Your agents know your business.

Every recommendation is shaped by five layers of intelligence. Your industry, your market, your competitors, your goals, and your history. Not generic advice. Your advice.

Five signals shape every decision.

Each agent weighs these inputs differently based on your configuration. You control the balance.

40%

Internal Agent Metrics

Real data from connected integrations. CRM pipeline, accounting actuals, calendar utilization, email engagement. The more tools connected, the richer this signal.

30%

Cross-Department Signals

Intelligence shared between agents. The CFO sees what the CRO reported about pipeline. The CMO knows the COO's capacity constraints. No department operates in a silo.

20%

Market Intelligence

External market data from Census statistics, Google Places competitor research, industry benchmarks, and seasonal patterns. The outside-in view of your business landscape.

10%

Owner Knowledge Base

Your stated preferences, goals, challenges, standing instructions, and calibration answers. The system already embeds this everywhere, so the 10% weight is additional deference when data conflicts with your judgment.

Variable

Historical Patterns

Approval history, override rates, seasonal trends, and decision patterns over time. The system learns what you actually do, not just what you say you want.

Context that compounds over time.

From the moment you onboard, your agents start building a deeper understanding of your business.

Phase 1

Day 1: Onboarding context

Industry classification, team size, location, challenges, goals, growth channels. Your agents know your business type and market before the first conversation.

Phase 2

Week 1: Connected context

Integrations flow real data. Website scraped for services and positioning. Competitors mapped. Census market data loaded. Agents shift from assumptions to evidence.

Phase 3

Month 1+: Learned context

Every approval teaches preference. Every rejection sharpens judgment. Cross-department patterns emerge. Seasonal rhythms calibrate automatically. The system knows your business better than a new hire ever could.

What this means for you.

Industry-aware recommendations

Ask your CFO about cash flow. The answer incorporates your actual industry benchmarks, team size, seasonal patterns, and competitive position. Not generic financial advice.

CFO Agent

Cash runway is healthy at 8.2 months, but seasonal demand matters here. With 847 HVAC contractors in your county, competition for techs will tighten before peak season.

Peak season starts in 2 monthsCounty benchmark: 6.1 mo runway
CMOAd spend +22%
CROConversion flat
CEO Agent

Synthesized insight

Pause top-of-funnel spend. Shift budget to sales enablement until demo-to-close recovers.

Cross-department synthesis

Your CEO does not just aggregate. It synthesizes. When the CMO's spend is up but the CRO's conversion is flat, your CEO connects those dots and recommends a course correction.

Tune the intelligence.

Every business is different. A data-rich company with 5 integrations should weight internal metrics higher. An experienced owner with 20 years of industry knowledge should weight owner knowledge higher. You decide.

Data-rich business

3+ integrations connected. Increase Internal Metrics to 55%. Let real numbers drive recommendations.

Owner knows best

20+ years in the industry. Increase Owner Knowledge to 25%. Agents defer to your judgment when data conflicts.

Market-sensitive industry

Real estate, seasonal services, competitive retail. Increase Market Intelligence to 35%. Local conditions drive your decisions.

See context in action.

Book a call and we will show you how your agents build intelligence from your real business data.