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
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