Twenty-eight agent patterns across seven families.
Some take work off your team; some create the capacity and speed to sell more. Some businesses start with a single agent, others with a system of three to six, plus the one specific to your industry that appears in no catalog.
One agent or twenty, the standard does not change.
Plenty of work here is a single agent doing one job well. Some of it is a multi-agent system running a whole process end to end. We build both. What does not flex is the rigour underneath. A single agent built without scope, architecture and governance is still a liability, it is just a smaller one that fails more quietly.
Scoped
The process is mapped as it is actually performed, exceptions included, before anything is designed.
Blueprinted
The logic, triggers, rules and failure paths are written down in a document you own.
Integrated
Every system it touches is named, with one clear owner for every field it writes.
Trained
It is grounded in your real records and your real language, then tested against past cases.
Governed
An approval gate, an audit log and a stop switch, from the first day it runs.
Customer & Communication
Intake & Triage
Reads, classifies and routes everything inbound.
Correspondence & Follow-Up
Drafts replies and chases what goes quiet.
Meeting & Call Capture
Turns conversations into commitments in your systems.
Service Escalation Desk
Catches the signals a person misses at volume.
Documents & Knowledge
Extraction & Filing
Turns inbound paper into structured records.
Contract & Clause Review
Ranks deviations against your playbook.
Record Sync & Hygiene
Reconciles the same entity across systems.
Knowledge Curator
Keeps what the agents read from accurate.
Finance & Billing
Billing & Invoicing
Assembles what is billable and raises it.
Payment Reconciliation
Matches receipts and builds the exception list.
Collections & Dunning
Runs the ageing ladder with the right tone.
Payables & Expense
Codes bills and catches duplicates before payment.
Operations & Delivery
Scheduling & Dispatch
Allocates work and reallocates as the day moves.
Order & Fulfilment Runner
Drives an order to completion across systems.
Inventory & Supply Watch
Flags shortages before they reach a customer.
Vendor Coordination
Tracks every external party and what they owe you.
Compliance & Obligation
Deadline Watchdog
Holds what cannot be missed and escalates until closed.
Filing & Submission
Assembles, validates, submits, captures the confirmation.
Audit Evidence
Makes the audit request a query, not a scramble.
Regulation Monitor
Watches the rules and raises a change when one moves.
Revenue & Growth
Lead Qualification
Scores on real fit and routes with research done.
Quote & Proposal Assembly
Builds from approved parts and flags non-standard terms.
Renewal & Retention Watch
Starts the conversation early enough to matter.
Onboarding Runner
Drives the checklist without a person holding it.
Reporting & Control
Recurring Reporting
Pulls, reconciles, drafts, and flags what moved.
KPI & Anomaly Watch
Alerts with the likely cause already investigated.
Desk Supervisor
Coordinates the agents and catches anything that stalls.
Approval Router
One queue for every action that needs a human.
A system is not one agent; it is a sequence.
One worked example: a regulatory filing system, assembled from five patterns across four families. The bottleneck in most businesses is not a missing agent, it is a missing sequence. Work starts in one place, loses its context in another, and waits on a person who was never told it arrived.
Intake & Triage
Family 01 · Customer & Communication
A new obligation arrives by email, portal notice or client upload. It is read, classified, and a case is opened before anyone touches an inbox.
Extraction & Filing
Family 02 · Documents & Knowledge
The required fields are pulled from existing client records and validated against the source, so the submission is assembled from what you already hold.
Approval Router
Family 07 · Reporting & Control
The system stops. The completed submission sits in one queue with its evidence attached, waiting on a partner's approval. Nothing is filed on the agent's own authority.
Filing & Submission Runner
Family 04 · Operations & Delivery
On approval, the submission is made once, in your systems, and the confirmation and timestamp are captured on the way back.
Audit Evidence
Family 05 · Compliance & Obligation
The record, the approval, the confirmation and the version of the playbook used are filed together. The next audit request becomes a query, not a scramble.
Closed loop: nothing enters without being classified, nothing is filed without being approved, and nothing is approved without leaving a record. Your system will use different patterns. The shape stays the same.
Where to start: volume first, then clarity of rules, then risk.
The best first agent is usually the one nobody nominates.
Not sure which agents your business needs? That is exactly what scoping is for.
Tell Max what your business does and we will find the right first set together, plus the one specific to your industry that appears in no catalogue, in a blueprint you own at no cost.