How it works
You know the job. We build the help.
Three steps: map, build, run. Here is what happens at each one, what your team sees and how a person stays in charge the whole time.
Build
Your people explain it once. The agent does it every day.
Bring the task and the people who do it. A few conversations is usually enough. We handle the technical side and hook up your systems. The agent shows up in the email and chat your team already uses, so nobody has a new app to learn.
Trigger
New PO email
6:01:52
Read
Parse 14 lines
6:02:07
Match
Live inventory
6:02:41
Approve
Ops lead signs off
6:03:30
Done
Shipped
6:04:03
Pipeline AgentSales
Researches every new lead, fills in the CRM and runs the follow-ups.
Call these 3 first. 11 more got a personal follow-up, queued for your yes.
| Lead | Fit | Next step |
|---|---|---|
| 92 | Call today | |
| 87 | Call today | |
| 81 | Demo Thu | |
| 64 | Nurture |
Starts on its own when, say, an email arrives
Runs on a schedule, like every morning at 8
Works in your email, chat and CRM
Learns your company’s way of doing things
Asks a person before key steps
Gets better the longer it runs
First we learn how your business really runs. Then we find what slipped through.
With your permission, we gather what your company runs on: emails, documents, software and the know-how in your people’s heads. Software like this reads far more than a person has time for and notices what looks off. Those odd spots often point to time or money you did not know you were losing. That is where your agent’s job comes from.
One shared notebook
Everything we learn about your business, kept in one place and up to date, so every agent knows what the others know. The purple dots are unusual patterns. They tell us what to build.
Discovery
Example: week one at a 40-person insurance broker.
Live activity Live
A running list of what your agents did, when, and in which app.
Matched PO #48213 to stockOps Agent · now
Flagged Kessler Freight renewalRenewal Watch · 2m
Coded 412 bank linesClose Copilot · 9m
Booked 3 refilled appointmentsFront Desk · 24m
Safety
Nothing goes out the door without passing five checks.
Here is one example: the agent wants to email seven vendors. Watch what it has to clear first.
The agent wants to
Send 7 vendor follow-up emails
1. Allowed?
Roles and permissions
Only the people and agents you allow can act.
2. Within your rules?
Rules in your own words
“Never email a customer after 8 PM.”
3. Under budget?
A spending limit
A hard monthly cap. It stops at the line.
4. Needs your OK?
Your sign-off
Anything a customer will see waits for you.
Approved in Slack
5. Recorded
Written down
What it did, when and why.
Usage and value, live
See hours saved, tasks done and money spent for each agent, next to the limits you set.
Hours returned
1,284
Spend
$412.08
Budget used
41%
Runs where you want
We can host it for you, or it can run in your own AWS, Azure or Google Cloud account.
1Who can use it
Who does what
You decide who can use each agent, who can change it and who signs off on its work.
The login you already have
Sign in with Google or Microsoft. No new passwords.
Passwords kept locked up
Passwords sit in a locked vault and are never written into the agent.
2What it can do
Rules in your own words
Write a rule the way you’d tell a new hire, like “never email a customer after 8 PM.” The agent follows it every time.
Your sign-off
Anything a customer will see, or anything over your dollar limit, waits for your OK.
Your data stays yours
It only sees what the job needs. Your data is never used to train AI. You can shut off its access whenever you like.
The right AI for the job
We pick the AI that does each task best, such as Claude or ChatGPT, and can switch later without starting over.
3What you can see
A full record
Every step the agent takes is written down: what it did, when and why.
A weekly report
Hours given back, jobs done and what each job cost.
A spending limit
A hard monthly cap on what the agent can spend.
Give us 30 minutes. We’ll show you where the week goes.
A free video call. Tell us how your team spends a normal week. We’ll name the jobs an agent could take over, what that saves and roughly what it costs. If it isn’t worth it, we’ll say so, and you’ve spent nothing.
Example week