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.
Filling open shifts from the casual pool
Texts casual staff who hold the right skills about an open shift, shares hours fairly, and books the first person who says yes.
Daily production briefing for plant managers
Sends plant managers a short morning summary of yesterday's output, downtime, waste and late orders, and answers follow-up questions from the production systems.
Staff IT help line for a surveying firm
Answers staff IT calls and chats across three offices, checks known outages first, walks people through simple fixes and logs the rest with the IT support company.
Software licence requests and approvals
Takes requests for survey, drafting and office software, checks which licences are free, sends the request to the right director and logs it.
IT checklist for staff who are leaving
Runs the IT leaver checklist when someone resigns: books the device return, makes sure accounts and licences are switched off on the last day, and confirms each step to the manager.
Suspicious email reporting for staff
Takes staff reports of odd emails, texts and calls at any hour, tells them what to do straight away, and gets the on-call engineer moving when someone has clicked.
Invoice approval chaser for restaurant and pub groups
Chases venue managers and head chefs to approve supplier invoices before the weekly payment cut-off, records why an invoice is wrong, and tells accounts payable what is stuck.
Month-end close and cost pack desk for hospitality groups
Reminds every venue of its month-end tasks, collects stocktake counts and uninvoiced deliveries, tells the group accountant what is missing, and gives venue managers their food, drink and wage cost once the pack is out.
Staff expense claims desk for restaurant and bar groups
Takes staff expense claims by text with a receipt photo, checks they have the details the policy asks for, sends them to the venue manager to approve, and tells staff when they will be paid.
New starter induction guide for physiotherapy clinic groups
Walks new physios and front-desk staff through their first two weeks: what to read, which sessions to attend, which systems to learn and who to meet, and tells the education lead what is outstanding.
Practice software how-to coach for allied health clinic staff
Answers staff how-to questions about Cliniko, billing and front-desk procedures step by step from the group's own guides, sends the short video, and passes set-up changes to the operations manager.
CPD and mandatory training tracker for allied health clinics
Tracks each clinician's CPD hours and mandatory training, reminds them before anything expires, books in-house sessions, and sends external course requests to the education lead for approval.
Stock and price lookup for wholesale sales reps
Answers sales reps on the road about stock on hand at each warehouse, incoming stock dates, pack sizes, substitutes and a customer's price tier, and sends special price requests to the sales manager.
Warehouse procedures lookup for distributors and wholesalers
Answers warehouse staff and drivers who ask how something is done, such as returns, short picks, damaged stock and cold chain checks, from the written procedures, and sends anything out of range to the right manager.
Who handles what staff directory for wholesale distributors
Tells any staff member who handles what, from credit holds and special pricing to recalls and delivery changes, gives the name and how to reach them, and passes the message on with the details.
Maintenance request line for restaurant and bar groups
Takes reports of broken fridges, beer lines, lights and doors from venue staff, logs each job with a photo and urgency, passes it to the facilities coordinator, and tells the venue when a tradesperson is booked.
Shift close report and handover for restaurant groups
Takes the duty manager's close report by text or voice after each shift, writes a handover for the opening manager, and sends the operations manager one summary of every venue by 8am.
Stock transfers between venues for hospitality groups
When a venue runs short, finds which venue has spare stock, asks that manager to agree, records the transfer at cost so both stock counts are right, and books it on the runner van.
New staff onboarding for restaurant and bar groups
Sends each new starter their first-shift details, collects their employment paperwork through the secure onboarding link, and tells the people manager and venue manager what is missing 48 hours before the shift.
Delivery exception line for road freight companies
Takes drivers' reports of deliveries that cannot be completed, with photos and the consignment number, logs them in the transport system, alerts the dispatcher on duty, and passes dispatch's decision back to the driver.
Truck and trailer repair requests for freight fleets
Takes fault reports on trucks and trailers from drivers and depot staff, logs the job with fleet number, odometer and photos, books an overnight workshop slot, and puts drivers on the road straight through to the duty workshop supervisor.
New driver onboarding for trucking and freight companies
Sends new drivers their start details, collects licence, medical, traffic history and payroll paperwork, and tells the payroll officer and compliance manager what is outstanding before the first shift.
Liquor licence and RSA certificate expiry tracking for restaurant groups
Tracks every venue's licence items and every staff member's RSA, food safety supervisor and first aid certificate, sends reminders before they expire, files the renewed copies, and tells the compliance manager what is still missing.
Food safety incident logging for restaurant groups
Takes reports of temperature problems, pest sightings, foreign objects and unwell guests from any venue, records each one word for word with photos, and alerts the executive chef and venue manager straight away.
Staff IT help line for allied health clinic groups
Answers clinic staff IT questions from the IT guide, logs anything it cannot fix as a ticket with the details the support team needs, and phones the IT manager when a whole clinic cannot work.
Password reset and access requests for allied health clinic groups
Sends staff the right password reset steps, checks the request comes from their own account, and sends every new access request to the manager and IT manager to approve.
Device and software licence requests for allied health clinic groups
Takes requests for laptops, headsets, screens and software licences, checks what the person already has in the register, and sends each request to the right approvers with the details attached.
Leaver IT offboarding checklist for allied health clinic groups
Starts the IT checklist the moment a leaver is recorded, reminds the manager to collect equipment, and tells the IT manager the day after which accounts and devices are still outstanding.
Suspicious email reporting for allied health clinic groups
Takes reports of suspicious emails, texts and calls from any clinic, tells staff not to click or pay, logs each one, and phones the IT manager straight away if anyone already clicked.
Daily owner briefing for allied health clinic groups
Sends the owner and operations team a short briefing every weekday at 7am: yesterday's appointments by clinic, cancellations, today's booked hours and anything the practice managers flagged.
Weekly KPI briefing for allied health clinic groups
Sends the owner and managers a Monday briefing with last week's appointments, revenue invoiced, new patients, utilisation by clinic and service, and the week before for comparison.
KPI questions desk for allied health clinic managers
Answers managers' questions about the management figures from the Power BI reports and Cliniko, says which report and dates it used, and passes anything not in the reports to the finance manager.
Board pack preparation for allied health clinic groups
Asks each manager for their board pack section ten business days ahead, chases late sections, fills in the standard figures from Power BI, and sends the assembled draft to the chief executive.
Month end figures check for allied health clinic owners
At month end, lays the owner's key figures side by side for the month and year to date, flags where Cliniko invoicing and Xero revenue do not match, and passes the gaps to the finance manager.
Driver sick and absence line for freight companies
Takes sick and absence notices from drivers and warehouse staff at any hour, phones the dispatcher when a run starts soon, and logs every absence for the people manager to decide on.
Shift swap and cover finder for freight depots
Finds staff at the same depot with the right licence who are free and rested, texts them fairly, and sends the swap to the operations manager to approve.
Driver licence and training expiry reminders for freight firms
Tracks each driver's licence class, endorsements, medical certificate and training, reminds them before anything expires, and tells the health and safety manager on the day it does.
Staff handbook questions for transport and logistics companies
Answers drivers' and warehouse staff questions from the staff handbook and names the section, and passes anything about pay, entitlements or a complaint privately to the people manager.
New property manager induction guide for property management firms
Walks new property managers and leasing consultants through their first three weeks: what to read, which inspections to shadow, which systems to learn and who to meet, and tells the training lead what is outstanding.
Property management software how-to coach for property managers
Answers staff how-to questions about Palace and the firm's office procedures step by step from the firm's own guides, sends the short video, and passes set-up changes to the operations manager.
Routine inspection standards coach for property management teams
Coaches property managers on the firm's routine inspection standard: notice, photos, what to check and when the report is due, and sends new starters' first reports to their senior for review.
Staff training records tracker for property management firms
Tracks each staff member's refresher training and certificates, reminds them before anything is due, books in-house sessions, and sends external course requests to the training lead for approval.
Contractor invoice approval chaser for property management firms
Chases property managers to approve contractor invoices before the weekly payment cut-off, checks the owner's approval is on file, records why an invoice is wrong, and tells the accounts officer what is stuck.
Trust account month-end desk for property management firms
Sends each property manager their unallocated rent receipts and month-end tasks, chases them until they are clear, and tells the finance manager what is still open before the trust reconciliation.
Who handles what staff desk for property management firms
Tells any staff member who handles what, from owner payments and statement corrections to compliance questions and new contractors, gives the name and how to reach them, and passes the message on with the details.
Office procedures lookup for property management staff
Answers staff who ask how something is done, such as bond lodgement, new tenancy paperwork and key sign-out, from the firm's written procedures, sends the document, and passes compliance questions to the compliance lead.
Property file and key register lookup for property managers
Answers property managers on the road about a property's keys, owner maintenance limit, next inspection date and contractor history from the property file, and passes key and file problems to the operations manager.
Staff IT help line for a motor dealer group
Answers staff IT calls and chats across three dealerships, checks known outages first, walks people through simple fixes and logs the rest with the IT support company.
System access for new starters and role changes
Takes access requests for new starters and role changes, works out what each role needs in the DMS and other systems, sends it to the right approver and logs it.
Workshop tablet and diagnostic laptop support
Helps technicians and service advisors when workshop tablets, diagnostic laptops or key cabinets play up, so a bay isn't stopped waiting for IT.
Suspicious email and payment scam reporting
Takes staff reports of odd emails, texts and calls at any hour, tells them what to do straight away, and sends any request to change bank details to finance to check by phone.
Morning sales and stock briefing for dealer principals
Sends the managing director and site managers a short morning summary of vehicles sold, gross, aged stock and enquiries, and answers follow-up questions from the DMS.
Workshop numbers on request for aftersales managers
Answers the aftersales manager's questions about hours sold, bookings, jobs waiting on parts and comebacks across every workshop, straight from the DMS.
Technician sick and absence line for car dealerships
Takes sick and absence notices from technicians, service advisors and sales staff at any hour, tells the service manager in time to move bookings, and logs each absence for the manager to approve.
Workshop shift cover for car dealer service departments
When a technician or service advisor is off, checks the cover list for people who are free and qualified for the booked work, messages them, and tells the service manager who said yes.
Licence and certification expiry reminders for car dealerships
Reminds staff and their managers before a driver licence, refrigerant licence, inspector appointment or training record runs out, collects the renewed copy and updates the register.
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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