The roster
- Daily Huddle — drafts the owner’s 7am brief: what shipped yesterday, what’s on the critical path, what’s at risk.
- Sales Copilot — instant reply, qualification, deal scoring, payment nudges, recovery messages on stalling deals.
- Finance Copilot — runway + burn-rate snapshot, scenario planner (‘hire an engineer next month’), expense optimisation suggestions.
- Work Optimiser — Monday morning re-prioritises your week from your actual task backlog.
- Lead Scorer — nightly fit/intent/engagement scoring across every open lead.
- Burnout Radar — flags overload patterns before they break someone.
- Strategy Auditor — weekly check that this week’s work maps to a strategy goal.
Wallet, approval, audit
Every agent run debits the org’s token wallet, gets queued through the Copilot approval queue (where it applies), and lands in the audit log with the prompt + response + cost.
Knowledge
Agents can be grounded in your SOPs, contracts and live CRM data via the Knowledge module’s RAG. Add a source, hit re-sync, and the agents start citing it.