IN
Inbox Agent
Sorts incoming messages, spots what needs a decision and prepares replies in your tone.
A shorter inbox and fewer missed requests Private AI operations
Put AI agents to work inside your business. Keep the final say.
We build a dedicated environment where specialist agents can monitor work, prepare actions and run approved processes across your existing software.
Dedicated company environment Human approval built in Clear activity history
THURSDAY, 16 JULY
4 agents active Good morning, Chris.
HIGHEST VALUE ACTIONThree proposals need a follow-up today
£42,800 in open opportunities
Waiting for you4approvals
Handled this week37actions
Admin time saved6.4hestimated
IN
Inbox AgentPrepared two client replies
SA
Sales AgentFound three overdue follow-ups
FI
Finance AgentFlagged one overdue invoice
The problem
Too much of the business still waits for you
You have software, automations and a capable team. But someone still has to check the inbox, chase the follow-up, compare the numbers and notice when a process stalls. That someone is usually you.
01
Useful information is scattered
Email, CRM, accounts and project tools each hold one piece of the picture. Nobody sees the whole thing until it is already a problem.
02
Automation breaks at the edges
Traditional workflows follow fixed steps. The moment a request is unusual, it lands back with a person to interpret and repair.
03
The owner becomes the control system
Your team knows the process, but decisions, exceptions and follow-ups still collect around you. Growth creates more checking rather than more freedom.
Modular by design
Start with the work that causes the most drag
You do not buy a box containing every agent. We select the smallest useful team for the processes you want to improve.
SA
Sales Agent
Watches your pipeline, finds overdue follow-ups and prepares the next action for each live opportunity.
More consistent follow-up without chasing the teamCS
Client Success Agent
Finds open commitments, delivery risks and clients who have gone quiet before they become problems.
Fewer surprises and clearer account ownershipFI
Finance Agent
Surfaces overdue invoices, cash concerns and monthly finance actions for review.
The numbers that need attention, in one placeMA
Marketing Agent
Turns plans, meetings and expertise into useful campaign work for your approval.
Marketing work keeps moving between meetingsOP
Operations Agent
Runs agreed checks, follows repeatable procedures and flags anything outside the rules.
Routine work happens the same way every time How it works
One useful process first. Then expand.
01
Choose the process
We find a repetitive process with a clear owner, clear inputs and a result we can measure.
02
Map the rules
We document what normally happens, where judgment is needed and which actions must wait for approval.
03
Build and connect
We configure your private environment, connect the approved software and test against real examples.
04
Run with oversight
You see the work in the dashboard. We monitor performance, fix exceptions and expand only when it is working.
Control stays with you
Useful autonomy without blind trust
Every process receives an approval level. Agents can take routine work further while money, commitments and sensitive communication remain controlled.
1
ObserveRead approved sources and report what matters.
2
PrepareDraft the reply, update or action for a person to review.
3
Execute within limitsComplete routine actions when they match agreed rules.
4
Explicit approvalPayments, contracts, external messages and destructive actions stop for approval.
A good fit
Your business has repeatable work but too much depends on people remembering
- Owner-led business with an established team
- Processes already happen across several software tools
- Regular checking, chasing, copying or report-building
- A willingness to document rules and keep a person accountable
Not a good fit
You want an unsupervised AI employee to run the whole company
- No clear process or owner
- No reliable data for the agent to work from
- A requirement to automate every exception immediately
- No appetite for approvals, testing or operational oversight
Questions
Before you put agents inside the business
Is this just another chatbot?
No. A chatbot waits for a question. These agents monitor agreed parts of the business, prepare work and run approved processes. The dashboard shows what they found, what they did and what still needs a person.
Will an agent send messages or spend money without permission?
Not unless you explicitly choose that level of access. We set rules for every process. Sensitive actions such as payments, contracts, external messages and deletions can always require human approval.
Do all clients get every agent?
No. We enable the modules that fit your business and leave the rest switched off. Most pilots start with one process where the benefit and risk are easy to measure.
Where is our business data kept?
Each company gets a dedicated environment with separate credentials, memory, files and activity logs. Your data is not mixed with another client’s agent workspace.
What software can it connect to?
The exact list depends on your systems and their APIs. Common starting points include Google Workspace, Microsoft 365, Xero, CRMs, project management tools and internal databases.
Does this replace our team?
The aim is to remove repetitive checking, copying, chasing and report-building. Your team still handles judgment, relationships and unusual situations. The agents give them more time for that work.
Start with one process
Where does your business keep getting stuck?
We will map the process, decide whether an agent is actually useful and show you what a controlled first version would look like.