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AccuSights AI Workforce

AI help that follows your rules.

AI agents for calls, email, invoices and paperwork, trained and run by us, each with its own login, firm limits, a human approver and a kill switch.

Pilot: one agent, 30 days, $750, no cardIts own login, limits and an approverA kill switch on every agent

Try the AI Office

Every agent, every task, every approval.

This is the screen you get. Pick a sample office to see a morning. Try approving something, editing a draft, or pausing an agent. Nothing risky happens until you tap Approve.

Sample office, a 14-person dental practice. Sample data.
Working
2
Waiting for you
2
Tasks done today
80
Guardrail events today
1
Cost today
$2.10
  • ReceptionistActs within call scriptsWorking

    Answering a call about a cleaning

    Done today 38
  • SchedulingActs within booking rulesWorking

    Filling a 2 p.m. gap from the waitlist

    Done today 14
  • ReviewsNegative replies wait for youWaiting for you

    Reply to a 2-star review needs your approval

    Done today 6
  • EvidenceRead onlyIdle

    HIPAA evidence collected at 6 a.m.

    Done today 22

Waiting for you

2 to review
  • Reviews

    Reply to a 2-star review about wait times

    Negative replies always wait for you.
  • Scheduling

    Book an emergency visit at 4:30 p.m., after closing

    Outside your booking rules.
With AccuSights Protect, agent accounts are connected at onboarding and checked like any employee account.Every action logged. Any agent can be paused.

Sample data. None of these offices is a client of ours; the names, counts and cost figures are illustrations of what the screen shows. Your office shows your own agents, approvals and costs.

Why now

Don’t get left behind. Don’t get burned.

Small businesses are already handing work to AI. Very few trust it to act alone yet, and most of the risk sits in how it is set up. That gap is where we work: start with one agent, prove it in 30 days, then add the next.

82%
of small business employers use at least one AI tool; the typical one uses five.
Source: SBE Council, Small Business Technology Use Survey, March 2026
6%
of companies fully trust AI agents to run core processes on their own.
Source: Harvard Business Review Analytic Services, December 2025
97%
of organizations that had an AI model or app breached lacked proper AI access controls.
Source: IBM Cost of a Data Breach Report, 2025
Over 40%
of agentic AI projects will be canceled by the end of 2027 over cost, unclear value or weak risk controls, Gartner predicts.
Source: Gartner, June 2025 (a prediction, not a measurement)

How we keep agents safe

Trained like staff. Watched like a vault.

We are a cybersecurity company first. Every agent starts at the lowest level that does the job, and only moves up when you say so.

  1. Level 0Read only

    Looks and reports. Changes nothing.

  2. Level 1Draft

    Prepares the work. A named person sends or saves it.

  3. Level 2Act with approval

    Does the task after a person taps Approve in the AI Office.

  4. Level 3Act within limits

    Acts alone inside hard limits (amount, recipients, hours, data types). Everything is logged and can be undone or paused.

Its own login
Every agent gets its own account with only the access its job needs. No shared passwords, no admin rights.
A person approves the risky steps
Money, deletions, new recipients and anything legal or medical wait for someone to tap Approve.
Data boundaries
Agents see only the folders, mailboxes and records we scope. Patient, defense and card data stay inside approved zones.
Hidden instructions ignored
Emails, web pages and files are treated as untrusted. Instructions hidden inside them are flagged and ignored.
A full action log
Every action is recorded: who did what, when and why.
A kill switch
One tap pauses one agent or the whole office.
We try to trick it first
Red-team tests before go-live and after every change, so we find the weak spot before a customer does.
A budget
Spend and rate limits on every agent. Runaway loops stop themselves.
Watched by Protect
If you have Protect, the agents’ accounts are connected during onboarding and watched like any employee account, with odd behavior flagged.
A monthly review with you
Quality, errors, blocked actions and cost, every month. Then we decide together what changes.

Aegis and Protect

The security office that can watch your agents too.

Aegis is the team of AI security agents inside AccuSights Protect, our AI-powered, human-enabled security service. If you have Protect, your agents’ accounts are connected during onboarding and watched like any employee’s, and an AccuSights engineer approves anything high risk.

See what Protect covers

The agent catalog

25 roles in 7 groups.

Open any role to see what it does, the limits it cannot cross and an example of its work. Security and Compliance comes first, because that is who we are.

Security and Compliance

Agents that keep you safe, audit-ready and honest about AI use.

Aegis SOC OfficeSix AI security agents and an Orchestrator that work every alert as a case, day and night, inside ProtectL3 for containment playbooks agreed at onboarding

What it does

  • Mismatch Enrichment adds threat intelligence to every alert: the IP, the sender, the file, the device
  • Dash SOC Triage decides whether the alert is real, how bad it is and what it touched
  • AccuSights AI Analyst states the compliance impact: which HIPAA, CMMC or SOC 2 requirement the incident touches
  • Security Monitoring Reporter writes the plain-English summary and the monthly monitoring report
  • Policy Writer drafts the GRC policies your evidence has to match; Analyst Helper answers an analyst's questions about your logs, read only
  • The Orchestrator routes each case through enrich, triage, compliance impact and reporting, then writes the case report

Limits it cannot cross

  • Containment actions limited to an approved playbook list
  • Anything high risk waits for an AccuSights engineer to approve it
  • Every action reversible and logged, with the case report kept
  • Cannot read mailbox or file contents beyond what an alert requires

When it works

24/7, every alert, in real time

Connects to

Endpoint protection (EDR), Microsoft 365 or Google Workspace, Firewall and VPN logs, Cloud accounts (AWS, Azure, Google Cloud), Identity provider

Level: L3 for containment playbooks agreed at onboarding; L2 for anything else

Why it pays: 31% of breaches start with vulnerability exploitation, ahead of stolen credentials for the first time in 19 years; AI is shrinking the time to exploit from months to hours. (Verizon 2026 Data Breach Investigations Report press release, 2026). Source

Comes with AccuSights Protect. Not sold separately.

EvidenceCollects proof that controls work: MFA reports, backup logs, training records, access reviewsL0 read only

What it does

  • Collects proof that controls work: MFA reports, backup logs, training records, access reviews
  • Maps each piece of proof to HIPAA, CMMC, SOC 2 or local regulator controls
  • Flags missing or stale evidence weeks before an audit
  • Builds the auditor folder and a one-page status for the owner

Limits it cannot cross

  • Read-only API access
  • No change to any system setting
  • Evidence stored in client-owned storage with retention rules
  • Assessor or AccuSights consultant reviews before anything is shared with an auditor

When it works

Daily collection, weekly summary, on demand before audits

Connects to

Microsoft 365 or Google Workspace admin, Backup console, Training platform, Ticketing system, AccuSights GRC workspace

Level: L0 read only

Why it pays: 63% of organizations studied have no AI governance policies to manage AI or prevent shadow AI. High levels of shadow AI added USD 670,000 to the average breach cost. (IBM Cost of a Data Breach Report 2025, 2025). Source

Vendor RiskKeeps a live list of every vendor that touches your dataL1 draft

What it does

  • Keeps a live list of every vendor that touches your data
  • Sends and chases security questionnaires and collects SOC 2 reports and BAAs
  • Scores each vendor and flags expired contracts or missing agreements
  • Watches news for breaches at your vendors and alerts you the same day

Limits it cannot cross

  • Sends only to vendor contacts on an approved list
  • Cannot sign or accept contracts
  • Scores are advisory; a person decides

When it works

Weekly review, daily breach-news watch, at every new vendor

Connects to

Accounting system (to find who you pay), Email, Contract folder, AccuSights GRC workspace

Level: L1 draft; L2 to send questionnaires

Why it pays: Breaches involving a third party are up 60% and now account for 48% of all breaches. (Verizon 2026 Data Breach Investigations Report press release, 2026). Source

PolicyDrafts and updates security, privacy and acceptable AI use policies in your voiceL1 draft

What it does

  • Drafts and updates security, privacy and acceptable AI use policies in your voice
  • Answers staff questions about policy from your own approved documents
  • Tracks who has read and signed each policy
  • Flags when a law, framework or your own tools change and a policy needs a refresh

Limits it cannot cross

  • Answers only from approved policy text and cites the section
  • Every new or changed policy needs owner approval
  • Never gives legal advice; routes legal questions to counsel

When it works

On request, monthly review, on regulatory change

Connects to

Document library, HR system, Microsoft Teams or Slack, AccuSights GRC workspace

Level: L1 draft

In the Aegis SOC Office inside Protect, this seat is called Policy Writer.

Why it pays: 13% of organizations reported breaches of AI models or applications; 97% of those lacked proper AI access controls. (IBM Cost of a Data Breach Report 2025 (Ponemon, 2025). Source

AI Use WatchFinds which AI tools staff are actually usingL0 read only

What it does

  • Finds which AI tools staff are actually using
  • Checks each tool against your approved list and data rules
  • Nudges staff toward approved tools with a friendly note
  • Reports monthly on AI use, risky uploads and what to approve next

Limits it cannot cross

  • Sees tool names and volumes, not the content people type
  • Staff notices approved by the owner in advance
  • No blocking without the owner's approval

When it works

Continuous discovery, monthly report

Connects to

Identity provider sign-in logs, Browser or endpoint telemetry, Microsoft 365 or Google Workspace

Level: L0 read only; L2 to message staff

Why it pays: Frequent use of AI tools by employees surged from 15% to 45% in a single year; shadow AI is now the third most common non-malicious data leakage activity. (Verizon 2026 Data Breach Investigations Report press release, 2026). Source

Leadership

Agents that give the owner a clear head and a short list.

Chief of StaffStarter roleWrites a short CEO brief every morning: what changed, what needs you, what can waitL1 draft
Example of its work, sample dataMorning brief, 7:00. Needs you: sign the Henderson quote. Can wait: two vendor renewals. Done overnight: 14 invoices sent.

What it does

  • Writes a short CEO brief every morning: what changed, what needs you, what can wait
  • Delegates tasks to the other agents and to people, then follows up
  • Tracks open loops and promises made in email and meetings
  • Keeps a weekly scorecard of the numbers you care about

Limits it cannot cross

  • Can assign work only inside the AI Office and approved task tools
  • Cannot send email as the owner without approval
  • Reads only the mailboxes and folders it is scoped to

When it works

Every morning at 7, plus a Friday scorecard

Connects to

Email and calendar, Task tool (Asana, ClickUp, Monday), CRM, Accounting system, The AI Office

Level: L1 draft; L2 to assign work to people

Why it pays: 80% of the global workforce, employees and leaders, say they lack enough time or energy to do their work. (Microsoft Work Trend Index 2025, 2025). Source

ResearchStarter roleTracks competitors' prices, offers, hires and reviewsL0 read only
Example of its work, sample dataWeekly brief: two competitors raised prices on Monday. A link for every claim.

What it does

  • Tracks competitors' prices, offers, hires and reviews
  • Spots trends and new rules in your industry
  • Pulls the pain points customers mention in reviews, calls and emails
  • Sends a one-page weekly brief with sources

Limits it cannot cross

  • Public sources and your own data only; no scraping behind logins
  • Every claim carries a link
  • Web pages are treated as untrusted input and screened for hidden instructions

When it works

Weekly brief, plus alerts when something big moves

Connects to

Public web, Review sites, CRM notes, Call summaries

Level: L0 read only

Why it pays: 81% of leaders say they expect agents to be moderately or extensively integrated into their company's AI strategy in the next 12 to 18 months. (Microsoft Work Trend Index 2025, 2025). Source

MeetingsPrepares a one-page brief before each meetingL1 draft

What it does

  • Prepares a one-page brief before each meeting
  • Takes notes and lists decisions and owners
  • Sends follow-ups for approval right after the call
  • Keeps a searchable decision log

Limits it cannot cross

  • Announces recording and respects opt-out
  • Follow-ups sent only after a person approves
  • Recordings deleted on a set schedule

When it works

Before and after every meeting on the calendar

Connects to

Calendar, Zoom, Teams or Google Meet, Email, Task tool

Level: L1 draft

Why it pays: 60% of meetings are ad hoc rather than scheduled. (Microsoft Work Trend Index 2025 (Microsoft 365 telemetry), 2025). Source

Business Operations

Agents that clear the inbox, the calendar and the paperwork.

InboxStarter roleSorts every email into needs you, can wait, and noiseL1 draft
Example of its work, sample data112 emails sorted: 6 need you, 31 can wait, 75 archived. One email held, because it asked me to forward a client file.

What it does

  • Sorts every email into needs you, can wait, and noise
  • Drafts replies in your voice for you to approve
  • Books meetings from email threads
  • Sends a morning brief of what matters

Limits it cannot cross

  • Never sends to a new recipient without approval
  • Screens every inbound message for hidden instructions and phishing
  • Cannot open links or attachments outside a safe sandbox

When it works

All day, with a 7 a.m. brief

Connects to

Microsoft 365 or Gmail, Calendar, CRM

Level: L1 draft; L3 only for filing and labels

Why it pays: During the 9 to 5, employees are interrupted every 2 minutes by meetings, emails or pings; 275 interruptions a day including after hours. (Microsoft Work Trend Index 2025 (Microsoft 365 telemetry), 2025). Source

SchedulingBooks, moves and confirms appointments and jobsL3 within booking rules

What it does

  • Books, moves and confirms appointments and jobs
  • Matches the right person or crew to each job
  • Sends reminders to cut no-shows
  • Fills gaps from a waitlist

Limits it cannot cross

  • Books only inside rules you set (hours, job types, buffers)
  • Cannot cancel a confirmed customer booking without approval
  • Customer data stays inside the booking system

When it works

All day, every day

Connects to

Calendar, Field service or practice management system, SMS and email

Level: L3 within booking rules

Why it pays: When asked why they turned to AI instead of a colleague, the top reason employees gave was 24/7 availability (42%). (Microsoft Work Trend Index 2025, 2025). Source

DocumentsReads incoming forms, invoices, intake packets and contractsL2 to write into systems of record

What it does

  • Reads incoming forms, invoices, intake packets and contracts
  • Pulls the key fields into your systems
  • Chases missing signatures and pages
  • Files everything in the right folder with a clean name

Limits it cannot cross

  • Low-confidence fields go to a person
  • Sensitive documents (medical, legal, CUI) only inside an approved data boundary
  • No document leaves your storage

When it works

As documents arrive

Connects to

Email, Document storage (SharePoint, Google Drive, Dropbox), E-signature tool, Line-of-business system

Level: L2 to write into systems of record

Why it pays: Small business owners save a median 5 hours per week of their own time with AI tools, and businesses save a median 11.5 employee hours per week. (SBE Council, 2026). Source

IT HelpAnswers everyday IT questions for staffL1 draft

What it does

  • Answers everyday IT questions for staff
  • Walks people through password resets and device setup using approved steps
  • Opens and routes tickets with the right details
  • Spots repeat problems and reports them

Limits it cannot cross

  • Verifies identity before any account help
  • No admin rights; account changes need a person
  • Answers only from the approved knowledge base

When it works

24/7 in Teams, Slack or email

Connects to

Microsoft Teams or Slack, Ticketing tool, Identity provider (read only)

Level: L1 draft; L2 for account actions

Why it pays: When asked why they turned to AI instead of a colleague, the top reason employees gave was 24/7 availability (42%). (Microsoft Work Trend Index 2025, 2025). Source

Finance

Agents that get you paid and show you the cash ahead.

FinanceStarter roleCategorizes expenses and matches receiptsL2

What it does

  • Categorizes expenses and matches receipts
  • Reconciles bank and card feeds
  • Flags odd charges and duplicate bills
  • Prepares a clean month-end pack for your accountant

Limits it cannot cross

  • Cannot move money or pay bills
  • Changes to closed periods blocked
  • Every entry logged and reviewable by your accountant

When it works

Daily, with a month-end close

Connects to

QuickBooks or Xero, Bank and card feeds, Receipt capture, Email

Level: L2

Why it pays: Nearly 3 in 4 businesses (74%) aren't fully automated in bill management (QuickBooks wording: managing and paying bills). Manual processes are the number one internal reason for delayed outgoing payments. (Intuit QuickBooks, 2026). Source

CollectionsSends polite, well-timed invoice remindersL3 for standard reminders
Example of its work, sample dataDay 15 reminder sent to 6 clients. One asked for a payment plan, so that one is with you.

What it does

  • Sends polite, well-timed invoice reminders
  • Adjusts tone by customer and how late the invoice is
  • Offers easy payment links
  • Escalates stuck invoices to you with a suggested next step

Limits it cannot cross

  • Approved message templates only
  • Never threatens, never offers discounts without approval
  • Stops instantly when a customer disputes

When it works

Daily check, reminders on a schedule you set

Connects to

QuickBooks or Xero, Email and SMS, Payment links (Stripe, QuickBooks Payments)

Level: L3 for standard reminders; L2 for anything firmer

Why it pays: Nearly 3 in 5 small businesses (59%) have invoices overdue by 30+ days, up from 47% last year. Businesses with unpaid invoices are owed $17.7K on average. (Intuit QuickBooks, 2026). Source

Cash ForecastBuilds a rolling 13-week cash forecastL0 read only

What it does

  • Builds a rolling 13-week cash forecast
  • Shows payroll and big bills against expected receipts
  • Warns early when a gap is coming
  • Suggests which invoices to chase first

Limits it cannot cross

  • Read only
  • Forecasts labelled as estimates
  • Finance data stays in your accounts and AccuSights' approved boundary

When it works

Weekly, plus alerts

Connects to

QuickBooks or Xero, Bank feeds, Payroll system

Level: L0 read only

Why it pays: Nearly 2 in 5 owners (39%) say one late payment made it hard to cover payroll or bills in the past year. (Intuit QuickBooks, 2026). Source

People

Agents that hire, onboard and answer staff questions.

HiringStarter roleWrites job posts from a short briefL1 for screening notes
Example of its work, sample data38 applicants screened against your five must-haves. 6 shortlisted with notes. Nobody rejected without your review.

What it does

  • Writes job posts from a short brief
  • Screens applicants against the must-haves you set
  • Books interviews with candidates and your team
  • Sends offer and onboarding paperwork for approval

Limits it cannot cross

  • Never rejects a candidate on its own; a person makes every decision
  • Screens only on job-related criteria you approve
  • Bias and adverse-impact checks reviewed monthly
  • Candidate data deleted on schedule

When it works

While a role is open

Connects to

Job boards, Applicant tracking system, Calendar, Email

Level: L1 for screening notes; L2 to contact candidates

Why it pays: Average nonexecutive cost per hire is $5,475; screening and interviewing alone average 8 to 9 days each. (SHRM press release, 2025). Source

OnboardingSends the welcome pack and paperwork before day oneL2

What it does

  • Sends the welcome pack and paperwork before day one
  • Requests accounts and equipment from IT
  • Assigns training, including security awareness
  • Checks in at day 7, 30 and 90 and reports back

Limits it cannot cross

  • Account requests go through IT approval
  • Personal data limited to what onboarding needs
  • Check-in answers visible only to the manager and HR

When it works

From signed offer to day 90

Connects to

HR system, IT Help Agent, Training platform, Email

Level: L2

Why it pays: 47% of leaders list upskilling existing employees as a top workforce strategy for the next 12 to 18 months. (Microsoft Work Trend Index 2025, 2025). Source

HR AnswersAnswers staff questions about leave, benefits and the handbookL1

What it does

  • Answers staff questions about leave, benefits and the handbook
  • Fills simple HR forms
  • Routes sensitive topics to a person at once
  • Reports the most asked questions so you can fix the handbook

Limits it cannot cross

  • Answers only from approved documents and cites them
  • Complaints, medical or legal topics go straight to a person
  • No access to pay or performance records

When it works

24/7 in Teams, Slack or email

Connects to

Handbook and policy library, HR system (read only), Teams or Slack

Level: L1

Why it pays: When asked why they turned to AI instead of a colleague, the top reason employees gave was 24/7 availability (42%). (Microsoft Work Trend Index 2025, 2025). Source

Sales and Marketing

Agents that answer leads fast and keep you visible.

SalesStarter roleReplies to new leads in seconds on web, email, SMS and chatL3 inside approved scripts
Example of its work, sample dataWeb lead at 9:41 p.m. Replied at 9:41 p.m. with two install times from the price sheet. Booked for Saturday.

What it does

  • Replies to new leads in seconds on web, email, SMS and chat
  • Asks the qualifying questions you set
  • Books the call on your calendar
  • Follows up until the lead says yes, no or not now

Limits it cannot cross

  • No prices, discounts or promises outside the approved sheet
  • Honors opt-outs and contact rules (TCPA, CAN-SPAM)
  • Hands hot or unhappy leads to a person

When it works

24/7

Connects to

Website forms and chat, GoHighLevel or your CRM, Calendar, Email and SMS

Level: L3 inside approved scripts

Why it pays: Only 31% of missed business calls get a callback at all, and nearly all of those happen within 24 hours. (Quo (formerly OpenPhone), 2026). Source

MarketingStarter roleDrafts social posts in your brand voiceL1 draft
Example of its work, sample dataDraft for Thursday: three questions to ask before your next cleaning. Waiting for your approval to publish.

What it does

  • Drafts social posts in your brand voice
  • Cuts short video clips from your longer videos
  • Schedules posts across channels
  • Reports what worked each week

Limits it cannot cross

  • Nothing posts without approval until you raise the limit
  • Brand and claims checklist on every post
  • No client names or results without written consent

When it works

Weekly plan, daily posting

Connects to

Facebook, Instagram, LinkedIn, Google Business Profile, Video library, Scheduling tool or GHL social planner, Analytics

Level: L1 draft; L2 to publish

Why it pays: Leaders at Frontier Firms are far more likely to use AI for marketing tasks (73% vs 55% globally) and customer success (66% vs 44%). (Microsoft Work Trend Index 2025, 2025). Source

ProspectingBuilds lists of companies that fit your best customersL1 draft

What it does

  • Builds lists of companies that fit your best customers
  • Finds the right decision maker and a reason to reach out now
  • Drafts short personal first emails
  • Keeps the CRM clean and up to date

Limits it cannot cross

  • Licensed data sources only
  • Sending limits protect your domain
  • Do-not-contact list always applied

When it works

Weekly list, daily drafts

Connects to

CRM, Data providers you license, Email

Level: L1 draft; L2 to send

Why it pays: Two-thirds (66%) of small businesses report revenue increases linked to AI; 22% report gains above 10%. (SBE Council, 2026). Source

ProposalsTurns call notes into a draft proposal or quoteL1 draft

What it does

  • Turns call notes into a draft proposal or quote
  • Pulls pricing from your approved price sheet
  • Answers routine bid and security questionnaires from past answers
  • Tracks opens and nudges you to follow up

Limits it cannot cross

  • Prices only from the approved sheet
  • A person signs off every proposal
  • Questionnaire answers marked for review when unsure

When it works

On request

Connects to

CRM, Price sheet, Document templates, E-signature tool

Level: L1 draft

Why it pays: Small business owners save a median 5 hours per week of their own time with AI tools, and businesses save a median 11.5 employee hours per week. (SBE Council, 2026). Source

Customer

Agents that answer, book, help and thank customers on every channel.

SupportStarter roleAnswers FAQs on chat, email, SMS and socialL3 for answers from the knowledge base
Example of its work, sample dataCustomer asked where her order is. Answered from tracking. Her refund request went to a person, with the order attached.

What it does

  • Answers FAQs on chat, email, SMS and social
  • Handles simple requests such as order status, rescheduling and documents
  • Works in every channel you use
  • Escalates anything unusual to a person with the full story

Limits it cannot cross

  • Answers only from approved knowledge
  • Refunds and account changes need approval
  • Always offers a human

When it works

24/7

Connects to

Help desk or GHL conversations, Knowledge base, Order or booking system

Level: L3 for answers from the knowledge base; L2 for refunds or account changes

Why it pays: By 2029, agentic AI will autonomously resolve 80% of common customer service issues without human intervention, leading to a 30% reduction in operational costs (prediction). (Gartner press release, 2025). Source

ReceptionistStarter roleAnswers every call, day and night, in a natural voiceL3 inside call scripts
Example of its work, sample dataCaller: Can I move my cleaning to Thursday? Receptionist: Thursday at 10 is open. Booked. Confirmation sent.

What it does

  • Answers every call, day and night, in a natural voice
  • Books appointments straight into your calendar
  • Routes urgent calls to the right person at once
  • Logs every call with a short summary

Limits it cannot cross

  • Says it is an AI assistant when asked and where the law requires
  • Emergency words route to a person or 911 instructions at once
  • No payment card numbers taken by voice
  • Call recordings follow consent rules by state

When it works

24/7 or after hours only

Connects to

Phone system, Calendar or practice system, CRM

Level: L3 inside call scripts

Why it pays: 69% of missed business calls don't get a callback within 48 hours. (Quo (formerly OpenPhone), 2026). Source

ReviewsStarter roleAsks happy customers for a review at the right momentL2 for negative replies
Example of its work, sample data5 stars from a Tuesday customer: thanked by name. 2 stars about wait times: reply drafted, waiting for you.

What it does

  • Asks happy customers for a review at the right moment
  • Drafts a reply to every review
  • Flags unhappy reviews to you within the hour
  • Sends monthly themes: what people love and what to fix

Limits it cannot cross

  • No incentives for reviews and no review gating
  • Healthcare replies never confirm someone is a patient
  • Negative replies always approved by a person

When it works

After every job or visit, daily replies, monthly themes

Connects to

Google Business Profile, Yelp, Facebook, CRM or booking system, SMS and email

Level: L2 for negative replies; L3 for positive replies inside templates

Why it pays: 89% of consumers expect business owners to respond to reviews. (BrightLocal, 2026). Source

Four weeks, then every month

Live in about four weeks, with you holding the approve button

  1. Week 1

    We write each agent’s job description: tasks, limits, approvals, the data it may see.

  2. Week 2

    We build it with its own login and limits, and connect your tools.

  3. Week 3

    It drafts while your team does the work, and we try to trick it.

  4. Week 4

    It goes live. Your staff learn to approve and pause in ten minutes.

  5. Every month

    We watch it daily and review it with you monthly: hours saved, errors, cost.

Priced like staff, not like software

A one-time setup fee and a monthly fee, usage included up to a fair-use cap. You see the full number in writing before we build anything. Protect clients take 15% off every plan.

Pilot: One agent, 30 days, no card

A scoping call first, then one agent built, trained and run for 30 days with its own login, limits and an approver. Keep it, change it or stop; nothing renews on its own.

$750Credited to setup if you continue
Start the pilot

Starter: One or two agents

Design, build, training, red-team test, go-live and the monthly review. Usage included up to a fair-use cap.

$2,500 setup plus $900 a month
Get a proposal

Growth: Three to five agents

Everything in Starter for a small office of agents that hand work to each other, with one approver queue and one monthly review.

$5,000 setup plus $1,800 a month
Get a proposal

Full Office: Six or more agents

Every starter role you need, built and run by us, with the AI Office board and a named consultant.

From $8,000 setup plus $3,000 a monthScoped in a call
Get a proposal
  • Protect clients take 15% off setup and monthly fees on every plan.
  • Usage is included up to a fair-use cap on every plan; the cap is in the proposal.
  • AI Workforce is provided by AccuSights LLC, in the United States.
  • For scale: the average cost to hire one non-executive employee is $5,475, before salary (SHRM, 2025).

The Fit Check

Start with one agent

Five short steps, about three minutes. At the end you can start the $750 pilot (one agent, 30 days, no card, scoping call first), book a 30-minute demo, or ask for a custom proposal.

  • A consultant reads every answer. No bots reply to this form.
  • Patient data? We only use AI providers that sign a Business Associate Agreement.
  • Defense data stays out of scope unless it runs inside your approved enclave.
Your business
How many people work there?
Will the agents touch any of this data?
Which jobs would you hand to an agent first?

Security and Compliance

Leadership

Business Operations

Finance

People

Sales and Marketing

Customer

Timing and tools
When do you want the first agent working?
Main tools you use Optional
Where should we send it?

A consultant reads every answer and replies within one business day. On the next screen you can start the $750 pilot, book a demo or ask for a custom proposal.

Questions about AI agents

Will AI agents replace my staff?
No, and we do not sell them that way. Agents take the repetitive part of a job: first replies, reminders, sorting, paperwork. Your people keep the judgment calls and approve anything risky. Most owners use the time to answer more customers with the team they have.
Is it safe to let an agent near patient or client data?
Only with the right setup. Each agent sees only the folders and records we scope for it. For patient data we sign a Business Associate Agreement and use only AI providers that sign one for the exact service. Agents that touch patient data draft or wait for approval; they never act alone.
How do I stop an agent?
One tap. Every agent has a pause button in the AI Office, and Pause all stops the whole office. Every action is logged, so you can see what an agent did, when and why, and most actions can be undone.
What does AI Workforce cost?
The prices are public. A pilot is $750: one agent for 30 days, no card, with a scoping call first. Starter is $2,500 setup plus $900 a month, Growth is $5,000 setup plus $1,800 a month, and a Full Office starts at $8,000 setup plus $3,000 a month. Protect clients take 15% off. Usage is included up to a fair-use cap, and you see the full number in writing before we build anything.
Is Aegis part of AI Workforce?
Aegis is the team of AI security agents inside AccuSights Protect, our AI-powered, human-enabled security service, from $25 a user a month. If you have Protect, the agents’ accounts are connected during onboarding and watched like any employee account.

Standards we build and test against

  • OWASP Top 10 for LLM Applications prompt injection, sensitive data disclosure, excessive agency and the rest
  • OWASP Top 10 for Agentic Applications (December 2025): goal hijack, tool misuse, identity and privilege abuse, rogue agents
  • NIST AI Risk Management Framework 1.0 and its Generative AI Profile (NIST AI 600-1): the backbone of each agent’s charter and the monthly review

Which control stops which risk

  • Own login, least privilege: identity and privilege abuse, excessive agency
  • Approval gates: tool misuse, people trusting an agent too much
  • Input screening: prompt injection and goal hijack
  • Action log and kill switch: cascading failures and rogue agents
  • Pinned, vetted models and connectors: supply chain risk

Compliance angles

  • HIPAA: we sign a BAA, use only providers that sign one for the exact service, and never use consumer AI accounts with patient data. Healthcare and dental
  • CMMC: agents do not touch CUI by default; when they must, they run inside your enclave. The evidence agent is read only and certifies nothing. CMMC readiness
  • SOC 2: agent identities, monitoring, change control and red-team results drop into your evidence. SOC 2 readiness
  • Payment cards: no agent takes card numbers by voice or chat. Payment links only.

AI Workforce is a managed service of AccuSights LLC. Agent roles, limits and examples on this page are described as designed; example outputs are sample data.

Next step

Start with one agent. Keep the approve button.

Tell us which jobs eat your week. Start the $750 pilot, see the AI Office in a 30-minute demo, or get a written proposal within one business day.

Start the $750 pilot