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.

Front Desk & Voice

Ava

"She answers every call, every time, around the clock."

Replaces $530 to $1,550 per month

What I do every day

[7:04 AM]Answered call from 555-0199
[7:10 AM]Quoted AC Repair standard fee
[7:12 AM]Booked 2PM slot with Tech A
[7:13 AM]Collected $150 deposit via Stripe

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

ava-policy.json
{
  "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

DialpadStripeGoogle CalendarServiceTitanTwilioZendesk

When I escalate

  • Quote requested above policy ceiling
  • Customer explicitly asks for human
  • Emergency keyword with no tech available
Sales & Marketing

Lisa

"She closes deals and runs your marketing while you sleep."

Replaces $6,700 to $14,500 per month

What I do every day

[8:00 AM]Scored 14 overnight leads
[8:15 AM]Sent follow-up sequence to open quotes
[9:30 AM]Replied to 2 Google reviews
[11:00 AM]Published scheduled social posts

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

lisa-policy.json
{
  "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

HubSpotGoogle BusinessMailchimpWordPressFacebookLinkedIn

When I escalate

  • Deal size exceeds automated threshold
  • Negative review requires owner context
  • Campaign spend exceeds monthly limit
Operations & Finance

Sam

"He runs your books, your dispatch, and your morning briefing."

Replaces $1,500 to $4,500 per month

What I do every day

[6:58 AM]Generated morning briefing
[9:05 AM]Sent invoice to completed job
[11:30 AM]Reconciled 14 bank transactions
[3:00 PM]Paid utility vendor invoice

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

sam-policy.json
{
  "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

QuickBooksXeroPlaidMercuryBill.comHousecall Pro

When I escalate

  • Vendor invoice doesn't match PO
  • Cash flow projected negative
  • Unrecognized large transaction
IT & Infrastructure

Theo

"He's the IT department you never had."

Replaces $1,500 to $4,500 per month

What I do every day

[8:30 AM]Provisioned accounts for new hire
[9:15 AM]Reset password for D. Smith
[2:00 PM]Renewed SSL certificate
[4:30 PM]Applied security patch to CRM

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

theo-policy.json
{
  "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

Microsoft 365Google WorkspaceCloudflareAWSBitwardenOkta

When I escalate

  • Detected unauthorized login attempt
  • SaaS renewal exceeds budget
  • Critical infrastructure downtime
People & HR

Nora

"She hires for you, onboards them, and runs payroll."

Replaces $2,000 to $5,000 per month

What I do every day

[9:00 AM]Posted Service Tech ad
[10:30 AM]Screened 5 new applicants
[1:00 PM]Scheduled 2 interviews
[5:00 PM]Ran semi-monthly payroll

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

nora-policy.json
{
  "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

GustoRipplingIndeedLinkedInWorkableDocuSign

When I escalate

  • Applicant demands salary above range
  • Employee disputes payroll amount
  • Complex HR grievance reported
E-Commerce & Store

Ruby

"She runs your online storefront end-to-end."

Replaces $1,200 to $3,500 per month

What I do every day

[8:15 AM]Processed 24 overnight orders
[10:00 AM]Approved 1 return within policy
[1:30 PM]Updated 50 product prices
[4:00 PM]Alerted supplier of low stock

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

ruby-policy.json
{
  "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

ShopifyWooCommerceShipStationZendeskStripeKlaviyo

When I escalate

  • Stock out on top 10 SKU
  • Return requested outside of policy window
  • Fraud alert on large order
Legal & CompliancePhase 2

Claire

"She handles routine legal work so you don't pay a lawyer for it."

Replaces $2,500 to $8,000 per month

What I do every day

[10:00 AM]Generated vendor NDA
[11:30 AM]Flagged upcoming compliance deadline
[2:00 PM]Filed routine state report
[4:15 PM]Organized signed contracts

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

claire-policy.json
{
  "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

DocuSignIroncladGoogle DriveBoxState Portals

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