Let's confirm a few basics so we can personalize your agent setup from day one.
Select all that apply — we'll prioritize these in your build session.
Email Agent
Organizes inbox, drafts replies, learns your voice
Donor Management Agent
Tracks donors, drafts thank-yous, updates contacts
Inbox Categorizer
Sorts email by intent, urgency, spam
Personal Assistant ("Jack")
Scheduling, notes, travel via WhatsApp
Voice Agent
Answers calls, books meetings, transfers calls
Document Agent
Replaces Claude AI for editing & drafting