Hire by outcome
Role packs — small digital teams, not loose bots
Most businesses start with a pack for one pressure point. Every pack includes AgentOps controls and can expand after the pilot metric is clear.
Real Estate Speed & Transaction
Inbound Lead Qualifier, Showing Coordinator, Transaction Milestone Tracker.
Insurance Agency Operations
Policy Renewal Coordinator, COI Assistant, Claims Intake Specialist.
Legal Matter & Intake
Prospect Intake Specialist, Conflict Check Prep, Consultation Scheduler.
Professional Services Ops
Inbound Lead Enrichment, Proposal Draft Assistant, Client Onboarding Intake.
Revenue
AI agents for sales and growth
Improve speed-to-lead and follow-through without turning customer relationships into generic automation.
Lead Response Agent
Researches enquiries, checks fit, prepares a relevant response and updates the CRM.
Sales Follow-up Agent
Tracks commitments, drafts next steps and keeps opportunities from going quiet.
Proposal Assistant
Assembles discovery notes, scope, evidence and reusable proposal content.
Content Operations Agent
Turns expertise into a research, review, repurposing and publishing workflow.
Customer experience
AI agents for service and scheduling
Handle routine demand quickly while making exceptions more visible to your people.
Customer Support Agent
Classifies requests, retrieves context, drafts answers and escalates risk.
Scheduling Coordinator
Checks availability, books appointments, sends reminders and handles changes.
AI Receptionist
Captures intent, answers routine questions and routes each enquiry correctly.
Client Success Agent
Prepares updates, monitors commitments and flags accounts needing attention.
Back office
AI agents for business operations
Reduce the manual coordination that sits between inboxes, spreadsheets and business systems.
Finance Operations Agent
Prepares reconciliations, follows up invoices and surfaces exceptions for review.
Recruitment Coordinator
Supports screening, interview logistics, candidate updates and records.
Project Admin Agent
Captures status, actions, dependencies and follow-ups across delivery work.
Document Processing Agent
Extracts, validates, classifies and routes information from business documents.
Intelligence
AI agents for research and reporting
Continuously watch the signals that matter and bring people decision-ready context.
Research Agent
Collects sources, compares evidence and produces cited decision briefs.
Management Reporting Agent
Builds recurring summaries around targets, changes, exceptions and actions.
Data Quality Agent
Finds duplicates, missing values, inconsistencies and stale records.
Risk Monitor
Checks activity against policies and sends evidence-rich exceptions for review.