Agents

Meet the
workforce.

Ten specialized agents we deploy across client operations. Pick three, pick five, pick all ten — each one trained on your data, integrated with your stack, managed by us.

Browse the roster →
01
01 — The roster

10 agents.
Each one
does one job.

✉

Email Triage

Reads, categorizes, drafts.
☞

Lead Qualifier

Scores, routes, alerts.
📊

Reporter

Pulls, formats, emails.
📅

Scheduler

Books, reschedules, syncs.
📋

CRM Updater

Logs, dedupes, enriches.
💵

Invoice Bot

Reads, validates, routes.
🔕

Follow-up

Never drops a thread.
💬

Support Tier-1

Knows your KB.
✏

Content Drafter

Blog, social, newsletters.
📍

Dispatcher

Routes jobs, techs, tickets.
AGENT 01 — EMAIL TRIAGE
✉

EMAIL TRIAGE

Most-deployed agent

What it does. Reads every inbound thread in context. Categorizes by intent (new lead, existing client, vendor, internal, noise). Drafts replies in your voice. Flags anything that needs your eyes. Auto-archives login codes and 2FA emails so they don't pile up.

Lives in

Gmail, Outlook, Fastmail, ProtonMail

Trained on

Your last 12 months of email + decision patterns

KPIs

Hours saved/wk, response time, missed-follow-up rate

AGENT 02 — LEAD QUALIFIER
☞

LEAD QUALIFIER

Highest ROI for sales teams

What it does. Scores every inbound lead against your ICP in under 30 seconds. Hot leads route to the right closer with a context summary. Cold leads enter nurture. Spam disappears. Zero leads sit in a form-submissions inbox unread.

Lives in

HubSpot, Salesforce, Pipedrive, custom forms

Trained on

Your closed-won vs closed-lost data + ICP definition

KPIs

Lead-to-meeting rate, hot-lead response time, false-positive rate

AGENT 03 — REPORTER
📊

REPORTER

Replaces 9 hrs/wk of manual reporting

What it does. Pulls KPIs from every tool in your stack. Formats into your preferred reporting template. Writes a plain-English narrative summary. Emails it on schedule. Flags anomalies. Your Monday morning briefing, automated.

Lives in

GA4, Stripe, HubSpot, QuickBooks, Slack — any tool with an API

Trained on

Your reporting templates + KPI definitions + business context

KPIs

Time-to-report (target: 0 manual minutes), narrative accuracy

AGENT 04 — SCHEDULER
📅

SCHEDULER

Your calendar, finally yours

What it does. Reads incoming meeting requests, proposes times that fit your real preferences (not just "open" slots), books the meeting, sends the invite, and handles reschedules. Knows when to push back on a request. Knows when you should be flying instead of meeting.

Lives in

Google Calendar, Outlook, iCal — with Calendly / SavvyCal handoff

Trained on

Your meeting preferences, energy patterns, travel rules

KPIs

Time-to-book, reschedule rate, deep-work hours preserved

AGENT 05 — CRM UPDATER
📋

CRM UPDATER

Your CRM stops lying

What it does. Logs every email, call, meeting, and Slack thread to the right contact. Dedupes records. Enriches with public data. Flags stale opportunities. Your CRM goes from a graveyard back to the source of truth.

Lives in

HubSpot, Salesforce, Pipedrive, Close, Attio

Trained on

Your field schema, stage definitions, deal naming conventions

KPIs

CRM data freshness, dup rate, fields-completion %

AGENT 06 — INVOICE BOT
💵

INVOICE BOT

Finance team in a box

What it does. Reads incoming invoices (email, PDF, OCR). Extracts vendor, amount, due date, line items. Validates against POs. Routes for approval. Codes to GL. Posts to your accounting system. Three days of accounting work, gone.

Lives in

QuickBooks, Xero, Bill.com, NetSuite, Ramp

Trained on

Your COA, vendor list, approval matrix, exception rules

KPIs

Invoice-to-paid time, coding accuracy, exception rate

AGENT 07 — FOLLOW-UP
🔕

FOLLOW-UP

The leak-stopper

What it does. Monitors every open thread. Knows the cadence each prospect needs. Drafts the next touch in your voice. Sends at the right time. Adapts based on engagement. The 3pm Tuesday "just bumping this" emails happen without you remembering.

Lives in

Gmail, Outlook + your CRM activity stream

Trained on

Your sequence templates, cadence preferences, do-not-contact list

KPIs

Follow-up coverage %, response lift, opt-out rate

AGENT 08 — SUPPORT TIER-1
💬

SUPPORT TIER-1

Deflects 60-80% of tickets

What it does. Reads inbound support tickets. Searches your knowledge base. Answers Tier-1 questions immediately. Escalates Tier-2/3 to the right human with full context attached. Customers get fast answers. Your team only sees the hard stuff.

Lives in

Intercom, Zendesk, Help Scout, Front, Linear

Trained on

Your KB, past ticket history, escalation rules

KPIs

Deflection %, first-response time, CSAT delta

AGENT 09 — CONTENT DRAFTER
✏

CONTENT DRAFTER

Marketing in your voice, at scale

What it does. Drafts blog posts, social updates, email newsletters, and landing-page copy. Trained on your existing content + brand voice guide. Outputs ready-to-edit drafts that need 80% less work than generic AI. Schedules and publishes on approval.

Lives in

WordPress, Webflow, Ghost, ConvertKit, Beehiiv, Buffer

Trained on

Your last 12 months of content + brand voice guide

KPIs

Publish cadence, edit-rate per piece, organic traffic delta

AGENT 10 — DISPATCHER
📍

DISPATCHER

For service ops (HVAC, plumbing, field work)

What it does. Receives service calls or job requests. Matches to the right tech by skill, geography, and current load. Books the appointment. Sends ETA notifications. Optimizes day-of routing. Reschedules cancellations automatically. The dispatch desk, automated.

Lives in

ServiceTitan, Jobber, HouseCallPro, Salesforce Field Service

Trained on

Tech skills matrix, route optimization rules, customer history

KPIs

First-time-fix rate, route efficiency, on-time arrival %

11 — Pick yours

Three.
Five.
Or all ten.

Every workforce engagement starts with 3 agents (Starter), 5 (Pro), or 10 (Workforce). Pick from this list or design your own — custom agents go on the Custom path.

See Plans → Custom agent? →
THNK

The Future belongs to businesses that THNK BIGGER!