How work moves between your people and your agents.
Map the job once. Operator hands each step to an agent or a person, checks it against your firm’s rules, and keeps a record of every step.
Map the job once.
Write down how your firm runs a review, a transfer or a claim: the steps, who owns each one, and what needs approval. Operator turns it into a procedure it runs the same way every time.
Connect the systems you already run.
Email and calendar, your CRM, your platforms, and the tools your team uses through MCP connectors. Agents read what each step needs and write back what they did.
Agents draft. People decide.
Each step starts as soon as the last one finishes. Agents gather, draft, check and chase. When a step needs judgement or approval, it goes to the named person with everything the agent used.
Every action lands on the job’s record, so anyone can see where it’s at and how it got there.
Your rules apply to every step.
Set who can see which clients, what needs a second pair of eyes, what an agent may send and what it may only draft. The same rules apply to people and agents.
See security →Common questions.
What is Operator?
Operator is where your people and your agents share the work. Each job gets a plan, each step gets an owner, and your firm’s rules decide who approves what.
What does an agent actually do?
The groundwork on a step: gathering documents and records, drafting emails, file notes and documents, checking them against your templates and rules, and chasing replies. Anything that needs judgement or approval goes to a named person.
How do we set up our first procedure?
Bring a job your team runs every week, like a review, a transfer or a claim. We map it with you in a working session: the steps, who owns each one, and what needs approval. Then it runs alongside your team.
Which systems does it connect to?
Your email and calendar on Microsoft 365 or Google Workspace, your CRM on Salesforce, Dynamics 365 or HubSpot, and platforms such as Netwealth. Through MCP connectors, agents also work in tools like Docusign, Slack, Zoom, Box, Notion and Xero.
What AI does it use?
The AI you choose: Claude, ChatGPT, Microsoft Copilot or our own. Each agent can run on a different one, and you can switch without rebuilding your procedures.
Where is our data hosted?
In Australia, in the Sydney region. Backups stay in Australia too.
Map your first procedure with us.
Bring a job your team runs every week. We’ll map it with you, step by step, and run it alongside your people.