03 / AI Agents
Your AI team,
inside your CRM.
Five focused AI agents take the busywork off your desk — answering conversations, handling calls, drafting content and moving leads forward. A 24/7 hive mind coordinates them across sales, content, ads and pipeline, all with human approval gates on everything that matters.
03 / AI Agents
Give the repetitive work
a new team.
Speak naturally to your CRM. Ask AI analyses pipeline bottlenecks, filters target segments, and stages complex multi-channel workflows instantly.
Your autonomous AI hive mind.
Executing inside your CRM.
Seven specialized AI agents running 24/7 across sales, marketing, client conversations, ad optimization and pipeline sync. Each equipped with memory, live CRM tools and human-in-the-loop controls.
Click any agent card to preview personality, task specs & MCP tooling
Maya
🧠Chief Technology Officer
“Calm, strategic, and obsessed with elegant systems”
Architecture is destiny — I build the rails everyone rides on
- •Architects automations & integrations
- •Connects the CRM MCP to all agents
- •Monitors system health & uptime
Nova
🎨Content Creation
“Bold, expressive, and endlessly imaginative”
Words and pixels that stop the scroll — I make people feel something
- •Writes social posts & blog content
- •Designs campaign creatives
- •Schedules content calendars
Atlas
📈Sales Lead Manager & Calendars
“Relentless, warm, and laser-focused on momentum”
Every lead is a spark — I turn sparks into scheduled conversations
- •Qualifies & routes inbound leads
- •Manages pipeline stages via MCP
- •Books calendar appointments seamlessly
Rex
🔥The Closer
“Confident, sharp, and allergic to leaving money on the table”
The deal isn't done until the ink is dry — I make it rain
- •Follows up hot opportunities
- •Sends automated proposals & quotes
- •Closes deals & books payments
Sage
✉️Email & Task Manager PA
“Meticulous, unflappable, and quietly indispensable”
Inbox zero, zero chaos — I keep the whole machine humming
- •Triages inbox & replies to emails
- •Creates & assigns tasks in CRM
- •Sends reminders & daily executive summaries
Pixel
🎯Ads Manager
“Data-driven, relentless, and allergic to wasted ad spend”
Every click is a calculated bet — I turn budgets into booked pipelines
- •Launches & optimizes Meta & Google ad campaigns
- •Manages budgets, bids & custom audiences
- •Tracks ROAS & live conversion events
AVA
🎙️Voice AI Conversationalist
“Warm, lightning-fast, and relentlessly human on the line”
Every conversation is a closed loop — I speak, I listen, I convert
- •Handles inbound & outbound voice calls 24/7
- •Books appointments via natural conversation
- •Qualifies leads through live dialogue & intent detection
Real-Time Activity
Booked executive discovery call on Sales calendar
Paused Google Search ad — 3.2x ROAS
Synced CRM MCP connection
Published blog post draft
Deployed agent memory store
Answered inbound voice call — qualified lead
Live Collaboration Flow
Multi-agent handshake syncConversion API connected — sync audiences
Qualified VIP lead Jude Dale ($27k) handed over to close
Supplied email headline variants for weekly broadcast
How agents behave
Draft, automate, approve.
AI drafts
Agents generate replies, campaign copy and call summaries as editable drafts — never auto-sent without your say-so.
Automated actions
Repetitive, low-risk work — routing leads, logging calls, updating stages — runs automatically through CRM tools.
Human approval
Outbound campaigns, proposals and payments wait at a gate. You review, you confirm, it ships.
Agent questions
What you'll want to know
What's the difference between an agent and an assistant?+
Agents own a workflow end-to-end — conversations, calls, content, follow-up. Assistants like Ask AI answer questions and orchestrate across them. Both act inside your CRM.
Do the agents work together or independently?+
Both. Each agent owns a specialism, but they share one CRM memory store — so a lead captured by one can be followed up by another without losing context.
Are the demonstrations real product behaviour?+
Interface demonstrations are labelled 'Illustrative demo' to show the intended experience. Live capability depends on your plan and connected channels.
Put a full AI team
inside your CRM.
See the agents live against your own pipeline. Get started with a plan, or book a demo and we'll dispatch a task in real time.