Workflow Engine

Autonomous Operating Loops

Event-driven workflows execute low-risk steps and create approval requests for protected actions. Source: blueprint.

Missed Call Text-Back

salesReceptionist Agent

ACTIVE

1. classify

Identify caller intent and customer/prospect status.

2. sms

Send helpful text-back within 60 seconds.

3. crm

Create or update lead with pain point and next step.

4. escalate

Notify a human operator and attach conversation context.

Condition: high intent or angry caller

ROI-First Sales Follow-Up

salesSales Agent

ACTIVE

1. enrich

Find business vertical, likely call volume, and revenue leak.

2. score

Rank by missed revenue opportunity, urgency, and fit.

3. sequence

Send ROI-based email/SMS follow-up.

4. proposal

Draft ROI-based proposal for review.

Condition: qualified lead requests pricing

New Customer Launch

fulfillmentCustomer Success Agent

ACTIVE

1. intake

Collect business profile, numbers, routing, FAQs, CRM access, and hours.

2. provision

Configure phone number, routing, SMS, AI receptionist, and CRM pipeline.

3. approval

Get customer approval before launch.

4. handoff

Create support profile and training material.

Support Knowledge Flywheel

supportSupport Agent

ACTIVE

1. summarize

Cluster repeated issue and root cause.

2. kb

Draft a knowledge base article and support macro.

3. review

Ask compliance agent to review customer-facing guidance.

Self-Improvement Review

operationsFounder Chief of Staff Agent

ACTIVE

1. collect_metrics

Review sales, marketing, onboarding, support, billing, and margin metrics.

2. detect_bottlenecks

Find repeated failures, slowdowns, churn signals, and margin leaks.

3. recommend

Recommend workflow edits, campaign changes, pricing experiments, or new agents.

4. execute

Execute approved low-risk improvements and create approval requests for protected actions.

Condition: low risk only; otherwise create approval request