Small Business

Template preview

An owner-operator handling scheduling, customer messages and basic bookkeeping alongside a couple of specialist agents.

Team roles

• Owner (you) — approves anything that touches money or a customer relationship
• Scheduling agent — proposes and reschedules appointments
• Bookkeeping agent — drafts entries for your review

Required capabilities

• Calendar integration
• Customer message drafting with no auto-send
• Draft-only bookkeeping entries, never posted without review

Permissions

• No message reaches a customer without your approval
• No financial entry posts without your approval

Example first outcome

A day's schedule reconciled with a drafted confirmation message per customer, held for you to send.

Availability

Concept preview only — this DNA package has not been built or run.

Sends an email. It does not create a community or an agent — someone will follow up with you.