AI Agents
Role-based agents that work within your defined boundaries. Each agent assists — you decide and approve.
Personal, Family & Learning
For individuals, families, and students
Goal Coach Agent
Coming soonIndividuals pursuing personal goals
Reviews your goal progress, surfaces blockers, and suggests next actions based on your habits and reflections.
Guardrails
- Human approval for any suggested changes
- No access to external systems without permission
Family Organizer Agent
Coming soonFamilies and households
Coordinates shared reminders, chore assignments, and family goal tracking across household members.
Guardrails
- Each member controls their own privacy settings
- No data shared outside workspace
Study Companion Agent
Coming soonStudents and self-learners
Breaks down learning goals into study habits, tracks reading progress, and quizzes on knowledge base content.
Guardrails
- Does not make academic decisions
- Human reviews all suggested study plans
Business Operations
For SMBs, ops teams, and growing businesses
Sales AI Agent
Sales teams and e-commerce businesses
Manages pipeline tracking, surfaces at-risk deals, and automates follow-up reminders based on CRM data.
Guardrails
- Human approves before contacting customers
- No autonomous outreach
Marketing Ops Agent
Coming soonMarketing teams and content creators
Tracks campaign goals, monitors content calendar habits, and surfaces performance insights.
Guardrails
- No direct publishing without approval
- Human reviews all suggested content
E-commerce Agent
Coming soonOnline store operators
Monitors inventory habits, surfaces order anomalies, and tracks revenue goals.
Guardrails
- No automated discounts without human sign-off
- Audit log for all actions
Governance & Compliance
For compliance officers and legal teams
Compliance Copilot
Compliance officers and GRC teams
Monitors control health against frameworks, organizes evidence collection workflows, and drafts audit-readiness reports.
Guardrails
- HIPAA-aligned safeguards for eligible workflows
- Human reviews all findings
- Full audit trail
Policy Review Agent
Coming soonLegal and compliance teams
Surfaces upcoming policy review deadlines, compares documents against current standards, and logs review completions.
Guardrails
- Does not provide legal advice
- Human reviewer required for all policy changes
Audit Trail Agent
Coming soonAudit and risk management teams
Automatically logs all workspace actions, generates evidence reports, and flags anomalous activity.
Guardrails
- Immutable logs only
- No access to outside systems without permission
Cloud & Finance
For FinOps teams, engineers, and finance departments
FinOps Advisor
Engineering and finance teams managing cloud spend
Tracks cloud cost goals, detects spend anomalies, and surfaces right-sizing opportunities across providers.
Guardrails
- No automated resource changes
- Human approves all optimization actions
Budget Monitor Agent
Coming soonFinance managers and business owners
Monitors budget goals, surfaces variance alerts, and tracks spending habits against forecasts.
Guardrails
- No financial transactions
- Read-only access to spend data
Cloud Audit Agent
Coming soonSecurity and FinOps teams
Reviews cloud resource configurations against governance policies and flags non-compliant setups for human review.
Guardrails
- Recommendations only — no automated remediation
- Human approves changes
Health & Habits
For individuals, wellness coaches, and care support teams
Care Reminder Agent
Individuals managing health routines
Sends medication reminders, tracks wellness habits, and logs care engagement insights.
Guardrails
- Does not diagnose or prescribe
- Medical disclaimer applies
- Emergency: contact local emergency services
Wellness Coach Agent
Coming soonIndividuals building healthy habits
Coaches on sleep, hydration, and movement goals using habit tracking data and user reflections.
Guardrails
- Not a medical provider
- All suggestions are for informational purposes only
Habit Accountability Agent
Coming soonAnyone building or breaking habits
Tracks streaks, sends encouraging nudges, and reviews weekly habit performance with context from reflections.
Guardrails
- Nudges are opt-in
- No sharing of data without explicit consent
Need a custom agent?
We work with businesses to design agents tailored to specific workflows. Tell us what you need.
Talk to us