AI agents for professional & b2b services
Consultants, agencies, engineers, IT support
Proposals, project admin and follow-up. The roster drafts the proposal, keeps the CRM current and chases what went quiet.
Hire them in this order
Each agent arrives pre-briefed with its connectors, scope limits and approval points. Rehearse it against your own history, then switch it on.
- 01
Quoting Agent
Turns an enquiry into a priced quote in minutes
Back officeGmailGoogle DriveXeroHubSpot~31hBuild this one - 02
Inbox Triage Agent
Sorts, drafts and files so you only read what matters
Back officeGmailGoogle DriveHubSpot~22hBuild this one - 03
CRM Hygiene Agent
Keeps every record current without anyone typing
Back officeHubSpotSalesforcePipedriveGmail~16hBuild this one - 04
Outbound Follow-Up Caller
Rings back every quote that went quiet
VoiceVapiTwilioHubSpot~19hBuild this one - 05
Client Onboarding Agent
New client to fully set up without a single reminder
Back officeGmailGoogle DriveXeroHubSpot~13hBuild this one - 06
Company Knowledge Agent
Answers staff questions from your own documents
Back officeGoogle DriveNotionSlack~17hBuild this one - 07
Debtors Chaser
Polite, relentless follow-up until the invoice clears
SMSXeroTwilioGmail~18hBuild this one - 08
Job Costing Agent
Tells you which jobs actually made money
Back officeXeroGoogle Sheets~10hBuild this one - 09
Local Marketing Agent
Turns finished jobs into posts and newsletters
Back officeGoogle DriveGmailOpenAI - 10
Owner's Morning Report
One page: money in, work out, what needs you
Back officeXeroGoogle SheetsHubSpotGmail
How it stays safe
Written scope limits
Each agent lists what it must never do — no pricing outside the rate card, no refunds, no advice.
Rehearsed on your history
Before it goes live it is scored against your own past jobs, calls and invoices.
One owner, one halt switch
Every live agent has a named human owner and can be stopped instantly from the console.