Agent Roles

Find the specialist you need.

Teams & Departments

Compare coordinated teams with published economics.

Team

AI Starter Team

Capture and route new demand with a coordinated front door.

3 AI Agents · AI Receptionist · AI Lead Capture Agent · AI Lead Qualification Agent

  • ✓Capture inbound inquiries
  • ✓Qualify and route opportunities
  • ✓Coordinate first response
Team price$1,297.00 setup + $749.00/mo
Savings$148.00/mo vs individual roles
Modeled estimate · not a guarantee
$198.00$148.00

Team

AI Growth Team

Turn new inquiries into booked, reactivated opportunities.

4 AI Agents · AI Receptionist · AI Lead Qualification Agent · AI Appointment Setter · AI Reactivation Agent

  • ✓Qualify inbound demand
  • ✓Book next steps
  • ✓Reactivate existing records
Team price$1,997.00 setup + $1,199.00/mo
Savings$197.00/mo vs individual roles
Modeled estimate · not a guarantee
$197.00$197.00

Team

AI Revenue Team

Move qualified opportunities from response through close.

5 AI Agents · AI Receptionist · AI Lead Qualification Agent · AI Sales Agent · AI Appointment Setter · AI Reactivation Agent

  • ✓Qualify opportunities
  • ✓Book and follow up
  • ✓Move prospects toward close
Team price$2,997.00 setup + $1,699.00/mo
Savings$196.00/mo vs individual roles
Modeled estimate · not a guarantee
$194.00$196.00

Department

AI Business Department

Coordinate revenue, service, marketing, finance, and operations foundations.

7 AI Agents · AI Sales Agent · AI Customer Support Agent · AI Content & Social Manager · AI Operations Agent · AI Collections Agent · AI Lead Qualification Agent · AI Reactivation Agent

  • ✓Connect cross-functional handoffs
  • ✓Centralize management visibility
  • ✓Keep human escalation explicit
Team price$4,497.00 setup + $2,699.00/mo
Savings$244.00/mo vs individual roles
Modeled estimate · not a guarantee
$586.00$244.00

AI Operating System

AI Operating System

Provide the governed operating layer for an approved AI workforce.

10 AI Agents · AI Lead Capture Agent · AI Customer Support Agent · AI Receptionist · AI Appointment Setter · AI Reactivation Agent · AI Lead Qualification Agent · AI Collections Agent · AI Sales Agent · AI Content & Social Manager · AI Operations Agent

  • ✓Coordinate approved roles
  • ✓Maintain governance boundaries
  • ✓Support ongoing optimization
Team price$5,997.00 setup + $3,499.00/mo
Savings$291.00/mo vs individual roles
Modeled estimate · not a guarantee
$383.00$291.00

Team

AI Sales / Revenue Team

Coordinate a later-funnel sales journey through proposal and checkout.

4 AI Agents · AI Lead Qualification Agent · AI Appointment Setter · AI Sales Agent · AI Closer Agent

  • ✓Route qualified conversations
  • ✓Coordinate appointments
  • ✓Guide approved next steps
Team price$2,897.00 setup + $1,749.00/mo
Savings$297.00/mo vs individual roles
Modeled estimate · not a guarantee
$493.00$297.00

Team

AI Marketing Team

Coordinate focused marketing production, demand, and analysis.

3 AI Agents · AI Content & Social Manager · AI Paid Media Manager · AI Email Marketing Manager

  • ✓Produce campaign-ready content
  • ✓Support qualified demand
  • ✓Review performance evidence
Team price$1,997.00 setup + $1,399.00/mo
Savings$248.00/mo vs individual roles
Modeled estimate · not a guarantee
$294.00$248.00

Team

AI Marketing / Growth Team

Build and measure a consistent, approval-gated growth cadence.

7 AI Agents · AI Content & Social Manager · AI Paid Media Manager · AI Email Marketing Manager · AI SEO & Blog Manager · AI Outbound Growth · AI Reputation & Reviews Agent · AI Marketing Analyst

  • ✓Plan content and campaigns
  • ✓Improve marketing capacity
  • ✓Keep attribution evidence-led
Team price$4,977.00 setup + $3,499.00/mo
Savings$444.00/mo vs individual roles
Modeled estimate · not a guarantee
$602.00$444.00

Department

AI Growth Department

Run a broader marketing and outbound growth operating cadence.

7 AI Agents · AI Content & Social Manager · AI Paid Media Manager · AI Email Marketing Manager · AI SEO & Blog Manager · AI Outbound Growth · AI Reputation & Reviews Agent · AI Marketing Analyst

  • ✓Coordinate owned and outbound growth
  • ✓Monitor campaign evidence
  • ✓Preserve approval and suppression controls
Team price$4,797.00 setup + $3,299.00/mo
Savings$644.00/mo vs individual roles
Modeled estimate · not a guarantee
$782.00$644.00

Team

AI Finance Team

Make reconciliation and close-readiness work easier to operate.

2 AI Agents · AI Bookkeeper · AI Controller

  • ✓Organize transaction review
  • ✓Surface exceptions
  • ✓Prepare close checklists
Team price$1,397.00 setup + $949.00/mo
Savings$149.00/mo vs individual roles
Modeled estimate · not a guarantee
$197.00$149.00

Department

AI Finance Department

Coordinate bookkeeping, controls, planning, and executive finance support.

4 AI Agents · AI Bookkeeper · AI Controller · AI FP&A Analyst · AI CFO Advisor

  • ✓Improve close visibility
  • ✓Separate actuals from scenarios
  • ✓Frame finance decisions
Team price$3,997.00 setup + $2,699.00/mo
Savings$97.00/mo vs individual roles
Modeled estimate · not a guarantee
$91.00$97.00

Team

AI Customer Experience Team

Connect reception, support, and booking into one customer experience.

3 AI Agents · AI Receptionist · AI Customer Support Agent · AI Appointment Setter

  • ✓Answer common questions
  • ✓Route customer needs
  • ✓Support appointment flow
Team price$1,297.00 setup + $799.00/mo
Savings$148.00/mo vs individual roles
Modeled estimate · not a guarantee
$200.00$148.00

Team

AI Operations Team

Coordinate repeatable operational work with reviewable exceptions.

2 AI Agents · AI Operations Agent · AI Bookkeeper

  • ✓Organize routine workflows
  • ✓Review exceptions
  • ✓Return team capacity
Team price$1,497.00 setup + $849.00/mo
Savings$149.00/mo vs individual roles
Modeled estimate · not a guarantee
$197.00$149.00

Team

AI Social Growth Team

Coordinate the selected AI Agents around shared operating goals.

4 AI Agents · AI Content & Social Manager · AI Social Growth Agent · AI Lead Qualification Agent · AI Appointment Setter

  • ✓Coordinate selected roles
  • ✓Share approved context
  • ✓Keep overlap deduplicated
Team price$2,497.00 setup + $1,699.00/mo
Savings$147.00/mo vs individual roles
Modeled estimate · not a guarantee
$293.00$147.00

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The Complete Catalog

How teams work together

A team that works together.

A team is more useful than a collection of standalone employees. Shared guidance, human escalation, integrations, and ongoing optimization keep work moving across your approved scope.

Governed handoff sequence
Example workflow
Step 1 of 5Illustrative sequence
Lead Capture
selected
Receives the inbound signal

Swipe left or right, or choose a step. Illustrative behavior, not provider telemetry.

Team

Coordinates related roles

Human Team
Supervising ManagerSales Representative
AI Agents
AI Lead Capture AgentAI Customer Support AgentAI ReceptionistAI Appointment Setter

AI acts within its assigned role. Sensitive or uncertain work hands off to the human team; approved work then resumes from the recorded state.

Governance

Unified safety boundaries, permission scopes, and data access controls enforced across every active role.

Escalation

Consistent fallback workflows that route ambiguous or high-risk tasks to designated human supervisors.

Optimization

Continuous monitoring, prompt tuning, and workflow analysis ensuring every interaction serves your goals.

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