Growth
11
named agents
The cross-cutting front-of-house team: Riley, Beth, Hattie, Iris, Rae, Mira, Felix, Ada, Dax, Atlas, plus Marlow as your chief of staff.
Grow without hiring. The team that makes running your business easy and scaling it seamless.
They reason. They plan. They tell you what to do next .
Every agent clears the same bar - thought, planning, research, optimisation, advice, business-building. Not 'we sent the reminder' tooling. A team that earns its place in your week.
- You
- Your customer
- Marlow
- Sam
- Sara
- Riley
- Beth
- Hattie
- Iris
- Pia
- Maya
- Mira
- Rae
- Casey
- Felix
- Ada
- Pareto
- Helix
- Pivot
- Memo
- Dax
- Rory
- Quinn
- Nico
- Cara
- Sora
- Kade
- Renno
- Anya
- Geno
- Crit
- Echo
- Sage
- Theo
- Lex
- Rumi
- Ward
- Triage
- Patcher
- Ollie
- Vera
Two leads · seven managers · fifty-plus team members. You only ever talk to the two leads. A team you never have to manage. Hover any node to see who's who.
You're wearing five hats no one signed you up for - sales, ops, finance, marketing, customer success. None get done properly. Cara names the channel to scale. Pia clusters every "no" + names the fix to test. Lex watches the three competitors who matter. Marlow synthesises the team into three lines over coffee. Pick the hat you actually wanted to wear - we carry the rest.
All the work. None of the headcount. Underneath: 53 agent roles across 20 niches, 138 concrete capabilities, 24 tool connectors, 39 partner integrations, 18 regulator feeds, 58 pre-built KPIs, 15 audit packs - every one of which would otherwise be a hire, a contractor or a tool subscription. Volume is the floor; the depth bar above is what it's for.
How many agents you actually get at every paid tier.
Pro
29
named agents
Adds the content fleet (Lyra/Quill/Vance/Linc/Zip/Reel), the deep-analytics layer (Pareto/Helix/Pivot/Memo), and competitor + regulator intel (Lex/Rumi). Plus all 262 niche-specific specialists for your trade.
Studio
34
named agents
Adds Cara (acquisition) + Pia (decline feedback) + the security trio (Ward/Triage/Patcher). Same 262 niche specialists. Plus everything the platform reserves for the strategic tier.
Toggle any agent off in the workspace and the counts above stay live - your dashboard shows what's actually active for you, not just what's available.
Two people you talk to. Seven managers behind them.
They're named. They have personalities. They speak to you the way a real colleague would. Burn-out doesn't come from the work - it comes from carrying every decision alone. This team carries the decisions with you.
He's the one you talk to in the workspace. Pulls the team's work into a Monday morning briefing, surfaces the three things that matter most in the next 24 hours, and hands off cleanly to the right specialist when you ask him something niche.
You meet them at: The chat tab in your workspaceShe's the five-minute conversation that turns 'I need help' into a configured AI team. She listens, captures, picks the right starter agents + workflows for your niche, and hands you off to Marlow on day one.
You meet them at: The /setup conversation, before you have an accountTheir managers - the C-suite that runs your AI team
Sara Chief Sales Officer
Customer Experience Owns the conversations: every reply drafted, every booking confirmed, every recall sent. If a customer reaches out, Sara's team gets there first.
Team of 5 agents across customer experience. A few examples:
- Riley · Receptionist First reply on every channel - in your voice, brand-correct, never robotic. Clusters enquiry topics weekly + tells Sara which opening hours are losing leads.
- Beth · Booking agent Books + reshuffles without overbooking. Models no-show probability per customer; recommends which slots to over-book + which to hold.
- Hattie · Recall agent Brings lapsed customers back without nagging. Per-customer model of rebook likelihood; picks the channel + tone that worked last time.
- + 2 more specialists in Sara's team - see them all on the full catalogue.
Maya Chief Marketing Officer
Marketing + Reputation Owns the brand voice + the reviews + the content calendar. Decides when to chase a review and what your social posts should sound like in your tone.
Team of 2 agents across marketing + reputation. A few examples:
- Mira · Marketing agent Drafts posts, emails, newsletters - in your voice. Reads what worked last week + tells Maya which post format + which channel to lean into this week.
- Rae · Reviews agent Watches every platform + drafts polite replies. Spots the pattern in the bad ones (a recurring complaint, a stylist named twice) + tells Maya BEFORE it shows up in the star rating.
Casey Chief Financial Officer
Finance + Analytics Owns the numbers + the rigour. Cash flow, dunning, margins, and the analytics that turn raw data into the dashboard you actually read.
Team of 7 agents across finance + analytics. A few examples:
- Felix · Finance agent Quote-to-cash. Drafts dunning, watches margin, flags risk. Reads supplier-cost drift + tells Casey which quoted jobs need a re-rate BEFORE the engineer arrives.
- Ada · Analytics lead Owns the dashboard + the top-20 catalogue. Picks the 5-10 metrics that matter THIS month + tells you what they mean in one sentence each.
- Pareto · Customer-insights analyst Computes LTV three ways, builds cohort retention by acquisition channel, and tells you which 20% of customers are 80% of revenue + which are at risk.
- + 4 more specialists in Casey's team - see them all on the full catalogue.
Rory Chief Revenue Officer
Growth Owns the growth bets. New-channel experiments, win-back campaigns, partner referrals - the work that compounds the top line.
Team of 3 agents across growth. A few examples:
- Quinn · Growth agent Runs the experiments - referral pushes, win-back, channel tests. Reads each test's result + tells Rory which to scale + which to kill this week.
- Nico · Growth strategist The big-bets one. Picks where to spend your finite hours by modelling impact-per-hour across the open opportunities; tells Rory the ONE thing worth shelving the rest for.
- Cara · Acquisition analyst Measures CAC + LTV + funnel drop-off per channel; tells Maya which copy to swap and Rory which channel to scale; learns weekly.
Sora Chief Search Officer
Search + Discoverability Owns where you show up - in organic search, in AI answer panels, and in the answers LLMs give when someone asks about your niche. Coordinates Kade, Renno, Anya, Geno, Crit, Echo and Sage; presents you one monthly briefing instead of seven dashboards.
Team of 7 agents across search + discoverability. A few examples:
- Kade · Keyword analyst Discovers the words your customers actually search; classifies intent; estimates volume + difficulty; never claims certainty about volume.
- Renno · Rank tracker Tracks where you rank for every keyword in the target set; flags a 5+ position drop within a week; surfaces trajectory (improving, holding, slipping).
- Anya · AEO specialist Tests whether AI answer engines (Google AI Overview, Bing Copilot, Perplexity) cite YOU for the queries you should win. Diagnoses why when they don't.
- + 4 more specialists in Sora's team - see them all on the full catalogue.
Theo Chief Technology Officer
Research + Intel Owns the research desk. Watches your regulators, your competitors, and the public AI landscape so you don't have to.
Team of 5 agents across research + intel. A few examples:
- Lex · Competitor intel Watches the three competitors who matter + surfaces what changed. Reads price moves, review-velocity shifts + tells Theo which one is making a move that needs a response THIS week.
- Rumi · Regulatory liaison Reads your regulator's bulletins + tells you what affects YOU. Filters out the 90% that doesn't; expands the 10% that does into a named action with a deadline.
- Ward · Security scanner Watches public security feeds + vendor advisories + benchmark releases. Emits raw findings to Triage; never decides what to do herself - the separation of concerns is the point.
- + 2 more specialists in Theo's team - see them all on the full catalogue.
And behind the scenes: Ollie (chief operating officer) , Vera (chief of staff for the c-suite) - they don't have direct named reports; they synthesise across the C-suite so Marlow can brief you in one paragraph each morning.
Accountants
Regulator: ICAEW + ACCA (member depending) - PCRT + Code of Ethics. Primary channel: Email.
Email-first - clients need a paper trail. SMS for deadline nudges; reviews matter for credibility.
In ADDITION to the general team above, accountants get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Atlas · HMRC deadline radar
Per-client deadline tracker (SA, CT, VAT, PAYE, P11D, CIS, MTD); escalation cadence 30/14/7/3/1 days before + the morning-of.
Weekly recommends deadline escalation
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Brine · WIP-aging recovery agent
Tracks work-in-progress age per matter + per client; flags WIP > 30 days + identifies the cause (waiting on data / waiting on internal review / scope-creep) + the recovery action.
Weekly recommends WIP recovery
-
Compass · Advisory-upsell radar
Reads client financials + business signals + spots upgrade-from-compliance opportunities (R&D claim, incorporation, share scheme, EIS, exit planning).
Weekly recommends advisory opportunity
-
Yield · Per-client profitability analyst
Tracks recorded hours + fees per client + identifies the loss-making clients + the under-charged high-effort clients + the right conversation per (re-tier / re-price / let go).
Weekly recommends client profitability action
+ 9 more niche-specific specialists for accountants - see the full accountants roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- Client acquisition cost
- Annual recurring revenue
- On-time filing rate
- WIP aged > 30d
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 10% on day one; ~45% by week 26 on sms.
- Week 0 10% auto-send sms Deadline nudges OK; tax advice = human
- Week 8 30% auto-send sms Routine reminders + acknowledgements
- Week 26 45% auto-send sms Stays modest - technical questions always human
Regulator-aligned audit packs we maintain
- ICAEW Code of Ethics alignment
Confidentiality, professional behaviour, integrity + objectivity preserved across every communication. Conflict-of-interest checks before any client-facing advice.
Cross-tenant referral network
Revenue share negotiable; default 10%. Regulator disclosure required. 24h contact-holdback before transfer.
Tools your agents plug into
- Xero
- QuickBooks
- HMRC (planned)
Connectors load through a vetted gateway. You enable each one from your workspace settings.
General information only. Please book a consultation for advice on your specific situation.
Auto repair shops
Regulator: DVSA (MOT) + Motor Ombudsman + Trading Standards. Primary channel: Phone.
Phone for the booking; SMS for 'your car is ready'; WhatsApp for the photo of the worn brake pad.
In ADDITION to the general team above, auto repair shops get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Cam · MOT pipeline + service-work conversion
Tracks every customer's MOT expiry; 60/30/14 day taper with the personalised hook (last year's advisories + the service due alongside); converts MOT bookings into service-work where the data justifies it.
Weekly recommends MOT invite + service upsell hook
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Plate · DVSA testing-station compliance keeper
Continuously audits MOT testing discipline (test duration outliers, defect-rate vs DVSA norm, NT/RFR ratios) + flags any pattern that would trigger a disciplinary visit BEFORE DVSA arrives.
Weekly recommends tester coaching + audit prep
-
Crate · Parts-supplier negotiation + warranty tracker
Tracks every supplier order: price, lead-time, defect rate, warranty-claim outcome; drafts the per-supplier monthly review + the named negotiation lever to use next renewal.
Weekly recommends supplier review + renegotiation lever
-
Loaner · Courtesy-car rota optimiser
Models the courtesy-car fleet utilisation + per-vehicle wear + insurance + the customer-loyalty value of the loan; flags when to add / retire / re-route a car.
Weekly recommends courtesy-car rota + fleet sizing
+ 9 more niche-specific specialists for auto repair shops - see the full auto repair shops roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- Bay occupancy
- MOT first-time pass rate
- Average invoice value
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 15% on day one; ~60% by week 12 on sms, whatsapp.
- Week 0 15% auto-send sms
- Week 4 40% auto-send sms, whatsapp
- Week 12 60% auto-send sms, whatsapp
Regulator-aligned audit packs we maintain
- DVSA MOT testing conduct
MOT test outcomes only ever quoted from the actual result; first-time pass rate tracked + reported to the owner.
Cross-tenant referral network
Revenue share negotiable; default 0%. 24h contact-holdback before transfer.
Tools your agents plug into
- GaragePlug
Connectors load through a vetted gateway. You enable each one from your workspace settings.
Regulators we watch for you
You get a Monday morning digest of anything that affects your practice.
Barbershops
Regulator: HSE + Trading Standards. Primary channel: Instagram DM.
Walk-in culture - Instagram for new clients, SMS for the regulars who book ahead.
In ADDITION to the general team above, barbershops get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Snip · Empty-chair filler
Watches the diary 7 days ahead; identifies the gaps + the right loyal-customer per gap (right stylist, right service-length, recent visit-cadence) + drafts the personalised fill-the-gap nudge.
Weekly recommends gap-fill candidate + nudge
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Loop · Rebook-at-checkout memory
At checkout, surfaces the right next-visit window (6 weeks for cut, 8 for colour root touch-up, 4 for barber) + the right time-slot proposal based on stylist availability + client preference.
Weekly recommends rebook prompt per service
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Shelf · Retail product reorder predictor
Per-client model of which retail products they bought + when they'd run out + the seasonal swap moment (switch shampoo for winter scalp); drafts the per-client reorder nudge tied to the next appointment.
Weekly recommends retail reorder per client
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Glow · Birthday + 30-day treatment upsell
Tracks birthday + life-event signals; drafts the right per-client treatment upgrade for the next appointment (deep conditioning treatment for the client who hasn't tried it yet; facial for a regular hair-only customer).
Weekly recommends treatment upsell pick per client
+ 10 more niche-specific specialists for barbershops - see the full barbershops roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- Walk-in -> booking rate
- Rebooking rate
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 25% on day one; ~85% by week 4 on sms, whatsapp, instagram.
- Week 0 25% auto-send sms
- Week 2 55% auto-send sms, whatsapp
- Week 4 85% auto-send sms, whatsapp, instagram
Cross-tenant referral network
Revenue share negotiable; default 10%.
Tools your agents plug into
- Booksy
Connectors load through a vetted gateway. You enable each one from your workspace settings.
Beauty salons
Regulator: Joint Council for Cosmetic Practitioners (JCCP) + Local Authority licensing for invasive procedures. Primary channel: Instagram DM.
Instagram is the discovery channel; WhatsApp wins for the consultation chat about a treatment plan.
In ADDITION to the general team above, beauty salons get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Snip · Empty-chair filler
Watches the diary 7 days ahead; identifies the gaps + the right loyal-customer per gap (right stylist, right service-length, recent visit-cadence) + drafts the personalised fill-the-gap nudge.
Weekly recommends gap-fill candidate + nudge
-
Loop · Rebook-at-checkout memory
At checkout, surfaces the right next-visit window (6 weeks for cut, 8 for colour root touch-up, 4 for barber) + the right time-slot proposal based on stylist availability + client preference.
Weekly recommends rebook prompt per service
-
Shelf · Retail product reorder predictor
Per-client model of which retail products they bought + when they'd run out + the seasonal swap moment (switch shampoo for winter scalp); drafts the per-client reorder nudge tied to the next appointment.
Weekly recommends retail reorder per client
-
Glow · Birthday + 30-day treatment upsell
Tracks birthday + life-event signals; drafts the right per-client treatment upgrade for the next appointment (deep conditioning treatment for the client who hasn't tried it yet; facial for a regular hair-only customer).
Weekly recommends treatment upsell pick per client
+ 10 more niche-specific specialists for beauty salons - see the full beauty salons roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- Treatment-room occupancy
- Retail attach rate
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 20% on day one; ~90% by week 8 on sms, whatsapp, instagram.
- Week 0 20% auto-send sms Manual review on most replies
- Week 2 50% auto-send sms, whatsapp Booking confirmations auto-send
- Week 4 80% auto-send sms, whatsapp Most inbound DMs auto-reply
- Week 8 90% auto-send sms, whatsapp, instagram Expand to socials
Regulator-aligned audit packs we maintain
- JCCP aesthetics-procedure standards
Aesthetics-procedure enquiries routed to a registered practitioner; consent-sensitive replies always escalated.
Cross-tenant referral network
Revenue share negotiable; default 10%. 24h contact-holdback before transfer.
Tools your agents plug into
- Phorest
Connectors load through a vetted gateway. You enable each one from your workspace settings.
Regulators we watch for you
You get a Monday morning digest of anything that affects your practice.
Cleaning companies
Regulator: HSE + Trading Standards. Primary channel: SMS.
SMS for the recurring schedule, WhatsApp for the photo of today's job + the gate code.
In ADDITION to the general team above, cleaning companies get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Loop · One-off → recurring contract converter
Reads every one-off job + the customer profile + the post-job feedback; drafts the recurring-contract pitch with the per-customer hook (busy household / executive let-down / post-renovation tidy).
Weekly recommends recurring conversion pitch
-
Box · Commercial office-mover hunter
Scrapes commercial property listings + change-of-tenant signals + planning consents for fit-out work; pitches post-move clean + ongoing janitorial contract to the new occupier in week 1.
Weekly recommends office-mover named pitch
-
Ring · Property-manager network optimiser
Per-PM relationship-health score (response speed, complaint frequency, contract size); recommends the next-touch action per PM to deepen the relationship without burning it.
Weekly recommends PM relationship next-touch
-
Spot · Quality-audit photo-score auditor
Reads end-of-shift photos against the per-property checklist; auto-scores quality + flags the 2-3 gaps BEFORE the property manager finds them; coaches the cleaner privately.
Weekly recommends cleaner coaching + property re-audit
+ 8 more niche-specific specialists for cleaning companies - see the full cleaning companies roster.
How fast we hand the wheel over
Auto-send ramp: 15% on day one; ~75% by week 6 on sms, whatsapp.
- Week 0 15% auto-send sms
- Week 2 50% auto-send sms, whatsapp
- Week 6 75% auto-send sms, whatsapp
Cross-tenant referral network
Revenue share negotiable; default 0%. 24h contact-holdback before transfer.
Dental practices
Regulator: General Dental Council (GDC). Primary channel: SMS.
Patients want a same-day SMS reminder, not a chat thread. Reviews drive new patient enquiries.
In ADDITION to the general team above, dental practices get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Cleo · Treatment-plan acceptance modeller
Reads which treatment plans get accepted + which don't; models the patient + practitioner + price combinations that close; tells the treatment coordinator which plan to present + when.
Weekly recommends treatment-plan close lever
-
Hux · Recall likelihood scorer
Per-patient model of who will rebook vs who is drifting based on attendance history, recall channel response, season + practitioner change.
Weekly recommends recall outreach pick
-
Bria · Hygiene attach optimiser
Watches which check-ups should have led to a hygienist booking + didn't; tells the receptionist who to call back with the right reason.
Weekly recommends hygiene recovery
-
Pax · NHS / UDA optimiser
Tracks UDA performance against target; flags drift; recommends which patient mix changes recover the unit.
Weekly recommends UDA-recovery move
+ 10 more niche-specific specialists for dental practices - see the full dental practices roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- Chair occupancy
- Recall conversion
- Treatment plan acceptance
- NHS vs private mix
- No-show rate
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 10% on day one; ~65% by week 26 on sms, whatsapp.
- Week 0 10% auto-send sms Drafts-for-review for first month
- Week 4 40% auto-send sms Auto-send confirmations + reminders
- Week 12 55% auto-send sms Reach 55% by month 3; recall flows
- Week 26 65% auto-send sms, whatsapp Half-year mark; never auto-send clinical
Regulator-aligned audit packs we maintain
- GDC advertising + ethical guidelines compliance
Every customer-facing draft is governed against the GDC's advertising guidance: no 'painless / guaranteed / lifetime' claims, complaint-route always present in escalation drafts, consent-sensitive replies always held for owner review.
- CQC-aligned data handling
Patient data handled per CQC Regulation 17 (good governance) + Regulation 18 (staffing). Audit trail covers every read + write of patient-record-class slugs.
Cross-tenant referral network
Revenue share negotiable; default 10%. Regulator disclosure required. 24h contact-holdback before transfer.
GDC requires disclosure of referral arrangements to patients.
Tools your agents plug into
- Dentally PMS
- Software of Excellence (EXACT)
Connectors load through a vetted gateway. You enable each one from your workspace settings.
Regulators we watch for you
You get a Monday morning digest of anything that affects your practice.
General information only. For clinical advice, book an appointment with the practice.
Electricians
Regulator: NICEIC / NAPIT / ELECSA (Part P) + Trading Standards. Primary channel: Phone.
Phone for the initial enquiry; email for the estimate. SMS for the appointment reminder.
In ADDITION to the general team above, electricians get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Volt · EICR pipeline + landlord re-engagement
Tracks every EICR's expiry date + the landlord owner; 60/30/14 day taper with the personalised hook (which circuits showed amber last time, which fuseboard is ageing); converts compliance into recurring contracts.
Weekly recommends EICR re-engagement hook
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Spark · Part-P + NICEIC re-assessment readiness
Audits in-flight notifiable work continuously against Part-P documentation requirements + the NICEIC scheme rules; flags the 2-3 jobs each month whose paperwork would fail a snap inspection BEFORE the assessor shows.
Weekly recommends Part-P documentation backfill
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Loop · Emergency circuit-trip response
Inbound 'lights out / RCD won't reset / smell of burning' calls; promises a window the engineer can ACTUALLY hit given van location + on-call rota; triages tenant vs landlord vs commercial.
Weekly recommends emergency response promise
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Phase · EV-charger install lead engine
Identifies in-base customers + new leads with EV ownership signals (DVLA registrations in postcode, drive layout, recent solar install); paces the EV-charger conversation to OZEV grant calendars + the household's actual electrical capacity.
Weekly recommends EV-charger conversation opener
+ 9 more niche-specific specialists for electricians - see the full electricians roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- First-visit fix rate
- Cert lead time
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 10% on day one; ~55% by week 8 on sms, whatsapp.
- Week 0 10% auto-send sms
- Week 3 35% auto-send sms
- Week 8 55% auto-send sms, whatsapp
Regulator-aligned audit packs we maintain
- NICEIC conduct + certification flow
Cert lead-time tracked per job; non-compliances auto-escalated to the owner within the audit window.
Cross-tenant referral network
Revenue share negotiable; default 0%. 24h contact-holdback before transfer.
Tools your agents plug into
- Commusoft
Connectors load through a vetted gateway. You enable each one from your workspace settings.
Regulators we watch for you
You get a Monday morning digest of anything that affects your practice.
Financial advisors
Regulator: Financial Conduct Authority (FCA) - COBS rules. Primary channel: Email.
Email for everything advice-related (FCA record-keeping); SMS for meeting reminders.
In ADDITION to the general team above, financial advisors get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Avon · Annual-review orchestrator
Per-client annual-review schedule + the pre-meeting pack assembly (portfolio update, ATR refresh, circumstances-change check); ensures Consumer-Duty annual-review evidence is complete + on time.
Weekly recommends annual-review prep
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Probity · Suitability-evidence pack assembler
For every new recommendation, assembles the suitability evidence (client circumstances, objectives, ATR, knowledge + experience, capacity for loss, fees + alternatives considered) into FCA-audit-ready shape.
Weekly recommends suitability evidence gap
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Levy · Ongoing-charges fair-value monitor
Per-client total cost (platform + product + adviser fee) vs portfolio size + service delivered; flags fair-value concerns BEFORE the Consumer-Duty regulator does.
Weekly recommends fair-value action
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Edge · Complaint early-signal detector
Reads inbound client communications for negative sentiment, performance grievances, complaints-about-advice precursors; flags BEFORE FOS sees them.
Weekly recommends complaint pre-empt
+ 9 more niche-specific specialists for financial advisors - see the full financial advisors roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- Assets under advice growth
- Annual review completion
- Complaint rate
- Ongoing charges
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 0% on day one; ~30% by week 26 on sms.
- Week 0 0% auto-send human-only FCA COBS: any advice = human
- Week 12 20% auto-send sms Meeting reminders + non-advice nudges only
- Week 26 30% auto-send sms Stays low - advice = always human
Regulator-aligned audit packs we maintain
- FCA Consumer Duty alignment
Outcomes-focused communications: every reply mentioning products or returns routes through the compliance governor + a human IFA before send. PROD compliance evidence on ongoing charges per client.
- COBS record-keeping compliance
Every advice-adjacent communication retained for 5 years (extends to 10 for pensions) per COBS 9.5. Audit log Merkle-rooted so tampering is detectable.
Cross-tenant referral network
Revenue share fixed at 0% by regulator. Regulator disclosure required. 72h contact-holdback before transfer.
FCA: any commission/fee disclosed to the client.
Tools your agents plug into
- Intelligent Office
Connectors load through a vetted gateway. You enable each one from your workspace settings.
Regulators we watch for you
You get a Monday morning digest of anything that affects your practice.
Capital at risk. Past performance is not a reliable indicator of future returns. This is not personal advice; for that, please book a meeting.
Personal trainers
Regulator: REPs (Register of Exercise Professionals) / CIMSPA - voluntary. Primary channel: WhatsApp.
WhatsApp + Instagram are the relationship channels; SMS for session reminders.
In ADDITION to the general team above, personal trainers get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Aria · Programme Adjuster
Reads weekly check-ins (weight, sleep, soreness, sentiment); proposes programme tweaks to the trainer; tracks adoption + outcome.
Weekly recommends programme tweak
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Drew · Attendance Relapse Flagger
Models likelihood of drop-off per client; flags at risk; suggests right intervention (warmer check-in vs schedule change vs pricing flex).
Weekly recommends relapse intervention
-
Eli · Injury Screen Watchdog
Parses inbound messages for injury cues; routes to a clinician before training resumes; logs to client record.
Weekly recommends clinical hand-off
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Kai · Deload Trigger
Tracks training load + fatigue markers; recommends deload weeks before overtraining.
Weekly recommends periodisation pause
+ 11 more niche-specific specialists for personal trainers - see the full personal trainers roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- Client retention
- Session attendance
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 20% on day one; ~80% by week 4 on sms, whatsapp, instagram.
- Week 0 20% auto-send sms
- Week 2 55% auto-send sms, whatsapp
- Week 4 80% auto-send sms, whatsapp, instagram
Regulator-aligned audit packs we maintain
- CIMSPA professional conduct standards
Medical-history questions routed only to qualified staff; PAR-Q + injury-related conversations always escalate.
Cross-tenant referral network
Revenue share negotiable; default 15%. 24h contact-holdback before transfer.
Tools your agents plug into
- Mindbody
Connectors load through a vetted gateway. You enable each one from your workspace settings.
Regulators we watch for you
You get a Monday morning digest of anything that affects your practice.
Not medical advice. Please check with your GP before starting any new programme if you have health conditions.
Hair salons
Regulator: HSE + Trading Standards (no professional body). Primary channel: Instagram DM.
Booking starts on Instagram (style portfolio) and finishes on SMS (confirmation + reminder).
In ADDITION to the general team above, hair salons get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Snip · Empty-chair filler
Watches the diary 7 days ahead; identifies the gaps + the right loyal-customer per gap (right stylist, right service-length, recent visit-cadence) + drafts the personalised fill-the-gap nudge.
Weekly recommends gap-fill candidate + nudge
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Loop · Rebook-at-checkout memory
At checkout, surfaces the right next-visit window (6 weeks for cut, 8 for colour root touch-up, 4 for barber) + the right time-slot proposal based on stylist availability + client preference.
Weekly recommends rebook prompt per service
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Shelf · Retail product reorder predictor
Per-client model of which retail products they bought + when they'd run out + the seasonal swap moment (switch shampoo for winter scalp); drafts the per-client reorder nudge tied to the next appointment.
Weekly recommends retail reorder per client
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Glow · Birthday + 30-day treatment upsell
Tracks birthday + life-event signals; drafts the right per-client treatment upgrade for the next appointment (deep conditioning treatment for the client who hasn't tried it yet; facial for a regular hair-only customer).
Weekly recommends treatment upsell pick per client
+ 10 more niche-specific specialists for hair salons - see the full hair salons roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- Chair occupancy
- Retail attach rate
- Rebooking rate
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 20% on day one; ~90% by week 8 on sms, whatsapp, instagram.
- Week 0 20% auto-send sms
- Week 2 50% auto-send sms, whatsapp
- Week 4 80% auto-send sms, whatsapp
- Week 8 90% auto-send sms, whatsapp, instagram
Cross-tenant referral network
Revenue share negotiable; default 10%. 24h contact-holdback before transfer.
Tools your agents plug into
- Phorest
- Treatwell
Connectors load through a vetted gateway. You enable each one from your workspace settings.
HVAC engineers
Regulator: Gas Safe + REFCOM (refrigerants) + F-Gas Regulation. Primary channel: Phone.
Long sales cycles - email-first for the quote chain; phone for the survey booking.
In ADDITION to the general team above, hvac engineers get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Front · Pre-surge maintenance plan conversion
Reads 14-day forecast for first-frost / first-heatwave windows; converts maintenance-plan upsells in the 2-3 weeks BEFORE the surge so the customer has cover when calls collapse.
Weekly recommends pre-surge conversion list
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Surge · Storm-strike-force dispatcher
When a named storm hits, dispatches the on-call rota + pre-stages parts at depot + opens the priority lane for vulnerable customers (elderly / medical-dependent / newborns).
Weekly recommends storm dispatch plan + vulnerable-customer list
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Vapour · F-Gas + EPA608 + R454B refrigerant tracker
Tracks every refrigerant transaction, leak check + R454B transition project; auto-builds the F-Gas log; flags any engineer's certification gap BEFORE dispatch.
Weekly recommends compliance gate + engineer swap
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Cell · RTU equipment lifecycle replace-trigger
Per-RTU model of useful life (capital cost vs accumulated repair spend vs failure-risk); opens the replace conversation at the right moment with the per-unit modelled payback.
Weekly recommends RTU replace conversation timing
+ 9 more niche-specific specialists for hvac engineers - see the full hvac engineers roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- Contract renewal rate
- Avg response time
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 10% on day one; ~50% by week 12 on sms, whatsapp.
- Week 0 10% auto-send sms
- Week 4 30% auto-send sms
- Week 12 50% auto-send sms, whatsapp
Cross-tenant referral network
Revenue share negotiable; default 0%. 24h contact-holdback before transfer.
Tools your agents plug into
- ServiceTitan
Connectors load through a vetted gateway. You enable each one from your workspace settings.
Regulators we watch for you
You get a Monday morning digest of anything that affects your practice.
Law firms
Regulator: Solicitors Regulation Authority (SRA). Primary channel: Email.
Email is the legal channel - signed, dated, traceable. SMS for diary reminders only.
In ADDITION to the general team above, law firms get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Tally · Matter cycle-time analyst
Per-matter cycle-time tracking; identifies the stages where matters sit too long + the cause (waiting on client / waiting on other side / partner bottleneck).
Weekly recommends matter unblock
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Probe · Conflict-of-interest pre-checker
On every new enquiry, runs a fast conflict-check against existing + closed matters; flags potential conflicts BEFORE the solicitor accepts instructions.
Weekly recommends conflict triage
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Censor · Complaint-rate early-warning
Models early complaint signals (negative-sentiment client messages, billing queries, response-time drift) BEFORE a formal complaint lands.
Weekly recommends complaint pre-empt
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Vatra · Billable realisation tracker
Tracks recorded vs billable vs collected hours per fee-earner + matter; identifies the realisation leakage + its named cause.
Weekly recommends realisation recovery
+ 9 more niche-specific specialists for law firms - see the full law firms roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- Matter cycle time
- Complaint rate
- Client satisfaction (NPS)
- Billable realisation
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 0% on day one; ~25% by week 26 on sms.
- Week 0 0% auto-send human-only SRA risk: new-enquiry replies always reviewed
- Week 12 15% auto-send sms Diary reminders only after 3 months
- Week 26 25% auto-send sms Stays low - legal advice is always human
Regulator-aligned audit packs we maintain
- SRA Code of Conduct alignment
No legal advice auto-sent (SRA Principle 7 - act in best interests of each client). Conflict-of-interest flags fired before any client-facing draft. Confidentiality preserved across every read.
Cross-tenant referral network
Revenue share fixed at 0% by regulator. Regulator disclosure required. 72h contact-holdback before transfer.
SRA Code: financial referral fees largely prohibited.
Tools your agents plug into
- Clio
- LEAP
Connectors load through a vetted gateway. You enable each one from your workspace settings.
Regulators we watch for you
You get a Monday morning digest of anything that affects your practice.
This is general information, not legal advice. For your specific situation, please book a consultation.
Locksmiths
Regulator: MLA (Master Locksmiths Association) - voluntary; no statutory regulator. Primary channel: Phone.
Phone is the only channel that matters when you're locked out at 11pm.
In ADDITION to the general team above, locksmiths get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Tumble · 24/7 emergency lockout dispatcher
Triages inbound lockout calls by urgency + customer vulnerability + van location; promises a response window the on-call locksmith can actually hit; never over-promises just to win the call.
Weekly recommends emergency response promise
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Chit · Insurance-job pack builder
Builds the customer-facing insurance pack (photos + incident note + invoice with the right line-items for each major insurer's claim form); customer claims back without re-typing or chasing the locksmith for a missing receipt.
Weekly recommends claim-pack format pick + follow-up
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Bolt · Smart-lock retrofit upsell pacer
On a key-cutting visit or lockout call, reads the door + frame + lifestyle signals (Airbnb / shared house / elderly resident / dog-walker access) + drafts the per-customer smart-lock conversation.
Weekly recommends smart-lock conversation opener
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Pin · Master-key system consultant
For commercial sites + HMOs: drafts the master-key system design (key hierarchy + cylinder count + ANSI / EN grading); books the consultation; tracks the long sales cycle through approval.
Weekly recommends master-key consultation book
+ 6 more niche-specific specialists for locksmiths - see the full locksmiths roster.
How fast we hand the wheel over
Auto-send ramp: 10% on day one; ~30% by week 4 on sms.
- Week 0 10% auto-send sms Emergencies need a person
- Week 4 30% auto-send sms
Cross-tenant referral network
Revenue share negotiable; default 0%.
Emergencies have no cooling-off.
Painters + decorators
Regulator: PDA (Painting + Decorating Association) + Trading Standards. Primary channel: Phone.
Phone for the site visit; SMS for the start date confirmation.
In ADDITION to the general team above, painters + decorators get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Hue · Per-customer colour-match library keeper
Records every paint reference (brand + line + exact code + finish + room) per customer; surfaces the history when the customer asks for a touch-up or next-room job 18 months later.
Weekly recommends colour-memory re-engagement
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Sand · Prep-time estimator
Reads the survey photos + free-text notes; estimates prep hours (filler / sanding / masking / priming) BEFORE the quote goes out; flags any job whose prep estimate looks 30%+ too low against the trade's historical baseline.
Weekly recommends prep-estimate uplift call
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Roll · Decorator-week routing
Models the diary in 5-day decorator-week blocks; schedules quoted jobs into the next available block without splitting a job across weeks; flags any rescheduling that would break a client commitment.
Weekly recommends decorator-week slot pick
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Touch · After-care touch-up tracker
Schedules the 30 / 60 / 90 day touch-up calls included in the premium tier; tracks the per-customer touch-up outcome + the referral / repeat-job signal that often follows.
Weekly recommends touch-up + referral ask
+ 8 more niche-specific specialists for painters + decorators - see the full painters + decorators roster.
How fast we hand the wheel over
Auto-send ramp: 15% on day one; ~40% by week 4 on sms, whatsapp.
- Week 0 15% auto-send sms
- Week 4 40% auto-send sms, whatsapp
Cross-tenant referral network
Revenue share negotiable; default 0%. 24h contact-holdback before transfer.
Photographers
Regulator: GDPR + Trading Standards (no professional body). Primary channel: Instagram DM.
Instagram is the portfolio + lead source; email for the contract; WhatsApp for the day-of-shoot logistics.
In ADDITION to the general team above, photographers get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Aisle · Wedding enquiry-to-booking funnel
Reads every wedding enquiry + the couple's style signals (Pinterest links, venue, dress style, guest count); drafts the per-couple personalised response + the right portfolio subset to send.
Weekly recommends per-couple wedding response
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Flash · Speed-to-lead + high-budget triage
Routes inbound enquiries by budget signal + style fit + venue prestige; the £8k+ wedding gets a 5-min personal call response, the £2k engagement gets a same-day templated reply, the budget-shopper gets a polite next-step + price-guide.
Weekly recommends lead triage + owner-callback list
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Glass · Inquiry shield 24/7
After-hours / lunch / shoot-day inbound (Instagram DM / web form / WhatsApp) gets the right same-shift response (you, the assistant, or the auto-reply) based on the lead's heat + your availability.
Weekly recommends after-hours route + your-callback list
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Frame · Portfolio-match gallery curator
Per-couple builds a tailored portfolio gallery matched to their venue + style + season + skin tones + guest demographics; the close-the-call tool that turns 'maybe' into 'yes'.
Weekly recommends tailored portfolio per couple
+ 9 more niche-specific specialists for photographers - see the full photographers roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- Booking lead time
- Album / print upsell rate
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 15% on day one; ~70% by week 6 on sms, whatsapp, instagram.
- Week 0 15% auto-send sms
- Week 2 40% auto-send sms, whatsapp
- Week 6 70% auto-send sms, whatsapp, instagram
Cross-tenant referral network
Revenue share negotiable; default 15%. 24h contact-holdback before transfer.
Tools your agents plug into
- Studio Ninja
Connectors load through a vetted gateway. You enable each one from your workspace settings.
Plumbers
Regulator: Gas Safe Register + WaterSafe + Trading Standards. Primary channel: Phone.
Phone-first - emergencies don't text. SMS for confirmation of the engineer's arrival.
In ADDITION to the general team above, plumbers get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Sluice · Price-shopper triage + premium-job router
Reads inbound enquiries + the linguistic signature of the message (cheapest / quote / get back to me vs blocked drain / no hot water / boiler red light); routes premium jobs straight to the diary, soft-handles tyre-kickers with a self-serve guide + a price-band reply.
Weekly recommends enquiry triage call list
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Chase · Van-day utilisation optimiser
Models every job by depot-distance + parts-on-board + skill-mix + customer-window + buffer-for-overruns; names the right job order for tomorrow's van so the engineer ends the day at home, not back at the depot.
Weekly recommends van-day route + ordering
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Burst · Emergency-call SLA keeper
Watches no-water / no-heat / leak inbound; promises a 60/90-min response window the engineer can ACTUALLY hit given current van location + on-call diary; never makes a promise the dispatcher will have to break.
Weekly recommends emergency response promise
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Tarn · Gas-Safe + WRAS compliance watcher
Tracks every gas-safe / WRAS-relevant job + the engineer qualifications + the cert + the customer-handover pack; interrupts a job dispatch if the assigned engineer's certification doesn't cover the appliance.
Weekly recommends compliance gate + engineer-swap
+ 9 more niche-specific specialists for plumbers - see the full plumbers roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- First-visit fix rate
- Average job value
- Revisit rate
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 10% on day one; ~55% by week 8 on sms, whatsapp.
- Week 0 10% auto-send sms Most enquiries are calls
- Week 3 35% auto-send sms, whatsapp
- Week 8 55% auto-send sms, whatsapp
Regulator-aligned audit packs we maintain
- Gas Safe conduct + competence evidence
Gas-work job records linked to certified engineer ID; safety-incident reports auto-escalated.
Cross-tenant referral network
Revenue share negotiable; default 0%. 24h contact-holdback before transfer.
Tools your agents plug into
- Commusoft
Connectors load through a vetted gateway. You enable each one from your workspace settings.
Regulators we watch for you
You get a Monday morning digest of anything that affects your practice.
Estate agents
Regulator: ARLA / NAEA Propertymark + Trading Standards + (lettings) PRS. Primary channel: Phone.
WhatsApp wins for property photos / virtual tours; phone for the negotiation.
In ADDITION to the general team above, estate agents get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Pitch · Valuation-to-instruction conversion engine
Reads every valuation appointment + the vendor's competitor valuations + the local-comparable data; drafts the 48h follow-up that closes the instruction before the vendor signs with the agent who valued highest.
Weekly recommends 48h instruction close
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Strike · Five-minute lead strike
Routes inbound web leads / portal enquiries to the right negotiator within 60 seconds + drafts the personalised opening message; never lets a lead sit more than 5 min during business hours.
Weekly recommends lead strike + opening message
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Chain · Chain-collapse predictor + saver
Per-sale chain-stress model (mortgage delays, survey-find renegotiations, conveyancer responsiveness, vendor-buyer communication signals); flags chains at risk + names the next intervention BEFORE the collapse.
Weekly recommends chain save intervention
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Quay · Landlord portfolio capture
Identifies inbound enquiries from landlords (multi-property indicators in the address / company-name); pivots the playbook to capture the portfolio + propose a managed-lettings contract instead of one-off.
Weekly recommends portfolio contract pitch
+ 10 more niche-specific specialists for estate agents - see the full estate agents roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- Instructions -> offer rate
- Fall-through rate
- Median days to offer
- Viewings per listing
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 10% on day one; ~45% by week 12 on sms, whatsapp.
- Week 0 10% auto-send sms Negotiation = human
- Week 4 30% auto-send sms, whatsapp
- Week 12 45% auto-send sms, whatsapp
Regulator-aligned audit packs we maintain
- Propertymark conduct + membership standards
Material-information disclosures on every listing reply; fair-housing language enforced; complaints routed per the Propertymark conduct rules.
Cross-tenant referral network
Revenue share negotiable; default 25%. 24h contact-holdback before transfer.
Tools your agents plug into
- Reapit
- Alto
Connectors load through a vetted gateway. You enable each one from your workspace settings.
Regulators we watch for you
You get a Monday morning digest of anything that affects your practice.
Restaurants
Regulator: FSA + Local Authority Environmental Health. Primary channel: Phone.
Bookings still skew phone + walk-ins; Instagram drives discovery; SMS confirms the reservation.
In ADDITION to the general team above, restaurants get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Seat · Cover utilisation optimiser
Models the diary by service (lunch / dinner / brunch) + table mix + walk-in expectation + no-show probability; drafts the per-shift over/under-book recommendation.
Weekly recommends per-shift seating plan
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Slice · Food-cost margin sentinel
Watches supplier price moves against menu line-items; flags any dish whose theoretical margin has slipped BEFORE the kitchen notices in the monthly P&L.
Weekly recommends margin recovery decision per dish
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Hold · No-show predictor + credit-card hold
Per-booking no-show probability model; flags high-risk bookings for credit-card hold + drafts the per-booker confirmation tone that gets the response without feeling distrustful.
Weekly recommends confirm tone + hold decision
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Star · Google + TripAdvisor review velocity
Drafts the per-customer review request timed to the emotional peak (24-48h post-dinner) on the right platform per customer profile (Google for couples, TripAdvisor for tourists, Instagram for the food scene).
Weekly recommends review request + owner-response pack
+ 9 more niche-specific specialists for restaurants - see the full restaurants roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- Seat occupancy
- Average spend per cover
- Food cost %
- Average rating (all platforms)
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 25% on day one; ~80% by week 4 on sms, whatsapp, instagram.
- Week 0 25% auto-send sms
- Week 2 55% auto-send sms, whatsapp
- Week 4 80% auto-send sms, whatsapp, instagram
Regulator-aligned audit packs we maintain
- FSA allergen + food-safety communications
Allergen-related questions always answered from the tenant's published menu data (never invented); food-safety incidents auto-escalate.
Cross-tenant referral network
Revenue share negotiable; default 0%.
Cross-restaurant referrals usually informal (sister-restaurant).
Tools your agents plug into
- OpenTable
- SevenRooms
Connectors load through a vetted gateway. You enable each one from your workspace settings.
Regulators we watch for you
You get a Monday morning digest of anything that affects your practice.
Roofers
Regulator: CompetentRoofer + NFRC + Trading Standards. Primary channel: Phone.
Phone for the urgent leak; SMS for survey times; email for the formal quote.
In ADDITION to the general team above, roofers get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Gale · Storm-damage strike-force dispatcher
When a named storm hits, dispatches the door-knock + drone-inspection teams to the highest-damage postcodes WITHIN 24 hours; first roofer in captures the neighbourhood.
Weekly recommends storm dispatch route + neighbourhood capture
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Crow · Drone-inspection lead magnet
Free drone inspections offered to in-base + adjacent addresses; auto-generates a 1-page condition report with photos + per-issue cost-to-fix; converts 30-45%.
Weekly recommends drone-report-driven repair quote
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Claim · Insurance adjuster liaison
Builds the claim packet (photos + damage report + scope-of-work) the adjuster needs to settle FAST + FAIR; tracks every claim through the adjuster's queue + flags slow ones for owner escalation.
Weekly recommends adjuster escalation route
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Helm · Subcontractor liability gate
Pre-job verifies every sub's PL + EL + work-at-height training + CSCS card validity; blocks dispatch if any gap. Renews documentation BEFORE expiry.
Weekly recommends sub liability gate + swap pick
+ 9 more niche-specific specialists for roofers - see the full roofers roster.
How fast we hand the wheel over
Auto-send ramp: 10% on day one; ~50% by week 12 on sms, whatsapp.
- Week 0 10% auto-send sms
- Week 4 30% auto-send sms
- Week 12 50% auto-send sms, whatsapp
Cross-tenant referral network
Revenue share negotiable; default 0%. 24h contact-holdback before transfer.
Regulators we watch for you
You get a Monday morning digest of anything that affects your practice.
Vet practices
Regulator: Royal College of Veterinary Surgeons (RCVS). Primary channel: WhatsApp.
Out-of-hours WhatsApp lets owners share photos / video of a sick pet without phoning - critical for triage.
In ADDITION to the general team above, vet practices get these niche-specific specialists tuned to their world. Same depth bar; different conventions.
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Sano · Out-of-hours triage classifier
Reads inbound out-of-hours messages + photos / video; classifies urgency (emergency now / urgent today / routine tomorrow / advice-only) + routes to the right place. Never gives clinical advice.
Weekly recommends urgency routing
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Ivory · Vaccination compliance scorer
Models per-patient (per-pet) vaccination due-dates across core + non-core + species-specific schedules; flags compliance drift before it becomes a clinic-wide risk.
Weekly recommends vaccination recall
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Rune · VMD prescribing-cascade watcher
Watches every prescribing decision for cascade compliance (licensed-for-species first, then off-label with cascade justification); flags missing documentation BEFORE the next VMD audit.
Weekly recommends cascade documentation
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Solace · End-of-life conversation router
When an owner's message signals end-of-life context (quality-of-life decline, euthanasia question, palliative care), HARD-routes to the practice's designated EOL clinician + drafts a kind first acknowledgement the receptionist sends in the meantime.
Weekly recommends EOL conversation hand-off
+ 9 more niche-specific specialists for vet practices - see the full vet practices roster.
Partner platforms we connect to
Deep integrations the platform reads (and where the partner supports it, writes) so the agents always quote the truth.
KPIs your dashboard ships with
- Vaccine compliance
- Sedation incident rate
- Average consult value
- Emergency response time
The reporting agents draft these weekly + monthly without you having to spec the report.
How fast we hand the wheel over
Auto-send ramp: 10% on day one; ~50% by week 26 on sms, whatsapp.
- Week 0 10% auto-send sms Drafts-for-review; clinical = always human
- Week 8 30% auto-send sms, whatsapp Routine confirmations only
- Week 26 50% auto-send sms, whatsapp Half-year: ~50% of inbound DMs auto-reply
Regulator-aligned audit packs we maintain
- RCVS Practice Standards Scheme alignment
Clinical context never auto-replied; out-of-hours triage always routes to a registered veterinary surgeon; euthanasia + end-of-life conversations always escalate.
- VMD prescribing-cascade compliance
Any reply mentioning medication routes through the compliance governor; prescribing-cascade-bound advice always escalates to a registered prescriber.
Cross-tenant referral network
Revenue share fixed at 0% by regulator. Regulator disclosure required.
RCVS expressly forbids financial inducement for referrals.
Tools your agents plug into
- RoboVet / RxWorks
- Provet Cloud
Connectors load through a vetted gateway. You enable each one from your workspace settings.
Regulators we watch for you
You get a Monday morning digest of anything that affects your practice.
General information only. Please book an appointment for clinical assessment.
See what lights up for your business.
A five-minute conversation gives us enough to pre-load the right agents, integrations, and policies for your niche.