Stage 02 of 04
Your AI tool, set up for your business
Your AI Agent Team in your own account, loaded with your business context, connected to your programs and working to your rules. Set up once, used every day.
What I set up
The models
The AI model that suits each agent's job, weighed against your budget now and later, on accounts in your name.
Your context
What the business does, how you and your customers talk, and what good work looks like, so first drafts sound like you.
Connections
Outlook or Gmail, your calendar, your files and the other programs on your map.
House rules
What it can do on its own, what waits for your approval, what it never touches and when it hands over to a person.
What you get
- Your AI account, set up and in your name
- Your business context written down and loaded
- Your programs connected, with privacy settings checked
- House rules for what needs your yes and when a person takes over
How it starts
- 01
Book the session
One session on your screen, once your map is done.
- 02
Set it up together
I go through each part live, so you know where everything lives and how to change it.
- 03
A first real job
Before the session ends, it does one job from your map from start to finish.
For you, or for your team
The same set-up works for one person or a whole team. A team adds shared rules and training.
| Compare | Just you | Your team |
|---|---|---|
| The account | One account in your name | A team workspace your business owns |
| Context | Your business and your writing | The business, plus each person's role |
| Rules | Your rules | House rules everyone works to |
| Training | Shown as I set it up | A team session and a written guide |
Stage 02
Questions about the set-up
Which AI models does my agent team use?
Any of the leading ones. Each agent gets the model that suits its job and your budget, and I look at it again at each check-in as models and prices change.
Is my information safe?
I go through the privacy settings with you and set them for your business. Nothing is connected unless you say so.
Can my team use the same set-up?
Yes. A team rollout gives everyone the same context and rules, with training so the whole team works the same way.
Get started
Get set up properly
Add a set-up session to your plan, for you or for your whole team.