She'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 her something niche.
You meet her at: The chat tab in your workspace A thinking team, not a callback tool
They reason. They plan. They tell you what to do next .
Every agent on this page clears the same bar — thought, planning, autonomous research, optimisation, advice, business-building. Not 'we sent the reminder' tooling. A team that earns its place in your week.
Cara measures CAC + LTV per channel and tells you which copy to swap. Pia clusters every "no" you got this week into offer, price, timing, or trust — and names the fix to test. Lex watches the three competitors who actually matter. Marlow synthesises the whole team into three lines over your morning coffee. That's the shape of every agent on this page, across all 20 niches.
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. Volume is the floor — the depth bar above is what it's for.
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.
She'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 her 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.
- 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.
- Iris · Clinical handover Knows when to hand off to a clinician - immediately. Reads message intent against the regulator's clinical-vs-admin line so nothing ambiguous lands in a clinician's lap unflagged.
- Pia · Decline + cancellation analyst Reads every decline and cancellation; clusters the reasons; tells you whether the problem is offer, price, timing or trust - and the specific fix to test next.
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.
- 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.
- 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.
- Helix · Marketing-analytics analyst Partners with Marnie. Models ad-spend by channel, names the 70/20/10 allocation, kills bottom-quintile spend, surfaces the audience-targeting tweak Helix thinks will lift conversion next week.
- Pivot · Operations-analytics analyst Partners with Otis. Tracks utilisation, on-time rate, cycle times, capacity-vs-demand. Names the shift-mix fix this week + the pre-book to lock in before the next demand surge.
- Memo · Report writer Writes the monthly + quarterly report in your voice for you, AND the tactical brief for each ops lead (Marnie, Otis, Faye, Sara). Names the hypothesis + the next experiment; never just dashboard-dumps numbers.
- Dax · Compliance agent Reads every draft against your regulator's red lines before it ships. Tracks rule changes; tells Casey which template needs a refresh BEFORE the next audit.
Rory Chief Revenue Officer
Growth Owns the growth bets. New-channel experiments, win-back campaigns, partner referrals - the work that compounds the top line.
- 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.
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.
- 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.
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.
-
Hattie · Recall agent
- Monthly receipts request (5th of month)
- VAT + CT + SA deadline reminders per client
- Lapsed-client win-back at 90 days
-
Dax · Compliance agent
- HMRC deadline-date awareness per client tax-year
- Engagement-letter + KYC onboarding flow
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.
-
receptionist
- Booking-from-reg with vehicle lookup
- Diagnostic quote from symptoms + photo
-
Hattie · Recall agent
- MOT + service reminders 30 / 14 / 0-day-out
- Annual full-service recall
-
Dax · Compliance agent
- Manufacturer-recall cross-check on booking
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.
-
receptionist
- Wait-time text-back ('you're 3rd, ~25 mins')
- Walk-in queue position SMS opt-in
- Quick FAQs (fade types, beard trim pricing)
-
Hattie · Recall agent
- Per-client cycle (2 / 3 / 4-week patterns detected)
- Quiet-Tuesday promo nudges
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.
-
receptionist
- Treatment-aware FAQ (HD brows, lashes, laser timing)
- Course-booking flow with session tracking
- Bridal-package long-window booking
-
Hattie · Recall agent
- Course-session-by-session recall (3/6, 4/6, ...)
- Annual treatment refresh
-
Dax · Compliance agent
- Aftercare-info delivery gate (no booking until acknowledged)
- Allergy / patch-test tracking
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.
-
receptionist
- Quote from bedrooms + bathrooms + frequency
- Day-of arrival ETA SMS
- Reschedule recurring cleans
-
Hattie · Recall agent
- Lapsed-customer win-back at 60 days
- Move-in / move-out deep-clean upsell
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.
-
receptionist
- Answer 'do you take NHS patients?' from your real registration status
- Quote routine prices (check-up, hygienist, white filling) from your menu
- Book + reschedule appointments with chair preferences
- Out-of-hours dental-pain triage with safe interim advice
- Send the practice's pre-treatment information sheets on request
-
Hattie · Recall agent
- 6 / 12 / 24-month check-up reminders, by patient
- Hygiene-cycle recalls (every 3 / 6 months as set)
- Lapsed-patient win-back at 18 months silent
- Treatment-plan follow-up after consultation
-
Rae · Reviews agent
- Auto-watch GMB + Trustpilot + Facebook
- Draft thank-you replies for 4-5* reviews
- Escalate < 3* to the practice manager immediately
- Review-request to patients after a positive visit
-
Dax · Compliance agent
- Flag GDC-restricted claim language (painless, guaranteed, lifetime)
- Catch missing complaint route in escalation drafts
- Hold consent-sensitive replies for owner review
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.
-
receptionist
- Fault vs quote triage
- Quote with Part-P compliance line
- Fault-call emergency routing
-
Hattie · Recall agent
- EICR renewal cycle 9 / 6 / 3 / 0-month-out per property
- Annual landlord-portfolio recall
-
Dax · Compliance agent
- Part-P notifications checklist
- EIC + EICR certificate delivery
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.
-
Hattie · Recall agent
- Annual review booking
- Life-event detection nudges (house move, inheritance, job change)
-
Dax · Compliance agent
- FCA-language gate (block performance claims)
- Suitability letter draft from fact-find
-
Mira · Marketing agent
- Quarterly market-update commentary drafts
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.
-
receptionist
- Enquiry -> 30-min consult booking flow
- Programme delivery (Sunday-evening drafts)
-
Hattie · Recall agent
- Lapsed-client win-back at 21 days
- Milestone celebration (10th / 25th / 50th session)
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).
-
receptionist
- Quote services from your menu (cut, colour, balayage, treatment)
- Book + reschedule with stylist preferences
- Insta DM + Facebook auto-replies with booking link
- FAQs (timing, aftercare, allergy patch test)
-
Hattie · Recall agent
- 6-week rebook nudges per stylist
- Birthday discount drafts
- VIP cycle (book + perk + check-in)
- Lapsed-client win-back at 90 days
-
Rae · Reviews agent
- Auto-watch Google + Trustpilot
- Stylist-named thank-yous
- Quiet-day promo drafts (Tue / Wed gaps)
-
Mira · Marketing agent
- Weekly Insta + Facebook content calendar drafts
- Quiet-day promo SMS drafts
- Seasonal campaign (Christmas, summer, prom)
- Refer-a-friend tracking
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.
-
receptionist
- Seasonal triage (winter boiler / summer AC)
- Quote-from-photo for AC + heat-pump installs
- Emergency on-call routing
-
Hattie · Recall agent
- Annual boiler-service recall (365d after last)
- Pre-winter campaign (October)
- AC pre-summer campaign (May)
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.
-
receptionist
- Practice-area triage (family / property / employment / wills)
- Initial-enquiry intake form
- Out-of-hours auto-reply with response window
-
Dax · Compliance agent
- SRA-aware drafting (no advice in writing without meeting)
- Conflict-of-interest check on new matters
- COLP routing for high-risk enquiries
-
Hattie · Recall agent
- Weekly conveyancing status drafts
- Document-request reminders per milestone
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.
-
receptionist
- 24/7 lockout triage with ETA + safety advice
- Lost-key quote from car make + model
- Annual landlord-property lock-check
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.
-
receptionist
- Pre-site-visit qualifier (room size, condition, timeline, budget)
- Site-visit booking
- Quote drafts from notes
-
Hattie · Recall agent
- Landlord-property repeat cycle
- Ghost-recovery at 3 / 7 / 14 days
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.
-
receptionist
- Event-type quote (wedding / family / corp)
- Gallery-delivery reminders
-
Mira · Marketing agent
- Album + print upsell 10 days post-delivery
- Annual family-portrait recall
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.
-
receptionist
- Missed-call SMS textback while on a job
- Emergency keyword triage -> on-call escalation
- Quote from photos over WhatsApp
- Standard service / install pricing menu
-
Felix · Finance agent
- Invoice from completed-job notes
- Payment reminders at +7 / +14 days
- Aftercare check-in 30 days post-job
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.
-
receptionist
- Out-of-hours viewing booker
- Saved-search SMS on new property launch
- Offer-status chase to vendor + buyer + solicitors
-
Hattie · Recall agent
- Tenancy renewal cycle (3 / 2 / 1-month-out)
-
Dax · Compliance agent
- AML + EPC compliance gate
- Tenancy deposit protection check
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.
-
receptionist
- Booking-from-chat + confirmation + 24h reminder
- Allergen / dietary auto-reply from menu
-
Mira · Marketing agent
- Midweek promo drafts (Sunday for owner approval)
- Seasonal menu announcements
-
Rae · Reviews agent
- Chef-voice replies on every platform
-
Hattie · Recall agent
- 60-day-quiet repeat-diner nudge
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.
-
receptionist
- Storm-day auto-reply + queue
- Quote from photos
- Insurance-claim schedule of work
-
Rae · Reviews agent
- Photo-prompted review-request post-job
- Aftercare + warranty-anniversary check-in
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.
-
receptionist
- Triage 'my pet isn't well' to urgent / non-urgent + book
- Vaccine + booster info by species + age
- Out-of-hours emergency routing template
- Reassurance replies for anxious owners without giving advice
-
Hattie · Recall agent
- Annual booster reminders per pet (with name)
- Health-plan renewal nudges
- End-of-life follow-up (sympathy + remembrance + booking new pet)
- Worming + flea-treatment seasonal reminders
-
Rae · Reviews agent
- Auto-watch all platforms
- Tone-shift for grief-related reviews
- Escalate complaints + clinical-feedback to the vet personally
-
Dax · Compliance agent
- Block medical advice in writing - drafts 'book a consult' instead
- RCVS-aware tone on every reply
- Out-of-hours triage protocol routing
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.