Roster CoasterAgentNo. 001MercerAccounts helper
- Brief
- “Chase the five overdue invoices, politely.”
- Works in
- Invoicing · Customers
- Waits for your OK
- Outbound email
Waiting for your OK · 5 drafts
Your new crew · They never clock off
The new hires.
The new hires are AI agents: staff living inside the software. They hold full context on your business: every customer, site, job, quote, invoice, email thread, document and price, within what their role is allowed to see. You configure them. (struck through) You brief them.
And they're optional. The software is complete with zero agents switched on; hire your first when you're ready.
Roster CoasterAgentRoster CoasterAgentNo. 002TallyReporting
- Brief
- “Draft the WIP report every Friday morning.”
- Works in
- Projects · Reports
- Waits for your OK
- Sharing outside the team
Next run · Friday 7:00
Roster CoasterAgentNo. 003NightwatchService desk
- Brief
- “When a monitoring alert lands, open the ticket and book the tech.”
- Works in
- Service · Schedule
- Waits for your OK
- After-hours call-outs
On shift · watching for alerts
01 · The brief
If you can type it, they can do it.
There's no task library and no workflow builder to learn. You brief an agent in plain English: the same sentence you'd say across the desk. Once, every Friday, whenever something happens: it's all just a sentence.
Creating one is just as light (a name, a role, a scope) and you do it yourself, in-app. Every agent works under its role, on the same permission system as human staff: it can only see and touch what its role allows.
The brief pad: say it like you'd say it to staffNo workflow builder · no config · a sentence
“Chase the five overdue invoices, politely.”InvoicingNow
“Draft the WIP report every Friday morning.”ReportingEvery Friday
“When a monitoring alert lands, open the ticket and book the tech.”ServicingWhen it lands
“Reprice the open quotes against Tuesday's supplier price list.”QuotesNow
“Find the jobs where we ate a cost last quarter, and how much.”ProjectsNow
“Fill the gap in Thursday's run from the ticket backlog.”ScheduleNow
Scope of dutiesIf a person in that role could do it here, an agent can be briefed to.
Anything that mattersWaits for your OK. See our promises below.
And they're optionalThe whole system runs fully manually too.
02 · When you press enter
What happens when you press enter.
One brief, end to end. It scopes the work, shows you the plan when the action is consequential, does the work, and reports back, logged like software the whole way.
Work order · universal instruction boxNo. 0002
Do this for me:
“Go through last month's lost quotes, find the ones we lost on price, and draft me a win-back email for each.”
✓ Plan approved by Amy Kerr
✓ 6 win-back drafts saved to Quotes
✓ Report sent to Amy
- 01It plans
Scopes the work first, and shows you the plan when it matters.
Plan: 9 lost quotes found · 6 lost on price · draft 6 emails - 02You approve
Outbound email waits for your OK. Nothing leaves without a human nod.
Approved - 03It does the work
Reads each thread, drafts each email, in context, not from a template.
6 of 6 drafts - 04It reports back
What it did, where the drafts are, what it left for you to decide.
6 drafts are in Quotes, waiting for your OK. 3 quotes weren't lost on price, so they're left for you.
Answers may include mistakes, so check before acting.
Interlude, before the trust halfThat's the pitch. Want an agent briefed live, on your data?
Book a demo 03 · The right AI for the job
Nobody pays top dollar for data entry.
Routine work runs on cheaper AI automatically; the premium stuff is saved for the hard thinking. You can see which is which, and change it, and every task shows what it cost.
See how AI usage is explained on the pricing page. For changes to the way your system works, explore software that evolves.
Everyday AIRoutine work
Friday WIP report$0.09
Book a service reminder$0.01
Premium AIThe hard thinking
Why did we lose these quotes?$0.48
Plan next month's schedule$0.61
Illustrative example · costs shown per task are sample figures
04 · Our promises
Our promises, plainly.
The trust half. Not fine print: the deal, numbered so it's easy to check.
No. 01
It waits for your OK
Anything that matters (outbound emails, payments, anything you flag) waits for a human. You choose what counts, per agent and per action.
No. 02
Written down
Every agent action is written down as it happens. Who, what, when, on whose say-so.
No. 03
The undo
Important actions and requested changes are reviewed before they take effect.
No. 04
Locked to each role
Agents and staff alike see only what their role allows. Only certain people, and certain agents, can access certain information.
No. 05
The agents are our responsibility.
We oversee them, monitor their behaviour, and when something isn't right we roll it back and we fix it. Not a disclaimer: the standing arrangement.
No. 06
Your data stays yours
Your data is never used to train anyone else's models.
Promised, plainly · 2026In writing
Before you go
Hire staff that come with the software.
Bring the job you'd most like taken off someone's desk. In the demo, we'll brief an agent on it (live, human OKs and all) and you can watch the record write itself.
Book a demo 7 days free. Card up front, cancel anytime.
