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 - 02
Inbox Triage Agent
Sorts, drafts and files so you only read what matters
Back officeGmailGoogle DriveHubSpot - 03
CRM Hygiene Agent
Keeps every record current without anyone typing
Back officeHubSpotSalesforcePipedriveGmail - 04
Quote Follow-Up Agent
Follows up every quote that went quiet
Back officeGmailHubSpot - 05
Client Onboarding Agent
New client to fully set up without a single reminder
Back officeGmailGoogle DriveXeroHubSpot - 06
Company Knowledge Agent
Answers staff questions from your own documents
Back officeGoogle DriveNotionSlack - 07
Debtors Chaser
Polite, relentless follow-up until the invoice clears
SMSXeroTwilioGmail - 08
Job Costing Agent
Tells you which jobs actually made money
Back officeXeroGoogle Sheets - 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.