Agents
Manage and monitor platform agents
Client Knowledge Base
Answers questions about clients, projects, and engagement history
activeTools OnlyClient Services
132 today$11.20423
Daily budget$11.20 / $25.00
Project Status Assistant
Assembles project updates, tracks milestones, drafts status reports
activeWorkflowClient Services
41 today$9.85187
Daily budget$9.85 / $20.00
Meeting Prep Agent
Prepares briefings for client meetings using project data and recent activity
activeWorkflowLeadership
7 today$8.4094
Daily budget$8.40 / $15.00
Compliance Review Agent
Checks documents and submissions against firm policies
activeTools OnlyOperations
19 today$3.1556
Daily budget$3.15 / $10.00
Internal Process Guide
Answers questions about firm procedures, templates, and policies
activeTools OnlyAll teams
34 today$2.80312
Daily budget$2.80 / $8.00
Expense Policy Checker
Reviews expense claims against policy, flags exceptions
activeTools OnlyFinance
11 today$1.4528
Daily budget$1.45 / $5.00
Weekly Reporting Agent
Compiles weekly activity summaries across teams
activeWorkflowOperations
3 today$4.6067
Daily budget$4.60 / $50.00
Client Intake Coordinator
Triages new inquiries, collects initial information, routes to appropriate partner
activeWorkflowClient Services
12 today$3.9051
Daily budget$3.90 / $12.00
Scheduling Assistant
Coordinates meeting scheduling across calendars, handles rescheduling
activeTools OnlyLeadership
28 today$1.8529
Daily budget$1.85 / $8.00