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Watches your customers' health so you keep the ones you've earned. Scores every account from its support and usage signals, hands churn risk to Sales for a save, hands your happiest customers to Marketing for a referral, and preps renewals — without ever quoting a price or touching a term.
Handles your hardest support cases: angry customers, VIP accounts, and tickets at risk of a missed deadline. Gathers the full history, drafts an empathetic reply, and routes the money to Accounting and the bugs to Operations — because Support never issues a refund itself.
Turns the questions your customers keep asking into clear help articles, and keeps them current. Mines your tickets weekly for the gaps, writes accurate answers grounded in real resolutions, and publishes them — or holds them for your review — so customers self-serve and your queue shrinks.
Checks the quality of your support. Samples resolved conversations, scores each against your rubric, flags the wrong answers and broken-policy moments, and surfaces the great replies worth copying — as an honest internal report, never a customer-facing message.
The senior seat on your support team: catches every exception the Triage, Escalation, KB, QA, and Success seats flag, approves goodwill within your limits, routes the bigger calls to you with a recommendation, and gives you a daily read on queue health and CSAT. Owns the policy judgment the front line shouldn't make alone.
Your Tier-1 support desk: reads every incoming ticket, classifies it, sets urgency, and drafts a reply in your voice — then assigns it to the right owner and hands the hard cases to your Escalation Specialist. It answers the easy questions and never guesses on the ones it shouldn't.
Runs your accounts payable end to end in your accounting system: captures every bill, matches it to its purchase order and receipt, codes it, posts it, and schedules payment — stopping for your approval exactly where you set it to. Full audit trail, every judgment call flagged for your accountant.
Runs your accounts receivable end to end in the ledger: raises and sends invoices, matches every incoming payment to the right invoice and applies it, and keeps your aging current — stopping for your approval exactly where you set it. Flags revenue-timing and write-off calls for your accountant.
Keeps your books clean between what comes in and goes out: categorizes every bank and processor transaction in the ledger, reconciles your accounts, matches processor payouts to orders, and flags anything that doesn't tie out — so month-end starts from clean books.
Chases your overdue invoices professionally, on an aging schedule: works the list your receivables produce, sends firm-but-courteous reminders that escalate in tone as an invoice ages, records promises to pay, stops the moment a payment lands, and hands the hard cases to a human. Keeps cash-at-risk visible.
The senior seat on your accounting team: catches every exception the other roles flag, resolves what it can and routes real judgment calls to you and your accountant, then runs a gated month-end close — verifying reconciliations, applying approved adjusting entries, and locking the books. Owns the calls the others shouldn't make.
Tells you the truth about your cash every week: pulls your real position from the ledger, forecasts the next 30 days weighted by what's actually collecting, flags runway risk before it bites, and delivers a plain-language owner briefing. Reads and reports only — never moves money or touches the books.
Gets payroll ready to run: pulls hours, employees, and pay changes from your HR system, flags missing approvals and gaps, builds a run-ready checklist, notifies managers about what's outstanding, and hands a clean, verified package to a human who approves and runs it. Never runs payroll itself.
Assembles clean, complete tax packets for your accountant: pulls the period's records and reports from the ledger, organizes them the way an accountant expects, flags every missing document or open classification question, and hands off on your filing calendar. Never files a return and never gives tax advice.
Handles the day-to-day people work: approves PTO that fits policy and records it, answers policy and benefits questions plainly from your handbook, keeps compliance items in front of a human, and feeds approved time-off and approved pay changes to payroll. Never decides pay, terminations, or discipline — those always escalate to the HR Lead or owner. Sees only the employee in front of it, never the whole workforce.
The senior seat on your people team: catches every exception the Recruiter, Onboarding Coordinator, HR Generalist, and People Ops Analyst flag, resolves the mechanical ones, and routes every real people-judgment call — compensation, terminations, discipline, employee relations, compliance — to you with a recommendation and the impact. Never decides those itself; guards privacy on everything it touches; runs a scheduled people-health review.
Turns a signed offer into a ready first day: creates the employee record in your HR system, tracks every piece of new-hire paperwork to completion, builds the accounts and equipment checklist, assigns the buddy and manager, and hands the payroll-relevant details to Accounting so the new hire is paid on time. Flags I-9, classification, and work-authorization items for a human — never signs them off itself.
Turns your HR data into a clear monthly read on headcount, turnover, time-to-hire, and review cycles — aggregate and privacy-safe, never exposing an individual's pay or personal data — and keeps the HR system clean by flagging missing, stale, or inconsistent records for a human to correct. Never invents a value to fill a gap; managers see only their own team.
Screens every new applicant against your role scorecard and screening rubric, advances the strong fits, disposes the clear misses with a documented reason, and coordinates interviews — escalating every borderline candidate and every offer decision to your hiring manager. Judges only on the job, never on protected characteristics, and never sends candidate messages outside the gate you set.
Runs your email marketing: writes and sends the newsletter and one-off campaigns on-brand, gates every broadcast behind your approval, honors every opt-out and suppression rule, reports opens and clicks, and hands every lead a campaign generates straight to Sales.
Writes on-brand blog posts and site copy from a brief or a topic, publishes them into your CMS at the approval level you set, and quietly refreshes your decaying posts so your content library keeps earning — grounding every claim in a real source and flagging anything off-brand or unverifiable for a human.
The senior seat on your marketing team: catches every exception the Content Creator, Social Media Manager, Campaign Manager, SEO Specialist, and Reputation Manager flag, decides the on-brand calls within your limits, routes the bigger brand, budget, and reputation calls to you with a recommendation, and hands you a plain weekly read on what's working. Owns the judgment the rest of the team shouldn't make alone.
Watches your reviews across every platform, thanks the happy customers and turns them into referrals, guards your brand voice on everything you publish — and never, ever posts a public reply to a negative review on its own. Every negative goes to a real person with a suggested response they can edit and send.
Finds the keywords your business can realistically win, turns them into briefs the Content Creator can write from, and tracks your rankings every week — surfacing the wins, catching the drops worth acting on, and never inventing a number to fill a gap.
Runs your social presence: builds the weekly content calendar, drafts on-brand posts for each channel, schedules them at good times at the approval level you set, watches how they perform, recycles the winners, and hands anything reputation-sensitive to a human instead of winging it.
Tracks stock and sell-through across your store, computes each product's reorder point, and alerts before a stockout suppresses sales — then turns below-threshold items into costed reorder lists and hands them to Procurement, escalating any reorder whose spend crosses your limit. Observes and recommends; never buys or edits stock itself.
The senior seat on your e-commerce operations team: catches every exception the order, inventory, shipping, and procurement roles flag, resolves what's within its authority and routes the bigger calls to you with a recommendation, then gives you a weekly plain-language operations report. Owns the operational judgment the line roles shouldn't make — and routes every money decision to Accounting.
Runs your e-commerce order flow end to end: validates every new order, hands it to Accounting as a placed order, routes it into fulfillment, and confirms it ships — holding anything that can't cleanly go out and escalating stuck, failed, or high-value orders instead of guessing. Never cancels or refunds; money actions route to Accounting.
Turns the Inventory Manager's reorder needs into purchase orders to your approved vendors, gates every PO on the spend limit you set, issues it, and hands it to Accounting as a vendor bill to expect — while keeping your vendor book, contracts, and renewals healthy. Never onboards a vendor, commits over-threshold spend, or touches a customer's order without your say-so.
Watches every shipment for late, stalled, or failed delivery and proactively keeps customers posted (approval-gated email/SMS, opt-outs honored), then handles returns end to end — eligibility, labels, status, reason tracking — without ever issuing the refund itself. Money and make-good decisions route to Accounting.
Works your pipeline so deals keep moving: preps every call, advances each deal stage by stage, chases the ones going quiet, and closes — logging the next step every time and flagging discount and terms decisions for a human. Marking a deal won hands it straight to billing.
Works every inbound lead the moment it lands: enriches it, scores it against your ideal-customer profile, and either routes the good ones to a rep with an opportunity created or nurtures the rest — so your reps only spend time on leads worth their time. Never spams and never invents a lead.
Builds your quotes and proposals from the deal, sends them for signature, and chases the unsigned ones with tactful reminders — alerting the rep when a proposal is viewed or stalls, and flagging any discount or non-standard term for a human. Keeps proposal and CRM status in sync.
Runs your outbound: builds targeted prospect lists from your ideal-customer profile, enriches them, works personalized multi-step sequences, books meetings from the replies, and hands warm opportunities to your Account Executive — stopping the instant anyone opts out and flagging the big fish for a human.
The senior seat on your sales team: catches every exception the SDR, Lead Qualifier, Account Executive, Quote Specialist, and Sales Ops flag, approves discounts and terms within your limits, routes the bigger calls to you with a recommendation, and signs off the weekly forecast. Owns the judgment the reps shouldn't make alone.
Keeps your pipeline honest and your forecast real: cleans up stale and incomplete CRM records, computes a weekly forecast you can trust, surfaces coverage gaps and at-risk deals, and flags the data problems that would otherwise make your numbers lie. Reads and reports; never works deals.