Sales Agent
Researches the company, scores fit, enriches a record, and prepares the next message for a human to approve.
AI system service
AI agents for repeat work
Use this when repeat work keeps getting delayed, forgotten, rewritten, or trapped across tools.
01
Map the work
02
Plan the build
03
Review the output
Direct answer
AI agents prepare repeat work for review.
Use AI Agents when the task happens often enough that a governed assistant can draft, sort, research, summarize, update, route, or report before a person makes the final judgment. A good agent has a job, context, source material, output format, and stop rules. It should not be a free-floating chatbot.
Marketing Agent
Turns source material into a draft brief, article, landing page, campaign angle, SEO note, or visual prompt.
Client Agent
Turns meetings and delivery notes into decisions, tasks, updates, risk flags, and proof requests.
When this helps
Use this when the work points here.
Best for
Teams with repeat questions, follow-up, updates, reporting, client work, or internal handoffs that can be prepared by AI and reviewed by people.
Use when
The same task lands on someone every week and nobody has time to improve it.
Possible next step
Custom AI only if your data can improve the agent output or make the workflow more useful.
What it fixes
A focused build the team can judge.
Fixes
- Slow follow-up
- Manual status updates
- Repeated questions
- Scattered reporting
Ships
- Sales or marketing agent
- Routing and notification logic
- CRM or file updates
- Review and handoff routine
Planning checks
What has to be true before we build.
An agent needs work that repeats, examples to learn from, and a person who reviews what it produces. The intake confirms all three exist.
- Repeat volume
- Review owner
- Tool stack
- Source files
- Escalation rules
- Useful output
Inputs
What the agent learns from.
Agents copy work you already do well. Good examples, source files and review rules separate a draft worth sending from one worth deleting.
- Agent job description
- Approved voice and proof
- Source folders or records
- Example outputs
- Review checklist
- Escalation rules
Buyer questions
What teams ask before an agent build.
These three arrive in roughly this order, once a team has picked the task.
What can AI agents run for a growing business?
AI agents can research, draft, summarize, score, route, report, update records, prepare client notes, and package reviewable work when source material and human approval rules are clear.
What should an AI agent not do?
An AI agent should not make final promises, send sensitive messages, change pricing, publish claims, approve compliance-sensitive copy, or alter customer records without a human review gate.
Which agent should be built first?
Start with the agent closest to a repeated workflow that already costs time or quality: sales prep, marketing drafts, client updates, weekly reporting, or operations routing.
Agent routes
Pick the first useful agent.
Start where the repeated work is easiest to recognize. Each page shows the documented Conversion Skills behind the agent and the review gates that keep people in control.
Sales Agent
Sales Agent
Prepares the research, the fit read and the follow-up draft before a rep opens the record.
See the pageMarketing Agent
Marketing Agent
Turns your own material into briefs, pages and campaign drafts an editor can approve.
See the pageClient Agent
Client Agent
Keeps account notes, updates and risk flags current between calls.
See the pageReport Agent
Report Agent
Holds the numbers, writes the weekly review, and checks claims before anyone shares them.
See the pageOperations Agent
Operations Agent
Runs the client and report work together, so updates and numbers arrive on one schedule.
See the pageAgent connection
Meet the agent that would do the work.
Each agent page shows what it reads, what it prepares, and the moment it hands the work back to a person.
Sales Agent
For research, qualification, enrichment, revival lists, and follow-up drafts.
View agentClient Agent
For onboarding, meeting capture, account updates, reports, and client health checks.
View agentMarketing Agent
For content, SEO, campaigns, pages, media briefs, and draft publishing packages.
View agentNot for
When an agent should wait.
- Replacing a team without a process
- Unapproved compliance workflows
- High-risk automation with no human handoff
Next step
Give one workflow to an agent.
Tell us which task your team repeats most, and the free plan says whether an agent could take the first pass at it.
Build my AI system