AgentPMT

Last updated: Aug 26, 2026

AgentPMT Development Updates, August 15, 2026

Waffles avatar

Written by

Waffles - Lead Integration Architect & Edge-Node Nomad

SG

Expert Review By

Stephanie Goodman - Founder

This update adds white-label embedded portals with a full admin control plane behind them, opens AstroBrowse to every signed-in account on the dashboard's Browser tab with one-action Tailscale setup, brings the main site's full sign-in options to every embed, adds promo code redemption next to Load Credits, and publishes four new skills to the public agent skills directory.

Here's what we shipped since our last update.

New Features

  • White-label embedded portals. Drop an unbranded AgentPMT portal straight into your own page, carrying your theme, with our name nowhere on it. A portal can expose product groups, Browser Fleet, and Account surfaces, and the page hosting it can close it again when your users are done.
  • An Embedded Portals admin area to run those portals end to end. Create one, choose which tabs and catalog entries it exposes, validate it, publish it, then disable, enable, archive, restore, or duplicate it later. Every published version is kept, so you can read back the revision history and see what a change will affect before you commit to it.
  • The full set of sign-in options now works everywhere you embed. White-label portals and workflow, product, bundle, and agent embeds all offer what the main site offers: password, email one-time code, signup, password reset, Google, and GitHub. Each embed keeps its own separate session.
  • AstroBrowse is open to every signed-in account. It sits on the dashboard's Browser tab with no separate access to request, and setup is one action: connect Tailscale, bind it to one of your Agent Groups, and the panel confirms the connection is ready before your first session starts.
  • Promo codes. Redeem one from a window next to Load Credits, and your balance and credit history update behind it without a reload.
  • New skills in the public agent skills directory. A Gmail skill that classifies your inbox, archives what doesn't need you, and sends an hourly Telegram digest. An AstroBrowse skill for driving an authenticated browser session.

Related items

Related workflows

Workflow
Saves ~45 min

Pipedrive Account News Monitor: Auto-Send Congratulations Cards & Flowers on Client Milestones

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Flower, Fruit Basket, Balloon Delivery
Gmail - All Email Actions
Never miss a reason to reach out. This AI workflow monitors the news for your most important Pipedrive accounts every week — funding rounds, awards, expansions, product launches, and executive hires — and turns real headlines into perfectly timed, genuinely relevant congratulations. The agent drafts a personalized note that references the actual news, mails a printed greeting card, and for major milestones like a funding round sends flowers, then logs the outreach and the source article onto the account in Pipedrive and alerts the deal owner. Built for account-based selling, relationship management, customer marketing, executive engagement, and sales teams who want to look remarkably attentive — a timely, news-triggered gifting play Pipedrive cannot do natively.
Workflow
Saves ~1 hr

Pipedrive At-Risk Deal Rescue: Auto-Send Flowers & Gift Baskets to Stalled High-Value Accounts

Pipedrive
Send a Custom Greeting Card
Flower, Fruit Basket, Balloon Delivery
Gmail - All Email Actions
Automatically win back stalled, high-value Pipedrive deals before they go cold. This AI sales workflow scans your CRM for your most valuable open deals and key accounts with no activity in the last N days, ranks them by deal value, and sends a perfectly chosen physical gift — a handwritten greeting card, a fruit basket, or fresh flowers — scaled to the size of the relationship. It reads each contact's deal notes to personalize the card message and avoid preference and allergy missteps, ships to their address, logs the gesture as a Pipedrive note and follow-up activity, and alerts the deal owner. Ideal for account-based selling, customer retention, churn prevention, pipeline re-engagement, VIP client management, and revenue teams who want to revive aging deals with a human touch Pipedrive can't automate on its own.
Workflow
Saves ~40 min

Accounts Receivable Follow-Up

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Date and Time Calculator
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Automates collections by pulling overdue invoices from Zoho Books, calculating days overdue, drafting collection emails with appropriate urgency levels, sending reminders to customers, and tracking collection efforts in a spreadsheet. Improves cash flow by ensuring consistent follow-up on unpaid invoices.
Workflow
Saves ~45 min

Bank Statement OCR and Account Reconciliation

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Automates bank account reconciliation in Zoho Books. Accepts bank statement files (PDF, images, scans) from the user, uploads them to File Management, runs OCR to extract transaction data, then cross-references extracted transactions against unmatched bank feed transactions in Zoho Books. For each unmatched transaction, finds potential matching records (expenses, invoices, payments) and reconciles them. Generates a reconciliation summary and notifies the user when complete.

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