Templates that ship outcomes
Each card is an outcome-first configuration: planned tools, channels, and an example of work it would prepare for approval — not a persona costume. Web chat is the channel that exists today; voice, phone, WhatsApp, and email are coming soon.
Receptionist
Answer enquiries, book appointments, route escalations
Example task: Book MOT for a returning customer next Thursday
Common tools
CalendarCRMSMS
Sales
Qualify leads, update CRM, schedule discovery calls
Example task: Capture budget and timeline, prepare a HubSpot deal for approval
Common tools
CRMCalendarEmail
Customer Support
Resolve account questions and approved fixes
Example task: Look up job status and draft an ETA update for approval
Common tools
CRMOrdersKnowledge
Operations
Coordinate jobs, materials, and workshop capacity
Example task: Propose a bay for the service and a brake-pad order for approval
Common tools
JobsInventoryCalendar
Manager
Surface exceptions, approvals, and team performance
Example task: Summarise failed bookings and pending refunds
Common tools
AnalyticsApprovalsAudit
Integration
Connect systems and recommend tool grants
Example task: Suggest tool grants for a planned Outlook connection
Common tools
MCP HubOAuthCatalogue