Four agents, one team.
These are the default names. Rename them, or add your own — your AI agents, your names.
Prospects, qualifies, follows up, books, and keeps your CRM current.
Meet Mark →Captures every lead, nurtures on the right cadence, revives the ones that went quiet.
Meet Riley →Answers every call, books on the spot, routes the caller, never misses inbound.
Meet Sophie →Resolves support tickets, escalates the hard ones with context, catches churn early.
Meet Alex →One roster, one autonomy setting, one kill switch. Adding an AI agent does not mean adding a tool.
What each channel supports
and what it doesn’t.
Your AI agents act inside the autonomy you set. Where a channel isn’t automated yet, we say so.
They share one memory —
so nobody starts from zero.
Every AI agent reads the same picture of each contact — the whole history, every signal, one shared record. So when work moves between them, the context moves too. No re-typing, no cold restarts, nothing dropped between roles.
The moment a prospect actually engages, Marketing hands the conversation to Sales, with the full context, not a cold restart.
A closed deal becomes a service relationship automatically — the delivery kicks off, and Alex picks it up already briefed.
Reception routes each caller to the right AI agent — a new prospect to Sales, an existing customer to Service.
The marketing-signal handoff starts at Review — a human approves before anything sends. The work flows through the handoff instead of dying in it.
One brain decides what happens next.
Above the four AI agents, the Brain reads every signal and routes the next best action to whoever owns that work, under the controls you set. Shadow first, then live, always inside your rules.
We’ll run a real signal through the team on your pipeline — capture, follow-up, handoff, booking, in about twenty minutes.
You set how much
each one runs on its own.
Per capability, per AI agent. Every action recorded: what ran, why, and the outcome.