The Roster
Meet your workforce.
Ava, Lisa, and Sam — the money-capture crew — lead on day one: answer, book, follow up, invoice, collect. The rest of the roster expands inside your account as trust is earned. Each agent runs a function of your business end-to-end.
Ava
"She answers every call, every time, around the clock."
What I do every day
Closed-loop capabilities
- Answers inbound calls 24/7 in natural voice
- Identifies returning customers automatically
- Qualifies inquiries per business logic
- Books appointments directly to calendar
- Quotes from approved list and applies rules
- Collects deposits via Stripe securely
- Detects emergencies and pages on-call tech
- Handles after-hours per specific policy
- Sends SMS/email confirmations
- Answers FAQs accurately
Policies I follow
{
"agent": "ava",
"mode": "autonomous",
"limits": {
"max_discount_pct": 15,
"max_quote_without_approval": 5000,
"after_hours_surcharge_pct": 25
},
"behavior": {
"tone": "professional_warm",
"escalate_on_frustration": true
}
}Tools I work with
When I escalate
- Quote requested above policy ceiling
- Customer explicitly asks for human
- Emergency keyword with no tech available
Lisa
"She closes deals and runs your marketing while you sleep."
What I do every day
Closed-loop capabilities
- Scores and prioritizes inbound leads
- Sends personalized follow-ups continuously
- Responds to online reviews in minutes
- Sends proposals within policy ceilings
- Closes inbound deals via email/chat
- Writes and publishes SEO blog content
- Posts to all social media channels
- Sends email/SMS marketing campaigns
- Updates Google Business Profile
- Builds and refines custom CRM
Policies I follow
{
"agent": "lisa",
"mode": "autonomous",
"limits": {
"max_ad_spend_daily": 500,
"max_discount_pct": 20,
"max_emails_per_lead": 5
},
"behavior": {
"tone": "persuasive",
"pause_on_negative_sentiment": true
}
}Tools I work with
When I escalate
- Deal size exceeds automated threshold
- Negative review requires owner context
- Campaign spend exceeds monthly limit
Sam
"He runs your books, your dispatch, and your morning briefing."
What I do every day
Closed-loop capabilities
- Sends invoices the moment a job is complete
- Sends personalized past-due reminders
- Pays recurring vendor invoices
- Reconciles every bank transaction daily
- Tracks inventory and reorders supplies
- Dispatches jobs based on location/skills
- Generates daily morning briefings
- Produces weekly/monthly financial reports
- Flags cash flow problems 2 weeks out
- Tracks tax deadlines
Policies I follow
{
"agent": "sam",
"mode": "autonomous",
"limits": {
"max_vendor_payment": 10000,
"invoice_net_terms": 30,
"inventory_reorder_point": 20
},
"behavior": {
"tone": "direct_professional",
"escalate_unrecognized_tx": true
}
}Tools I work with
When I escalate
- Vendor invoice doesn't match PO
- Cash flow projected negative
- Unrecognized large transaction
Theo
"He's the IT department you never had."
What I do every day
Closed-loop capabilities
- Provisions accounts for new employees
- Deprovisions access immediately on exit
- Manages all SaaS subscriptions & seats
- Answers internal helpdesk tickets
- Resets passwords and recovers accounts
- Manages website hosting and uptime
- Manages domains and DNS
- Tracks all company devices
- Schedules updates and patches
- Enforces MFA across all tools
Policies I follow
{
"agent": "theo",
"mode": "autonomous",
"limits": {
"max_saas_spend_monthly": 2000,
"require_mfa": true,
"auto_patch_severity": "high"
},
"behavior": {
"tone": "technical",
"escalate_breach_attempts": true
}
}Tools I work with
When I escalate
- Detected unauthorized login attempt
- SaaS renewal exceeds budget
- Critical infrastructure downtime
Nora
"She hires for you, onboards them, and runs payroll."
What I do every day
Closed-loop capabilities
- Writes and posts job ads
- Screens applicants against criteria
- Schedules interviews directly
- Sends offer letters and onboarding docs
- Coordinates IT provisioning with Theo
- Runs payroll within approved amounts
- Tracks PTO and approves within policy
- Manages compliance training
- Maintains employee directory
- Answers routine HR questions
Policies I follow
{
"agent": "nora",
"mode": "autonomous",
"limits": {
"max_salary_offer": 85000,
"max_pto_days": 15,
"interview_slots_per_day": 4
},
"behavior": {
"tone": "empathetic_professional",
"escalate_harassment_claims": true
}
}Tools I work with
When I escalate
- Applicant demands salary above range
- Employee disputes payroll amount
- Complex HR grievance reported
Ruby
"She runs your online storefront end-to-end."
What I do every day
Closed-loop capabilities
- Manages inventory in real time
- Processes incoming orders and fulfillment
- Handles returns and refunds per policy
- Responds to customer service tickets
- Updates product descriptions and photos
- Runs promotions and discount campaigns
- Manages shipping labels and tracking
- Coordinates with suppliers on reorders
- Tracks unit economics per product
- Generates daily store reports
Policies I follow
{
"agent": "ruby",
"mode": "autonomous",
"limits": {
"max_refund_amount": 500,
"return_window_days": 30,
"low_stock_alert_threshold": 10
},
"behavior": {
"tone": "helpful_friendly",
"flag_suspected_fraud": true
}
}Tools I work with
When I escalate
- Stock out on top 10 SKU
- Return requested outside of policy window
- Fraud alert on large order
Claire
"She handles routine legal work so you don't pay a lawyer for it."
What I do every day
Closed-loop capabilities
- Generates contracts from templates
- Tracks compliance deadlines
- Maintains legal document vault
- Responds to routine legal inquiries
- Monitors regulation changes
- Drafts NDAs, MSAs, and SOWs
- Manages data privacy compliance
- Coordinates with outside counsel
Policies I follow
{
"agent": "claire",
"mode": "draft_for_review",
"limits": {
"max_liability_cap": 1000000,
"standard_nda_only": true
},
"behavior": {
"tone": "formal_legal",
"escalate_non_standard_terms": true
}
}Tools I work with
When I escalate
- Non-standard redlines from counterparty
- Regulatory action notice received
- Any matter requiring a barred attorney
How they coordinate
A customer calls, Ava answers, books, takes deposit. The moment she hangs up, Sam queues the invoice, Lisa schedules the follow-up, Theo verifies the call recording stored correctly. One customer touch, four agents in motion. A coordinated workforce, not seven separate tools.
See how your team works together