AGENTS · MANAGEMENT
Ask your business anything
The information exists in the CRM, the spreadsheets, the reports nobody opens. What is missing is the answer when you need it. A management agent sits on top of your company's information and answers like an analyst who never sleeps.
What it does for you
- Answers questions in plain language: sales this month, top clients, margin by product
- Generates the recurring reports you actually read: delivered, not requested
- Watches the numbers and alerts you when something moves out of range
- Every answer cites its source, so you can trust it or trace it
A week with it
Sunday night, planning the week: you ask "how did we close the month vs. last year, and which clients dropped?" and get the answer in a minute, with the three accounts that need attention. Monday 8am, the weekly summary is in your inbox, built from your own systems. Nobody on your team spent Friday assembling it.
What it needs to start
- Access to the sources: CRM, spreadsheets, your billing or admin system
- The questions you ask every week, which become the standard reports
- Read-only access rules: the agent reports, it does not touch
First agent live in 14 days, narrow role first, more autonomy as it earns trust.
Frequently asked questions
How do I know the numbers are right?
Every answer cites where it came from: which system, which sheet, which period. If two sources disagree, it tells you that too, which is usually the most valuable alert of all.
Is my company information safe?
It runs with read-only access you control, in your infrastructure or a dedicated environment, with an audit log of every query. Nothing trains public models.