AI OFFICEOPSClient workspace
THE NEXT CHAPTER OF BUSINESS OPERATIONS

Your business.
A smarter
way to operate.

An AI workforce for the work behind your work. Bring daily operations, customer conversations and business insights into one connected workspace.

Explore your workspace Meet the agents
Human approvals. Clear activity. Visible costs.
AI OFFICE OPS / COMMAND CENTERILLUSTRATIVE PREVIEW
ONE CONNECTED
WORKFORCE
Work, with visibility.Every action has a clear trail
You stay in control.Review before the next step
OPERATIONSSALESSERVICEFINANCE
BUILT AROUND YOUR WORKDAYMicrosoft 365TeamsQuickBooks DesktopGeminiAtlasCloudConnections configured per client
A SPECIALIST FOR EVERY DEPARTMENT

Less busywork.
More business.

Choose the agents your business needs. Start with a focused workflow and expand your team as your operations grow.

01 /

Operations

Calendars, meeting actions, document processing and employee onboarding.

Explore agents
02 /

Marketing

Market research, content, social planning and search optimization.

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03 /

Sales

Lead discovery, inbound enquiries, outreach and pipeline follow-ups.

Explore agents
04 /

Customer service

Ticket triage, first-line support, onboarding and review responses.

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05 /

Finance

Receivables, expense tracking, contracts and purchasing requests.

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06 /

Product & data

Analytics, quality checks, company knowledge and security alerts.

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ONE PLACE TO SEE THE WHOLE PICTURE

Delegation without
losing the details.

Your client workspace brings agent settings, requests, approvals and costs together. Know what needs your attention and what happened next.

  • Dedicated client workspaces
  • Agent activation controlled by your administrator
  • Approval history and activity records
  • Expenses by client, supplier and agent
Open the control center
YOUR WORKSPACEInterface preview

A clear view of every next step.

Sales follow-upReview a prepared customer message
Awaiting approval
Supplier expenseTrack the cost against the right client
Recorded
Administrator controlsChoose which specialists are enabled

Examples shown for illustration. Live activity appears after workflow connection.

A PRACTICAL PATH TO AUTOMATION

From your first workflow
to your everyday advantage.

01

Map your work

We identify repetitive tasks, the systems they touch and the approvals you need.

02

Connect your specialists

Your workspace is configured around your users, data sources and agent permissions.

03

Review. Refine. Expand.

Start with supervised workflows, inspect the results and enable more automation when ready.

AI OFFICE OPS

Your office,
in your pocket.

What needs my attention today?
Your agents, approvals and costs — in one mobile workspace.Interface illustration
Message your agent
AT YOUR DESK. ON YOUR PHONE.

Keep the conversation
moving.

Use the responsive web workspace on iPhone or Android. Your connected workflows can share updates through configured phone bots, with the same client context and approval rules.

One conversation, the right specialist

Select an agent and keep requests organized in your workspace.

Your decisions, clearly recorded

See the action and its context before approving the next step.

Phone bot delivery and AI replies require connected workflows. The web workspace works independently.

GOOD QUESTIONS. CLEAR ANSWERS.

Built for real
businesses.

Can I choose only a few agents?

Yes. Your administrator enables agents for your organization. Start with the roles that solve your most immediate operational problems.

Will agents act without my approval?

Approval requirements depend on the workflow. Sensitive actions can remain in review mode, and decisions are recorded before downstream execution.

Can I track the cost of each client?

Yes. Record actual expenses and estimates by client, supplier, currency and agent. Automatic provider usage requires an integration; currencies are reported separately.

Does my team see other clients’ information?

Workspace access is checked on the server against client membership. Administrator access is separate from client access.

Do I need to replace my current tools?

The goal is to connect your existing systems. Compatibility and permissions are confirmed during configuration, including any local bridge needed for QuickBooks Desktop.

MAKE ROOM FOR WHAT COMES NEXT

Your next team member
could be a workflow.

Plan your AI workforce

Practical automation. Personal implementation.

Your business. Working smarter.

Less busywork.
More possibility.

A connected AI workforce for the everyday work that slows your business down. From inbox triage to sales follow-ups, build a practical automation plan with people in control.

Build your AI workforce ↗Explore the agents

Designed around your workflows, your tools, and your approval rules.

Workspace concept

Your office, in sync.

✉ Inbox AssistantOrganize
↗ Sales Follow-upDraft
◷ Meeting CoordinatorPrepare
✓ Approval QueueReview

Illustrative preview. Live agents and integrations are configured and tested during onboarding.

Meet your AI workforce

Give routine work a smarter way forward.

Start with one clear use case, then expand as your business needs grow.

01 / COMMUNICATION

Inbox Assistant

Sort incoming messages, highlight priorities, summarize threads, and prepare replies for review.

02 / SALES

Sales Follow-up

Track quotation follow-ups and prepare relevant email drafts so opportunities receive consistent attention.

03 / SCHEDULING

Meeting Coordinator

Prepare meeting requests, agendas, reminders, and actionable summaries around your team's schedule.

04 / OPERATIONS

Office Manager

Bring daily priorities, outstanding tasks, and operational updates into a useful briefing.

05 / CUSTOMER CARE

Service Assistant

Organize requests, draft responses, and route issues to the right person with context.

06 / MARKETING

Content Assistant

Support content planning and draft preparation with brand guidance and approval before publishing.

A practical path to automation

Built around the way you work.

01 / DISCOVER

Map the opportunity

We identify repetitive work, define success, and agree on what each agent may do.

02 / CONFIGURE

Connect with purpose

We configure selected business tools and approval rules using the access needed for each workflow.

03 / VALIDATE

Test, then expand

Review real examples, validate results, and introduce more automation as the workflow proves useful.

Visibility by design

Your agents. Your rules.

The client workspace is being developed to bring agent activity, conversations, approvals, and costs together.

A clear activity trail

See what was completed, what is running, and what needs attention.

Approval before action

Review prepared work before sensitive external actions are executed.

Control per client

Planned administration includes enabling or disabling agents for each customer.

Client access, mobile notifications, and live workflow connections require implementation and validation. This page does not provide access to a live client system.

Questions, answered

Start with clarity.

Will AI send emails without my approval?

Approval requirements are agreed during setup. Start with draft-only workflows so your team reviews messages before sending.

Can we use Microsoft 365 or Google Workspace?

We assess your existing tools during discovery and confirm which integrations can support your selected workflows.

Can I choose only the agents I need?

Yes. Start with selected workflows and expand as business requirements evolve.

How do you approach security?

Access scope, account separation, approval rules, and testing are part of implementation. Specific controls depend on the connected tools and deployment.

Make room for better work

What could your team do with more time?

Talk to BA Consulting about a practical AI automation plan for your office.

Call 647-350-6222 ↗Contact BA Consulting
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