How it works

How your agents get set up and connected.

No integration project and no new software for your team. We connect to the tools you already run, build each agent around your business and put it live within days. You approve every move.

01

Connect, read-only first

On a 30-minute call we connect your CRM, inbox, calendar, billing, calls and channels with standard secure sign-in. Read access only to start, so nothing can change while we learn your setup.

02

Build around your business

We build each agent on your real data, your stages, your pricing rules and your tone, then test it on your own records until the output reads like your best person wrote it.

03

Go live behind your approval

The agent runs on a schedule and drafts the work. You press Confirm and run, the action ships. Every step is logged and reversible, and you widen what runs on its own as trust builds.

what connects where

One workspace, wired into your stack.

Your agents work inside the tools your team already opens every day. Here is what plugs in and what each connection powers.

CRM

Salesforce, HubSpot or Pipedrive. Powers Tidy, Memo, Watch, Forecast and the deal-to-cash agents.

Email and calendar

Gmail, Outlook, Google Calendar and Cal.com. Powers Reply, Brief, Sort and booking.

Comms

Slack for alerts, approvals and the morning digest from every agent.

Billing

Stripe for failed-payment retries, dunning and the renewal runway. Powers Collect and Keep.

Calls and voice

Gong for call-to-CRM, and a managed phone line for Isla to answer and make calls.

Social and reviews

Instagram, TikTok and your Google Business Profile. Powers Buzz and Care.

what we need from you

Three things, and we take it from there.

30 minutes on an install call to map your stack and pick the first agent.

Read access to the tools the agent touches, which takes a few clicks.

One outcome metric we agree up front, so the result is measured.

Nothing else. No engineers, no config and no new dashboard to learn.

safe by design

Every action is cited, approved, logged and reversible.

The agents run inside clear, scoped permissions. You hold the off switch from day one.

Source citations

Every draft shows the email, call or record it came from.

Approval gates

Nothing customer-facing ships until you confirm it.

Audit trail

Every action is logged with the trigger, input and who approved it.

Reversible

Any change rolls back to its previous state in one click.

See it set up on your own stack.

Book a 30-minute install call. We map your tools, pick the agent that frees up the most time and get it live within days.