Use Cases
Agency Operations
Deploy one agent per client. Each with its own email, context, and communication history. Scale your agency without scaling headcount.
The agency challenge
When a consulting firm has 20 active clients, each expecting responsive communication:
- Junior staff spend 40% of their time on scheduling emails, follow-ups, and routine inquiries
- Knowledge silos form around individual team members — when someone leaves, client context is lost
- Scaling means hiring more people at the same marginal cost
- Consistency varies across team members handling different clients
The Custom Agents solution
Deploy one agent per client engagement:
- Dedicated email —
client-name@youragency.comfor each relationship - Client-specific context — each agent knows the client's project, preferences, and history
- Automated follow-ups — meeting summaries, next-step reminders, check-ins
- Seamless handoffs — when team members rotate, the agent retains all context
- Escalation to partners — complex requests route to the right senior person
What the agent handles
- Routine client requests and questions
- Meeting scheduling and calendar coordination
- Follow-up emails after calls and meetings
- Status update requests
- Document requests and sharing
- New client intake and onboarding communication
The humans move to higher-value work: strategy, creative problem-solving, relationship building.