Which agent should we use? That's one of the first things owners ask us, and honestly the answer changes every few months. What doesn't change is that an agent set up right feels like a new member of the team rather than another app to learn. It has a name, its own computer, and a job description that grows. Text it like you'd text your office manager.
You've priced the fractional CFO, the marketing help, the extra office hire. One agent covers the ground between all of them, and we keep teaching it new hats.
you: “can you get the ruiz site visit on the books?”
Keeps the schedule full and confirmed: it books the site visits and estimates, sends the reminders, and answers the questions that used to interrupt yours.
you: “who still owes us money?”
Watches your QuickBooks, flags what's overdue, and chases late invoices with polite, persistent email.
you: “show off the deck we finished friday”
Publishes pages and updates to your website the moment you ask, then writes the email that tells your customers.
you: “what am i walking into today?”
Starts your day with a morning brief: today's work, yesterday's numbers, and what needs your attention.
Your agent gets its own computer, works in the tools you already run, and only gets the keys you hand it. Reading email and sending email are different permissions. It asks before acting when it should, and you can always see exactly what it did.
Every agent gets
The magic is an agent that's set up right, connected to your real tools, watched by real people, and running on software we build and maintain. Take any one of those away and you've got a chatbot. Together, you've got a teammate.
Part of any partner plan · the whole team can use it · every permission is yours to grant