The AI Workforce is a library of always-on AI agents that act as autonomous teammates inside your workspace. Each agent has a defined role, a persona, and access to a curated set of CRM tools. Access the full library at /workforce; each agent's chat page lives at /workforce/<agent-key>.
The 12 built-in agents
Agents are grouped into four categories:
Research & enrichment
| Agent | Role |
|---|---|
| Riley | Lead Researcher - enriches new contacts with background context |
| Sasha | Lead Scorer - ranks leads by fit and engagement signals |
| Diane | Duplicate Detector - surfaces and merges repeated contacts |
Outreach & follow-up
| Agent | Role |
|---|---|
| Olive | Personalized Outreach Writer - drafts tailored first-touch messages |
| Felix | Follow-up Sequencer - builds and schedules multi-step follow-up plans |
| Ivy | Inbound Reply Drafter - crafts replies to incoming enquiries |
Pipeline management
| Agent | Role |
|---|---|
| Hugo | Pipeline Hygienist - flags stale deals and suggests clean-up actions |
| Bea | Daily Briefing - summarises overnight activity and priority actions |
| Asha | Abandoned Recovery - re-engages leads that went cold |
Calls & meetings
| Agent | Role |
|---|---|
| Cal | Call Analyst - reviews call recordings and extracts insights |
| Pippa | Proposal Drafter - generates proposal content from deal context |
| Marlow | Meeting Prep - builds briefing notes before scheduled calls |
Per-agent controls
Each agent card on /workforce exposes:
- Enable / disable toggle - switch an agent on or off without losing its configuration.
- Mode - choose between Approval required (every action is queued for a human to approve before anything happens) or Autonomous (the agent acts and logs what it did).
- Run now - trigger an on-demand run at any time without waiting for the agent's next scheduled cycle.
- Chat panel - talk to the agent directly in natural language. The chat streams responses in real time and supports Markdown, code blocks, and mathematical notation.
Live CRM tools
Every agent can read your CRM data through a gated tool library, always scoped to the client it belongs to. Read tools: list_leads, get_lead, pipeline_summary, list_conversations, list_recent_calls, list_proposals, list_upcoming_events, and analyze_call. Write tools: save_note, update_lead_stage, create_task, schedule_followup, assign_lead, add_tag, update_lead_fields, draft_message, draft_proposal, and propose_action (a generic suggestion sent to the approvals inbox). Write tools never delete, merge or archive anything, and agents cannot message a contact directly — outbound always goes through a draft you approve. Each agent only has access to the tools appropriate for its role — where an agent can only suggest rather than act, its description says so.
Artifacts
Agents can produce real, downloadable files - PDFs, Markdown reports, summaries - using the create_artifact tool. Artifacts are stored securely and returned in chat as signed download links valid for seven days.
Persistent memory
Agents can remember information across conversations and runs using three memory scopes:
- Global - shared across all agents in the workspace.
- Agent - private to this agent only.
- Thread - scoped to the current chat session.
The top 20 most relevant memories are automatically loaded into the agent's context on every turn, so agents stay aware of your preferences and past decisions without you having to repeat yourself.
Agent-to-agent handoff
Any agent can pass a task to a specialist using the handoff_to tool. The handoff opens a new chat thread on the target agent pre-seeded with a summary brief, and returns a direct link so you can follow the conversation.
Quick-action chips
Above the chat composer, each agent displays one-tap prompt chips for its most common tasks - for example, "Score today's new leads" for Sasha or "Prepare meeting brief" for Marlow. Tap a chip to fire the prompt instantly.
Approval inbox
When an agent runs in Approval required mode, every drafted action appears in the agent's approval inbox on its detail page. Review the proposed action, then Approve to execute it or Reject to discard it. Nothing touches your CRM until you say so.
Activity log
Every agent run - scheduled or manual - is recorded with its status (success, error, skipped), full output, and any error detail. Use the activity log to audit what an agent did, replay a failed run, or spot patterns in agent behaviour over time.
Feature availability
The AI Workforce is available on the Growth plan and above. The sidebar entry (Bot icon → AI Workforce) appears automatically once the feature is enabled for your workspace.