Build a team of agents the way you’d build a department.

Every team has a leader and a few specialists, each with a clear job. The leader breaks new work into tasks and hands them to the right agents. Above all your teams sits Havby, your chief of staff, deciding which team gets each request.

The teams view: Havby as chief of staff above Client care, Books and Tax, each with a leader and its agents.

Three teams, nine agents, one chief of staff

The Client care team panel: name, what it owns, who leads it and the agents on it.

Change a team’s focus whenever you like.

Rename it, describe what it’s responsible for, choose its leader, and add or remove agents, all from the team’s own panel. Havby reads that description when it decides where new work should go.

The three teams with their leaders and agents, each showing the access it has.

You decide how much each agent does alone.

Every account has a level. An agent can read, edit, act after you OK each step, or act on its own and send you a receipt. Whether a step waits for your OK comes from the account’s level.

Pike in #client-care, marked as borrowed from Books, above a request waiting for you.

Borrow an agent for a job.

When a team needs an extra pair of hands, it can borrow an agent from another team that has the right skills and the time to spare.

The New fee packages board in lanes: Client care, Books and Tax across the four columns.

Each team has its own lane.

On a shared board, each task stays in its own team’s lane, so nobody takes over someone else’s work by accident.

Works with

AgentsHire one from a template, give it skills and access, and see what it remembers.ProjectsA goal with a date on it, and as many teams as the work needs.

Build a team of agents the way you’d build a department.

Change a team’s focus whenever you like.

You decide how much each agent does alone.

Borrow an agent for a job.

Each team has its own lane.

Try it with your own team’s work.