Omni Agents · Internal
Agents for the people inside the business.
Not every agent faces clients. Internal agents answer your team's questions, brief you on the numbers, chase what's owed and take the admin out of field work, all from your own data.
What it does
Your business, on the phone.
Owners and managers spend a big part of the week just finding things out: pulling numbers, chasing updates and answering the same staff questions.
Internal agents sit on top of your Omni Command Centre, so they already know your clients, jobs and numbers. You ask, they answer, and the routine follow-up gets done.
Capabilities
What internal agents take off your plate.
Ask the business anything
Call or chat to ask about sales, cash, jobs or pipeline, and get the answer from your own systems.
A morning briefing call
A short call at the time you choose with yesterday's numbers and what needs your attention today.
Chase the money
Works through overdue invoices from your accounting data, politely and on schedule, and logs every promise to pay.
Log work by talking
Field staff finish a job and talk. The agent writes hours, materials and notes straight into your database.
A helpdesk for your policies
Staff ask about leave, expenses and procedures and get an answer that quotes your own policy.
Clear the back-office inbox
Supplier invoices, statements and notices sorted, matched to orders and drafted for approval.
Talk to Max at Brackenfield Advisory
Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
From the example Ask your business data by voice.
Want one like this for your business? Book a call with Sam
Worked examples
Internal agents we build.
Worked examples of agents for owners, managers, office staff and field teams.
Unbilled time and WIP chaser for partners
Reminds partners about unbilled time and pre-bills before each billing run, nudges timekeepers for missing time, and records the partner's decisions.
Precedent and knowledge search for lawyers
Helps the firm's lawyers find the right precedent and practice note in seconds, and sends clause changes to the partner who owns the precedent.
Partner daily briefing
Gives each partner a short morning briefing on their day and the firm's numbers, answers follow-up questions and books time with colleagues.
Adviser file compliance checker
Checks any client file against the firm's file standards when an adviser asks, lists what's missing and sends the client the forms to fix it.
Timesheet and expenses chaser
Reminds consultants about missing timesheets and expense receipts, answers their questions from the records, and tells finance who is holding up billing.
Tender and RFP response assistant
Answers the bid team's questions about a tender pack, checks the requirements against the firm's cleared case studies and drafts answers from the approved library for review.
Tender document questions for bid teams
Answers the bid team's questions about a tender pack, checks the requirements against the firm's project references and keeps every deadline in view.
Sales rep morning briefing
Calls each outside sales rep at 7am with the accounts to focus on, quotes about to expire, stock alerts and progress to target.
Ask your business data by voice
Executives call a number, ask a question about the group and get the answer from the finance, sales and project systems.
Owner daily briefing call
Calls the chief executive at a set time each morning with the numbers and issues that matter, then takes questions.
Overdue invoice chaser
Works through overdue client invoices in your accounting system with polite emails and calls, and logs every promise to pay.
Staff policy helpdesk
Answers staff questions about leave, expenses and procedures from your own policies, and routes the sensitive ones to a person.
Work logging by voice
Consultants call in after client work and talk. The agent writes the timesheet, expenses and follow-ups into your systems.
Supplier inbox triage
Sorts the accounts payable inbox, matches supplier invoices to purchase orders and flags anything that doesn't line up.
IT service desk for staff
Takes IT problems from staff by voice or chat, checks known outages and the asset register first, then logs the ticket and books desk-side help.
New starter onboarding guide
Guides new starters from signed offer to day one, answers their questions at any hour and tells them exactly which forms are still outstanding.
Expense and travel policy desk
Answers staff questions about flights, hotels, meals and rebillable costs from your expense and travel policy, before the money is spent.
Purchase request intake
Takes purchase requests from staff in plain words, checks the catalogue, budget and approval rules, and raises the request with the right approver.
Board pack questions, answered from the numbers
Board members ask about the board pack by voice or chat and get answers from the pack and the ledger behind it, with the page reference.
CRM updates by voice after client meetings
Directors and account managers call after a client meeting and talk it through. The agent updates the opportunity, contacts and next steps in the CRM.
Month-end close status
The financial controller asks where the close is at any time and hears which tasks are done, which are late and what is holding them up.
Contract and renewal register questions
Answers staff questions about supplier contracts from the contract register, including renewal dates, notice periods and who owns each contract.
Cash and debtor-days briefing for the finance lead
Calls the CFO every Monday with cash, debtor days, the accounts driving them and the low point in the 13-week forecast.
Client meeting prep brief for account managers
Account managers ask for a brief before a client meeting and get delivery status, money owed, contract dates and open opportunities in one place.
Security questionnaire answers for enterprise deals
Drafts answers to prospects' security questionnaires from the approved answer library, and sends the questions it can't answer to the security lead.
Promotions and trade spend questions for key account managers
Answers key account managers' questions on trade budgets, the promotion calendar and how past promotions performed, and drafts promotion requests for approval.
Store visit logging by voice for field reps
Field reps finish a store call and talk. The agent logs shelf, stock, display and follow-up details into the retail execution system.
Territory morning briefing for field reps
Calls each field rep before their first store with the day's route, the store issues that matter and progress to target.
Category review prep for key account managers
Turns scan data, market share and rate of sale into the talking points a key account manager needs before a retailer's category review.
Retail execution questions, answered from store audit data
Answers sales managers' questions about displays, planograms and shelf availability straight from store audit data, and turns gaps into rep actions.
Stock and demand position questions for planners
Answers planners' questions on stock, cover and whether supply will meet a promotion, from the planning and ERP systems.
Range and pricing coach for new sales reps
Quizzes new sales reps on the range, packs, prices and trade terms by voice or chat, corrects answers and tracks what to practise next.
New listing pitch practice with a retail buyer
Plays a supermarket category manager so reps and account managers can rehearse a new listing pitch, then gives short, specific feedback.
Quarterly business review prep from account data
Builds the draft quarterly business review pack for a customer success manager from the account's own usage, support and contract data.
First-week guide for new employees
Tells new employees what's on each day of their first week, where to go and what's due, straight from their onboarding plan.
IT setup and access requests for new starters
Sets up laptops, accounts and system access for new starters by role, and gets the extra approvals in before day one.
Manager onboarding checklist nudges
Reminds hiring managers about their onboarding checklist, helps them close each item on the spot and keeps HR informed.
New vendor setup: bank details, insurance and terms
Sets up new vendors by collecting registration, bank details, insurance and terms, and tells staff exactly what is holding a vendor up.
Graduate intake programme assistant
Answers graduates' questions before and after they start, from the graduate handbook, and books time with the people and culture team.
Company knowledge search: templates, policies and past work
Finds templates, policies and past work across the company's documents, and only shows what each person is allowed to see.
Who knows what: find the right colleague
Tells staff who in the firm has done similar work, speaks the right language and is free to talk, from the expertise directory and project records.
How do we do this here? Process and SOP assistant
Answers 'how do we do this here?' from the company's own procedures, step by step, and helps staff start the paperwork.
What did we decide? Meeting and decision search
Answers 'what did we decide?' from meeting minutes and the decision log, with the owner, the actions and only the detail each person may see.
Rate card and pricing questions for the sales team
Answers account managers' questions about day rates, discounts and approval rules, works out the numbers and drafts the approval request when one is needed.
What changed in this policy? Explained by voice
Staff ask by voice or chat what changed in a firm policy and get a short, plain answer, with anything that needs a judgment passed to compliance.
IT how-to questions for staff
Answers everyday IT how-to questions from the company's own IT guides and data rules, and logs a ticket when something needs fixing.
Sales call practice: objection handling with a tough buyer
Lets sales staff practise tough calls by voice against a realistic buyer, then scores them against the team's own rubric.
Compliance training quiz by voice
Runs short compliance quizzes by voice, marks each answer, explains the right one and logs the score to the person's training record.
New hire academy coach
Quizzes new hires on the induction academy by voice or chat, explains what they got wrong and gets them ready for the assessment.
Difficult client conversation practice for service teams
Plays a difficult client in realistic practice conversations, then gives account managers and consultants short, specific feedback.
Coaching conversation practice for new managers
Lets new managers practise hard coaching conversations with a realistic team member, then gives feedback against a coaching model.
Data and reporting skills coach for staff
Coaches staff on reading and using the company's own reports, with short exercises on real dashboard figures and instant feedback.
Daily five-minute learning check-in
Sends each staff member a five-minute learning check-in every morning, with realistic questions on the week's topic and instant feedback.
Continuing education tutor for licensed advisers
Quizzes advisers on their continuing education modules by voice or chat, explains what they got wrong and keeps their hours up to date.
Product demo practice for new account executives
Plays a realistic buyer so new account executives can rehearse the Quaywise demo, then gives short feedback against the demo scorecard.
Project status updates by voice
Takes each engagement manager's weekly status update by phone, updates the project tracker and puts any decision needed on the partners' list.
Staff and resource scheduling requests
Takes staffing requests from partners and managers, suggests consultants with the right skills and availability, and places a hold for the resourcing manager to confirm.
Approval chaser for purchase orders and contracts
Chases approvers for waiting purchase orders and contracts, explains each one in a sentence and records the decision.
Meeting notes into actions and owners
Turns meeting notes into clear actions with owners and due dates, sends each owner their part and follows up on what's still open.
Weekly KPI check-in calls with team leads
Calls team leads each Monday about last week's KPIs, asks about anything off target and writes their explanation into the weekly pack.
Office and facilities requests
Takes office and facilities requests from staff, books rooms, visitors and catering, and logs faults with the facilities team.
Sales pipeline review by voice for the sales director
The sales director asks about coverage, stalled deals and owners by voice and gets the answers straight from the CRM.
KPI alert explainer: why did this number move?
When a KPI crosses its alert line, leaders ask why and get the causes from the systems behind the number.
Leave and payroll questions for staff
Answers staff questions about leave balances, payslips and pay dates from their own records, and routes pay problems to payroll.
Staff engagement pulse check-ins
Runs short, confidential engagement check-ins with staff by voice in their own language, and turns the answers into team-level themes.
Exit interviews by voice
Runs exit interviews by voice in the leaver's language, asks the follow-up questions that matter and gives HR a clear, confidential summary.
Performance review prep for managers
Prepares managers for performance reviews by pulling goals, results, feedback and 1:1 notes into a short brief, without suggesting a rating.
Policy attestation reminders and questions
Reminds staff who haven't finished their annual policy attestation, answers what they're confirming and passes anything that needs a disclosure to compliance.
Incident and near-miss reporting line
Staff report incidents and near misses by phone or chat at any hour. The agent records the facts, logs a reference and alerts the risk team straight away.
Audit evidence requests to process owners
Contacts process owners about open audit evidence requests, explains exactly what is needed and tracks every item until it's uploaded.
New starter IT access requests
Takes new starter and access requests from managers, checks the role's standard access and the approvals it needs, and gives a clear ready date.
Site office IT support line
Answers IT calls from remote site offices, checks known outages first, walks staff through simple fixes and sends everything else to an engineer with the details.
Gifts and hospitality declarations
Answers staff questions about the gifts and hospitality policy, records declarations in the register, and sends approvals and unclear cases to the right person.
Other channels
Voice agents
Answer your phone line and website voice calls, book, hand off and summarise.
Web chat agents
A chat and voice widget on your website that answers, qualifies and books.
Email agents
Triage the inbox, draft or send replies from your knowledge, escalate the rest.
Outbound and SMS
Call leads back in minutes, send reminders and follow up by text.
Agents on your data
Answers from your own database and systems, not a generic script.
Tell us what your phone and inbox look like.
Thirty minutes with Sam. Bring the calls you miss and the emails you answer every week, and we will show you which agent to build first.
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