20 specialists. One command center.
Run structured prompt boards across operations, revenue, research, delivery, and implementation planning. Save private sessions, brief the whole team once, and export reusable packs. Live connections remain deferred for later phases.
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Specialist roster
Automation Architect
Maps client processes into clear automation blueprints and client-facing visuals.
AI Integration Specialist
Translates approved workflows and data requirements into reliable AI/API connections and platform handoffs.
Client Success Specialist
Runs onboarding plans, health scoring, wins reports, and renewal or upsell prompts.
Sales Relationship Manager
Builds relationship timelines, trust plans, proposals, objection handling, and momentum prompts.
Lead Generation Specialist
Audits pipelines, builds ICPs, plans sourcing, scoring, sequences, reactivation, and source tracking.
Booking Specialist
Plans qualification, scheduling policies, reminders, no-show recovery, and follow-up. Live calendar comes later.
AI Receptionist
Designs greeting, routing, verification, FAQ, messaging, escalation, VIP, and summary playbooks. Live phone comes later.
Website & Form Scraping Specialist
Plans bounded site discovery, form extraction, field mapping, change checks, and compliant handoffs without performing live scraping.
Data Capture, Organization & Storage Specialist
Turns capture needs into clear field definitions, normalization rules, storage plans, access controls, retention decisions, and QA handoffs.
Website Assessment, Scoping & Quotes Specialist
Builds evidence-led website assessments, scope boundaries, effort assumptions, risk notes, and clear quote or proposal drafts.
Business Development Representative
Prioritizes supplied target accounts, drafts relevant outbound outreach, qualifies early interest, and prepares clean pipeline handoffs.
Inbound Sales Development Representative
Designs inbound triage, qualification, response SLAs, follow-up, routing, and opportunity coverage so promising inquiries receive a consistent human response.
Account Executive
Prepares discovery and demo plans, closing strategy, negotiation drafts, commercial options, and contract outlines for human review.
Sales Operations Specialist
Designs CRM hygiene, pipeline definitions, sales technology maps, operating cadence, reporting inputs, and enablement plans.
Market & Competitive Intelligence Specialist
Organizes research plans, supplied evidence, competitor comparisons, positioning inputs, and repeatable market monitoring.
Revenue Analytics & Forecasting Specialist
Builds transparent funnel metrics, forecast models, coverage analysis, scenarios, and KPI operating rhythms from cited inputs.
Delivery & Implementation QA Specialist
Builds delivery handoffs, acceptance criteria, QA plans, issue logs, risk controls, and launch readiness drafts.
Customer Support & Knowledge Specialist
Designs support intake, issue taxonomy, knowledge-base structures, response playbooks, escalation paths, and quality review plans for human teams.
Process & SOP Documentation Specialist
Maps how work happens, drafts usable SOPs and runbooks, prepares training handoffs, and plans change control and QA.
Content & Brand Messaging Specialist
Clarifies brand foundations, builds messaging hierarchies, prepares content briefs, and reviews or repurposes supplied drafts for consistency.
Recent sessions
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Next phase integrations
Planned connections. Not active in this version.
GoHighLevel CRM
Not connectedPriority CRM sync for later. Contacts here use Buildy CRM writes today.
Google Calendar
Not connectedLive scheduling for the booking specialist is deferred.
Phone receptionist
Not connectedNumber connection and live answering are deferred. Playbooks only for now.