What the agent does

Everything your agent
handles, in depth.

One AI agent runs the repetitive work of your business — answering email, raising invoices, finding leads, and keeping your pipeline current — using the tools you already have. Here's exactly what each part does, what's included, and what you get out of it.

01 / EMAIL

Email Handling

Every email read, understood, and answered — before you've even opened your inbox.

The agent watches your connected inbox around the clock. It reads each new message, works out what it's actually about — a booking, a question, a request to be invoiced — reads the tone, and writes a reply in your voice that's ready to send. You start the day with answers drafted, not a wall of unread mail.

What's included

  • Around-the-clock monitoring for Gmail and Outlook
  • Automatic intent detection (bookings, support, invoices & more)
  • Sentiment read on every incoming message
  • Replies drafted in your own tone and style
  • Full conversation history kept on every contact
  • Per-contact memory that builds over time
  • Promotional, automated & bulk mail filtered out automatically
  • Loop protection so it never spirals into endless back-and-forth
Typical outcome Customers get a thoughtful, on-brand reply in minutes instead of days — and you stop starting every morning buried in your inbox.
02 / INTELLIGENCE

AI That Learns Your Business

An assistant that actually knows your services, your clients, and how you talk.

The moment you connect, the agent studies your recent conversations and any documents you give it to learn how your business runs. Everything it writes is grounded in that knowledge, so replies reference the right details and prices instead of generic filler — and it keeps getting sharper the longer it works with you.

What's included

  • Learns from your real email history when you connect
  • Upload docs, price lists & FAQs into a knowledge base
  • Automatic document classification & key-fact extraction
  • Replies grounded in your own information — no invented details
  • Durable memory of what matters about each contact
  • Periodic reflection that synthesises longer-term context
  • An in-dashboard chat assistant over your real business data
  • Gets more accurate the more it works with you
Typical outcome Replies that sound like you wrote them and cite the right facts — not a generic chatbot that knows nothing about your business.
03 / INVOICING

Invoicing

A client asks to be billed; an invoice is drafted, numbered, and ready to send.

When an email asks for an invoice, the agent reads the line items out of the conversation, builds a properly numbered PDF, applies your currency and tax, and queues it for approval — or sends it straight to the client if you've turned that on. No switching tools, no forgetting, no late-night admin.

What's included

  • Invoices generated straight from an email request
  • Line items pulled from the conversation automatically
  • Clean, sequentially numbered PDF invoices
  • Your currency & tax rate applied automatically
  • Status tracking: draft, sent, paid, overdue
  • Attached and emailed to the client on approval
  • Every invoice logged against the right contact
  • A running view of what's billed, paid & outstanding
Typical outcome Invoices go out the moment they're requested — nothing forgotten, nothing delayed, no manual paperwork.
04 / CRM

CRM & Pipeline

Every lead, client, and conversation in one place that keeps itself up to date.

Everyone who emails you becomes a contact automatically, sorted into a simple visual pipeline. As conversations evolve, the agent moves contacts between stages and tracks how they're feeling — so your pipeline reflects reality without anyone maintaining a spreadsheet or remembering to log a note.

What's included

  • Contacts created automatically from incoming email
  • Visual kanban pipeline (lead → active → support → closed)
  • Stages updated automatically as conversations progress
  • Sentiment tracked on every contact
  • Full interaction timeline on each record
  • Structured memory of what matters about each contact
  • Import your existing contacts from CSV
  • One shared source of truth across your team
Typical outcome A pipeline that's always current and a follow-up process that runs itself — so nothing slips through the cracks.
05 / LEADS

Lead Generation

New, real prospects that look like your best customers — found for you.

Tell the agent who your ideal customer is, and it researches the web to find real businesses that fit — grounded in the customers you've already won. Every lead is checked against hard evidence before it ever reaches you, so you get genuine prospects, not a hallucinated list.

What's included

  • Web research grounded in your real won customers
  • Matched against your ideal-customer profile
  • Every lead validated — real website, matching email domain
  • Homepage checked to confirm it's a genuine business
  • Automatic dedupe against contacts you already have
  • Outreach drafts prepared for verified leads
  • Nothing sent without your say-so
  • Run on demand, within your plan's limits
Typical outcome A steady supply of qualified, verified prospects — without buying a sketchy list or chasing contacts that turn out not to exist.
06 / TEAM

Team & Scheduling

Coordinate the people behind the inbox — shifts, assignments, and coverage.

On the Teams plan, your whole staff works from one shared dashboard. Assign client work, schedule shifts, see who's covering what, and track time off — all in the same place the agent is handling your mail. And because it knows your team, it never auto-replies to one of your own colleagues.

What's included

  • Shared team dashboard
  • Employee directory with roles & rates
  • Shift scheduling with a coverage calendar
  • Client work assignments with due dates & status
  • Time-off tracking
  • Internal team mail recognised & never auto-answered
  • Team-wide view of contacts, invoices & pipeline
  • Access for everyone who needs it
Typical outcome Everyone knows what they're working on and when they're on — and the agent never accidentally emails a teammate.
07 / CONTROL

Approvals & Control

The agent works for you — and never gets ahead of you.

By default the agent drafts and you approve, so you see everything before it goes out. When you're ready to trust it, switch on auto-reply for routine messages — and even then, anything it isn't sure about still comes to you first. You decide how much it does on its own, and you can dial it back any time.

What's included

  • Approve-before-send by default
  • One-click approve, edit, or reject on every draft
  • Optional auto-reply for safe, routine messages
  • Anything uncertain or unusual always held for review
  • Never replies to mail from before you connected
  • Never replies to itself or to bulk/automated senders
  • Anti-loop limits on back-and-forth
  • Change the rules whenever you want
Typical outcome All the speed of automation with none of the fear — you stay in control of everything that goes out under your name.

Not sure where to start?

Tell us about your business and your goals. We'll map the highest-impact place to begin and show you exactly what's possible.