Custom AI Agents

Want to scale faster? Let AI do the heavy lifting.

Give your team instant access to your company’s most important info — without digging through SOPs, HR docs, or endless emails. Our Custom AI Agents are trained on your workflows, tools, and policies to streamline operations and answer questions 24/7.

Add one to any package or purchase separately for a smarter, faster way to run your business.

🤖 Starter AI Agent 

Streamline internal workflows, answer routine questions, and keep your team moving — fast.

✔ Customized to your business tools (QuickBooks, JotForm, Hubdoc, etc.)
✔ Preloaded with your staff’s most common FAQs
✔ Connected to your SOPs and company handbooks
✔ Monthly updates + basic support

Perfect for small teams who need a digital assistant to reduce time-wasting and inbox clutter.

🚀 Branded AI Agent 

Your fully branded, business-savvy AI — customized, styled, and optimized for maximum impact.

✔ Everything in the Starter Agent
✔ Branded with your logo, style, and company voice
✔ Deep workflow integrations (AP/AR reminders, project tracking, payroll FAQs, etc.)
✔ Document automation (handbooks, SOPs, financial summaries, onboarding docs)
✔ Quarterly strategy session + optimization review

Ideal for growing teams, agencies, or businesses that want a true virtual operations manager.