Agent library
Meet your digital workforce.
Ten operational agents. Each one carries the problem it solves, what it actually does, what it connects to, and the outcome — expand any card to read the whole record. None of them is a product you buy; they are shapes we have built and would build again around your systems.
Sales Agent
Qualifies leads, answers product questions and books meetings.
What it doesClose
- Problem
- Inbound leads wait hours or days for a first response, and by the time someone replies the buyer has moved on.
- Actions
- Responds to inbound enquiries
- Qualifies against your criteria
- Answers product and pricing questions from approved material
- Books meetings against live calendars
- Writes the record and notes to the CRM
- Routes to the right owner
- Integrations
- HubSpot · Salesforce · Google Calendar · Outlook · Slack · Web forms
- Outcome
- Every lead gets an immediate, informed first response, and reps spend their time on qualified conversations.
Customer Support Agent
Handles repetitive support conversations and escalates the rest with context.
What it doesClose
- Problem
- A large share of tickets are the same handful of questions, and they sit in the same queue as the cases that genuinely need a specialist.
- Actions
- Answers from documentation and policy
- Retrieves account and order history
- Performs account actions within policy
- Escalates with a written summary
- Tags and routes
- Identifies documentation gaps
- Integrations
- Zendesk · Intercom · Freshdesk · Salesforce Service Cloud · Slack · Email
- Outcome
- Routine cases resolve without a queue; specialists receive pre-researched tickets.
Voice Agent
Answers and places calls, completing real tasks in conversation.
What it doesClose
- Problem
- Calls arrive when nobody is free, and the work stops while someone answers the phone.
- Actions
- Answers inbound calls
- Places outbound calls
- Verifies callers
- Retrieves live account data
- Books and reschedules
- Updates the CRM
- Transfers with a spoken summary
- Files a transcript and summary
- Integrations
- Twilio · SIP · Salesforce · HubSpot · Scheduling platforms · Calendars
- Outcome
- Calls are handled immediately, and the ones that need a person arrive with context.
Research Agent
Gathers, analyses and summarises information from defined sources.
What it doesClose
- Problem
- Preparation work is valuable and reliably the first thing dropped when the week gets busy.
- Actions
- Gathers from approved sources
- Extracts what is relevant to the brief
- Compares against your criteria
- Produces a cited summary
- Flags what it could not verify
- Integrations
- Internal knowledge bases · Document stores · Approved external sources · Slack · Notion
- Outcome
- Preparation happens consistently instead of when there is time for it.
Knowledge Agent
Answers questions from organisational documentation, with citations.
What it doesClose
- Problem
- The answer exists — in a document, a thread or one person’s memory — and finding it takes longer than the task it unblocks.
- Actions
- Answers from internal documentation
- Applies the asker’s permissions
- Cites sources
- Says so when the answer is not documented
- Logs unanswered questions
- Integrations
- SharePoint · Google Drive · Confluence · Notion · Internal wikis · Slack · Teams
- Outcome
- Institutional knowledge becomes reachable, and the gaps become visible.
Document Agent
Extracts, validates and processes business documents.
What it doesClose
- Problem
- Documents arrive in every format and someone retypes them into a system.
- Actions
- Classifies document type
- Extracts structured fields
- Validates against systems of record
- Flags discrepancies with both sources
- Files and posts
- Requests what is missing
- Integrations
- Email · SFTP · S3 · SharePoint · Accounting systems · ERP · Document stores
- Outcome
- Intake stops being manual, and exceptions surface with a diagnosis attached.
Operations Agent
Monitors workflows and initiates action when something needs attention.
What it doesClose
- Problem
- Problems are found when someone happens to look, which is usually after they matter.
- Actions
- Monitors defined signals
- Diagnoses against known patterns
- Applies documented remediations
- Raises incidents with diagnosis
- Notifies the right owner
- Tracks to resolution
- Integrations
- Monitoring platforms · Ticketing · Slack · Teams · Internal APIs · Databases
- Outcome
- Known issues are handled as they occur rather than discovered later.
Recruitment Agent
Supports candidate qualification, scheduling and coordination.
What it doesClose
- Problem
- Good candidates are lost to slow scheduling and unanswered follow-ups.
- Actions
- Screens applications against defined requirements
- Answers candidate questions
- Coordinates interview scheduling
- Sends updates at every stage
- Maintains the ATS record
- Integrations
- ATS platforms · Calendars · Email · Slack
- Outcome
- Candidates get prompt, consistent communication and hiring managers see prepared shortlists.
Finance Agent
Handles structured financial workflows and document intelligence.
What it doesClose
- Problem
- Finance operations run on repetitive matching, chasing and reconciliation work.
- Actions
- Processes invoices
- Matches against purchase orders
- Validates tolerances
- Flags discrepancies
- Chases approvals
- Prepares reconciliation summaries
- Integrations
- Xero · QuickBooks · NetSuite · SAP · Banking APIs · Email
- Outcome
- Finance reviews exceptions rather than performing matching by hand.
Financial actions default to human approval.
How we build thisCustom Agent
Built around a workflow specific to your business.
What it doesClose
- Problem
- The workflow that costs you most is usually the one no product was built for.
- Actions
- Defined by the workflow — scoped during discovery against your systems, your rules and your approval requirements
- Integrations
- Whatever the workflow touches
- Outcome
- The process that was too specific to buy software for gets automated anyway.
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