Solutions · Agent roles

Eight agents. One stack.

Pick the first role we deploy around your business. Each agent ships scoped, trained, governed and measured — running on the same orchestration, memory and human-approval layer.

Six agent role cards orbiting a central workflow hub
Choose your first agent · all live or deployable in < 14 days
→ Sales
→ Support
→ Voice
→ Operations
→ Marketing
→ Admin
→ Compliance
→ Reporting
SALES · INBOUND / OUTBOUND

Sales Agent

Live

Qualifies inbound, books meetings, runs outbound, enriches accounts, keeps CRM clean.

Connects to
Omni CRM · Omni Schedule
Produces
Booked meetings · enriched leads
Human gate
Pre-send review
SLA
< 30s reply
Sales Agent workflow card
SUPPORT · L1 / L2

Support Agent

Live

Resolves from KB, opens tickets with full context, escalates with summaries and next steps.

Connects to
Omni Helpdesk · Omni Knowledge
Produces
Resolved tickets · CSAT
Human gate
Sampled review
SLA
< 2 min first reply
Support Agent workflow card
VOICE · PHONE

Voice Agent

Live

Answers, triages, books — inbound, outbound, after-hours emergency routing with SMS confirmation.

Connects to
Omni Voice · Omni CRM · Omni Field
Produces
Booked jobs · call transcripts
Human gate
Call QA review
SLA
24 / 7
Voice Agent workflow card
OPERATIONS

Operations Agent

Custom

Reads availability, books, reschedules, dispatches and notifies — across calendars and teams.

Connects to
Omni Schedule · Omni Voice
Produces
Schedules · dispatch confirms
Human gate
Daily audit
SLA
Same-day
Operations Agent workflow card
MARKETING

Marketing Agent

Live

Drafts campaigns, segments lists, A/B variants — reviewed by a human before send.

Connects to
Omni Marketing · Omni CRM · Brand KB
Produces
Approved campaigns · creative
Human gate
Pre-send approval
SLA
Weekly cadence
Marketing Agent workflow card
ADMIN · KNOWLEDGE

Admin & Knowledge Agent

Live

Triages inbox, drafts replies, schedules, runs internal helpdesk, keeps knowledge fresh.

Connects to
Omni Inbox · Omni Knowledge
Produces
Cleared inbox · KB updates
Human gate
Sampled review
SLA
< 15 min
Admin & Knowledge Agent workflow card
COMPLIANCE

Compliance Agent

Beta

Reviews drafts and decisions against policy, flags violations, routes to humans.

Connects to
Policy engine · Audit log
Produces
Approvals · policy hits
Human gate
100% review
SLA
Inline
Compliance Agent workflow card
REPORTING

Reporting Agent

Live

Compiles every agent's actions, outcomes and exceptions into a weekly brief and BI export.

Connects to
Omni Reports · Omni Inbox · PDF
Produces
Weekly brief · dashboards
Human gate
Weekly sign-off
SLA
Mondays 9am
Reporting Agent workflow card
Agents in action

A role doing a real workflow.

Watch each agent operate inside the platform — same orchestration, same approval gates, different scope of work.

Sales
Support
Voice
Operations
Marketing
Reporting
Shared infrastructure

Every role rides the same rails.

Routing, memory, tools, approval gates and audit logs are wired once. Adding a role is configuration, not a re-platform.

Shared infrastructure rails — 8 agent roles plugging into a single orchestration / memory / QA / audit spine
Outcomes per role

What each agent moves.

Measured weekly. Reviewed monthly. Exported into your BI of choice.

+38%
Inbound meeting rate · Sales
-62%
First-response time · Support
0
Missed after-hours · Voice
100%
Sensitive sends · Approved

Sample outcomes · range varies by industry & deployment

Start with one role

Pick the agent that solves the loudest problem first.

A 30-minute call with our operators. We'll scope the first role, map your integrations, and give you a 7-to-14-day plan to live.