Help Center
Find what you need, ask the team anything.
Hire Ivy and run your first creator searchSet your ICP, kick off discovery, approve the first round of outreach.Hire Cooper and find your first advocacy momentConnect your customer list, watch the first signals roll in, send a draft.Hire Lana and route your first signalTune the ICP filter, review what she catches, route to the right teammate.Hire Elliot and draft your first team postConnect employee LinkedIn, set voice fidelity, review and approve a draft.
Cross-agent routingHow Lana sends signals to your team — Sales, Cooper, Ivy, or Elliot.Trust calibrationEarning autonomy over time — from Assistant to Recommended to Autonomous.Voice fidelityHow Elliot learns each employee's voice, and how to tune the floor.Pipeline stagesIvy's six-stage creator workflow — discovery to renewal.Advocacy momentsCooper's signal detection — NPS spikes, renewals, expansion moments.ICP setupDefine who your customers really are so every agent scores correctly.Settings overlayTune autonomy, goals, and voice from the gear icon on each agent's desk.Reports & exportsSharing what your team did — weekly digests, CSV exports, board decks.
All of the agent's autonomous work stops — no outreach, no signals routed, no posts drafted. Anything in their queue stays in place. Resume them and they pick up where they left off.
Every agent ships with three autonomy levels — Assistant, Recommended, Autonomous. Recommended is the default. As your agents earn approval over time (e.g., Ivy gets 11/12 outreach approved without edits), they propose autonomy upgrades. You always decide.
Yes — gear icon → "Let agent go." You're billed through the end of the month. Your settings, roster, and history are saved for 30 days.
Different per agent. Ivy reads your CRM and the creator database. Cooper reads CRM, NPS, and Slack. Lana monitors public social and ICP-relevant mentions. Elliot reads connected employee LinkedIn accounts. Each is detailed during agent onboarding.
Lana detects signals → routes them to the right teammate. Hot leads → Sales. Happy customers → Cooper. Trending topics → Elliot. Creator opportunities → Ivy. You can see all routing rules in Lana's Routing tab.
Home shows a biweekly summary at the top, plus a live activity feed below. Each agent's desk has its own daily briefing on the Overview tab.