Services — off-the-rack AI staff, configured for your business

The catalog — six functions, eighteen agents

SELL

Outbound prospector — list building, enrichment, personalised sequences
Inbound responder — instant acknowledgement + qualifying questions
Quote drafter — branded proposals from your templates, approve-before-send
Content engine — research, draft, repurpose, with approval gate
CRM hygiene — dedupe, enrich, chase stale deals

SERVE

Support agent — answers grounded in your knowledge base, escalates unknowns
Booking agent — propose, book, confirm, remind, reschedule
Onboarding agent — welcome packs, document collection, checklist chase
Reputation agent — asks happy customers for a review at the right moment, and drafts your replies to the rest

OPERATE

Inbox triage — categorise, draft replies, owner approves
Document & deadline tracker — contracts, certs, renewals, expiry alerts
Meeting → actions — minutes, action items, follow-up drafts
SOP builder — record your screen doing the job once; it becomes a written SOP and a trained AI skill

MONEY

Invoice chaser — polite, persistent, connected to your accounting
Expense filer — receipts photographed, categorised, filed

Accounting connections are read-and-draft only — financial messages are never sent automatically.

PEOPLE

CV screener — score against your criteria, shortlist with reasoning
Interview scheduler — shortlist to booked interviews, reminders included
JD drafter — role briefs turned into postings, in your voice
Policy desk — leave, expenses and handbook questions answered instantly
Staff document tracker — contracts, certifications, visas; renewals chased before expiry
Onboarding runner — first-day checklists, document collection, access requests chased to done

Hiring and pay decisions stay human — AI drafts and organises, people decide.

KNOW

Deep-research briefs — markets, competitors, prospects, properly sourced
Monitors — the news, rates or listings that matter to you, watched continuously

An agent enters this catalog only if it works the same way across clients — customisation is connectors, vocabulary and tone, never fragile new logic. Your tools plug in: Gmail or Outlook, HubSpot / Zoho / Pipedrive, Xero / QuickBooks / Tally, Google or Outlook calendar, WhatsApp / SMS / email out.

Three ways we deliver

Tier	What it is	Live, from access in hand
Configured workspace	An AI workspace for your team, set up by us — connected to your email, files and CRM, and trained on how your business actually works. Your people ask; it delivers: research, drafting, screening, document analysis — with a person approving anything that goes out.	Days. Zero code.
Hosted automations	Our agents running on our infrastructure on schedules and triggers — instant lead replies, chasers, monitors, alerts. For work that must happen without anyone sitting in a chat.	1–3 weeks
Full platform	A complete proprietary system for your vertical — chat-first CRM, portals, the works — where the operation justifies it.	Scoped per engagement

Most clients start with the workspace, add automations where autonomy earns its keep, and grow from there. The clock starts when we hold the access and data we need — the audit's first deliverable is that exact list, agreed.

Engagement & pricing shape

The audit — fixed fee, one week

We sit inside your operation, map where hours and leads leak, agree the exact access we'll need, and deliver a prioritised plan with expected numbers. The plan is yours to keep whoever you build with.

Setup — one-time

Configuration, integration, training on your vocabulary and SOPs, go-live on your channels. Priced to the scope the audit defined.

Run — monthly

We operate, tune, and report every month. Approval gates stay on by default. You can export your data and leave any time — the Charter spells out how.