Agents that work alongside your team, not instead of it.
Our core agents run on top of your knowledge infrastructure. They handle sales and business development, documents, and daily operations inside the tools your team already uses. No new platforms. No learning curve.
Chief of Staff
Delivers a daily briefing covering open items, exceptions, and what needs your attention. Drafts emails, manages scheduling, and handles the operational overhead that keeps you from the work that actually matters.
- Morning briefs with actionable items, not noise
- Email drafts in your voice, routed for approval
- Calendar-aware scheduling and follow-up
Business Development Agent
The default quick-win deployment. A lightweight version launches within weeks using your available contact and email data, then deepens as the full knowledge infrastructure completes. Scores relationship health, surfaces dormant accounts, and drafts follow-up for your approval.
- Contact enrichment and relationship scoring
- Follow-up drafts routed for operator approval
- Prospect research with competitive intelligence
Document Agent
Generates proposals, estimates, and operational documents in your team's voice, drawn from existing templates and historical files. Output in minutes, not hours. Every document grounded in your actual data and past work.
- Proposals and estimates from your templates
- Writes in your voice, not generic AI output
- Grounded in your knowledge base and client history
Every action goes through you first.
These agents don't operate in the dark. Everything routes to an approval layer before it executes. Drafts are drafted, not sent. Contacts are flagged, not called. Your team stays in control, and the agents handle the work underneath.
- Email drafts require your approval before sending
- CRM updates are suggested, reviewed, then applied
- Briefs surface what needs attention, and you decide what to act on
- Full audit log of every action, every decision, every cost
Your agents don't clock out.
Once deployed, your agents run continuously across your business operations. They monitor deal activity, flag overdue follow-ups, surface exceptions, and prepare briefings around the clock. Nothing slips through because the system never stops watching.
How much of your day is spent on work that shouldn't need you?
Scheduling, email drafts, briefings, and follow-ups average 2+ hours a day for operators and managers. The Chief of Staff handles all of it.
Impact — Chief of Staff Agent
Executive hours recovered / yr
—
Admin eliminated per manager
Annual value of time recovered
—
At your fully-loaded rate
Support headcount avoided
—
FTE equivalent handled by agent
Sources: LinkedIn (2025) — managers using AI for scheduling and admin save 1.5–3 hrs/week minimum. HubSpot (2024) — 64% of professionals save 1–5 hours weekly through AI automation. McKinsey (2023) — knowledge workers spend ~20% of week on tasks that could be fully automated.
From access to autonomous in six weeks.
Access + quick-win scoping
We connect to your tech stack and scope a quick-win agent that starts delivering value while the full infrastructure builds.
Build + quick win live
Historical data is ingested and processed. In parallel, your quick-win agent is live: surfacing contacts, flagging follow-ups, or delivering daily briefs.
Full agent deployment
The full agent stack goes live on the completed infrastructure, configured to your workflows and approval thresholds.
Calibration & handoff
Agents are calibrated based on your feedback. By the end, the system runs autonomously with you in an approval-only role.