The agents
Five built-in agents cover the business-development cycle end to end — and you can build your own beyond them. Each one owns a domain and works it like a competent hire.
Marketing Senior
Campaigns, copy and lead generation.
- Cold-email campaigns — research, copy, personalisation
- Multi-week content plans and calendars
- Ad campaigns, planned and launched across platforms
- Competitor signal monitoring and keyword research
- Copy written in your own brand voice
- “Find 20 guest houses on the coast and draft each a cold email.”
- “Plan a month of LinkedIn posts about our redesign service.”
- “Launch a Google Ads campaign for website redesigns.”
Sales Director
Pipeline, outreach and replies.
- The lead pipeline and every lead’s status
- Reply triage — sorting interested from not
- Follow-up sequencing so nothing goes cold
- Voicemail drops in the owner’s own cloned voice
- “Who in the pipeline went quiet this week?”
- “Draft a follow-up to everyone who opened but didn’t reply.”
- “Leave a voicemail for this warm lead.”
Operations Manager
Jobs, documents, clients and invoices.
- Proposals, quotes, contracts and invoices as real documents
- Job and project tracking
- Client records
- Orders and fulfilment records
- “Turn this scope into a proposal PDF.”
- “Invoice Acme Ltd for the redesign project.”
- “Add a new client record for Acme Ltd.”
Project Manager
Plans, delivery and retros.
- Project plans broken into tasks
- Delivery tracking
- Performance retros on finished campaigns
- Surfacing the patterns behind what worked
- “Break this project into a delivery plan.”
- “Run a retro on last month’s email campaign.”
Money (AI CFO)
Leaks, receipts, collections and spend.
- Finding where money leaks — wasted ad spend, overdue invoices, missed opportunities
- Routing each fix to the agent who can do it
- The Money Receipt — euros actually recovered, attributed to the action
- Chasing overdue invoices with drafted reminders
- Spend review — AI, email and ad budget against your caps
- “Where am I losing money this week?”
- “Show me what we recovered this month.”
- “Which invoices are overdue — and chase them.”
Custom agents
A sixth agent, a seventh — built by you, in a wizard.
When the five built-ins do not cover something specific to your business, you build an agent yourself: name it, write its role, choose which tools and which knowledge it may use, and place it in the handoff graph. It then works alongside the others like any built-in agent.
How an agent is put together
Every agent — built-in or custom — is the same four things assembled together. Understanding these four explains why the output is specific to your business rather than generic.