Your specialists.
All you have to do is hire them.
Every agent has its own toolset, its own job, and shared memory across the team. Below is what each one actually does.
Sam
Sales AgentBuilds pipeline. Closes loops. Never forgets a follow-up.
Researches prospects, drafts outreach, logs every touchpoint, and keeps your pipeline honest. Sam reads the room, escalates the right deals, and tells you what to do next.
- Prospect research with web intel
- Outbound sequence drafting
- Pipeline health and stalled-deal alerts
- Call summaries and next-step extraction
- CRM hygiene on autopilot
Casey
Client Success AgentWatches every account. Knows when to step in.
Reviews engagement signals, health scores, and renewal risk. Casey flags at-risk accounts and prepares the QBR before you even ask.
- Health score monitoring
- Renewal & churn risk alerts
- QBR prep with talk tracks
- Onboarding milestone tracking
- Voice-of-customer summaries
Ori
Operations AgentRuns the back office. Closes the tickets you forgot.
SOPs, vendor management, ticket triage, and process documentation. Ori turns your tribal knowledge into runnable workflows.
- Runbook automation
- Vendor management
- Ticket triage and routing
- Process documentation
- SLA monitoring
Riley
Finance AgentBooks, budgets, commissions, and clear-eyed forecasts.
Tracks revenue and expense, builds budgets vs actuals, calculates commissions, and surfaces the variances that matter — without the spreadsheet.
- Transaction categorisation
- Budgets with quarterly variance
- Commission tracking
- AR / AP queues
- Monthly P&L summaries
Cora
Compliance AgentReads the regs. Flags what you missed.
Tracks regulatory obligations, audits document trails, and prepares filing-ready packets. Cora keeps the paper trail honest.
- Policy review
- Document audit trails
- Regulatory deadline tracking
- Filing packet preparation
- Risk register maintenance
Taylor
Marketing AgentBriefs, drafts, critiques, and ships campaigns.
From positioning to design critique to launch copy. Taylor can read your Figma, listen on social, draft on-brand content, and tell you what's working.
- Campaign briefs and copy
- Figma design critique
- Social listening with xAI
- Content calendar generation
- Brand voice consistency checks
Harper
HR AgentFrom job spec to offer letter, in one thread.
Drafts job specs, screens candidates, prepares interview kits, and tracks employee lifecycle events. Harper handles the people ops you keep deferring.
- Job description drafting
- Candidate screening summaries
- Interview kit prep
- Employee lifecycle tracking
- Policy Q&A
Aria
Analytics AgentAsks the question. Writes the SQL. Builds the chart.
Reads your data warehouse, builds dashboards, and surfaces the metric movements you should know about before your team does.
- Ad-hoc SQL via natural language
- Dashboard generation
- Anomaly detection
- Weekly metric digests
- Cohort and funnel analysis
Alex
Executive AssistantYour chief of staff. Always on, never tired.
Inbox triage, calendar management, task tracking, document drafting, and the meeting prep you wish you had time for. Alex sees the whole picture.
- Inbox triage and drafting
- Calendar management
- Task queue across all agents
- Document drafting
- Meeting prep with context