The full walkthrough

Three phases.
One intelligent system.

mlti.ai learns how you work, builds a playbook from your real process, and runs it autonomously across your tools. Here is exactly how each phase works.

Teach
Run
Keep Control
Phase 1

Teach it how you work

The experience feels like a guided interview, not a toolchain. The extension enriches the experience but never gates it — voice-only teaching works too.

1

Install the chrome extension

One click from the Chrome Web Store. No permissions to your tools yet — it just sits in your browser, ready when you are.

2

Press one button to start

Voice and recording start together. Work normally while talking through your process — the agent listens and watches simultaneously.

3

The Understanding panel updates in real time

As you work and talk, the agent shows what it's learning — phases, highlights, and key decisions appear live. You can see the playbook taking shape.

4

The agent asks clarifying questions

"What if they don’t respond?" "Is there a case where you’d reject this?" The agent drives a guided interview, capturing your reasoning and edge cases — not just your clicks.

5

Wrap-up and playbook generation

When you’re done, the agent drives a wrap-up — confirming what it understood about your process. Then the playbook generates with visible progress: phase cards show each part being built. Review and approve — it’s plain English you can edit like a document.

app.hubspot.com/contacts
HubSpot
Gmail
Stripe
Contact NameSarah Chen
CompanyMeridian Accounting
StatusNew Lead
Recording
“First I check if they’re a good fit...”

No need for your IT team

The extension just observes, no integrations needed. It can see your screen but it can't touch your tools. You grant tool access only after you've seen the playbook and trust the system.

Phase 2

Let it run your process

The agent follows your playbook across your real tools. It reasons, acts, waits, and escalates — exactly how you would.

1

Connect your tools

Now you grant OAuth access towhatever tools your process needs. The system explains why each integration is needed and uses your credentials to work.

2

A form is submitted

A new client fills out your intake form. The agent spins up with the submission data, your playbook, and access to every tool it needs.

3

The agent reasons and acts

It qualifies the lead against your criteria, sends a personalized welcome email, updates your CRM, creates an invoice — exactly the way you would. Every decision follows your playbook.

4

It sleeps and waits

Waiting for a signed engagement letter? A calendar booking? A payment? The agent sleeps until something happens. No polling, no wasted compute. It just waits — for hours, days, or weeks.

5

When something happens, it wakes up again

A reply comes in, a document is uploaded, a payment clears. It wakes up, reasons about what changed, takes the next actions, and goes back to sleep. The cycle continues until the process is complete.

6

When something needs a human, it escalates

An unusual request, a large deal, a compliance question. It doesn’t guess — it escalates to you with full context and a suggested action. You decide, it continues.

7

Everything is logged

Every decision, every action, every piece of reasoning. A complete audit trail you can review anytime. If something goes wrong, you can trace exactly what happened and why.

Agent Activity
Client Onboarding #47
0:00
Form received from Typeform
0:02
Qualified: LLC, <$500K revenue, NY-based
0:03
Welcome email sent to sarah@meridian.com
0:04
CRM contact created in HubSpot
0:05
Sleeping: waiting for calendar booking...
48:00
No booking after 48h. Sending follow-up.
48:01
Follow-up email sent
72:15
Calendar booking received. Waking up.
Event
Reasoning
Action
Waiting
Phase 3

Keep control

See every running process and understand what the agent is doing at each step. Step in to adjust mid-flow, or let the system surface patterns and suggest playbook-level improvements over time.

Pattern-based suggestions

Pattern: 3 of your last 5 C-corp leads were referred out.

Auto-refer C-corp inquiries to your partner firm?

Suggested

Pattern: Follow-up emails at 48h get 2x more responses than at 72h.

Change follow-up timing from 72h to 48h?

Approved

Pattern: Clients who book within 24h close 85% of the time.

Fast-track these clients: skip the qualification call?

Reviewing

The result

Week 1

Processes handled15

All manual. All you.

Time spent16h/week

Week 4

You handle3

Exceptions only

Agent handled12

Week 1: you handle 15 processes manually. Week 4: you handle 3 exceptions. The agent handles 12.

Ready to teach it your process?

We're onboarding early partners who want to be the first to multiply themselves with mlti.ai. Tell us about your process.

No credit card. No commitment. Just a conversation about your process.