Custom AI agents built to reclaim your 90 minutes a day
These numbers are estimates. The audit proves them on your workflow — two weeks, a ranked build plan.
Instead of rewriting updates and repetitive messages over and over, the support layer prepares develop client outreach strategies and schedule follow-up meetings so communication starts with a usable draft rather than a blank page.
Choose the tasks you want covered, then request a custom assistant plan.
Prepare updates, messages, and stakeholder follow-through.
Draft recurring records, notes, and summaries.
Keep metrics, reports, and status views current.
Review inputs and surface patterns or decisions.
Pull supporting context and compare options quickly.
Track updates, standards, and best practices.
AI Agent Suite Demo
Watch how each agent handles a real task in your Credit counselors workday.
📅 Cleo schedules follow-ups without the typing. 📊 Outreach plans draft themselves by segment. ⏱️ You approve in 82 min instead of 123.
👁️ Review, approve, and send
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