Built for operators with a real ops team. Five specialized agents, deep CRM integration, multi-channel triage, and three custom workflow automations — deployed in three weeks.
"Pro is for the operator who has 3 to 15 people, an ops manager who is on fire, and a hiring queue that never closes. Pro replaces three of those open reqs with five agents."
Most Pro clients are growth-stage businesses doing $3M–$20M in revenue. They have an ops team that's drowning. They've tried VAs, they've tried Zapier, they've tried a junior CSM. None of it scales. Pro adds five agents across email, leads, CRM, support, and reporting — with three custom workflow automations connecting them.
Two more than Starter. Typically: + CRM Updater, + Support Tier-1 (or Scheduler, Follow-up, Reporter — your pick).
Two-way HubSpot / Salesforce / Pipedrive / Close. Auto-logging, dedup, enrichment, stage progression.
Email, SMS, web forms, social DMs — one unified triage layer across all inbound channels.
Production-grade automations connecting the agents to each other and to your existing tools. Not Zapier.
30-min review every other week. Tighter feedback loop on what to adjust, what to expand.
Direct line to your dedicated ops engineer. 4-hour business-day SLA, faster for production issues.
Pro dashboards include department KPIs, ROI tracking, and a team-wide leaderboard view.
Five more than Starter. Covers the long tail of tools your ops team actually uses.
Half-day audit on-site or remote. We map your operation top to bottom, score automation candidates.
Days 0-3Agents trained, integrations wired, custom workflows constructed. Internal QA week.
Days 4-14Soft launch with you in the loop. Every action queued, you approve, agents learn.
Days 15-18Full autonomy on routine. Flags surface to humans. Production live.
Days 19-21Multi-account inbox handling.
ICP scoring, hot-lead routing.
Live activity logging.
KB-grounded ticket deflection.
Cross-channel KPI summaries.
Swap any agent for another in our full agent catalogue at any time. Custom agents available on the Custom path.
Yes. Pro includes an in-app training UI where your team flags drafts, edits responses, and the agent learns within 24 hours. Plus weekly bulk fine-tuning by our ops engineer.
During the audit, we score your top automation candidates by ROI. The top three are built into the engagement. Additional custom workflows are add-ons at $1,500–$3,500 each.
Yes. Pro includes 5 user seats by default. Additional seats at $15/user/month.
Same security posture as Workforce: zero-data-retention Claude API, encrypted at rest and transit, SOC2 controls in place. BAA available on request.
Yes. Step down to Starter (3 agents) any time with 30 days notice. We deprecate 2 agents and the others continue without interruption.
30-minute scoping call. We diagnose the three highest-ROI workflows in your operation and propose how Pro deploys them.
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