Agents

One agent that works the way your business does.

An agent is an AI persona built from your expertise: defined in 5 steps, grounded in your Knowledgebases, speaking in your voice. Then it's handed your flows as skills, and it puts them to work mid-conversation.

Marcus, Brand Strategist
Agent
M
Marcus
Online · in session
Voice
I’m rebranding my studio. Where do I even start?
2:41 PM
Positioning first. That’s where most rebrands go wrong. I’ll run my Positioning Audit to see where your messaging invites the wrong clients in.
2:41 PM
Ran skill: Positioning Audit
Your flow, run as a skill · Artifact attached
Reply…
Connected skills3 flows
Positioning AuditSmartForm
Offer ArchitectCoPilot
Launch Plan GeneratorSmartForm

Your flows are the tasks. Your agent is the practitioner. A flow does one job well. An agent knows which job the moment calls for.

Every flow you build captures one specific task from your methodology (an audit, a plan, a diagnosis). An agent sits above them: a complete persona defined through 5 steps, handed your flows as skills it can reach for. Your client has one conversation in your voice, and behind the scenes the right flow runs at the right moment: governed, metered, and on your brand like everything else in the suite.

What's actually running underneath.

5-step identity
The persona, defined
Knowledge
Knowledgebases & frameworks
Voice & guardrails
How it speaks, where it stops
Skills
Your flows, handed over
Your agent
One agent, full range
01

The 5-step foundation

Name & identity, knowledge & frameworks, goals, voice & tone, guardrails & boundaries: the 5 steps that define the persona.

02

Knowledge grounding

Your Knowledgebases (PDFs, frameworks, transcripts) sit underneath every answer, so the agent reasons from your material, not the internet's.

03

Skills from your flows

Hand the agent the flows you've already built. It learns what each one does and when it's the right move.

04

Judgment in the moment

Mid-conversation, the agent decides a task calls for one of its skills, runs the flow with what it already knows, and hands back the Artifact.

Agent or standalone flow? How to decide.

Build an agent when…

  • Clients should have one door into your whole framework
  • The right task depends on where the conversation goes
  • You've built several flows that belong together
  • The relationship matters: persona, voice, and continuity

Keep a flow standalone when…

  • The job is one well-defined task with a known shape
  • You're embedding it in a funnel or landing page
  • Users arrive knowing exactly what they need
  • You want the fastest path from input to Artifact

Everything you've built, in one agent.

Walk the 5 steps, hand over your flows as skills, and your agent is ready to meet clients.

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