Repetitive follow-up and reporting work that falls through the cracks of a busy day.
A business that wants AI handling real, scoped tasks against its own records — not a chatbot, and not outbound prospecting.
Your agent reads every pipeline and calendar, opens the opportunity, moves it to the right stage, and books the next appointment before anyone remembers to.
Your agent reads across contacts, pipelines, reviews and published posts to surface the pattern in what closed, grounded in your own records, never guesswork.
No — every tool operates on your own internal records (contacts, pipelines, calendar, reviews, posts). There is no outbound prospecting and no external web-search capability.
Twelve preset agents ship with the platform (sales, marketing, social, research, operations, finance), each scoped to a specific set of tools.