No code, no integrations project. Four steps from idea to a working AI agent that acts on your agency’s real data.
Start from a blank persona or a template. An agent’s identity, personality, memory, and rules are markdown files you edit in the browser — save one and behavior updates instantly. Prefer a shortcut? Ask the in-app assistant to build the whole thing and it will, with your approval.
Attach reusable skills, pick the spokes and tools it can use, and connect your stack — GoHighLevel, Slack, calendars, HealthSherpa, or any REST API. Switch on The Brain for live CMS, ACA, and Medicare data plus ~17M rows of stored CMS records. Everything is scoped to your agency.
Chat with the agent, publish it as an MCP server / webhook / OpenAI-compatible endpoint, drop it into Slack, or schedule it as a routine (renewals sweeps, daily digests, re-shop campaigns). One persona, many surfaces.
When an agent needs a decision or permission, it pauses and asks you — in the app or right in Slack — and waits for your answer. Every chat, routine, and webhook run lands in Conversations, with a full audit trail. It never deletes anything.
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