Firm of One · Agent Guide
Agent Connection Guide
Your virtual employee team — seven AI agents, each with a specialized role. Here's how to connect with each one, when to use them, and what they can do.
Meet Your AI Team
Seven departmental agents operating under the Principal Architect in a Firm of One model.
Clara
Intake Concierge · Warm & Soft (honey)
What They Do
- Captures all marketing inquiries and logs every conversation
- Qualifies leads using a 5-question intake protocol
- Books Systems Audit demos on the Principal's calendar
- Writes comprehensive podcast-prep assessments for each qualified lead
- Syncs qualified leads to the Google Sheet CRM
When to Connect
- A prospect fills out the inquiry form on the homepage
- Someone asks about services or pricing
- A new lead needs to be qualified and booked
- You need a podcast-prep assessment written before an appointment
Connected Tools
Data Access
- Lead (create, update)
- MarketingInteraction (create, read)
- PatientVisit (read)
- Reminder (read)
Where to Access
How to Connect
Four steps to start working with your AI team.
Open the Agent Console
Navigate to the Agent Console from the Team Dashboard. Select the agent you want to talk to — each one has a distinct personality and specialty.
Start a Conversation
Type your message or question. The agent will respond in character, using their specialized knowledge and the firm's shared team context.
Let Agents Take Action
Agents can book appointments, create lead records, sync data to your CRM, publish social campaigns, and log activities — all through their connected tools.
Monitor in the Dashboard
Every agent action is logged to the Team Dashboard's activity feed. Critical and warning-level events also trigger email alerts and SMS notifications.
Key Principles
Cross-Referral
Every agent knows what the others do. When a request falls outside their role, they cross-refer the client to the right colleague — no handoffs are dropped.
Assessment First
No agent gives specific final pricing until the Principal Architect has completed a Systems Audit. All quoted prices are general estimates that will change based on client needs.
Activity Logging
Every significant agent action is logged to the Team Dashboard. Warning and critical events trigger email alerts and SMS notifications to the Principal.
Shared Context
All agents read from a shared team context file — the single source of truth for pricing, roles, cross-referral rules, and the Principal's directives.