The AI workforce platform for small and growing businesses

Hire your AI workforce.

Build a team of specialised AI employees that work across your business — finding opportunities, creating marketing, answering customers, handling repetitive operations and keeping financial admin organised.

Each employee is configured around your business, works to defined instructions, and brings important decisions back to you for review.

Start with the employee your business needs most, and build your team as you grow.

Start with one employeeConfigured around your businessPrivate to your businessYou approve the decisions that matter
See it in action

A quick walkthrough of the Sales Pipeline & Review workflow

Watch how researched leads flow into your private CRM — scored, prepared and ready for your review and approval.

The problem

The work that never stops is the work nobody has time for.

None of it is hard. There just aren’t enough hours — and hiring a person for each of these jobs isn’t realistic for a small business.

Prospect research is slow, so it happens in bursts — or not at all.

Marketing goes quiet for a fortnight whenever the week gets busy.

Customer enquiries sit unanswered longer than anyone is comfortable with.

Suitable businesses are never found because nobody had time to look.

Everything repetitive lands on the same one or two people.

Evidence lives in tabs, notes and memory instead of one record.

Outreach and replies vary with whoever wrote them and how rushed they were.

Invoices go unchased because chasing is nobody's favourite job.

Promising work sits unreviewed while attention goes elsewhere.

The service

More capacity. The same team.

Give the repetitive work to your AI employees and give your people more time for the work that needs human judgement. Below is what your AI Sales Employee — the most complete role — handles today, while you stay in control of every external action.

Finds businesses matching your ideal customer profile

Researches each company from public sources

Identifies likely decision makers, clearly labelled when unconfirmed

Provides public evidence with source links you can check

Scores relevance and identifies likely opportunities

Prepares personalised drafts and recommends next actions

Organises everything in your private CRM and Review Hub

Accepts manually-added companies and leads at any time

Keeps you in control — human approval before prospect contact

How it works

From hire to working employee.

01

Choose your employee

Select the role your business needs most — Sales, Marketing, Customer Success, Operations or Finance.

02

Business kickoff

A structured kickoff captures what you do, who you serve, your tone, your rules and your priorities.

03

Employee Brain built

Your employee doesn't start with a generic prompt — their Brain is configured around the way your business actually works.

04

They start working

Your employee begins completing their assigned and scheduled work, to the standard you agreed.

05

You review and approve

Important work comes back to you. Review it, give feedback and approve — from anywhere.

06

Grow your team

Start with one employee and add more roles as your business grows, all from one account.

Have a specific company in mind? Add it manually at any time and use the same research and review workflow.

Human approval required before prospect contact.

Manage it like an employee

Give it a job description. Set its working hours. Approve the work.

Your AI Sales Employee is configured around your target market, sales process and approval rules. It works on the days and times you choose, researches suitable prospects and prepares each opportunity inside your private CRM.

Once the role is configured, you manage it much like a sales assistant: review completed work, approve the best opportunities, provide feedback and update its priorities as your business changes.

You remain the manager. The AI Sales Employee completes the research and preparation.

1

Define

Together we define the role, target market, boundaries and working schedule.

2

Review

Your AI Sales Employee completes the research and preparation, then places the work in your Review Hub.

3

Manage

You approve, reject, provide feedback and update its priorities — just as you would manage a member of your team.

It checks in like an employee, too. A summary after each day’s work, plus weekly and monthly reports — direct to your phone through your private workspace. Nothing to install, and nothing is ever emailed to prospects.

Human approval required before prospect contact.

The role

Built around your job description

During setup, we define exactly what your AI Sales Employee should look for, how it should assess opportunities and what it must prepare for your review. That agreed definition becomes the employee’s controlled operating instructions — not an open-ended prompt box.

The job description can be updated as your products, services and target market change. Changes are agreed and recorded — each configuration is versioned, so the employee always operates within clear, reviewable boundaries.

A job description answers questions like

  • Who should it target?
  • Which sectors should it prioritise?
  • Which locations matter?
  • What makes a strong lead?
  • Which decision makers should it look for?
  • What evidence should it collect?
  • What should it avoid?
  • What tone should its drafts use?
  • Which actions require approval?
  • When should it work?
Working schedule

Works when you need it to

Choose the days, times and frequency your AI Sales Employee should work. Schedule focused research runs during your preferred working week, pause activity when required and adjust priorities around campaigns or business demand.

A controlled schedule helps keep the workload relevant, reviewable and cost-conscious.

  • Selected working days
  • Controlled run times
  • Planned research volume
  • No unnecessary continuous activity
  • Pause and resume when required
  • Schedule changes on request
  • Usage aligned with your plan
Meet the Employees

Five specialists. One workforce.

You do not need to manage a collection of disconnected AI tools. Each Staffgent employee holds a defined role in your business, works to agreed instructions and brings its work back to you for review. Choose the role your business needs most and add others as you grow.

AI Sales Employee

Find more of the right customers.

Researches potential customers, identifies relevant opportunities, finds decision-makers, evaluates buying signals, scores prospects and prepares personalised outreach for approval.

Prospect researchLead qualificationDecision-maker identificationOpportunity scoringPersonalised outreachHuman approval

AI Marketing Employee

Keep your business visible and your marketing moving.

Researches relevant topics, develops campaign ideas, creates content, prepares social posts and helps maintain a consistent marketing presence without the constant manual workload.

Content planningSocial contentCampaign ideasIndustry researchMarketing copyContent calendars

AI Customer Success Employee

Keep customers engaged and spot accounts that need attention.

Watches your existing customer relationships, flags accounts that have gone quiet, prepares check-ins and follow-ups, tracks renewals where the data exists, and surfaces at-risk accounts before they become cancellations.

Account reviewsCheck-in draftsRenewal trackingAt-risk flagsUpsell spottingHuman approval

AI Operations Employee

Take repetitive admin off your team's plate.

Helps organise day-to-day work, summarise information, prepare responses, track outstanding actions, create reports and keep repetitive business administration moving.

Task managementInbox supportAction trackingReportingMeeting summariesCRM updates

AI Finance Assistant

Stay on top of financial admin without adding more paperwork.

Supports repetitive financial administration such as overdue invoice monitoring, payment reminders, expense organisation and management summaries — while keeping important decisions under human control.

Invoice monitoringPayment remindersExpense summariesFinancial adminManagement summariesAccount alerts

Start with one

Most businesses hire the role that hurts most, then add others once the first employee is settled. Your account grows with you.

Bring your own lead

Already know which company you want to approach?

Add the business, domain or contact manually. Your AI Sales Employee can research the company, check its fit, gather evidence and prepare the opportunity in the same Review Hub.

  • Manual input is optional — outbound discovery remains the main service
  • A manually added lead still goes through your review
  • Research is based on available public information
  • Decision makers may remain unconfirmed — and are labelled that way
  • No prospect is contacted automatically
The Review Hub

See exactly what you review before taking action

Every researched lead arrives as a structured record: the evidence, the sources, the score, what is still unknown, and a prepared draft — waiting for your decision.

Illustrative product example — not a real company or client recordAwaiting Human Approval

Harbourline Logistics (example)

harbourline-example.co.uk · Freight & logistics · Bristol

Score 8/10

Why it may be relevant AI-Drafted Suggestion

Growing regional fleet, hiring two ops coordinators, and no visible online booking flow — matches your “operations-heavy SMEs” profile.

Evidence & public sources Verified Public Information

  • Company website — services & coverage pages
  • Public jobs listing — 2 operations roles
  • Public company filing — filed accounts, active status

Decision maker Unknown / Needs Confirmation

Likely: Operations Director (named on team page). Direct contact details not publicly confirmed — labelled for your review, never guessed.

Missing information

Fleet size unverified · current software stack unknown

Prepared draft AI-Drafted Suggestion

Subject: Coordinating a growing fleet without more admin

Hi [name] — noticed Harbourline is hiring for two ops coordinator roles. Teams at that stage usually hit the same wall: bookings, driver comms and customer updates all living in different places…

[continues — edited to fit]

Suggested next action: review the draft, confirm the decision maker, then decide whether to reach out this week.

Approve Edit draft Reject

Human approval required before prospect contact. Nothing is sent automatically.

The working model

Built to work like a dependable sales assistant

Works like a managed sales assistant across lead research, qualification, preparation and CRM organisation — within a defined, structured role.

How the AI Sales Employee mirrors a sales assistant’s working pattern
A sales assistant would…Your AI Sales Employee can…
Work from a job descriptionFollow an approved organisation-specific configuration
Work agreed days and hoursRun on a controlled schedule
Research target companiesFind and research suitable businesses
Qualify opportunitiesScore leads against your ideal customer profile
Prepare sales informationGather evidence and prepare Review Hub records
Draft messagesPrepare personalised drafts for approval
Keep the CRM organisedRecord leads, tasks, stages and next actions
Report work to a managerPresent work for review and approval
Receive updated prioritiesUse approved configuration updates
Avoid repeating completed tasksCheck existing lead and activity history

The AI Sales Employee handles structured research and preparation duties. Human judgement, relationship-building and prospect contact remain with your team.

Work history

Remembers what has already been done

Staffgent keeps a structured history of researched businesses, completed runs, drafts, approvals and CRM activity. Before creating new work, the system checks existing records to help avoid duplicated research and repeated recommendations.

When the same business appears again, it is recognised and flagged rather than treated as new — and a company is researched again only when you deliberately ask for a refresh, an enrichment pass or a new assessment.

  • Checks existing leads before recording new ones
  • Recognises businesses seen in earlier research runs
  • Flags potential duplicates for your review
  • Keeps a clear history of runs, drafts and approvals
  • Completed work is recorded once — not counted twice
  • A deliberate refresh is always available on request
Security & control

Built for businesses that want AI support without losing control

Approval & control

  • Human approval before any prospect contact — always.
  • Every claim is backed by source-linked public evidence.
  • Unknown information stays labelled as unknown — never invented.
  • AI suggestions never overwrite your decisions.
  • Activity is recorded, so you can see what happened and when.

Security & privacy

  • Your organisation gets its own private, authenticated workspace.
  • Every record belongs to your organisation — data is separated per client and enforced server-side.
  • Exports contain business fields only — never credentials or internal system data.
  • Access is private to your team, with role-based permissions your owner controls.
  • Platform administration is separated from client workspaces and audited.

You are not left to manage the technology alone

The founder personally monitors the operation of each founding client’s AI employees and helps refine their configuration as the business develops — reviewing issues, improving instructions and supporting changes to the role, schedule and priorities.

  • Managed onboarding
  • Operational monitoring
  • Instruction refinement
  • Configuration support
  • Issue investigation
  • Usage & schedule review
  • Ongoing improvements

This is a managed AI employee service, not software that is handed over and forgotten.

Founding-client transparency

Staffgent is currently onboarding a limited number of founding clients so each AI Sales Employee can be configured, tested and monitored carefully. Founding clients get a high-touch, approval-controlled service that is actively improved using their feedback.

Configured and supported by a real person

Staffgent is founder-built and founder-run. Founding clients receive direct onboarding, configuration support and a clear route to raise issues or request adjustments.

Pricing

Hire employees, not software seats

Start with the employee your business needs most, and build your AI workforce from there. Every plan includes managed configuration, a structured business kickoff, a private workspace and a monthly workload allowance.

You set the job description and working schedule. Your AI employees complete the work. You review, approve and manage the priorities.

Solo

Your first AI employee

Best for: Consultants, specialists and small service businesses hiring their first AI employee.

$499/mo

+ $997 managed setup & configuration

Or $4,990/year — two months free on annual billing

1 AI Employee200 tasks / month

Choose the one Staffgent employee your business needs most, configured around your business from day one — one workspace, two users.

Draft preparation only — emails remain with your team.

Human approval required before prospect contact.

Most Popular

Team

A connected AI team

Best for: Growing businesses that want three AI employees working from shared knowledge of the business.

$1,249/mo

+ $1,997 managed setup & configuration

Or $12,490/year — two months free on annual billing

Any 3 AI Employees600 tasks / month

Any three employees working from shared knowledge of your business, plus deeper preparation, management reports and exports — five users.

Every email requires explicit approval before sending.

Human approval required before prospect contact.

Workforce

A complete AI workforce

Best for: Established businesses that want the full workforce covering sales, marketing, support, operations and finance.

$1,999/mo

+ $2,997 managed setup & configuration

Or $19,990/year — two months free on annual billing

All 5 AI Employees1,000 tasks / month

The full workforce — Sales, Marketing, Customer Success, Operations and Finance Assistant — with shared business intelligence and advanced reporting for ten users.

Controlled batch approval — never unsupervised mass outreach.

Human approval required before prospect contact.

What counts as one task?

One task is one complete piece of work, prepared and delivered for your review — a prospect researched and scored, a piece of content prepared, a customer enquiry triaged and answered, a report produced, an invoice chased. Every employee is sized at 200 tasks a month, so your allowance grows with your team and never with a hidden meter. Need more? Add 100 tasks for $199 — prepaid, never auto-billed, and it never recurs unless you buy another top-up.

What the setup fee includes

The setup fee covers defining the employee’s job description, target market, qualification rules, working schedule, research process, approval workflow, private workspace and initial testing. It is not an account-activation fee.

  • Discovery & workflow review
  • Job description & ICP definition
  • AI Sales Employee configuration
  • Research instructions
  • Brand & message guidance
  • Approval-rule configuration
  • Working-schedule definition
  • Private workspace & CRM setup
  • Testing & quality review
  • Initial run validation
  • Onboarding & handover
  • Launch support

What the monthly service includes

The monthly service covers the managed AI Sales Employee, the agreed Lead Allowance, scheduled work, private CRM, Review Hub, operational monitoring, configuration support and ongoing improvement. Adjust the employee’s approved priorities and working schedule as your business changes.

  • Managed AI Sales Employee
  • Monthly Workload Allowance
  • Scheduled research runs
  • Prospect discovery & ICP scoring
  • Private CRM & Review Hub
  • Draft preparation
  • Source-linked evidence
  • Operational monitoring
  • Priority & schedule updates
  • Daily check-ins + weekly & monthly reports
  • Founder-led support
  • Platform updates
See the full plan comparison

Compare plans

Plan comparison: capabilities and capacity per plan
CapabilitySoloTeamPopularWorkforce
Monthly Workload Allowance200 leads600 leads1,000 leads
Users2510
Active campaigns1Up to 3Multiple
Working scheduleStandardAdvancedCampaign / territory
Outbound prospect discoveryIncludedIncludedIncluded
Manual lead inputIncludedIncludedIncluded
Company researchStandardEnhancedAdvanced
ICP scoringIncludedIncludedIncluded
Decision-maker researchIncludedIncludedIncluded
Contact enrichmentInitialRefreshScheduled
Initial draftsIncludedIncludedIncluded
Follow-up preparationNot includedIncludedIncluded
Review HubIncludedIncludedIncluded
Sales PipelineIncludedIncludedIncluded
CRM TasksIncludedIncludedIncluded
Weekly review summaryIncludedIncludedIncluded
Monthly management reportNot includedIncludedIncluded
CSV exportsNot includedIncludedIncluded
Sales Preparation workspaceNot includedIncludedIncluded
Call briefsNot includedIncludedIncluded
Meeting briefsNot includedIncludedIncluded
Objection notesNot includedIncludedIncluded
Proposal outlinesNot includedIncludedIncluded
Direct email sendingNot includedApproved individualApproved batch
Multiple pipelinesNot includedNot includedIncluded
Custom pipeline stagesNot includedNot includedIncluded
Scheduled enrichmentNot includedNot includedIncluded
Competitor monitoringNot includedNot includedIncluded
Full pipeline reportingNot includedNot includedIncluded
Custom date rangesNot includedNot includedIncluded
Team roles & approversNot includedNot includedIncluded
Managed setup & configuration$997 one-off$1,997 one-off$2,997 one-off
Support levelStandardPriorityPriority managed
Performance reviewsNot includedMonthlyMonthly
Strategy reviewsNot includedNot includedQuarterly
Annual billing option2 months free2 months free2 months free
Additional Lead Packs (prepaid)IncludedIncludedIncluded
Human approval controlsIncludedIncludedIncluded

Month-to-month · Cancel anytime · Pay annually, get 2 months free · Additional leads are prepaid — no automatic overage, ever.

Setup is managed for you, and human approval is always required before prospect contact.

Fit

Built for teams that review before they reach out.

A strong fit

  • B2B service companies and agencies with a clear target market
  • Consultants and specialist providers building outbound pipeline
  • SaaS businesses with a defined ideal customer profile
  • Teams that need regular, consistent prospect research
  • Businesses willing to review and approve AI-prepared work

Not suitable for

  • Businesses seeking automatic mass outreach
  • Companies expecting guaranteed appointments or revenue
  • Customers unwilling to review AI output before it is used
  • Businesses requiring unsupervised prospect contact
  • Complex regulated use cases not supported during the founding beta
  • Buyers looking only for a generic chatbot
Your first week

Exactly what happens when you sign up.

Your total time investment is about an hour — we do the rest.

  1. 1
    Day 1You20 min

    Book a demo

    We review your target market and show how the AI Sales Employee and Review Hub would work for your business.

  2. 2
    Day 1You5 min

    Hire your AI Sales Employee

    Choose your plan. That's the only paperwork.

  3. 3
    Day 1–2You10 min

    Tell us about your business

    A guided setup captures your services, target market and voice — it becomes the employee's job description.

  4. 4
    Day 2–3Together30 min

    Kickoff call

    We walk through real examples of the outreach you like, to calibrate scoring and tone.

  5. 5
    Day 3–6We handle it

    We build, test and validate

    Your AI Sales Employee is configured and tested against real research scenarios. You get sample output to sign off.

  6. 6
    Day 5–7Together15 min

    Go live

    Research starts arriving in your Review Hub, with every approval in your hands from day one.

FAQ

Questions, answered honestly.

What is a Staffgent AI Employee?

A specialised AI employee configured around a specific area of your business, with business knowledge, working instructions and defined responsibilities. It holds a role rather than answering one prompt at a time.

Which employees can I hire?

Sales, Marketing, Customer Success, Operations and Finance Assistant. Start with the role your business needs most and add others as you grow.

Can I start with one employee?

Yes. Most businesses start with one employee and add more as they grow. Every plan can be upgraded at any time.

How much do employees do on their own?

They complete substantial work independently — research, drafts, reports, organisation — but important actions remain subject to your review and approval. Nothing is sent to a prospect without your sign-off.

How does Staffgent learn my business?

Each employee is configured through onboarding and a structured business kickoff that creates their Employee Brain: your services, customers, priorities, tone, rules and working preferences.

Is this just ChatGPT?

No. Staffgent employees are configured around specific business responsibilities, company knowledge, rules, schedules and approval processes — and they carry their work through, rather than answering one prompt at a time.

See all questions
What does the Monthly Workload Allowance cover?

Every plan includes a monthly allowance of tasks covering everything your employees do — research, drafts, replies, reports and summaries. One task is one complete piece of work prepared for your review. Every employee is sized at 200 tasks a month, so 1 employee is 200, 3 employees 600 and 5 employees 1,000.

What does the setup fee cover?

The work to design and configure each employee: discovery, defining the role, research and working instructions, brand guidance, approval rules, workspace setup, testing, validation and onboarding. It is not an account-activation fee.

How long does setup take?

Most businesses go live in 5–7 business days, with about an hour of your time across the whole setup.

Can I cancel?

Yes — plans are month-to-month and you can cancel anytime. Your access continues to the end of the paid period. See the Cancellation & Refund policy for detail.

Can my employees work together?

Staffgent is designed around a shared workforce model, so specialised employees can operate from the same business environment as your team grows.

Does it find leads automatically?

Yes — outbound prospect discovery is the core of the Sales Employee's role. It works to its agreed schedule looking for businesses that match the target profile we configure together, and prepares each one for your review.

Does the AI Sales Employee work like a real employee?

It works like a managed sales assistant across structured lead research, qualification, draft preparation and CRM organisation. It follows an agreed job description and working schedule, presents its work for review and can receive updated priorities. Human judgement, prospect relationships and external contact remain with your team.

Do I need to give it instructions every day?

No. Its core job description, target market, working schedule and approval rules are configured during onboarding. You mainly review its work, approve decisions and provide updated priorities when your business changes.

Can I change what it works on?

Yes. Its approved job description, target sectors, locations, priorities and schedule can be updated. Material changes are reviewed and recorded — each configuration is versioned — so the employee continues operating within clear boundaries.

Can I control when it works?

Yes. Work can be scheduled for agreed days and times, allowing the service to match your sales process, reviewing capacity and plan allowance. Activity can be paused and resumed when required.

Who monitors the AI Sales Employee?

The founder provides managed oversight during the founding-client service, including operational monitoring, issue investigation and support with configuration improvements. This is ongoing monitoring — not a claim that every individual action is watched in real time.

Will it research the same company repeatedly?

Staffgent checks existing lead, run and activity history to help prevent accidental duplicate research — a business seen before is recognised and flagged rather than treated as new. A company may be researched again when you deliberately request an update, enrichment pass or new assessment.

How does it keep me updated?

It checks in like an employee: a summary after each day's work, notifications when something needs your attention, and weekly and monthly reports tracking progress. Everything lives in your private workspace, which works on any phone — so you can read the check-ins and approve work wherever you are. Nothing is emailed to prospects or sent externally.

Can I add a lead manually?

Yes. Add a company, domain or contact at any time and your AI Sales Employee will research and prepare it through the same review workflow. Manual input is optional — outbound discovery remains the main service.

What counts as one task?

One complete piece of work prepared for your review. For the Sales Employee that is one unique prospect researched and prepared for review — company research, ICP scoring, available public decision-maker information and a review-ready personalised draft.

What happens when I reach my allowance?

We notify you at 80% so there are no surprises. At 100%, new research pauses until your allowance renews — or you can add a prepaid Lead Pack. Nothing is ever billed automatically.

Can I buy extra capacity?

Yes — add 100 tasks for $199. It is prepaid, purchased explicitly, never auto-billed, and never recurs unless you buy another top-up. If you top up often, moving up a plan is usually better value.

What does the monthly subscription cover?

The managed AI Sales Employee, your Staffgent workspace, the included Monthly Workload Allowance, and ongoing monitoring, maintenance, configuration improvements, reporting and support.

Can I review everything first?

Yes — that is the point of the Review Hub. Every lead, score, piece of evidence and draft waits for your decision. Nothing is used externally without your approval.

How is unknown information handled?

It stays labelled as unknown or needing confirmation. The AI Sales Employee never invents facts to fill gaps — missing information is flagged for your attention instead.

Where does the research come from?

Publicly available information: company websites, public filings, job listings, reviews and similar public sources. Evidence is source-linked so you can check it yourself.

Can it guarantee leads, meetings or revenue?

No — and you should be wary of anyone who says otherwise. It guarantees consistent, well-researched, review-ready preparation. Outcomes depend on your market and your follow-through.

How do I get started?

Choose a plan and subscribe directly, or book a demo first. Every new AI Sales Employee is then configured, tested and monitored carefully with you during managed setup.

How is my organisation's data kept separate?

Every record belongs to your organisation, and that separation is enforced server-side on every request. Other clients can never see your workspace, and access is private to your team with role-based permissions.

Do I need to understand AI tools?

No. You review research and drafts in plain language inside your Review Hub. There are no prompts to write, no models to choose and no AI tooling to operate.

Do I get support after launch?

Yes — founder-led support, ongoing monitoring, configuration improvements and regular reporting are part of the monthly service.

Your next employee could be AI.

Start with the role your business needs most and build your Staffgent workforce from there. You stay in control — your AI team does the repetitive work.

Existing client? Sign in to your workspace.