The agents
The Briefing Agent prepares your daily briefing (and can email it to you each morning). The Client Agent drafts replies and follow-ups. The Client Companion answers clients' routine questions in your voice and escalates anything it shouldn't handle to you. The Drift Detector spots clients going quiet and suggests retention nudges.
Choose how much freedom they get
Open Your AI Team and set each agent's freedom level: Suggest only, Ask me first, or Run on its own. Under Tone & voice you can set the sign-off, style notes, phrases to never use and quiet hours. Anything an agent proposes appears for your approval before it reaches a client, unless you've allowed it to run on its own.