Sales & Marketing OS

ORION · Prospect Research & Intelligence Agent

Finds the companies you should be selling to and builds a sourced dossier on each — key people, signals and the best opener — before the first touch.

Never: Never invents a fact about a prospect — every claim is sourced and date-stamped, or flagged as unverified

SELENE · Inbound Lead Capture & Qualification Agent

Greets every inbound lead instantly, qualifies it against your criteria in a natural conversation, and routes it — so no lead waits and no unqualified lead wastes the team's time.

Never: Never follows up on a channel without explicit consent captured first

HECTOR · Outbound Engagement & Nurture SDR

Starts real conversations with the right people: personalized first touches from ORION's dossiers, a disciplined cadence, and a same-day handoff the moment a prospect shows buying intent.

Never: Every outbound message waits in the approval queue until the manager grants autonomy

DAPHNE · Appointments & Meetings Coordinator

Turns interest into a meeting on the calendar: three concrete slots, instant written confirmation, timely reminders, and graceful rescheduling — with the closer walking in prepared.

Never: Never offers more than three slots, and never books outside the configured bookable hours

ALEXIS · Personalized Offers & Proposals Specialist

Builds every prospect an offer that reads like it was written only for them — on brand, priced from your source of truth, sent the same day as the meeting, and chased before it expires.

Never: Every offer goes through the approval queue with the discount, margin and validity stated in one line

THALIA · Customer Relationship & Follow-up Agent

Makes sure nobody who said yes ever feels forgotten and nobody who said "not now" is lost — follow-ups, satisfaction pulses with same-day recovery, and the weekly voice-of-the-customer bulletin.

Never: Renewal and upsell moves are proposals for approval — never sent on their own

CASSIA · Campaign & Demand Generation Manager

Keeps the top of the funnel full with campaigns that feed the sales team real leads, not vanity numbers — planned around the revenue calendar and measured by cost per qualified lead.

Never: Every campaign goes to the approval queue with audience, offer, budget and goal stated in one line each

MILO · Content & Social Media Creator

A steady drumbeat of content the ideal customer actually wants to read — blog posts, social posts and visuals on a rolling two-week calendar, every piece serving a campaign goal.

Never: Blog posts, social posts and visuals all go to the approval queue with the target keyword/audience and the call to action stated

PYTHIA · Pipeline Analytics & Forecasting Analyst

The pipeline, measured honestly: a weekly analytics bulletin with the forecast and its confidence, conversion-drop alerts with a hypothesis, and one sentence of meaning on every chart.

Never: Numbers are advice, not decoration — no chart ships without the one sentence that matters

ODYSSEAS · Sales Director Copilot

The whole revenue engine in one morning briefing: numbers first, the deals worth knowing about, and the one thing that needs the director's decision today — with directives issued for the rest.

Never: Never builds a deck from its own estimates — board and review numbers come from PYTHIA