Specialist agents. One coordinated AI workforce.

Put practical agents and automations to work across sales, customer service, finance and admin, marketing, operations, and people. They use shared company context, follow the same rules, and keep work moving between departments.

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Choose a department. Start with a real job.

Each specialist has a clear trigger, approved sources, operating boundary, and result to record. Start with one recurring job, then connect more agents through the same company context.

Twelve agents across the work that keeps a growing business moving.

Every page below shows the full job: what starts it, what the agent reads and writes, which decisions stay with people, and what your leaders can measure.

Sales and CRM

Move valid demand from enquiry to a clear next action.

See the complete sales system

Inbound lead follow-up

Give every valid enquiry an owner, a timely response, and a recorded next step.

Starts when: A new enquiry enters an agreed inbox, form, CRM, or other supported source.

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CRM hygiene and handoff

Keep CRM records current, with the right owner and next action on every active opportunity.

Starts when: A meeting, message, form, or agreed stage event creates information that should be reflected in the CRM.

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Customer service

Resolve routine requests faster and hand complex cases over with their history intact.

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Support inbox triage

Move routine requests faster and send difficult cases to the right person with the account history attached.

Starts when: A new customer request reaches a supported inbox or helpdesk queue.

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Customer follow-up and case closure

Keep open cases moving and record the reason when each case closes.

Starts when: A case reaches an agreed waiting state or a follow-up date becomes due.

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Finance and admin

Keep finance follow-up, documents, and recurring briefs on schedule.

See the complete finance system

Invoice reminders and collections follow-up

Send consistent reminders on time and keep disputes, payment plans, and write-offs with finance.

Starts when: An invoice reaches an agreed due, overdue, or promised-payment condition.

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Weekly cash and receivables brief

Produce a consistent weekly cash brief, an exception list, and named follow-up actions.

Starts when: The agreed weekly reporting time arrives or an authorised user requests a fresh brief.

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Marketing

Keep campaigns moving and connect channel activity with commercial results.

See the complete marketing system

Social and paid campaign intelligence

Give marketing and commercial leaders one report covering spend, pacing, creative performance, lead quality, pipeline, and attributed revenue.

Starts when: A daily pacing check, weekly performance review, month-end close, or supported campaign milestone starts the analysis.

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Multi-channel campaign operations

Carry each approved campaign from brief to launch and reporting while keeping brand, budget, and publishing decisions with the named owners.

Starts when: An approved campaign brief, launch date, customer event, or performance signal starts the campaign job.

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Operations

Surface stalled work before it becomes urgent.

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Order and exception monitoring

Find agreed exceptions early and give the owner the order history needed to act.

Starts when: An order reaches a defined exception state, threshold, or time condition.

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Vendor follow-up and daily operations brief

Keep supplier follow-ups on schedule and produce a concise daily operations brief.

Starts when: A commitment reaches its follow-up date or the daily briefing time arrives.

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People and HR

Keep employee administration moving while decisions stay with HR.

See the complete people system

Employee onboarding coordination

Keep onboarding tasks on schedule while HR and managers retain every people decision.

Starts when: An authorised HR owner starts an onboarding plan for an approved new joiner.

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Policy Q&A and document collection

Answer routine questions, collect required documents, and send policy decisions to HR.

Starts when: An employee asks a supported policy question or an approved document request becomes due.

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One agent does the job. The workforce keeps the company aligned.

OpenAnalyst coordinates specialists through the same approved context, business rules, owners, and measurable outcomes—so an order issue, customer request, or commercial handoff does not lose its history at a department boundary.

Begin with a live outcome

Connect approved context

Set rules and approvals

Review and expand

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