SPECIALISED AGENT
Sales & Marketing Agent
Turn more customer interest into consistent, timely action.
Primary Workflows:
- lead enrichment and briefing
- follow-up drafting
- campaign brief preparation
Best fit: founders, sales leaders, marketing leaders.
SOLUTIONS DIRECTORY
Build the right AI agent team for the way your business works.
Six business-function agents, one coordinated ecosystem. Start with the workflow that costs you the most time or consistency today, and expand only once the evidence supports it.
QUICK ROUTING
Not sure where to start? Choose the outcome you need most:
SPECIALISED AGENT
Customer Support Agent
Give customers faster, more consistent help while your team keeps the exceptions.
Primary Workflows:
- answering FAQs from approved sources
- intent classification
- conversation summaries for hand-off
Best fit: customer service leaders, operations leaders.
SPECIALISED AGENT
Operations Agent
Turn repeatable operating knowledge into clearer, more consistent workflows.
Primary Workflows:
- daily operating briefs
- checklist verification
- SOP drafting for review
Best fit: COOs, operations managers, branch managers.
SPECIALISED AGENT
Finance Agent
Reduce repetitive finance administration and prepare clearer information for review.
Primary Workflows:
- invoice detail extraction
- payment reminder drafting
- receivables summaries
Best fit: finance managers, business owners, accounts teams.
SPECIALISED AGENT
HR Agent
Make routine people operations easier to navigate and administer.
Primary Workflows:
- policy question answers
- onboarding checklists
- training-need summaries
Best fit: HR leaders, people operations teams, SME owners.
SPECIALISED AGENT
Management Agent
Turn approved business information into timely briefs and decision-ready context.
Primary Workflows:
- management brief preparation
- threshold flagging
- meeting agenda drafting
Best fit: founders, CEOs, general managers.
COMPOSABLE ADOPTION
You don't need all six agents on day one.
Most businesses start narrowly — one workflow, one accountable owner — and add coordinated roles once the first one is proven. An agent's value compounds as more of your business connects to the same approved knowledge: the Sales & Marketing Agent's qualified lead becomes the Customer Support Agent's context, which becomes the Management Agent's visibility into service load. You choose the pace.
ILLUSTRATIVE MULTI-AGENT COORDINATION100% HUMAN GOVERNED
- 01
A lead responds to a campaign.
- 02
The Sales & Marketing Agent qualifies the enquiry against approved criteria and prepares a briefing for the salesperson, who reviews it and owns the outbound reply.
- 03
Once the deal is won, the Operations Agent prepares an onboarding checklist for the new customer.
- 04
The Customer Support Agent handles the customer's routine questions during onboarding, escalating anything sensitive.
- 05
The Finance Agent prepares the invoice details for a team member to check and issue.
- 06
The Management Agent includes the new customer's onboarding status in the weekly brief.
🛡️ At every step marked here, a named person reviews or approves before anything external happens.
ARCHITECTURE
Every AI SMITH solution shares the same foundation:
Approved knowledge
agents work only from documents and rules your team has reviewed.
Workflow design
each agent is scoped to a specific, repeatable process, not a vague capability.
Permissions
each person and agent accesses only the information and actions approved for its role.
Review
outputs are visible and reviewable before they reach a customer, employee, or record of account.
Measurement
value is tracked against a baseline, not assumed.
Continuous improvement
knowledge and workflows are refreshed as your business changes.
ENGAGEMENT PATHS
Starting Paths
Launch
One priority workflow or one agent with a clear owner.
Growth
Several coordinated workflows or agents across a team.
Enterprise
A multi-department ecosystem with governance, tailored access, and support.
QUESTIONS
Frequently Asked Questions
How do I know which agent to start with?
Start with the workflow that repeats often, has a clear owner, and can be measured — not necessarily the one that sounds most impressive. Use the outcome selector above, or book a consultation and we'll help you identify it together.
Is our business ready for an AI agent?
Readiness depends on having a repeatable process, some documented knowledge (even partial), an accountable owner, and a way to measure the result. We assess this with you before recommending a starting scope.
Will an agent connect to the tools we already use?
Only where the connection is verified and approved for your account. We do not claim an agent connects to every system; we'll confirm what's genuinely available during scoping.
Can we customise an agent to our own process?
Yes — each agent is designed around your workflows, knowledge, and templates rather than deployed as a fixed script.
What happens to our data?
Agents work from the knowledge and access your team explicitly approves, limited to what a given workflow needs. See our Privacy Notice for full detail.
Which actions still need a person?
Pricing, external communication, financial postings, and employment or contractual decisions always require human approval. Each agent page sets out its specific human-control boundaries.
Can we expand later?
Yes. Most customers start with one agent and add the next only once the first is stable and its value is measured.
One workflow to start
Not sure which agent fits your business?
A consultation is a conversation about one priority workflow — not a sales pitch for every agent at once.