50 specialized agents we deploy across small business operations. Pick three, pick five, pick ten — each one trained on your data, integrated with your stack, managed by us.
Browse the roster →Most-deployed agent
SUPPORTInbound calls, walk-ins, voicemail
SUPPORTDeflects 60-80% of tickets
SUPPORTThe cross-channel CX layer
SUPPORTProactive retention & expansion
SALESTop-of-funnel, on autopilot
SALESHighest ROI for sales teams
SALESThe leak-stopper
SALESWarm leads through to signed
SALESTurns intake notes into signed contracts
SALESFirst 30 days, owned
SALESKeeps paying customers paying
MARKETINGMulti-channel campaigns, end to end
MARKETINGLifecycle sequences and nurture flows
MARKETINGThe long game most SMBs ignore
MARKETINGMarketing in your voice, at scale
MARKETINGEvery channel, every day
MARKETINGForums, Discord, AMAs, advocates
MARKETING5-star pipeline, automated
MARKETINGPress, brand mentions, crisis comms
MARKETINGBrand assets, on demand
MARKETINGRecruit, track, pay, protect
PRODUCTFeature requests to roadmap
PRODUCTCode review, bug triage, small refactors
PRODUCTYour site, always tuned
PRODUCTSOPs, user docs, API refs
PRODUCTBriefings before every meeting
PRODUCTYour team second brain
DATAReplaces 9 hrs/wk of manual reporting
DATADashboards, SQL, deep analysis
DATAApplies insight to decisions
FINANCEDaily transactions, clean books
FINANCEMonthly close, advisory, tax-ready
FINANCEFinance team in a box
FINANCEBookkeeping pain, gone
FINANCEChases the money owed
OPSThe COO layer
OPSVendor sourcing & negotiation
OPSStock, reorders, forecasts
OPSFor service ops
OPSNotes that actually get used
OPSYour calendar, finally yours
OPSBeyond scheduling
OPSYour CRM stops lying
PEOPLEPeople ops beyond hiring
PEOPLEInbox-zero applicant tracking
PEOPLEInternal tech support
LEGALRoutine legal triage
LEGALWatches what humans miss
LEGALSources, scopes, ships co-marketing
What it does. Reads every inbound thread in context. Categorizes by intent. Drafts replies in your voice. Flags anything that needs your eyes. Auto-archives login codes and 2FA emails.
Gmail, Outlook, Fastmail, ProtonMail
Your last 12 months of email + decision patterns
Hours saved/wk, response time, missed-follow-up rate
What it does. Owns every inbound touchpoint. Answers calls. Transcribes and triages voicemail. Greets website visitors via chat. Handles walk-ins. Routes to the right human with context.
Twilio, OpenPhone, Drift, Intercom, kiosk web apps, HubSpot
Your routing rules + people directory + brand voice + escalation matrix
First-touch response, mis-routes, lead capture rate, voicemail-to-callback time
What it does. Reads inbound support tickets. Searches your knowledge base. Answers Tier-1 questions immediately. Escalates Tier-2/3 with full context.
Intercom, Zendesk, Help Scout, Front, Linear
Your KB, past ticket history, escalation rules
Deflection %, first-response time, CSAT delta
What it does. Different from Support T1 (reactive deflection) and CSM (proactive retention). Owns the umbrella: phone, chat, email, social DMs, complaint resolution, CSAT/NPS analysis, voice-of-customer reporting.
Intercom, Zendesk, Gladly, Kustomer, Sprout, custom CSAT/NPS tools
Your support history + CSAT/NPS data + escalation patterns
CSAT, NPS, complaint resolution time, voice-of-customer themes/mo
What it does. The continuous "are they getting value?" layer. Health checks, QBR prep, expansion signal detection, advocate identification, executive sponsor outreach.
HubSpot, Vitally, Catalyst, Gainsight, ChurnZero, Pendo
Your usage data + adoption milestones + segmentation + expansion playbook
Health-score accuracy, expansion revenue per account, QBR completion rate
What it does. The pipeline-volume engine: outbound prospect list building, cold email sequencing, LinkedIn outreach, landing-page A/B tests, paid-campaign creative iteration.
Apollo, Clay, Instantly, Smartlead, LinkedIn Sales Nav, Meta Ads, Google Ads
Your ICP + best-performing outbound copy + landing-page baselines
MQLs created/wk, cost per MQL, reply rate, list quality score
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.
HubSpot, Salesforce, Pipedrive, custom forms
Your closed-won vs closed-lost data + ICP definition
Lead-to-meeting rate, hot-lead response time, false-positive rate
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.
Gmail, Outlook + your CRM activity stream
Your sequence templates, cadence preferences, do-not-contact list
Follow-up coverage %, response lift, opt-out rate
What it does. Handles inbound warm conversations: objections, demos coordination, pricing questions, contract negotiation through to signature.
HubSpot, Salesforce, Pipedrive, Gong, Chili Piper, DocuSign
Your last 100 won/lost deals + objection patterns + voice
Win rate, sales cycle days, avg deal size, no-decision rate
What it does. Drafts custom proposals or SOWs in your template. Inserts the right pricing, scope, and timeline. Sends with read-receipts.
PandaDoc, DocuSign, HelloSign, Proposify, custom Google Docs templates
Your last 50 proposals + win/loss patterns + brand voice
Proposal turnaround time, close rate, edit rounds per proposal
What it does. Triggers when a deal closes. Sends the welcome email. Collects intake docs. Schedules the kickoff call. Sends Day 7, 14, 30 check-ins.
HubSpot, Stripe, Calendly, Notion, Loom, Slack
Your existing onboarding playbook + client success patterns
Time-to-first-value, week-1 activation rate, 30-day NPS
What it does. Monitors every subscription. Reads usage + support sentiment + payment changes to score churn risk. Surfaces at-risk accounts with a drafted save play.
Stripe, Chargebee, HubSpot, support tools, custom usage events
Your churn-driver patterns + save-play templates + LTV data
Save-play execution rate, NRR, gross retention
What it does. Plans and launches campaigns across email, paid, content, and social. Briefs the team. Optimizes spend in-flight. Tracks attribution. Reports outcomes weekly.
HubSpot, Klaviyo, Meta Ads, Google Ads, LinkedIn Ads, GA4
Your ICP, brand voice, channel mix, past campaign performance
CAC, ROAS, channel mix shift, attribution-weighted conversions
What it does. Owns the highest-ROI marketing channel: welcome flows, nurture sequences, drip campaigns, win-back, re-engagement, behavioral triggers, newsletter cadence.
Klaviyo, ConvertKit, Mailchimp, Beehiiv, Customer.io, HubSpot, Iterable
Your list, segments, engagement history, brand voice
Open rate, CTR, list growth, revenue attributed to email, churn from list
What it does. Owns keyword research, on-page optimization, technical SEO audits, link building outreach, content gap analysis, SERP tracking.
Search Console, Ahrefs, Semrush, Surfer, Yoast/RankMath, BrightLocal
Your site, vertical, competitor SERPs, link profile
Organic sessions, top-ranking keywords, DA growth, organic conversions
What it does. Drafts blog posts, social updates, email newsletters, and landing-page copy. Outputs ready-to-edit drafts that need 80% less work than generic AI.
WordPress, Webflow, Ghost, ConvertKit, Beehiiv, Buffer
Your last 12 months of content + brand voice guide
Publish cadence, edit-rate per piece, organic traffic delta
What it does. Owns user community spaces: Discord, Slack groups, forums, Circle / Mighty Networks. Runs AMAs. Cultivates advocates.
Discord, Slack Connect, Circle, Mighty Networks, Discourse, custom forums
Your community guidelines + member directory + advocate playbook
Active members, advocate-to-case-study conversion, top-contributor retention
What it does. Knows the right moment to ask. Sends personalized ask. Routes to Google, Yelp, G2, Capterra based on prospect ICP.
Stripe webhooks, Jobber, ServiceTitan, support tools, Google/Yelp APIs
Your service completion patterns + ICP data
Reviews collected/mo, avg star rating, time-to-review
What it does. Handles inbound press inquiries. Monitors brand mentions. Drafts founder thought-leadership posts. Pitches journalists. Manages crisis comms.
HARO/Qwoted, Meltwater, Brand24, Twitter/X, LinkedIn
Your brand voice + founder POV + media list + crisis playbook
Press hits/mo, founder share-of-voice, sentiment trend
What it does. Generates branded images for posts, ads, landing pages, slide decks. Mockups for marketing pages. Edits photos.
Figma, Canva, Photoshop, Midjourney, custom brand kits
Your brand guidelines, font/color palette, asset library
Assets shipped/wk, brand-consistency score, design rounds saved
What it does. Sources affiliates from your customer base. Onboards with personalized welcome. Tracks attribution per partner. Catches click fraud.
PartnerStack, Tapfiliate, Rewardful, Stripe, custom UTM tracking
Your offer terms + ICP + attribution rules + fraud patterns
Affiliates active, attributed revenue, fraud-flag rate, payout cycle days
What it does. Aggregates feature requests. Synthesizes themes. Maintains the roadmap. Writes specs. Coordinates with Developer + Designer agents.
Linear, Productboard, Jira, Canny, Pendo, customer feedback streams
Your product strategy + customer segments + win/lose data
Requests synthesized/mo, ship-rate against roadmap, feature adoption
What it does. Reviews PRs against your conventions. Triages incoming bugs by severity. Suggests fixes. Handles dependency updates and small refactors.
GitHub, GitLab, Linear, Sentry, Vercel, custom CI
Your codebase, conventions, recent commit history
PR review time, bug TTR, dep update cadence
What it does. Monitors uptime. Fixes broken links. Updates content. Runs Lighthouse weekly. Surfaces SEO issues. Handles routine WordPress / Webflow updates.
WordPress, Webflow, Ghost, Search Console, Lighthouse, Cloudflare
Your site structure + content schema + brand voice
Uptime %, Core Web Vitals, content velocity
What it does. Owns the writing: SOPs, customer-facing help docs, API references, internal wikis, Loom video scripts, training materials.
Notion, GitBook, Mintlify, Readme, Confluence, custom MDX/docs sites
Your product, support tickets, internal SOPs
Docs published/mo, support deflection from docs, doc staleness
What it does. Deep research on prospects, competitors, markets, topics with cited sources. Output: a Notion doc with cited sources.
Web (multi-source), LinkedIn, Crunchbase, SEC filings, Notion, Drive
Your research playbook + ICP definition + question templates
Briefs delivered/wk, cited-source coverage, time-to-brief
What it does. Indexes every SOP, KB article, Slack thread. Answers team questions with cited sources. Flags stale docs. Detects repeated questions and drafts new SOPs.
Notion, Confluence, Slack, Google Drive, Loom, custom wikis
Your existing documentation + team question patterns
Question-to-answer time, doc staleness, SOP creation velocity
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.
GA4, Stripe, HubSpot, QuickBooks, Slack — any tool with an API
Your reporting templates + KPI definitions + business context
Time-to-report (target: 0 manual minutes), narrative accuracy
What it does. Owns the data infrastructure: builds dashboards, writes SQL, runs cohort/funnel/retention analyses, sets up event tracking, owns the warehouse.
BigQuery, Snowflake, Looker, Metabase, Mixpanel, Amplitude, dbt
Your data model + KPI definitions + business context + question patterns
Time-to-answer, dashboard adoption, decisions informed/mo
What it does. Quarterly planning, OKRs, competitive positioning, build/buy/partner analysis, market-entry scoring, growth strategy frameworks applied to your actual choices.
Notion, Miro, custom strategy frameworks, market data feeds
Your business context + competitive landscape + financial model
Strategy docs shipped/qtr, decisions informed, OKR clarity score
What it does. Categorizes every bank and card transaction. Matches receipts to charges. Reconciles accounts daily. Drives the AR follow-up sequence.
QuickBooks, Xero, Stripe, bank feeds, Plaid
Your COA + transaction patterns + vendor list
Books-current days, AR aging, reconciliation accuracy
What it does. Runs the monthly close. Produces financial statements. Variance analysis vs budget. Tax-ready packages quarterly. Cash-flow projections.
QuickBooks, Xero, NetSuite, Excel/Sheets, Bill.com, payroll providers
Your COA + GAAP/cash basis preference + budget
Close cycle time, statement accuracy, advisory questions answered/mo
What it does. Reads incoming invoices. Extracts vendor, amount, due date, line items. Validates against POs. Routes for approval. Codes to GL. Posts to your accounting system.
QuickBooks, Xero, Bill.com, NetSuite, Ramp
Your COA, vendor list, approval matrix, exception rules
Invoice-to-paid time, coding accuracy, exception rate
What it does. Reads forwarded receipts from email. Reads photos texted from the field. Extracts vendor, amount, category, date. Codes to your COA.
QuickBooks, Xero, Ramp, Brex, Expensify, Divvy
Your COA + expense policy + vendor list
Receipts processed/mo, coding accuracy, close-cycle days
What it does. Owns AR aging: chases overdue invoices, negotiates payment plans, routes escalations, drafts the final demand letter.
QuickBooks, Xero, Stripe, Chargebee, custom AR systems, mailing services
Your AR aging + payment terms + escalation matrix
DSO, recovery rate, write-off %
What it does. Owns daily ops dashboard, bottleneck detection, process improvement, cross-functional coordination, project-level status, blockers, standup digests.
Notion, Linear, Asana, ClickUp, Slack, GitHub, custom dashboards
Your business model + workflow maps + KPI dashboards + escalation thresholds
Bottleneck resolution time, process improvements shipped/mo, update timeliness
What it does. Sources vendors for new needs. Runs comparison RFPs. Negotiates rates and terms. Tracks contract renewals 90/60/30 days out.
Vendr, Tropic, NetSuite, custom ERPs, contract management tools
Your spend categories + approved vendor list + negotiation playbook
Avg savings/contract, renewal cycle days, vendor performance score
What it does. Watches stock levels across SKUs and locations. Forecasts demand from sales velocity. Triggers reorders. Flags slow movers for markdown.
Shopify, NetSuite, Cin7, Katana, Finale, custom warehouse systems
Your SKU catalogue + sales history + supplier lead times + promo calendar
Stockout rate, days of inventory, forecast accuracy, dead-stock %
What it does. Receives service calls or job requests. Matches to the right tech by skill, geography, and current load. Books the appointment. Optimizes day-of routing.
ServiceTitan, Jobber, HouseCallPro, Salesforce Field Service
Tech skills matrix, route optimization rules, customer history
First-time-fix rate, route efficiency, on-time arrival %
What it does. Joins Zoom / Meet / Teams calls. Transcribes with speaker labels. Extracts decisions, action items, owners, deadlines.
Zoom, Google Meet, Teams, Granola, Fireflies, tldv
Your meeting types + decision frameworks + project structure
Action items captured/meeting, completion rate, meeting-to-decision time
What it does. Reads incoming meeting requests, proposes times that fit your real preferences, books the meeting, sends the invite, handles reschedules.
Google Calendar, Outlook, iCal — with Calendly / SavvyCal handoff
Your meeting preferences, energy patterns, travel rules
Time-to-book, reschedule rate, deep-work hours preserved
What it does. Books travel. Sources gifts. Handles errands queued by email or SMS. Manages subscriptions. Renews registrations.
Concur, Expensify, Stripe-managed concierge APIs, custom errand vendors
Your preferences (airlines, hotel brands, gift profiles, dietary)
Tasks resolved/wk, escalation rate, your hours saved
What it does. Logs every email, call, meeting, and Slack thread to the right contact. Dedupes records. Enriches with public data. Flags stale opportunities.
HubSpot, Salesforce, Pipedrive, Close, Attio
Your field schema, stage definitions, deal naming conventions
CRM data freshness, dup rate, fields-completion %
What it does. Owns the employee experience post-hire: PTO requests, benefits questions, policy lookups, anniversary touches, performance check-in reminders.
BambooHR, Rippling, Gusto, Justworks, Slack, Notion
Your handbook + policy library + people directory + tenure data
Employee NPS, policy-question SLA, PTO request cycle, anniversaries hit
What it does. Screens inbound applicants. Sends polite rejections. Schedules interviews. Sends prep materials. Coordinates panel calendars. Drafts offer letters.
Greenhouse, Lever, Ashby, Workable, BambooHR
Your role criteria + interview rubric + offer templates
Applicant-to-screen time, interview-to-offer cycle, candidate NPS
What it does. Owns internal employee tech: password resets, SSO provisioning, equipment requests, app access, troubleshooting, software license tracking.
Okta, 1Password, Jamf, Intune, Slack, custom helpdesk
Your stack inventory + role-based access rules + asset registry
Ticket SLA, first-touch resolution, asset compliance %, license waste
What it does. Reviews inbound contracts and NDAs against your template. Flags clauses that diverge from your playbook. Drafts negotiation responses.
PandaDoc, Ironclad, Lexion, DocuSign, custom contract libraries
Your contract templates + redline playbook + escalation rules
Contracts reviewed/wk, redline cycle time, escalations to outside counsel
What it does. Monitors auth logs, suspicious login patterns, MFA gaps, expired certs, exposed secrets, S3 misconfigurations, dependency vulnerabilities.
Cloudflare, Vercel, AWS, GitHub, 1Password, Snyk, Slack
Your stack inventory + access policies + incident playbook
Mean-time-to-detect, false-positive rate, audit-trail completeness
What it does. Identifies partnership targets. Drafts outreach. Manages the conversation through to first joint campaign. Tracks partner-sourced pipeline.
HubSpot, Salesforce, LinkedIn, Notion, custom partner CRM
Your ICP + competitive map + partnership playbook + brand voice
Partners active, partner-sourced revenue, time-to-first-campaign
Every workforce engagement starts with 3 agents (Starter), 5 (Pro), 10 (Workforce), or up to all 50 (Custom). Pick from this roster or design your own.
See Plans → Custom agent? →
SOCIAL MEDIA MANAGER
What it does. Builds the weekly posting schedule across LinkedIn, X, Instagram, TikTok, YouTube Shorts, Threads. Triages DMs. Spots trends to ride.
Lives in
LinkedIn, X, Instagram, TikTok, YouTube, Buffer, Later, Sprout
Trained on
Your brand voice + posting cadence + engagement rules
KPIs
Posts shipped/wk, engagement rate, DM-to-meeting conversion