Role Agent, for companies

Every role gets an agent that already knows the job.

A Role Agent learns one job in your company: its responsibilities, how things are done, the decisions made and the people involved. It helps the person in the role every day, in Slack or by text. When they move on, it brings the next person up to speed.

From $19.99 a month per role. You approve everything it keeps and everything it does.

A
Account Executive agent
Acme Freight · Slack
Bring me up to speed
A

Responsibilities

  • Sell to mid-size logistics firms
  • Own renewals for your accounts

Current priorities

  • Heron Freight renews in March; revised quote due Tuesday

How things are done here

  • Every new prospect gets a pilot offer within 48 hours of the demo
Based on 14 approved items
A

New roles and existing ones

How it learns the job.

Start a Role Agent for a role you are hiring for, or for one someone already does well. It learns from what you give it, and a manager approves each item before the role keeps it.

ManagerJob description

Paste it or upload it. The agent suggests what the role covers, using only what the description says.

Manager or the personDocuments

Procedures, playbooks and handover notes. Each suggestion is labelled with the file it came from.

The person in the roleA short interview

About ten minutes, by voice or typed. Their day and week, the tools, the people and the rules, in their own words.

Private to the personTheir résumé

Optional. Helps the agent help them. Kept as their private notes, never shown to the company.

The role stays

People move on. What the role has learned doesn't.

The agent belongs to the role, not the person. Approved knowledge passes to whoever is next. Private notes leave with the person who wrote them.

D
DanaAccount Executive, 2025 to 2026
Renewal terms for Heron FreightPilot offer within 48 hoursContacts at 12 accountsPrivate notesConversations
Account Executive
S
SamAccount Executive, from day one
Renewal terms for Heron FreightPilot offer within 48 hoursContacts at 12 accounts

"Bring me up to speed" on the first morning, instead of three weeks of catching up.

You approve what it keepsA manager approves each item before it becomes the role's knowledge.
Nothing private carries overConversations and private notes are deleted when someone leaves the role.
Access ends at onceEnding an assignment stops access and disconnects that person's own apps.

Where your team already works

No new app to learn.

Slack

Message the agent like a colleague. The morning brief, alerts and approvals arrive there too.

Ready to send the revised quote to Heron Freight.
ApproveNot now

Text messages

For people away from a desk. Ask a question, get a short answer, reply YES to go ahead.

Meeting with Heron Freight in 15 minutes. They need the revised quote by Tuesday.Thanks. Draft the quote email

The agent page

Where managers review what the role knows, invite people and manage the plan.

Suggestions
"Renewals above $50,000 need approval from the VP of Sales."
ApproveEdit

Connected apps

Works in 1,500+ apps.

Email, calendars, files, CRMs, support desks, finance and project tools. Each person connects the apps their role uses, with their own login. The agent reads and drafts in them, and asks before anything is sent or changed.

  • Gmail
  • Google Calendar
  • Google Drive
  • Google Sheets
  • Google Docs
  • Outlook
  • Slack
  • Microsoft Teams
  • HubSpot
  • Salesforce
  • Notion
  • Asana
  • Jira
  • Linear
  • Trello
  • ClickUp
  • Monday
  • Airtable
  • Zendesk
  • Intercom
  • Freshdesk
  • Shopify
  • Stripe
  • QuickBooks
  • Xero
  • DocuSign
  • Dropbox
  • Box
  • GitHub
  • GitLab
  • Figma
  • Canva
  • Zoom
  • Calendly
  • Mailchimp
  • LinkedIn
  • Pipedrive
  • Zoho
  • Confluence
  • Todoist
  • Attio
  • Typeform
  • Webflow
  • Discord
  • WhatsApp
  • Sentry
  • OneDrive
  • Google Meet
  • Gong
  • Apollo
  • and 1,500+ more

Approve once

It does the steps. You say yes once.

  1. 1
    Connect the apps the role uses. Gmail, Google Calendar, Google Drive, Outlook, HubSpot, Notion.
  2. 2
    Ask for what you need. The agent reads what it needs and prepares the whole task.
  3. 3
    Approve it once. It carries out every step and tells you exactly what it did.

Put this quarter's open deals in a sheet I can share with Seth.

Ready to create a Google Sheet called Q4 pipeline with 24 deals from HubSpot
ApproveNot now
Done. Created "Q4 pipeline" with 24 rows and shared it with Seth.

What it never does

Built to help people, not watch them.

No scoringIt never measures, ranks or reports on how anyone works.
No people decisionsIt never makes hiring, firing, pay or promotion decisions.
No surprisesIt never sends, books or changes anything without approval.
No leaks between companiesEach company's knowledge is kept apart from every other's.

Pricing

Per role, per month.

Starter
$19.99 / month

1,000 credits a month. For a role with a few questions and tasks a day.

Most active rolesPro
$49.99 / month

3,000 credits a month. For a role that uses connected apps every day.

Boost
$25 / 1,000 credits

Top up any role when it needs more. Boost credits last 12 months.

An answer, a morning brief or an alert uses 1 credit. A task you approve uses 1 credit.

Give every role a head start.

Set up your company, add a role from its job description and invite the person in it. It takes a few minutes.

Set up your company