User guide

Talk to Alex, not to a menu

Alex is your single point of contact. You do not choose which specialist to invoke. You describe the outcome you want and Alex orchestrates the rest, pulling in Sam, Riley, or Taylor behind the scenes and coordinating their work. Write the way you would brief a competent assistant: the goal, any constraints, and how you want to see the result.

That one message touches the CRM (Sam), composes outreach, and asks to see the drafts before anything sends. Leave that last clause off and the follow-ups go out on their own. It all starts from a plain-language brief.

The specialists

You will see each specialist’s name attached to the work they do, so you always know who did what.

• Alex is the executive assistant and orchestrator. Plans, delegates, and reports back. Your default interface.
• Sam handles sales and CRM. Pipeline hygiene, lead research, outreach drafting, follow-ups.
• Riley covers finance: invoices, expense summaries, reconciliation prep, cash-flow questions.
• Taylor runs marketing. Content drafts, campaign ideas, social copy, positioning.
• That is the whole live team: Alex, Sam, Riley and Taylor.

What still waits for you

Email, messages and posts go out on their own at the Balanced default. Payments and deleting your AgentCorp data still stop for a person. A bulk email to more than 50 recipients waits for you. When one of those waits, the card shows the real recipient and the full message body, exactly as it will go out.

• Approve to let that action proceed as shown.
• Edit first if the wording or recipient needs a tweak, then approve.
• Reject to cancel it. The agent will adjust or ask what you want instead.
• Set the dial to Cautious, or a category to Always require approval, when you want email or posts to wait too.

Sends also pass automatic guards that nobody can waive: the do-not-contact list, no blank template slots, and no new recipient on a turn that just read someone else’s words. Every action, sent or held, is in the activity log. See AI best practices for how to decide when to keep a human in the loop.

Briefings and the situation room

Rather than pinging you constantly, agents batch what they have done and surface it as briefings. These are short digests of completed work, drafts waiting on you, and things worth your attention. The situation room is your at-a-glance view of everything in flight across the team: active tasks, pending approvals, and recent results, in one place.

Notifications and channels

You can work from more than the web app. AgentCorp is on Mac, Windows, iPhone, Android and the web. Connect WhatsApp to message Alex from your phone. Notifications (a task finished, an approval is waiting, your allowance is running low) reach you on the channels you have set up so nothing stalls because you were not at your desk.

Tips for good results

• State the outcome, not the keystrokes. “Get me ready for my call with Acme” beats a list of micro-steps.
• Give context once. Anything you upload to your knowledge base is available to every agent, so you do not repeat yourself.
• Ask for a plan first on big tasks: “Outline your approach before you start.”
• Verify anything consequential. Agents are capable but not infallible. Check facts, figures, and names before they matter.