Purpose-built AI Agents
Each agent is scoped to one high-value problem, set up in days, and runs with human approval at every step — not instead of your team.
SMSF Lead Triage Agent
Find the loans hiding in your database — in hours, not weeks.
Local AI · Your data never leaves your deviceWhen the rules change overnight, your next deals are already in your contacts. This assistant reviews your CRM and email history, shortlists the clients most likely to qualify, and drafts personalised outreach for your team to review and send.
- CRM + inbox connection and secure isolation
- Shortlisting and personalised draft outreach
- Human-approval workflow
Client Intelligence Agent
Your next clients are already in your CRM. We find them.
Local AI · Your data never leaves your deviceMost businesses have hundreds of past clients sitting in a CRM they rarely revisit. This assistant reads your existing database, scores every contact against your current opportunities, and drafts personalised outreach for your team to review — so you can grow revenue from warm relationships instead of cold-calling strangers.
- CRM connection and secure per-client isolation
- Contact scoring and opportunity ranking
- Personalised draft outreach per shortlisted contact