customer service
Answer customer questions.
the software and saas template
the team.
What you need first comes first. Rename, add or remove anyone. All roles →
onboarding
Help new customers get started.
sales
Follow up on leads and prepare quotes.
content
Write copy, blogs and newsletters.
sub-agent
team lead
Split up questions and bring the answers together.
orchestrator
marketing
Plan and measure campaigns.
research
Track the market and competitors.
bookkeeping
Invoices, reminders and the books.
who works with whom.
A group decides who may ask whom, and which documents they share. See the map →
customer success
Support and getting started.
works with growth and insight
growth
Leads, copy and campaigns.
insight
The market and the numbers.
on the map, ready.
It all comes with the template. You fill in the blanks. Planned work waits for you in Review. About connectors →
connectors
- Linear
- Sentry
- HubSpot
- GitHub
Placed, not connected. You connect them with your own account.
starter documents
- Frequently asked questions
- Customer onboarding steps
- Release notes
- Plans and pricing
- Brand voice
- Competitor watchlist
- Month-end checklist
Headings and blanks. Until you fill them in, agents don't guess.
product documentation
An empty pack for your own files: PDF, Word, Excel or text.
other markets.
Not your market? Start on General and change anything. Match your market →