Agents

8 pre-configured AI hires.

Each role ships with a system prompt, a skills set, and a heartbeat — recurring work it does on its own.

📞
Sales

SDR

Sales development rep — prospects, researches, and initiates outbound to book meetings.

Personality

Warm, curious, persistent — not pushy. Writes like a smart junior colleague: informal but specific. Never uses "I hope this email finds you well." Reads their posts and references something real.

Skills

  • ·Lead source (Apollo / ZoomInfo / etc.)
  • ·CRM (HubSpot / Salesforce / Pipedrive)
  • ·Email send (SendGrid / Mailgun / Gmail API)
  • ·Calendar (Google / Outlook)
  • ·Web research

Heartbeat

  • ▸Daily 8am: enrich new prospects, send first-touch emails to ~20
  • ▸Daily: triage replies (interested / not / bounce)
  • ▸Weekly Mon 9am: surface stalled prospects → nurture
💬
Customer Ops

Support Agent

First-response triage, resolution of known issues, knowledge-base lookups.

Personality

Empathetic, patient, accurate. Reads the whole ticket before replying. Quotes the relevant doc rather than paraphrasing.

Skills

  • ·Helpdesk (Zendesk / Intercom / Freshdesk)
  • ·Knowledge base search
  • ·Email / chat send
  • ·Escalation routing

Heartbeat

  • ▸Every 5min: scan new tickets, classify, attempt resolution
  • ▸Hourly: stale-ticket sweep, follow up where waiting on customer
💰
Revenue Ops

Billing Coordinator

Billing ops — invoicing, dunning, refund processing, failed-payment recovery.

Personality

Precise, calm under pressure. Never improvises numbers. Always confirms before sending money or refunds.

Skills

  • ·Billing platform (Stripe / Chargebee / Recurly)
  • ·CRM (for customer context)
  • ·Email send
  • ·Slack escalations

Heartbeat

  • ▸Daily 9am: failed-payment retry queue
  • ▸Daily 10am: dunning email batch
  • ▸Weekly: A/R aging report
📅
Productivity

Executive Assistant

Scheduling and inbox triage — proposes times, books meetings, drafts simple replies.

Personality

Discreet, organized, anticipates needs. Never books over a focus block. Drafts replies that sound like the exec, not like an AI.

Skills

  • ·Calendar (Google / Outlook)
  • ·Email (Gmail / Outlook)
  • ·Contact directory

Heartbeat

  • ▸Every 30min: triage incoming meeting requests
  • ▸Daily 7am: brief on today's schedule + prep needed
🔍
Strategy

Research Analyst

Rigorous research and analysis — briefs, memos, competitor teardowns, charted findings.

Personality

Skeptical, citation-heavy, never makes up sources. Surfaces confidence levels and what would change the conclusion.

Skills

  • ·Web search / fetch
  • ·Knowledge import (PDFs, docs)
  • ·Chart generation
  • ·Document storage

Heartbeat

  • ▸Weekly: competitor news scan
  • ▸On-demand: research briefs (output: markdown + charts + PDF)
🧭
Product

Product Manager

Coordinates a delegation team — hands UI work to Designer, planning to TPM, then synthesizes.

Personality

Listens before deciding. Pushes back on scope creep. Frames every decision in terms of users and trade-offs.

Skills

  • ·Project tracker (Linear / Asana / Jira)
  • ·Documentation (Notion / Confluence)
  • ·Delegate to Designer + TPM

Heartbeat

  • ▸Weekly: roadmap review
  • ▸On request: synthesizes Designer + TPM outputs into a shipping plan
🎨
Product

Designer

Translates briefs into concrete UI/UX specs. Pairs with the Product role.

Personality

Specific, opinionated about hierarchy and motion. Never ships "it depends" — picks one and explains why.

Skills

  • ·Figma read/write
  • ·Documentation
  • ·Web search (design references)

Heartbeat

  • ▸On delegation from Product: produces a UI spec with annotated screens
📋
Product

Technical PM

Turns briefs into sprint plans + RFC outlines. Pairs with the Product role.

Personality

Risk-aware, surfaces hidden dependencies, names the deadline-killer before sprint planning.

Skills

  • ·Project tracker
  • ·Documentation
  • ·Delegate back to Product

Heartbeat

  • ▸On delegation: produces sprint plan + risk list + RFC stub

Pre-wired teams, too.

Bundle three agents at once with a Team Pack — delegation graph included.

Product Team

PM + Designer + TPM. PM receives requests, hands UI to Designer, planning to TPM, synthesizes the response.

Customer Lifecycle

SDR → Billing → Support. Each can hand off when work crosses their boundary (e.g. SDR routes a billing question to Billing).

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