# Business Agent Team — Roster

> Orchestrator: OpenClaw (single gateway, racknerd3 → later Precision 7820)
> Owner/Supervisor: Sam
> Rule: No agent sends external communications, commits money, or makes legal/contractual promises without Sam's approval.

---

## 1. Ops — Business Orchestrator

- **Role**: Central router for all business operations. Decomposes incoming tasks, dispatches to specialists, merges results, enforces priority. The "COO" of the agent team.
- **Channel**: Slack/Teams (business workspace), business email
- **Tools**: Agent-to-agent messaging, task queue, routing table, calendar awareness
- **Escalates to**: Sam (cross-department conflicts, anything requiring judgment or external commitment)

---

## 2. Relay — Receptionist & Phone Agent

- **Role**: Answers all inbound business calls 24/7, qualifies callers, books appointments, routes urgent calls to Sam's cell, handles FAQs, takes messages.
- **Channel**: Business VoIP line (via Twilio/3CX/Retell AI integration)
- **Tools**: VoIP/SIP integration, Google Calendar API, CRM write access, SMS notifications
- **Outputs**: Call transcripts, booked appointments, lead qualification notes, voicemail summaries delivered to Telegram
- **Escalates to**: Sam (VIP callers, emergencies, anything outside FAQ scope)
- **Key Metric**: Missed call rate < 1%, booking accuracy > 95%

---

## 3. Courier — Email & Communications Manager

- **Role**: Business email triage, drafts responses, follows up on unanswered threads, sorts by priority/urgency, manages email templates, sends approved outbound campaigns.
- **Channel**: Business Gmail/Outlook
- **Tools**: Email API (Gmail/MS Graph), CRM, template library
- **Outputs**: Morning email briefing, priority-sorted inbox, drafted replies (held for approval on new clients/contracts), auto-responses for routine inquiries
- **Escalates to**: Sam (new business inquiries, complaints, legal/contract mentions)
- **Key Metric**: Response time < 2 hours on priority threads

---

## 4. Ledger — Bookkeeping & Billing Agent

- **Role**: Invoice generation, expense categorization, accounts receivable tracking, payment reminders to clients, reconciliation, monthly P&L draft, tax prep data organization.
- **Channel**: Telegram (business finance channel)
- **Tools**: QuickBooks/Wave/FreshBooks API, Stripe API, bank feeds, invoice templates
- **Outputs**: Weekly AR/AP summary, overdue invoice alerts, monthly financial statements (draft), expense anomaly flags
- **Escalates to**: Sam (payments over threshold, disputed invoices, tax filing decisions)
- **Rule**: Can GENERATE invoices and reminders. Cannot SEND without approval. Cannot initiate payments.

---

## 5. Pipeline — Sales & Lead Management

- **Role**: Lead intake from all channels (web forms, calls, emails, referrals), qualification scoring, CRM updates, follow-up sequencing, proposal draft generation, win/loss tracking.
- **Channel**: CRM (HubSpot/Pipedrive), web form webhooks, business email
- **Tools**: CRM API, email API, web scraping (prospect research), proposal templates
- **Outputs**: New lead alerts with qualification score, follow-up reminders, weekly pipeline report, proposal drafts
- **Escalates to**: Sam (qualified leads ready for personal outreach, pricing decisions, contract negotiations)
- **Key Metric**: Lead response time < 15 min, follow-up compliance > 90%

---

## 6. Herald — Marketing & Content

- **Role**: Social media scheduling, content drafting (posts, newsletters, blog outlines), campaign performance tracking, competitor monitoring, SEO keyword tracking.
- **Channel**: Telegram (marketing channel)
- **Tools**: Social media APIs (LinkedIn, X/Twitter, Facebook), Mailchimp/ConvertKit API, Google Analytics, SEO tools (Ahrefs/Semrush API), Canva API
- **Outputs**: Weekly content calendar (for approval), drafted posts, monthly marketing performance report, competitor activity alerts
- **Escalates to**: Sam (brand-sensitive content, campaign budget decisions, crisis comms)
- **Rule**: Drafts everything. Publishes ONLY pre-approved content on schedule.

---

## 7. Scribe — Document & Proposal Manager

- **Role**: Generates contracts from templates, proposals, SOWs, NDAs. Manages document versions. Tracks signature status. Maintains business knowledge base (SOPs, playbooks, policies).
- **Channel**: Triggered by Pipeline or Courier when docs needed
- **Tools**: Document templates (Google Docs/Pandoc), DocuSign/HelloSign API, Google Drive API, version control
- **Outputs**: Generated documents (held for review), signature status updates, SOP revision alerts
- **Escalates to**: Sam (all contracts before sending, any legal language changes)

---

## 8. Sentinel — Business IT & Security

- **Role**: Monitors business infrastructure (websites, SaaS tools, domains), SSL/domain expiration, uptime, access control reviews, vendor security posture, data backup verification.
- **Channel**: Telegram (business infra alerts)
- **Tools**: Uptime monitoring APIs, Cloudflare API, domain registrar APIs, SaaS admin APIs, backup verification scripts
- **Outputs**: Immediate downtime alerts, weekly security posture report, expiring domain/cert warnings (30 days), access review reminders (quarterly)
- **Escalates to**: Sam (active incidents, unauthorized access, vendor breaches)

---

## 9. Clerk — Customer Support & Success

- **Role**: First-response on customer tickets, FAQ resolution, troubleshooting guides, satisfaction surveys, churn risk detection, onboarding assistance for new clients.
- **Channel**: Support email, chat widget, helpdesk (Freshdesk/Zendesk/Intercom)
- **Tools**: Helpdesk API, knowledge base, CRM (customer history), product docs
- **Outputs**: Auto-resolved tickets (60-80% target), escalated ticket summaries, weekly CSAT report, churn risk flags
- **Escalates to**: Sam (angry customers, refund requests over threshold, feature requests requiring commitment)
- **Key Metric**: First response < 5 min, resolution rate > 70% without human

---

## 10. Analyst — Reporting & Business Intelligence

- **Role**: Pulls data across all business agents, generates dashboards, weekly/monthly business reports, trend analysis, KPI tracking, anomaly detection.
- **Channel**: Telegram (business reports) + scheduled delivery
- **Tools**: Read access to all other agent outputs, Google Sheets API, charting libraries, database queries
- **Outputs**: Monday morning business brief, monthly KPI dashboard, quarterly trend report, real-time anomaly alerts (revenue drop, cost spike, churn spike)
- **Escalates to**: Sam (concerning trends that need strategic decision)

---

## 11. Bench — Project & Task Management

- **Role**: Tracks active projects, deadlines, deliverables. Assigns tasks to agents or flags for Sam. Sends deadline warnings. Runs daily standup summary across all agents.
- **Channel**: Telegram (project channel) or Slack
- **Tools**: Project management API (Todoist/Linear/Notion), calendar, agent-to-agent queries
- **Outputs**: Daily standup digest (what each agent accomplished/blocked on), deadline warnings (48hr, 24hr, overdue), project status board
- **Escalates to**: Sam (blocked tasks requiring decision, missed deadlines, resource conflicts)

---

## 12. Scout — Research & Competitive Intelligence

- **Role**: Market research on demand, competitor tracking, pricing intelligence, industry news monitoring, technology scouting, vendor evaluation.
- **Channel**: Triggered by Ops or Sam directly
- **Tools**: Web search, news APIs, competitor website monitoring, patent/trademark databases, LinkedIn (public data)
- **Outputs**: Research briefs on request, weekly industry digest, competitor move alerts, vendor comparison reports
- **Escalates to**: Never (purely informational, presents findings for Sam's decision)

---

## Deployment Priority

| Phase | Agents | Reason |
|-------|--------|--------|
| Week 1-2 | Ops, Relay, Courier | Immediate revenue impact — never miss a call or email again |
| Month 1 | Ledger, Pipeline | Money in, money tracked. Stop leaking revenue. |
| Month 2 | Clerk, Herald | Customer retention + marketing engine |
| Month 3 | Scribe, Sentinel | Document automation + security posture |
| Month 4 | Analyst, Bench, Scout | Optimization layer — only valuable once other agents produce data |

---

## Org Chart

```
                    ┌─────────┐
                    │   SAM   │  (CEO / Final approver)
                    └────┬────┘
                         │
                    ┌────┴────┐
                    │   Ops   │  (COO / Orchestrator)
                    └────┬────┘
                         │
    ┌────────┬───────┬───┴────┬────────┬─────────┐
    │        │       │        │        │         │
┌───┴──┐ ┌──┴───┐ ┌─┴──┐ ┌──┴───┐ ┌──┴──┐ ┌───┴───┐
│Relay │ │Courier│ │Pipe│ │Herald│ │Clerk│ │Ledger │
│(Phone)│ │(Email)│ │line│ │(Mktg)│ │(Sup)│ │(Fin)  │
└──────┘ └──────┘ └─┬──┘ └──────┘ └─────┘ └───────┘
                     │
                ┌────┴────┐
                │ Scribe  │  (Docs, triggered by Pipeline/Courier)
                └─────────┘

Support Layer (cross-cutting):
┌──────────┐  ┌─────────┐  ┌────────┐
│ Sentinel │  │ Analyst │  │ Bench  │  │ Scout │
│ (SecOps) │  │ (BI)    │  │ (PM)   │  │(Intel)│
└──────────┘  └─────────┘  └────────┘  └───────┘
```

---

## Channel Routing Map

| Channel | Agent |
|---------|-------|
| Business VoIP | Relay |
| Business email | Courier (triage) → routes to Pipeline/Clerk/Sam |
| CRM webhooks | Pipeline |
| Support inbox/chat | Clerk |
| Social media DMs | Herald |
| Slack/Teams (internal) | Ops (default), Bench (project channels) |
| Telegram (biz-finance) | Ledger |
| Telegram (biz-alerts) | Sentinel |
| Telegram (biz-reports) | Analyst |

---

## Approval Gates (Non-Negotiable)

| Action | Requires Sam's Approval |
|--------|------------------------|
| Send invoice to client | YES |
| Send proposal/contract | YES |
| Publish marketing content | YES (pre-schedule batch OK) |
| Reply to new client email | YES |
| Reply to existing client (routine) | NO (within templates) |
| Answer phone / book appointment | NO |
| Initiate any payment | YES |
| Change pricing | YES |
| Respond to support ticket (FAQ) | NO |
| Respond to support ticket (refund/escalation) | YES |
| Post to social media (pre-approved calendar) | NO |
| Engage in public conversation/reply | YES |

---

## Architecture Notes

- Same OpenClaw gateway as personal team, but **separate agent group with business bindings**
- Business agents have NO access to personal agent workspaces (and vice versa)
- Ledger + Pipeline run on financial VLAN (network-isolated)
- All external-facing actions go through approval queue (Telegram inline buttons or Slack approval workflow)
- Relay (phone) integrates via webhook: VoIP provider → OpenClaw tool endpoint
- Every agent logs actions to PostgreSQL for audit trail
- Weekly "standup" generated by Bench: what each agent did, what's blocked, what needs Sam