Every message, routed.

Answered with the source, filed to a request, or handed to your staff.

Agent Noot

1,206

Answered, with the source

389

Filed to a request

23

Handed to your staff

Agent Noot, liveThis week

    01 / Created for the client

    Create it on the AI employees screen.

    Named for the client, with its own picture, reporting to the relationship manager.

    New AI employeeAI employees · 1 Sep 2026
    Client
    Shankar Traders
    Agent
    Agent Noot · Shankar Traders
    Reports to
    CA Akhil Kumar
    Crew
    Agent Deswix, Agent Reqwik, Agent Chaser, Agent Eva, Agent Gus, Agent Rekon, Agent Nora
    How it replies
    Drafts for review

    New clients start on review first.

    02 / Knows the client

    It knows the client.

    • Every message, on WhatsApp, email and the portal.
    • Every document and bank statement they've sent.
    • Open tasks and document requests.
    • Where each return stands.
    What Agent Noot knowsPattam Textiles
    Messages
    1,284
    Documents
    312
    Bank statement lines
    9,406
    Open document requests
    2
    GSTR-3B, August
    Filed 19 Sep
    TDS, Q2 statement
    In preparation

    03 / Answers day and night

    Answers day and night.

    On WhatsApp and the portal, with the source shown.

    Replies in

    • English
    • Hindi
    • Telugu

    Agent Noot · Pattam Textiles

    1. Prakul Pattam

      Has invoice 214 been paid?

      23:12

    2. Agent Noot

      Yes. ₹4,72,000 received in full on 18 September.

      Source: HDFC statement, September

      23:12

    3. Prakul Pattam

      And the August GSTR-3B?

      23:14

    4. Agent Gus

      Filed on 19 September. The acknowledgement is in your documents.

      Source: GST filings, August 2026

      23:14

    What you can ask

    Ask about a bill, a supplier, a statement.

    Every file is read in full, so the answer comes from what the client sent.

    • The answer first, then at most four short lines.
    • The file and the page it came from, as a download.
    • A deleted or replaced document is no longer read.
    • A specialist that finds nothing stays silent.

    Agent Noot · Pattam Textiles

    1. Prakul Pattam

      praninja_bill_114.pdf

      September security bill.

      11:20

    2. Agent Noot

      I have read praninja_bill_114.pdf: bill 114 dated 12 Sep from PraNinja Security Services, total ₹64,900.00. TDS to deduct is ₹1,100.00, so ₹63,800.00 is to be paid. Ask Agent Tessa about it.

      11:21

    3. Prakul Pattam

      Why ₹1,100 of TDS?

      11:23

    4. Agent Tessa

      TDS is worked out on the taxable value of ₹55,000.00, never on the ₹9,900.00 of GST.

      Source: praninja_bill_114.pdf, page 1

      11:23

    Calls the right agent

    One agent in front. A crew behind it.

    Agent Noot hands each job to the agent built for it. A person approves the work.

    Meet the crew
    Who Agent Noot callsPattam Textiles
    The client saysAgent Noot callsWhat comes back
    Here is the September bank statement.Agent EvaEntries ledgered and reconciled to the books
    Is the August GSTR-3B filed?Agent GusFiled on 19 September, with the acknowledgement
    Why is our ITC lower this month?Agent Rekon3 supplier invoices missing from GSTR-2B
    What advance tax is due in December?Agent VanceInstalment and challan, for review
    We got a GST notice.Agent NoraA point-wise reply, drafted for your CA
    Draft an offer letter for our new accountant.Agent LettyOn your template, for review

    04 / Hands over the hard ones

    Hands over the hard ones.

    Notices, penalties and disputes go to the person the agent reports to, and the client sees who has it.

    Agent Noot · Pattam Textiles

    1. Prakul Pattam

      notice_drc01.pdf

      We got this from the GST department. What do we do?

      10:02

    2. Agent Noot

      This needs your CA. I've passed it to CA Akhil Kumar, who has it now and will call you today.

      10:02

    3. Handed to CA Akhil Kumar · 10:02

    4. Agent Nora drafts a point-wise reply for CA Akhil Kumar to review · 10:04

    05 / You choose how it speaks

    You choose how it speaks.

    Client by client: answer directly, or draft each reply for your review.

    How Agent Noot repliesPer client
    ClientRepliesChanged by
    Pattam Textiles Pvt LtdAnswers directlyCA Akhil Kumar
    Shankar TradersDrafts for reviewDefault for new clients
    How review works

    06 / Your team, same thread

    Your staff can ask it too.

    Ask a client's agent what came in, what's pending and what it told the client.

    Agent Noot · Shankar Traders · Staff

    1. CA Akhil Kumar

      Is anything still pending from Shankar Traders for September?

      09:40

    2. Agent Noot

      No. The request is complete. The bank statement came on WhatsApp on 22 September, and you confirmed the invoice photo.

      Source: Document request, September documents

      09:40

    3. CA Akhil Kumar

      What was their largest payment in September?

      09:42

    4. Agent Eva

      ₹3,18,400 to Shree Meesala Yarns on 14 September, by NEFT.

      Source: HDFC statement, September

      09:42

    Give every client an AI agent.