Use Cases
How Businesses Deploy Operator
Real scenarios showing how different businesses enter the Operator ecosystem — and how they grow.
Browse Use Cases by Category
Industry Verticals
55Pre-built Operator systems for real businesses. Each vertical represents a proven deployment pattern built on the Operator platform.
From Missed Calls to Coordinated Care
From Reactive Intake to Coordinated Pipeline
From Storm Chaos to Controlled Pipeline
From Inquiries to Confident Bookings
From Deadline Chaos to Coordinated Financial Operations
From Missed Calls to Managed Dispatch
From Missed Opportunities to Coordinated Transactions
From Fragmented Funnels to Coordinated Revenue Operations
Turn More Inquiries Into Booked Tours — Without Living on the Phone
Turn Inbound Interest Into Qualified Pipeline — Without Manual Follow-Up
Turn Inbound Interest Into Booked Appointments — Without Missed Calls or Manual Follow-Up
Turn New Patient Interest Into Booked Visits — Without Phone Tag
Turn Inbound Questions Into Bound Policies — Without Phone Tag or Lead Decay
From Cold Inquiries to Trusted Client Relationships
Turn Project Inquiries Into Booked Estimates — Without Missed Calls or Phone Tag
From Audience Attention to Predictable Revenue
From Missed Loads to Coordinated Movement
From Appointment Backlogs to Structured Patient Flow
From Reactive Maintenance to Coordinated Tenant Operations
From Inquiry Overload to Structured Enrollment Flow
From Missed Bookings to Coordinated Guest Experience
From Inbound Noise to Coordinated Production Opportunities
From Missed Estimates to Coordinated Outdoor Operations
From Public Friction to Structured Civic Operations
From Public Friction to Structured Administrative Access
From Counter Overload to Structured Judicial Access
From Outage Chaos to Structured Public Reporting
From Program Confusion to Structured Health Access
From Missed Calls to Coordinated Community Care
From Inquiry Overload to Structured Institutional Access
From Donor & Program Chaos to Coordinated Mission Operations
From Inbox Chaos to Structured Talent Flow
From Scattered Inquiries to Structured Financial Intake
From Founder Bottlenecks to Coordinated Client Delivery
From Scattered Spend Inquiries to Structured Performance Briefs
From Fragmented Requests to Unified Growth Briefs
From Unqualified Lists to Pipeline-Ready Handoffs
From Scattered Briefs to Production-Ready Assets
From Vague Ranking Requests to Technical SEO Briefs
From Content Chaos to Posting-Ready Operations
From Scattered Vision to Brand-Ready Strategy Briefs
From Scattered Pitches to Press-Ready Briefs
From Vague Site Requests to Development-Ready Specs
From Scattered Retention Requests to Flow-Ready Briefs
From Scattered Partnership Requests to Deal-Ready Briefs
From Scattered Event Requests to Production-Ready Briefs
From Scattered Engagements to Strategy-Ready Briefs
From Intake Overload to Structured Access & Care Routing
From Referral Chaos to Underwrite-Ready Intake
From Intake Overwhelm to Therapist-Fit Routing
From Access Uncertainty to Eligibility-Ready Routing
From Intake Overload to Structured Child Access & Case Readiness
From Inquiry Overload to Coordinated Resident Access
From Communication Chaos to Coordinated Athletic Operations
From Inquiry Chaos to Structured Project Coordination
One platform. Many deployments.Every Operator system — whether for a dental practice, a creator, or a household — is built from the same underlying infrastructure. What changes is how it's assembled, governed, and scaled.
Operator Profiles
Individual & Household SystemsOperator isn't just for businesses. These standalone operating systems serve individuals, creators, and households — with paths to full Operator deployments.
From Creative Entropy to Centralized Generative Control
From Fragmented Tools to Centralized Personal Infrastructure
From Content Chaos to Systematic Creative Production
From Ungoverned AI Exposure to Household-Controlled Infrastructure
Additional profiles are assembled in Custom Operator deployments.
Core Capability Layers
Foundational capabilities that power every Operator system. These layers are combined differently depending on your industry, scale, and deployment.
From Scattered Information to Centralized Knowledge Infrastructure
From Reactive Choices to Structured Decision Infrastructure
From Invisible Automations to Centralized Workflow Control
From Inbox Overload to Unified Communications Infrastructure
Additional capabilities are assembled in Custom Operator deployments.
Industry Verticals
Niche-specific deployments with templated intelligence for healthcare, legal, agency, and beyond.
From Missed Calls to Coordinated Care
The moment a new patient books their first appointment without ever reaching the front desk.
Recommended starting point:Foundation Package
The Problem
Most dental practices lose revenue not because of a lack of demand, but because of operational friction: missed calls during busy hours, front-desk overload, repetitive insurance and procedure questions, inconsistent follow-ups, and no centralized memory of patient interactions. The practice relies heavily on people and disconnected tools to manage intake, scheduling, and patient communication.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Practices Start
Most dental practices begin with the Foundation Package, which installs the core infrastructure required to run Operator inside the business.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inbound calls or website questions
- Provide basic information (hours, location, services)
- Capture patient intent and route appropriately
What it intentionally does NOT include: Deep automation, multi-system coordination, vertical-specific dental logic, or advanced workflows. The Foundation Package establishes ownership, privacy, and local execution — it is the on-ramp, not the full system.
Capability Expansion Path
HQ Pro for Dental is a templated, niche-specific operating system designed around common dental workflows. This includes pre-wired dental intake logic, procedure-aware routing, insurance and billing context, scheduling constraints based on staff and chair availability, and standardized follow-up patterns.
HQ Pro is built from proven patterns across similar practices. It's cookie-cutter by design and guardrailed to ensure reliability. Customization is limited, but the system now reflects how dental practices actually operate.
Operator HQ represents the full system working as one coordinated unit. For dental practices, this includes the Core Stack:
All HQs share memory, actions are coordinated across the practice, and Operator functions as a true operating system — not a collection of tools.
Custom Operator is designed for dental practices with complex or unique requirements — multi-location practices, specialty clinics, compliance-heavy environments, or practices with custom internal workflows.
This includes deep workflow excavation through multiple long-form sessions, bespoke system architecture, custom integration layers, compliance-specific configurations, and extended team training. This is not a template — it is a system built specifically around how that practice operates.
Every tier reduces operational leakage — higher tiers add coordination, niche intelligence, and ultimately full-system control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts practices from reactive intake to coordinated operations.
Pricing Notes
Packages cap scope, not capability.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Reactive Intake to Coordinated Pipeline
The moment a distressed caller feels heard instantly — while your firm gets a clean, structured brief without burning attorney time.
Recommended starting point:Foundation Package
The Problem
Most law firms don't lose business because they lack leads — they lose it because intake is inconsistent. Calls come in after hours, during court, or when staff is busy. Potential clients repeat their story multiple times, conflicts aren't screened early, follow-ups slip, and there's no unified memory across calls, forms, emails, and consult outcomes. The result is operational leakage: missed opportunities, poor client experience, and a team stuck doing repetitive intake work.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Conflict Screener
Case Manager
Paralegal Agent
System Logic: New Lead Calls about Personal Injury Case
Intake Specialist
Qualifies injury severity and incident date (SOL check).
Conflict Screener
Checks opposing insurance co against conflict database.
Case Manager
Sends retainer agreement and books consult for tomorrow.
Paralegal Agent
Pre-fills case file with incident report details.
Where Most Firms Start
Most firms begin with the Foundation Package, which installs the core infrastructure required to run Operator inside the business.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inbound calls or website questions
- Capture intent (practice area, urgency, timeline)
- Route the inquiry for follow-up or consult scheduling
What it intentionally does NOT include: Legal-specific screening logic, conflict-check workflows, multi-step document intake, or multi-system coordination. The Foundation Package establishes ownership, privacy, and local execution — it is the on-ramp, not the full system.
Capability Expansion Path
HQ Pro for Legal is a templated, niche-specific operating system designed around common legal intake workflows. It introduces practice-area-aware screening, standardized question sets, basic urgency signals, and consistent follow-up patterns — so intake starts behaving like a system instead of a series of ad-hoc conversations.
HQ Pro is built from proven patterns across similar firms. It's cookie-cutter by design and guardrailed to ensure reliability. Customization is limited, but the system now reflects how law firms actually run intake.
Operator HQ represents the full system working as one coordinated unit. For legal firms, this includes the Core Stack:
All HQs share memory, intake becomes a coordinated pipeline, and Operator functions as a true operating system — not a collection of tools.
Custom Operator is designed for firms with complex or unique requirements — multi-attorney firms with specialized intake routing, strict compliance needs, high-volume lead environments (PI, mass torts, immigration), or bespoke case qualification workflows.
This includes deep workflow excavation through multiple long-form sessions, bespoke system architecture, custom integration layers, compliance-specific configurations, and extended team training. This is not a template — it is a system built specifically around how that firm operates.
Every tier reduces operational leakage — higher tiers add coordination, niche intelligence, and ultimately full-system control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts firms from reactive intake to coordinated operations.
Pricing Notes
Packages cap scope, not capability.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Storm Chaos to Controlled Pipeline
The moment a storm-panicked homeowner gets a calm, immediate response — while your team gets a structured lead without chasing voicemails.
Recommended starting point:Foundation Package
The Problem
Roofing companies don't lose jobs because of bad work — they lose them in the chaos between the call and the close. Storm-driven call spikes overwhelm the office. Leads repeat their story across calls, texts, and voicemails. Slow follow-up means lost jobs. Insurance questions go unanswered. Scheduling and dispatch friction slows down crews. And there's no unified memory across intake → inspection → estimate → claim → production. The result: operational leakage at every stage.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Companies Start
Most roofing companies begin with the Foundation Package, which installs the core infrastructure required to run Operator inside the business.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer calls after-hours and during storm surges
- Capture job type, urgency, address, and insurance intent
- Route to correct next step (inspection booking, callback, or message)
What it intentionally does NOT include: Storm-mode triage logic, insurance claim workflows, dispatch coordination, or multi-system integration. The Foundation Package establishes ownership, privacy, and local execution — it is the on-ramp, not the full system.
Capability Expansion Path
HQ Pro for Roofing is a templated, niche-specific operating system designed around common roofing intake workflows. It introduces storm-mode triage, claim-aware intake logic, service-area constraints, crew availability awareness, and standardized follow-up patterns — so intake starts behaving like a system instead of a scramble.
HQ Pro is built from proven patterns across similar companies. It's cookie-cutter by design and guardrailed to ensure reliability. Customization is limited, but the system now reflects how roofing companies actually run intake.
Operator HQ represents the full system working as one coordinated unit. For roofing companies, this includes the Core Stack:
All HQs share memory across the lead lifecycle, intake becomes a coordinated pipeline, and Operator functions as a true operating system — not a collection of tools.
Custom Operator is designed for roofing companies with complex or unique requirements — multi-location operations, high-volume storm response, complex insurance claim workflows, or bespoke dispatch and crew coordination needs.
This includes deep workflow excavation through multiple long-form sessions, bespoke system architecture, custom integrations with CRM, estimating, call tracking, and dispatch tools, and extended team training. This is not a template — it is a system built specifically around how that company operates.
Every tier reduces operational leakage — higher tiers add coordination, niche intelligence, and ultimately full-system control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts companies from reactive intake to coordinated operations.
Pricing Notes
Packages cap scope, not capability.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Inquiries to Confident Bookings
The moment a curious, slightly nervous prospect feels informed and reassured — while your team receives a clean, structured lead without having to "sell."
Recommended starting point:Foundation Package
The Problem
Most med spas don't struggle with demand — they struggle with coordination and education. Calls and form fills arrive while staff are with clients. Prospects ask the same questions about downtime, pricing ranges, eligibility, and "will this work for me?" Consults are booked without proper context, no-shows increase, and providers walk into rooms without understanding the client's goals or concerns. There is no unified memory across inquiry → consult → treatment → follow-up. Promises are repeated, expectations drift, and the "white-glove" experience that drives high lifetime value becomes inconsistent. The result is operational leakage: missed bookings, underutilized calendars, stressed staff, and lost retention.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Med Spas Start
Most med spas begin with the Foundation Package, which installs the core infrastructure required to run Operator inside the business.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inbound calls and website inquiries during business hours, after-hours, or peak periods
- Provide approved, non-clinical information (services offered, hours, general pricing ranges)
- Capture inquiry intent (treatment category, timeline, first-time vs returning)
- Route inquiries for follow-up or consult scheduling
What it intentionally does NOT include: Treatment-specific contraindication screening, provider- or room-aware scheduling logic, lifecycle follow-ups, memberships, or retention orchestration, or cross-system coordination. The Foundation Package establishes ownership, privacy, and local execution — it is the on-ramp, not the full system.
Capability Expansion Path
HQ Pro for Med Spa is a templated, niche-specific operating system designed around common aesthetic workflows. It introduces treatment-category-aware intake flows, standardized pre-consult question sets, expectation framing around consult flow and preparation (non-clinical), provider and room constraints reflected in scheduling suggestions, and consistent post-consult follow-up patterns.
HQ Pro is built from proven patterns across similar med spas. It is standardized by design and guardrailed for reliability. Customization is limited, but intake now behaves like a system instead of ad-hoc conversations.
Operator HQ represents the full system working as one coordinated unit. For med spas, this includes the Core Stack:
All HQs share memory. Inquiries, consults, treatments, and follow-ups become a coordinated lifecycle. Operator functions as a true operating system — not a collection of tools.
Custom Operator is designed for med spas with complex or high-growth requirements — multi-location operations, membership and package logic, advanced retention and rebooking workflows, or custom integrations with EMR, POS, or booking systems.
This includes deep workflow excavation and bespoke system architecture. This is not a template — it is a system built specifically around how that med spa operates.
Every tier reduces operational leakage — higher tiers add coordination, niche intelligence, and ultimately full-system control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts med spas from fragmented intake to coordinated operations.
Pricing Notes
Packages cap scope, not capability.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Deadline Chaos to Coordinated Financial Operations
The moment a client's missing documents are identified during intake — not three weeks into tax season.
Recommended starting point:Foundation Package
The Problem
Most accounting and CPA firms don't lose clients because of bad work — they lose them in the gaps between inquiries, documents, deadlines, and follow-ups. Calls and emails arrive during peak periods (tax season, quarter-end, audits). Clients ask the same questions repeatedly about filings, timelines, and "what do you need from me?" Documents are submitted late or incomplete. Follow-ups are manual and inconsistent. Staff spends hours chasing missing information instead of doing billable work. There is no unified memory across inquiry → onboarding → document collection → filing → post-filing follow-up. The result is operational leakage: missed deadlines, staff burnout, reduced margins, and a client experience that feels reactive instead of professional.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Firms Start
Most accounting and CPA firms begin with the Foundation Package, which installs the core infrastructure required to run Operator inside the firm.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inbound calls or website inquiries during business hours, after-hours, or peak seasons
- Provide approved, non-advisory information (services offered, hours, general process explanations)
- Capture inquiry intent (service type, deadline sensitivity, new vs existing client)
- Route inquiries for follow-up or scheduling
What it intentionally does NOT include: Tax logic, compliance workflows, document orchestration, deadline tracking, client lifecycle automation, or cross-system coordination. The Foundation Package establishes ownership, privacy, and local execution — it is the on-ramp, not the full system.
Capability Expansion Path
HQ Pro for Accounting applies templated, niche-specific logic aligned to common accounting workflows — service-aware intake, standardized onboarding questions, and deadline sensitivity awareness. Intake behaves like a system instead of ad-hoc emails.
HQ Pro is standardized and guardrailed by design. Customization is limited, but the system now reflects how accounting firms actually operate.
Operator HQ coordinates the Core Stack as a single system:
All HQs share memory. Client inquiries, document requests, and follow-ups are executed across the firm — not just captured.
Custom Operator is designed for firms with complex or unique requirements — multi-partner firms, multi-location practices, advisory-heavy models, or compliance-sensitive environments.
This includes deep workflow excavation, bespoke system architecture, custom integrations with accounting, document, and practice management systems, compliance-specific configurations, and extended team training. This is not a template — it is a system built specifically around how that firm operates.
Every tier reduces operational leakage — higher tiers add coordination, niche intelligence, and ultimately full-system control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts firms from fragmented workflows to coordinated financial operations.
Pricing Notes
Packages cap scope, not capability.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Missed Calls to Managed Dispatch
The moment an urgent caller is triaged instantly — while your team receives a clean, dispatch-ready job brief without phone tag.
Recommended starting point:Foundation Package
The Problem
Home service businesses don't lose revenue because of bad work — they lose it in the gaps between calls, scheduling, dispatch, and follow-up. Peak-time call volume hits while techs are in the field. After-hours emergencies go to voicemail. Customers repeat details across calls and texts. Office staff is forced to guess urgency without consistent rules. No-shows, vague job descriptions, and poor handoffs lead to wasted trips and stressed teams. There is no unified memory across inquiry → schedule → dispatch → job notes → invoice → review request. The result is operational leakage: missed jobs, inefficient routing, admin overload, and slower growth without adding headcount.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
The Estimator
Dispatch Agent
Review Manager
Field Support
System Logic: Customer calls for Emergency AC Repair
The Estimator
Quotes diagnosis fee and confirms 'No Cool' status.
Dispatch Agent
Identifies nearest tech (Bob) finishing job 2 miles away.
Field Support
Sends Bob the unit manual and warranty history.
Review Manager
Texts customer review link 1 hour after job completion.
Where Most Companies Start
Most home service companies begin with the Foundation Package, which installs the core private infrastructure required to run Operator locally inside the business.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer calls after-hours and during peak periods
- Capture job type, urgency, address, and preferred time window
- Route the request for scheduling or dispatch follow-up
What It Intentionally Does NOT Include
No trade-specific diagnosis logic, no dispatch optimization, no multi-tech coordination, no inventory or parts logic, and no cross-system automation. The Foundation Package establishes ownership, privacy, and local execution — it is the on-ramp, not the full system.
Capability Expansion Path
HQ Pro for Home Services introduces templated, niche-specific logic built around how service businesses actually run. These systems are standardized and guardrailed, not custom.
Operator HQ synchronizes the Core Stack into a single operating system:
All interactions share memory. Scheduling, dispatch, follow-ups, and customer history operate as one coordinated system rather than disconnected tools.
Custom Operator is designed for complex service operations: multi-location businesses, large fleets, high emergency volume, or bespoke dispatch rules.
This includes deep workflow excavation, custom routing logic, integrations with field service software, call tracking, invoicing systems, and extended team training. This is not a template — it is a system built around how the company actually operates.
Every tier reduces operational leakage — higher tiers add coordination, niche intelligence, and ultimately full-system control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts companies from reactive phone answering to coordinated dispatch operations.
Pricing Notes
Packages cap scope, not capability.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Missed Opportunities to Coordinated Transactions
The moment a new inquiry is captured, qualified, and routed with context — before the lead books a showing with another agent.
Recommended starting point:Foundation Package
The Problem
Real estate teams don't lose deals because of a lack of listings — they lose them in the gaps between inquiry, response, and follow-up. Calls and form fills arrive after hours, during showings, or while agents are driving. Lead information is scattered across inboxes, CRMs, and phones. Buyers and sellers repeat themselves, agents chase context, and high-intent inquiries cool off before meaningful contact is made. Without a unified intake and coordination system, opportunities leak at the top of the funnel and transactions become reactive rather than managed.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Teams Start
Most real estate teams begin with the Foundation Package, which installs the core infrastructure required to run Operator locally within the business.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inbound calls and web inquiries 24/7
- Capture lead intent (buyer, seller, renter, investor)
- Record property interest, timing, and basic qualification details
- Route the inquiry for agent follow-up
What It Intentionally Does NOT Include
MLS-aware logic or pricing analysis, automated follow-up sequencing, transaction-stage coordination, or agent performance and deal tracking. The Foundation Package establishes availability, ownership, and local execution — it is the on-ramp, not the full system.
Capability Expansion Path
HQ Pro for Real Estate is a templated, niche-specific operating system designed around common transaction workflows.
HQ Pro reflects how real estate teams operate, while remaining a standardized system.
Operator HQ enables the Core Stack — Voice, Sales, Ops, Data, and Marketing — to operate as a single coordinated system.
Operator functions as an operating system, not a collection of tools.
Custom Operator is designed for brokerages or teams with complex structures, multiple agents, or specialized workflows.
Custom Operator is built around how the business actually runs — not a template.
Every tier reduces opportunity leakage — higher tiers add coordination, transaction intelligence, and ultimately full-system control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently reduces leakage at the top of the funnel and improves operational clarity.
Pricing Notes
Packages cap scope, not capability.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Fragmented Funnels to Coordinated Revenue Operations
The moment a high-intent shopper gets instant, context-aware support — and your team sees a unified view of demand, conversion, and customer lifecycle.
Recommended starting point:Foundation Package
The Problem
E-commerce brands don't fail because of traffic — they fail because systems don't talk to each other. Ads, landing pages, checkout, post-purchase flows, support inboxes, and retention tools all operate in silos. High-intent shoppers abandon carts without follow-up. Support teams answer the same order-status and return questions repeatedly. Founders lack a single, real-time view of demand, conversion friction, and customer context. The result is wasted ad spend, reactive operations, and growth capped by tooling complexity rather than demand.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Brands Start
Most DTC brands begin with the Foundation Package, which installs the private infrastructure required to run Operator locally while integrating cleanly with the existing commerce stack.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer common pre-purchase and post-purchase questions
- Capture customer intent and issue type (pre-sale, support, retention)
- Route inquiries to the appropriate channel or team with context
What It Intentionally Does NOT Include
Deep funnel optimization logic, cross-channel attribution or media intelligence, automated lifecycle or retention orchestration, or SKU-level and cohort-aware decisioning. The Foundation Package establishes ownership, privacy, and baseline responsiveness — it is the on-ramp, not the growth engine.
Capability Expansion Path
HQ Pro for E-commerce is a templated, commerce-aware operating system built around common DTC workflows.
HQ Pro reflects how modern DTC brands operate day to day, but remains standardized rather than bespoke.
Operator HQ unifies the Core Stack into a single coordinated system:
Custom Operator is designed for brands with complex scale, compliance, or data requirements — including high-AOV or subscription-heavy brands, multi-store or multi-region operations, and brands with proprietary data models.
This is not a template — it is a system built around how that brand actually grows.
Every tier reduces operational friction — higher tiers add commerce intelligence, lifecycle coordination, and ultimately full revenue-system control.
Outcomes (Modeled / Typical)
E-commerce brands deploying Operator often experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator supports operational coordination and customer communication. It does not provide legal, financial, or tax advice, and does not guarantee performance outcomes.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
Turn More Inquiries Into Booked Tours — Without Living on the Phone
The moment a prospective member books a tour and actually shows up — without a single phone tag.
Recommended starting point:Foundation Package
The Problem
Fitness businesses lose revenue not because demand is low, but because intake and follow-up break down. Calls go unanswered during classes and after hours, staff spend time answering repetitive questions instead of selling or coaching, tours are booked inconsistently, and no-show rates stay high. Leads fall through the cracks because there is no system coordinating calls, texts, booking, reminders, and follow-up in one place.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Gyms Start
Most gyms and studios begin with the Foundation Package, which installs the core infrastructure required to run Operator inside the business.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inbound calls and texts 24/7
- Provide consistent information (hours, location, class types, amenities)
- Qualify leads based on goals, schedule, and interest level
- Book tours, intro sessions, or assessments
- Send confirmations, reminders, and basic no-show follow-ups
- Capture structured lead notes for staff review
What it intentionally does NOT include: Offer optimization or pricing logic, multi-location or franchise coordination, marketing attribution, or advanced churn prevention or reactivation workflows. The Foundation Package establishes availability and consistency — it stops demand leakage, but does not yet optimize conversion.
Capability Expansion Path
HQ Pro for Fitness applies templated, niche-specific logic based on how gyms and studios operate. This includes goal-aware intake (weight loss, strength, rehab, group classes), offer routing (trial vs paid intro vs assessment), tour and intro sequencing based on lead type, and standardized follow-up patterns proven across similar studios.
HQ Pro is built from repeatable fitness workflows, guardrailed for reliability, and not bespoke. The system now reflects real gym operations, not generic intake.
Operator HQ represents the full system working as one coordinated unit. For gyms and studios, this typically includes:
At this level, all HQs share context, follow-ups are coordinated automatically, and intake, tours, and conversions operate as one system. Operator functions as a true front-desk operating system.
Custom Operator is designed for gyms and studios with complex needs — multi-location or franchise operations, hybrid membership + personal training models, specialty studios with unique onboarding flows, or brands with custom CRMs or data requirements.
This includes deep workflow excavation, bespoke system architecture, custom integrations, advanced reporting and controls, and extended team onboarding. This is not a template — it is built around how that business actually runs.
Every tier reduces operational leakage — higher tiers add coordination, niche intelligence, and ultimately full-system control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide fitness, medical, or training advice. Capabilities vary by deployment and existing systems.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
Turn Inbound Interest Into Qualified Pipeline — Without Manual Follow-Up
The moment a qualified demo request is booked and confirmed — before an SDR ever touches it.
Recommended starting point:Foundation Package
The Problem
SaaS and B2B service companies don't lose deals because of weak products — they lose them because speed, qualification, and follow-through break down. Demo requests arrive after hours, inbound leads sit unworked for days, SDRs chase unqualified prospects, and context is lost between marketing, sales, and onboarding. Every handoff introduces friction. The result is bloated pipelines, low show rates, long sales cycles, and revenue that leaks before it ever reaches a close.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most SaaS Teams Start
Most SaaS and B2B teams begin with the Foundation Package, which installs the core infrastructure required to run Operator inside the business.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Respond to inbound demo requests and inquiries 24/7
- Capture structured lead context (company size, role, use case, urgency)
- Route qualified inquiries to the correct next step (calendar booking, form, or SDR review)
What it intentionally does NOT include: Deal-stage logic or forecasting, sales qualification frameworks, multi-touch follow-up orchestration, or marketing attribution or lifecycle automation. The Foundation Package establishes availability and structured intake — it stops inbound demand from going dark, but does not yet optimize conversion.
Capability Expansion Path
HQ Pro applies templated, niche-specific logic based on common SaaS and B2B sales motions. This includes ICP-aware intake flows (company size, role, tech stack), qualification paths for inbound vs outbound vs referral leads, standardized demo and follow-up sequences, and guardrails aligned to typical SaaS or service sales cycles.
HQ Pro is built from proven patterns across similar companies. It is standardized by design — reliable, but not bespoke.
Operator HQ represents the full system operating as one coordinated unit. For SaaS and B2B teams, this typically includes:
At this level, all HQs share context, actions are coordinated automatically, and Operator functions as a true revenue operations layer.
Custom Operator is designed for SaaS and B2B organizations with complex or non-standard sales motions — multi-product SaaS companies, usage-based or enterprise pricing models, long or multi-stakeholder sales cycles, or custom onboarding or implementation workflows.
This includes deep workflow excavation, bespoke system architecture, custom qualification and routing logic, and advanced reporting and internal controls. This is not a template — it is built around how that business actually sells and delivers.
Every tier reduces pipeline leakage — higher tiers add qualification, coordination, and ultimately full revenue operations control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide legal, financial, or business advice. Capabilities depend on configuration, integrations, and internal processes.
Optional Expansion: We Don't Just Operate Your SaaS — We Can Build It
For SaaS and B2B teams, Operator can go beyond running sales and operations. At higher tiers, OperatorHQ can become the foundation of the product itself. This is designed for teams that want more than tooling — they want a proprietary SaaS asset.
Building the Product Layer (SaaS-as-Infrastructure)
At this stage, Operator is no longer just coordinating intake and revenue. It becomes the core operating layer behind your software product.
- A custom SaaS application built on top of Operator OS
- Private, on-prem or hybrid infrastructure (Mac Studio + cloud edge)
- Internal and customer-facing dashboards powered by Operator memory
- Embedded AI agents that act as product features, not support tools
How This Fits Into the Tiers
Operator HQ (Advanced Use): Internal tools become modular, product-ready components. Operator manages onboarding, support, usage signals, and retention. Early-stage product logic is standardized and reusable.
- Custom Operator (Full SaaS Build): Bespoke product architecture designed around your business model
- AI agents become first-class product features
- Custom permissions, billing logic, and workflows
- Private models or RAG systems trained on your proprietary data
- The SaaS becomes an owned asset — not a wrapper around third-party tools
What This Is — and Is Not
This is a custom-built SaaS, powered by OperatorHQ — designed for long-term ownership and leverage, built around your workflows, data, and customers.
- This is NOT a no-code app builder
- This is NOT a generic AI wrapper
- This is NOT a templated SaaS with light branding
- Each build is scoped independently and designed as a durable product
Product builds vary by scope and deployment. Examples illustrate what becomes possible when Operator expands from operations into product infrastructure.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
Turn Inbound Interest Into Booked Appointments — Without Missed Calls or Manual Follow-Up
The moment a lead submits a form or calls about a vehicle, service, or upgrade — and within seconds has a confirmed appointment, clear next steps, and the right department looped in, without staff scrambling.
Recommended starting point:Foundation Package
The Problem
Automotive businesses lose revenue at the intake layer. Calls go unanswered during peak hours, after-hours leads sit until the next day, and web forms drop into inboxes without follow-up. Dealerships struggle to route inquiries correctly between sales, service, and finance. Performance shops deal with high-intent but highly technical inquiries that require context — mods, goals, budgets — yet those details are rarely captured cleanly. The result is missed appointments, misrouted leads, wasted staff time, and high-intent prospects going cold before anyone responds.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Dealerships Start
Most dealerships and automotive shops start with the Foundation Package, which installs the core private infrastructure required to run Operator locally.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inbound calls and messages 24/7
- Capture structured intake (vehicle, service type, interest level)
- Route inquiries to sales, service, or performance departments
- Book basic appointments or test drives
- Send confirmations and reminders
- Capture notes for staff review
What it intentionally does NOT include: Advanced sales logic or deal structuring, inventory-aware routing, performance build planning or upsell logic, or multi-location coordination. The Foundation Package stops demand leakage and ensures availability — it is not yet an optimization layer.
Capability Expansion Path
HQ Pro for Automotive applies templated, niche-specific logic: Sales vs service vs performance flows. Performance shops get intake that adapts to goals (HP targets, track use, daily driver), current mods, and budget ranges. Dealerships get differentiation for new, used, trade-in, financing, and service inquiries.
HQ Pro is built from proven automotive workflows, guardrailed for reliability, and not bespoke. The system now reflects how automotive businesses actually operate.
Operator HQ represents full system coordination. Sales, service, ops, data, and marketing operate as one system. For automotive businesses, this typically includes:
Intake, follow-up, reminders, and staff notifications are coordinated automatically with shared context.
Custom Operator is designed for multi-location dealerships, performance brands, specialty shops, or hybrid sales + service models.
This includes custom routing, advanced reporting, internal workflows, and deep integration into existing systems. This is not a template — it is built around how that business actually runs.
Every tier reduces operational leakage — higher tiers add coordination, niche intelligence, and ultimately full-system control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide mechanical, automotive, safety, or financial advice. Capabilities depend on deployment, configuration, and existing systems.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
Turn New Patient Interest Into Booked Visits — Without Phone Tag
The moment a 'Do you take my insurance?' or 'Can you help my back/knee?' inquiry becomes a booked first visit with the right intake details captured (pain area, urgency, insurance/self-pay, availability) — without your front desk getting buried.
Recommended starting point:Foundation Package
The Problem
Chiropractic and PT clinics don't lose revenue because people don't need care — they lose it because intake friction slows everything down. Calls come in during treatments, voicemail piles up, and web form leads wait hours (or days) for a response. Staff repeatedly answers the same questions (insurance, pricing ranges, what to expect, paperwork), while high-intent prospects go elsewhere. Meanwhile, missed confirmations and weak reminders increase no-shows, and the clinic stays stuck in a cycle of reactive scheduling instead of predictable patient flow.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Clinics Start
Most clinics start with the Foundation Package, which installs the private, local infrastructure required to run Operator — so your intake patterns and clinic knowledge can stay controlled inside the business.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Respond to new patient inquiries 24/7 (calls, texts, web chat)
- Capture Patient Intent: new vs returning, issue type (back/neck/knee/post-op), urgency, availability
- Handle common questions (hours, location, what to bring, basic pricing/insurance workflow info if you provide it)
- Route to the correct next step (book request, callback request, intake form link)
What it intentionally does NOT include: Medical diagnosis, treatment recommendations, or clinical decisions. Insurance eligibility verification, benefits confirmation, or prior auth automation. Guaranteed outcomes, pain relief promises, or compliance claims. Real-time EHR scheduling unless integrated and configured. The Foundation Package stops 'missed inquiry' leakage — it is the on-ramp, not the full engine.
Capability Expansion Path
HQ Pro for Chiropractic and PT applies niche-aware logic: distinct flows for Chiro vs PT, plus patient-type branching — acute pain vs chronic, sports injury vs post-op rehab, insurance vs self-pay (routing and required info capture).
Higher-quality intake before humans spend time; cleaner handoffs and fewer wasted callbacks.
Operator HQ represents full clinic sync. Voice, Sales, Ops, Data, Marketing operate as one system. For clinics, this typically includes:
Unified memory across calls/texts/forms; consistent follow-up; staff sees a complete intake timeline.
Custom Operator is designed for multi-provider clinics, multi-location groups, specialty rehab programs, or complex intake and referral sources.
This includes bespoke workflows, deeper integrations, custom dashboards, and admin controls. This is not a template — it is built around how that clinic actually operates.
Every tier reduces intake friction — higher tiers add coordination, niche intelligence, and ultimately full-clinic control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide medical diagnosis, treatment recommendations, or clinical decisions. Insurance eligibility, benefits confirmation, and prior authorization are not automated unless explicitly integrated and configured.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
Turn Inbound Questions Into Bound Policies — Without Phone Tag or Lead Decay
The moment a prospect calls about a quote request or coverage question — and within seconds has a confirmed next step, pre-qualification captured, and the right producer looped in, without front desk scrambling.
Recommended starting point:Foundation Package
The Problem
Insurance agencies don't lose business because of pricing — they lose it in the Response Gap. Prospects reach out when a life event creates urgency: buying a home, adding a teen driver, renewing a policy after a rate hike. Calls go to voicemail during appointments, emails sit unanswered, and web forms drop into CRMs with no immediate response. Meanwhile, the prospect gets quoted by two other agencies within the hour. Front desk staff and producers are buried in repetitive questions: 'Do you write in my state?' 'Can you beat my current rate?' 'Do you take high-risk drivers?' 'Is this for personal or commercial?' Without a system to instantly capture intent, pre-qualify risk, and route the inquiry correctly, agencies waste licensed time on unqualified leads while high-fit prospects move on.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Agencies Start
Most insurance agencies begin with the Foundation Package, which installs the core private infrastructure required to run Operator locally — keeping prospect and policy data on your hardware, not scattered across cloud tools.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inbound inquiries 24/7 so no quote request waits overnight
- Capture Prospect DNA: Personal vs commercial, coverage type (Auto, Home, Life, Health, Commercial), state and basic eligibility signals
- Route inquiries to the correct internal lane (Personal Lines vs Commercial vs Life)
- Generate a clean intake summary for licensed staff to review
What it intentionally does NOT include: Policy recommendations or coverage advice. Real-time carrier quoting or underwriting decisions. Claims handling or binding authority. The Foundation Package establishes availability and ownership. It stops the 'missed quote' problem — but it does not optimize conversion yet.
Capability Expansion Path
HQ Pro for Insurance applies niche-aware logic designed for insurance sales motions. This includes Risk-Aware Intake, separating standard vs non-standard risks, personal vs commercial exposures, and immediate bind requests vs exploratory quotes.
HQ Pro is built from proven insurance workflows, guardrailed for reliability, and not bespoke.
Operator HQ represents the Full Agency Sync. Voice, Sales, Ops, Data, and Marketing HQs share context. For insurance agencies, this typically includes:
Marketing signals inform intake priority, Sales sees full prospect history, and Ops maintains clean handoffs without re-asking questions.
Custom Operator is the 'Agency Operating System' — designed for multi-state agencies, MGAs, or specialized verticals (construction, trucking, healthcare).
This includes bespoke workflows, private knowledge layers, and deep integration with internal agency processes. This is not a template — it is built around how that agency actually operates.
Every tier reduces the Response Gap — higher tiers add risk awareness, coordination, and ultimately full-agency control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide policy recommendations, coverage advice, underwriting decisions, or claims handling. Capabilities depend on deployment, configuration, and existing systems.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Cold Inquiries to Trusted Client Relationships
Qualified Trust Transfer — the moment a prospect shares their financial context (goals, assets range, timeline) and receives a clear, professional next step, while the advisor receives a context-rich, compliance-aware brief before the first conversation.
Recommended starting point:Foundation Package
The Problem
Financial advisors and wealth managers don't lose clients because of performance alone — they lose them in the Trust & Timing Gap. Prospects reach out during critical life moments (liquidity events, retirement planning, inheritance, market volatility), but responses are delayed, inconsistent, or handled by junior staff without context. Advisors spend valuable time on repetitive discovery calls, compliance-sensitive explanations, and pre-qualification that could have been structured upfront. The result is lost high-net-worth opportunities, calendar overload, and advisors operating reactively instead of strategically.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Firms Start
Most financial advisory firms begin with the Foundation Package, installing the private, local infrastructure required to run Operator — ensuring sensitive financial intent data remains on firm-controlled hardware.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inbound inquiries 24/7 during high-intent moments
- Capture Prospect DNA (planning type, general asset range, timeline, relationship source)
- Route inquiries to the correct advisor or assistant with a structured summary
What it intentionally does NOT include: Investment advice or recommendations. Portfolio analysis or performance projections. Account access, execution, or custodial integrations. The Foundation Package stops missed opportunities and ensures professionalism — it is the on-ramp, not the advisory engine.
Capability Expansion Path
HQ Pro for Financial Services applies niche-aware logic: Retirement Planning vs. Wealth Accumulation vs. Business Owners. Qualification Guardrails ensure advisors spend time with aligned prospects.
HQ Pro is built from proven advisory workflows, guardrailed for reliability, and not bespoke.
Operator HQ represents the Full Firm Sync. Voice, Sales, Ops, Data, and Marketing HQs share context. For advisory firms, this typically includes:
Lifecycle signals (e.g., missed meetings, long gaps, referral triggers) are coordinated automatically.
Custom Operator is the 'RIA / Multi-Advisor' System — designed for firms with multiple advisors, locations, or specialized client segments.
This includes bespoke workflows, private knowledge layers, and internal advisory intelligence systems. This is not a template — it is built around how that firm actually operates.
Every tier reduces the Trust & Timing Gap — higher tiers add qualification, coordination, and ultimately full-firm control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide investment advice, portfolio analysis, performance projections, or financial recommendations. Capabilities depend on deployment, configuration, and existing systems.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
Turn Project Inquiries Into Booked Estimates — Without Missed Calls or Phone Tag
The moment a homeowner or property manager calls about a project — and within seconds has a confirmed site visit, clear next steps, and the right estimator looped in, without the owner scrambling between jobsites.
Recommended starting point:Foundation Package
The Problem
Construction businesses and general contractors don't lose projects because of pricing alone — they lose them in the Response Gap. Prospects call during active jobs, after-hours, or weekends when crews are busy. Voicemails pile up, web forms sit unanswered, and high-intent leads go cold before anyone responds. Owners and office staff are buried in repetitive questions: 'Do you do this type of work?' 'What's your availability?' 'Can you come look at it?' Without a system to instantly capture project scope, qualify fit, and route the inquiry correctly, contractors waste estimator time on unqualified leads while high-fit projects move on to competitors.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Contractors Start
Most construction businesses and general contractors begin with the Foundation Package, which installs the core private infrastructure required to run Operator locally — keeping project data on your hardware, not scattered across cloud tools.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inbound calls and messages 24/7 during jobsite hours and after
- Capture Project DNA: project type (repair, remodel, addition, new build), property type (residential/commercial), service address
- Route inquiries to the owner or office with a structured summary
- Send confirmations and next-step guidance
What it intentionally does NOT include: Automated pricing, scope guarantees, or code compliance claims. Real-time crew scheduling unless integrated and configured. The Foundation Package stops demand leakage and ensures availability — it is the on-ramp, not the estimating engine.
Capability Expansion Path
HQ Pro for Construction applies niche-aware logic: scope-aware routing, budget fit guardrails, and trade-specific intake for remodel, roofing, or specialty work.
HQ Pro is built from proven contractor workflows, guardrailed for reliability, and not bespoke.
Operator HQ represents full company coordination. Voice, Sales, Ops, Data, and Marketing HQs share context. For contractors, this typically includes:
Estimate follow-up, project memory, and intake priority are coordinated automatically with shared context.
Custom Operator is designed for multi-crew contractors, multi-location operations, or specialty trades with unique workflows.
This includes custom routing, pre-estimate media intake, private knowledge layers, and deep integration into existing systems. This is not a template — it is built around how that contractor actually operates.
Every tier reduces the Response Gap — higher tiers add scope awareness, coordination, and ultimately full-company control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide pricing, scope guarantees, code compliance advice, or professional construction recommendations. Capabilities depend on deployment, configuration, and existing systems.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Audience Attention to Predictable Revenue
The moment a brand inquiry or high-intent fan message gets captured, qualified, and routed to the right next step — without the creator ever leaving their creative workflow.
Recommended starting point:Foundation Package
The Problem
Creators and influencers don't struggle with visibility — they struggle with monetization friction. DMs pile up, brand inquiries get lost in email, collaboration requests lack context, and high-intent fans never get a response. When every opportunity funnels through one inbox, creators are forced to choose between creating content and managing business. Without a system to capture, qualify, and route inbound interest, creators leave revenue on the table and burn out trying to do everything themselves.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Creators Start
Most creators begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring audience data, brand inquiries, and deal context remain owned and controlled.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Respond to inbound messages 24/7 across configured channels
- Capture Inquiry DNA: Brand vs fan vs collaboration, deal type (sponsorship, coaching, feature, licensing), timeline and urgency
- Route inquiries to the appropriate next step (reply, calendar link, follow-up)
What it intentionally does NOT include: Negotiating brand deals or setting rates. Automated contract execution or legal review. Content creation, posting, or growth strategy. The Foundation Package establishes availability and ownership — it stops opportunity leakage but does not yet optimize revenue.
Capability Expansion Path
HQ Pro for Creators applies niche-aware logic for creators, influencers, educators, and thought leaders. This includes Intent-Aware Routing: brand sponsorships vs affiliate opportunities, paid coaching vs free advice seekers, media features vs podcast guest requests.
HQ Pro is built from proven creator workflows, guardrailed for reliability, and not bespoke.
Operator HQ represents the Full Creator Business Sync. The Core Stack shares one brain. For creators, this typically includes:
Operator coordinates inbound demand, audience segmentation, monetization offers, and follow-up across channels with shared context.
Custom Operator is the 'Creator Enterprise' System — designed for large creators, agencies, or multi-brand operators.
This includes bespoke logic for brand pipelines, licensing workflows, audience segmentation, and proprietary monetization systems. This is not a template — it is built around how that creator actually operates.
Every tier reduces monetization friction — higher tiers add intent awareness, coordination, and ultimately full-creator-business control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not negotiate deals, set rates, execute contracts, or provide legal review. Content creation, posting, and growth strategy are not automated. Capabilities depend on deployment, configuration, and existing systems.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Missed Loads to Coordinated Movement
The 'Load-Ready Brief' — the moment a shipper inquiry is captured, qualified, and transformed into a structured brief — lane, weight, equipment, timing, and special requirements — before a dispatcher ever touches the phone.
Recommended starting point:Foundation Package
The Problem
Logistics, trucking, and transportation companies don't lose money because they lack trucks — they lose it in the Coordination Gap. Inbound freight inquiries come in while dispatchers are juggling drivers, routes, compliance checks, and last-minute changes. Brokers call after hours. Shippers submit quote requests without full details. Drivers text updates that never make it back into a system of record. Every missed call, delayed response, or unclear intake creates load decay — where profitable freight quietly goes to the competitor who responded first. Dispatch teams spend a massive amount of time acting as human routers: asking the same questions about lanes, weight, equipment type, chasing incomplete load details, manually relaying information between sales, dispatch, and drivers. Without a system to capture Load DNA upfront and route it correctly, companies scale chaos instead of throughput.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Carriers Start
Most logistics and transportation companies start with the Foundation Package, which installs the private infrastructure required to run Operator locally — ensuring sensitive shipper data, rate details, and routing logic stay off public cloud systems.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inbound inquiries 24/7, including after-hours freight requests
- Capture Load DNA: Origin/destination, equipment type (Dry Van, Reefer, Flatbed, etc.), weight & pallet count, pickup window & delivery urgency
- Route qualified load requests to dispatch or sales with a structured summary
What it intentionally does NOT include: Live rate negotiation or automatic load booking. Real-time ELD, GPS, or TMS integrations. Driver-facing task automation or compliance workflows. The Foundation Package stops missed loads — it does not yet optimize fleet intelligence.
Capability Expansion Path
HQ Pro for Logistics introduces niche-aware logic tailored to asset-based carriers, brokers, and hybrid fleets. Includes lane-aware routing, urgency triage (same-day/hot loads escalated automatically), and customer-type differentiation.
Dispatch stops reacting — it starts prioritizing.
Operator HQ represents the Full Operations Sync. The Core Stack operate as a single system. For logistics companies, this typically includes:
Data HQ identifies repeat shippers and preferred lanes. Ops HQ tracks response speed and load acceptance patterns. Operator becomes a central nervous system for freight movement.
Custom Operator is the 'Fleet Command' System — designed for multi-terminal carriers, large brokerages, or specialized fleets (oversize, hazmat, temperature-controlled).
This includes private RAG over internal SOPs, lane history, and pricing logic. Vision-based document intake (BOLs, rate confirmations). Custom dashboards for load velocity, acceptance rate, and response time. This is not a template — it is built around how that transportation business actually runs.
Every tier reduces the Coordination Gap — higher tiers add lane intelligence, urgency triage, and ultimately full-fleet control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not negotiate rates, book loads, or provide live ELD/GPS integration unless explicitly configured. Capabilities depend on deployment, configuration, and existing systems.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Appointment Backlogs to Structured Patient Flow
The moment a patient call is captured, qualified, and routed to the right staff member with a structured intake brief — before the front desk picks up the phone.
Recommended starting point:Foundation Package
The Problem
Primary care and specialty medical clinics do not lose patients because of poor care — they lose them in the Access & Intake Gap. Patients call when they are sick, anxious, or managing chronic conditions. Phones go unanswered during clinic hours, staff are overwhelmed by repetitive eligibility questions, and appointment requests stack up without clear prioritization. Front desks spend hours acting as human routers instead of supporting care delivery. Without a system to capture patient intent, verify fit, and structure follow-up, clinics experience: lost new patient opportunities, higher no-show rates, burned-out administrative staff, and fragmented patient experiences before the first visit even occurs.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Front Desk Agent
Triage Nurse Agent
Scheduling Agent
Patient Prep Agent
System Logic: Patient calls with acute symptoms at 2:00 AM
Front Desk Agent
Answers immediately, detects anxiety, and routes to Triage.
Triage Nurse Agent
Scores urgency (Red Flag), checks database for chronic conditions.
Scheduling Agent
identifies first open 'Acute' slot at 8:00 AM and books it.
Patient Prep Agent
Texts fasting instructions to patient for morning labs.
Where Most Clinics Start
Most primary care and specialty clinics begin with the Foundation Package, which installs the private infrastructure required to run Operator locally — ensuring sensitive patient communications remain on clinic-controlled hardware.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inbound calls during lunch, after-hours, or high-volume periods
- Capture Patient Intent DNA: new patient vs existing, general reason for visit, preferred appointment window
- Route structured intake summaries to front desk or care coordination staff
What it intentionally does NOT include: Medical advice, triage, or diagnostic guidance. Prescription or treatment recommendations. EHR integration or live scheduling unless explicitly configured. The Foundation Package stops missed patient opportunities — it does not provide clinical decision support.
Capability Expansion Path
HQ Pro for Medical applies templated, medical-aware logic: new patient vs follow-up vs referral-based visits follow different intake paths. Specialty clinics capture required pre-visit context (referral present, prior imaging exists).
HQ Pro reflects how medical clinics actually operate, while remaining standardized and non-advisory.
Operator HQ represents Full Clinic Synchronization. The Core Stack shares context. For clinics, this typically includes:
Unified patient memory, no-show recovery, and demand-to-intake alignment are coordinated automatically.
Custom Operator is designed for multi-location clinics, specialty practices with complex referral workflows, or clinics with specific compliance requirements.
This includes referral tracking, private knowledge layers over approved SOPs, and multi-location intake logic. This is not a template — it is built around how that clinic actually operates.
Every tier reduces the Access & Intake Gap — higher tiers add visit-type awareness, coordination, and ultimately full-clinic control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide medical advice, triage, diagnosis, or treatment recommendations. Capabilities depend on deployment, configuration, and existing systems. This is administrative intake support only.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Reactive Maintenance to Coordinated Tenant Operations
The moment a tenant maintenance request is captured, classified by urgency, and routed to the right queue — before the property manager finishes their unit tour.
Recommended starting point:Foundation Package
The Problem
Property management companies don't lose money because of rent prices — they lose it in the 'Operational Noise Layer.' Inbound tenant requests arrive constantly: maintenance issues, lease questions, move-ins, move-outs, parking, utilities, emergencies. Calls come in while managers are touring units, vendors are on-site, or after-hours when no one is available. Tenants get frustrated when issues feel ignored, while property managers drown in repetitive communication that pulls them away from higher-value work. Without a system to capture, classify, and route tenant intent, maintenance issues escalate, vendors are misassigned, response times slip, and tenant satisfaction drops — even when the underlying service is solid. The result: burned-out managers, angry tenants, and avoidable churn.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Property Managers Start
Most property management companies begin with the Foundation Package, which installs the private infrastructure required to run Operator locally — keeping tenant communications, unit details, and operational data off third-party clouds.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer tenant inquiries 24/7, including after-hours and weekends
- Capture Tenant Request DNA: unit number/property, issue type (maintenance, billing, lease, general), urgency (routine vs urgent)
- Route requests to the appropriate internal queue (maintenance, leasing, admin)
- Send confirmation messages so tenants know their request was received
What it intentionally does NOT include: Automated maintenance dispatch or vendor scheduling. Real-time property management software (PMS) sync. Rent processing, payment handling, or legal notices. The Foundation Package stops missed requests and restores basic responsiveness — it is the on-ramp, not full operations automation.
Capability Expansion Path
HQ Pro applies niche-aware logic designed specifically for residential and mixed-use property operations. Includes Issue-Type Branching: emergency maintenance vs routine, lease questions vs billing vs move-out requests.
Prevents urgent issues from being buried in general inboxes.
Operator HQ represents the Full Portfolio Sync. The Core Stack operate as one system. For property managers, this typically includes:
Data HQ recognizes repeat maintenance patterns. Ops HQ tracks open vs resolved request volume. The system begins managing flow, not just messages.
Custom Operator is the 'Multi-Property Command Center' — built for large portfolios, multi-city property managers, or mixed residential + commercial operations.
This includes vendor coordination workflows, property-level reporting dashboards, and private RAG over SOPs, house rules, and maintenance standards. This is not a template — it is built around the portfolio.
Every tier reduces the Operational Noise Layer — higher tiers add issue classification, coordination, and ultimately full-portfolio control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not dispatch vendors, process rent payments, issue legal notices, or make decisions requiring property manager judgment. Capabilities depend on deployment, configuration, and existing systems.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Inquiry Overload to Structured Enrollment Flow
The moment a parent, student, or professional inquiry is captured, qualified for fit, and guided to the right next step — before the admissions office even opens.
Recommended starting point:Foundation Package
The Problem
Educational organizations don't lose students because of curriculum quality — they lose them in the Enrollment Friction Gap. Parents, students, and professionals reach out with high intent, but inquiries arrive outside office hours, during classes, or while admissions teams are overwhelmed. Emails go unanswered, calls roll to voicemail, and follow-ups happen days too late. Admissions teams spend an outsized amount of time repeating the same explanations: 'What grades do you accept?' 'What does tuition look like?' 'Is this program right for my situation?' Without a system to capture Enrollment Intent, qualify Fit, and guide prospects through next steps immediately, schools and training programs lose qualified applicants, increase admin burnout, and cap growth artificially.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Education Organizations Start
Most education organizations begin with the Foundation Package, installing the core private infrastructure required to run Operator locally — ensuring applicant data, family conversations, and enrollment workflows stay under institutional control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Respond to admissions inquiries 24/7
- Capture Applicant DNA: program of interest, age/grade level or professional background, enrollment timeframe
- Route qualified inquiries to admissions with a structured summary
What it intentionally does NOT include: Admissions decisions or acceptance guarantees. Tuition calculations, financial aid approvals, or compliance determinations. SIS/LMS deep integrations. The Foundation Package stops inquiry leakage and establishes responsiveness — it is the on-ramp, not the enrollment engine.
Capability Expansion Path
HQ Pro applies niche-aware logic tailored to private K–12 schools, vocational/trade programs, and online or cohort-based training. Includes Fit-Based Routing: differentiates early-stage interest from ready-to-apply candidates.
Routes parents, students, and enterprise learners into appropriate flows.
Operator HQ represents Full Enrollment Synchronization. Voice, Sales, Ops, Data, and Marketing operate as one system. For education organizations, this typically includes:
Marketing signals inform admissions prioritization. Drop-off points are detected and re-engaged. Enrollment operates as a coordinated funnel.
Custom Operator is the 'Education Platform Brain' — designed for multi-campus schools, franchised training programs, or large cohort-based academies.
This includes application-state tracking logic, private RAG over syllabi, policies, and handbooks, and custom dashboards for enrollment forecasting. This is not a template — it is built around the institution.
Every tier reduces the Enrollment Friction Gap — higher tiers add fit qualification, coordination, and ultimately full-enrollment control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not make admissions decisions, approve financial aid, calculate tuition, or provide compliance determinations. Capabilities depend on deployment, configuration, and existing systems.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Missed Bookings to Coordinated Guest Experience
The moment a guest inquiry is captured, qualified, and routed to the right team member with a structured booking brief — before the front desk even picks up the phone.
Recommended starting point:Foundation Package
The Problem
Hospitality businesses don't lose revenue because of lack of demand — they lose it in the 'Response & Experience Gap.' Guests inquire while traveling, late at night, or across time zones. If a call goes unanswered or a message sits in an inbox, the guest simply books elsewhere. Front desk teams are overwhelmed with repetitive questions ('Is parking included?' 'Do you allow late check-out?' 'Is the pool open?'), while higher-value opportunities like group bookings, extended stays, or upsells get buried. Without a system to capture Guest Intent and coordinate responses instantly, occupancy suffers and guest satisfaction erodes before check-in even happens.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Hospitality Operators Start
Most hospitality operators begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — keeping guest communications, preferences, and booking intent under your control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inquiries 24/7 — capturing guests across time zones and after hours
- Capture Guest DNA: stay dates, party size, property type, and booking intent
- Route booking-ready inquiries to staff with a structured summary
What it intentionally does NOT include: Live PMS (Property Management System) inventory sync. Dynamic pricing or rate guarantees. Automated refunds, chargebacks, or payment handling. The Foundation Package establishes availability and professionalism — it is the on-ramp, not the full guest experience engine.
Capability Expansion Path
HQ Pro applies specialized logic for Hotels vs. Resorts vs. Short-Term Rentals. Includes Stay-Type Branching: one-night stay, extended stay, group booking, or event inquiry each follows a different intake and follow-up path.
Prevents high-value opportunities from getting buried in general inboxes.
Operator HQ represents the Full Guest Journey Sync. The Core Stack shares one brain. For hospitality operators, this typically includes:
Data HQ identifies repeat guests or special occasions. Marketing HQ prepares tailored upsells. Voice/Chat HQ delivers them at the right moment.
Custom Operator is the 'Multi-Property Command Center' — for hotel groups, resort chains, or large STR portfolios.
This includes bespoke logic for Pre-Arrival Upsells, private RAG over house rules and local guides, and custom dashboards for occupancy and inquiry patterns. This is not a template — it is built around your hospitality operation.
Every tier reduces the Response & Experience Gap — higher tiers add stay-type awareness, guest recognition, and ultimately full-journey coordination.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not confirm availability, guarantee rates, process payments, or issue refunds unless explicitly configured. Capabilities depend on deployment, configuration, and existing systems.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Inbound Noise to Coordinated Production Opportunities
The moment an RFQ is captured with structured opportunity DNA — part type, industry, volume, timeline — and routed to the right sales engineer before the caller even has to repeat themselves.
Recommended starting point:Foundation Package
The Problem
Manufacturing and industrial service companies don't lose revenue because they lack capability — they lose it in the 'Qualification & Coordination Gap.' Inbound inquiries arrive while engineers are on the floor, managers are in meetings, and production lines are running. RFQs come in half-complete, vendors ask vague questions ('Can you make this?'), and sales teams waste hours clarifying specs, volumes, tolerances, and timelines that should have been captured upfront. Without a system to structure Opportunity DNA at intake, high-margin work gets delayed, misrouted, or ignored — while low-fit inquiries drain engineering and sales capacity.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Manufacturers Start
Most manufacturers and industrial service firms begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring drawings, specs, and customer intent remain on firm-controlled hardware.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inquiries 24/7 — capturing after-hours RFQs and urgent production requests
- Capture Opportunity DNA: part or service type, industry, quantity range, and timeline
- Route 'Quote-Ready' inquiries to sales or engineering with a structured intake summary
What it intentionally does NOT include: Automated quoting, pricing, or margin calculations. Engineering validation, DFM (Design for Manufacturability), or compliance approvals. ERP, MES, or real-time production scheduling integrations. The Foundation Package establishes availability and intake ownership — it is the on-ramp, not the production engine.
Capability Expansion Path
HQ Pro applies specialized logic for Job Shops, Contract Manufacturers, OEM Suppliers, or Industrial Services. Includes Fit-Based Routing: differentiates prototype vs. production runs, standard vs. custom work, and urgent vs. long-lead projects.
High-margin work is identified and prioritized earlier.
Operator HQ represents the Full Operations Sync. The Core Stack shares one brain. For manufacturers, this typically includes:
Intake, follow-up, and internal handoffs are coordinated so sales, engineering, and operations see the same structured opportunity context.
Custom Operator is the 'Industrial Command Center' — for multi-plant operations, specialized manufacturers, or service networks.
This includes bespoke logic for Drawing Intake, private RAG over internal SOPs and capability matrices, and custom dashboards for opportunity flow and backlog visibility. This is not a template — it is built around your operation.
Every tier reduces the Qualification & Coordination Gap — higher tiers add fit-based routing, opportunity tracking, and ultimately full production-opportunity synchronization.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide quotes, pricing, engineering validation, or compliance approvals. Capabilities depend on deployment, configuration, and existing systems.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Missed Estimates to Coordinated Outdoor Operations
The moment an estimate request is captured with Project DNA — service type, property size, urgency, and budget — and routed to the right estimator while crews are still finishing their current job.
Recommended starting point:Foundation Package
The Problem
Landscaping and outdoor service businesses don't lose revenue because of poor workmanship — they lose it in the 'Estimate & Intake Gap.' Calls come in while crews are on-site, owners are driving between jobs, or weather shifts priorities in real time. High-intent homeowners don't leave voicemails; they call the next company. Meanwhile, owners waste hours each week driving to low-budget estimates, answering repetitive questions about pricing and availability, and manually chasing photos, addresses, and scope details. Without a system to capture Project DNA up front — service type, property size, urgency, and budget — landscaping businesses scale chaos instead of margin.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Landscaping Companies Start
Most landscaping companies begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring customer lists, property photos, and estimate logic stay on your hardware, not a third-party cloud.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inquiries 24/7, capturing after-hours and weekend demand
- Capture Project DNA: service type (Maintenance, Hardscape, Tree, Irrigation, Snow), property type (Residential, Commercial, HOA), address and timing
- Route 'Estimate-Ready' inquiries to owner or estimator with a structured summary
What it intentionally does NOT include: Automated pricing or instant quote guarantees. Crew scheduling or route optimization. Payment processing or contract execution. Advanced photo or video analysis. The Foundation Package stops the missed-call revenue leak — it is the on-ramp, not the engine.
Capability Expansion Path
HQ Pro applies niche-aware logic for Residential vs Commercial clients, Maintenance vs Design/Build projects, and Emergency vs Routine requests. Includes Scope & Budget Branching.
Emergency tree-down gets immediate escalation. Low-budget residential requests get deferred or filtered.
Operator HQ represents Full Outdoor Operations Sync. The Core Stack operate as a single system. For landscaping companies, this typically includes:
Data HQ identifies repeat seasonal customers. Marketing HQ triggers spring/fall reactivation campaigns. Voice HQ handles inbound with full customer context.
Custom Operator is the 'Outdoor Services Command Center' — for multi-crew, multi-division, or regional operators.
This includes photo-based intake, multi-crew & division logic (lawn vs hardscape vs tree routing), and private SOP & capability RAG. This is bespoke, not templated.
Every tier reduces the Estimate & Intake Gap — higher tiers add scope qualification, seasonal coordination, and ultimately full outdoor operations control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide instant quotes, schedule crews, or process payments. Capabilities depend on deployment, configuration, and existing systems.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Public Friction to Structured Civic Operations
The moment a citizen request is captured with Request DNA — issue type, location, and urgency — and routed to the appropriate department before the caller has to explain their situation twice.
Recommended starting point:Foundation Package
The Problem
Government and municipal departments don't fail because of a lack of staff or funding — they struggle in the 'Public Access & Coordination Gap.' City halls, public works departments, police non-emergency lines, fire administration offices, and permitting desks receive constant inbound requests from citizens, vendors, and internal departments. These arrive across phones, emails, and websites, often after hours or during peak service periods. When calls go unanswered or requests bounce between departments, citizens feel ignored, trust erodes, and small issues escalate into public complaints or emergencies. Meanwhile, staff spend a significant portion of their day acting as human routers — asking for addresses, case numbers, or determining whether an issue is 'their department' at all. Without a system to capture Request Context, Jurisdiction, and Urgency at the point of entry, municipalities scale frustration instead of service.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Municipalities Start
Most municipalities begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring citizen inquiries, internal workflows, and sensitive communications remain under government control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inbound inquiries after-hours or during high-volume periods
- Capture Request DNA: issue type (permit, complaint, service request, information), location or jurisdiction, self-reported urgency
- Route requests to the appropriate department or queue with a structured summary
What it intentionally does NOT include: Law enforcement decisions, dispatch authority, or emergency response control. Legal determinations, citations, or policy enforcement. Automated approvals, permits, or regulatory rulings. The Foundation Package establishes access, continuity, and accountability — it is the on-ramp, not the authority layer.
Capability Expansion Path
HQ Pro applies specialized logic for City Hall & Administration, Public Works & Utilities, Police (Non-Emergency & Administrative), and Fire Department (Administrative & Prevention). Includes Jurisdiction & Urgency Branching.
Non-emergency police reports, permit questions, and infrastructure issues follow distinct intake paths.
Operator HQ represents the Full Civic Sync. The Core Stack operate as a coordinated system. For municipalities, this typically includes:
Data HQ identifies repeat issues at the same intersection or building. Ops HQ flags patterns for departmental review. Communications HQ prepares consistent public messaging.
Custom Operator is the 'Municipal Command Layer' — for cities, counties, or regional authorities with multiple departments and facilities.
This includes private RAG over municipal codes, ordinances, and internal SOPs, department-specific dashboards for workload visibility, and secure internal routing between agencies. Custom Operator is built around governance structure — not automation for automation's sake.
Every tier reduces the Public Access & Coordination Gap — higher tiers add jurisdiction awareness, departmental routing, and ultimately full civic operations synchronization.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not make law enforcement decisions, issue permits or citations, or control emergency response. Capabilities depend on deployment, configuration, and municipal policies.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Public Friction to Structured Administrative Access
The moment a non-emergency administrative inquiry is captured, categorized, and routed to the correct department — without interrupting dispatchers or sworn personnel.
Recommended starting point:Foundation Package
The Problem
Police and Fire departments receive constant inbound requests from the public — not all of which require emergency response. Non-emergency administrative calls about records requests, permits, inspections, community programs, and general information often tie up phone lines, distract front-desk staff, and occasionally misdirect to emergency channels. Without a system to capture Request Context and route appropriately, departments scale administrative friction instead of public access.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Departments Start
Most Police and Fire departments begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring citizen inquiries and internal workflows remain under departmental control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer non-emergency administrative calls 24/7
- Capture request type: records, permits, inspections, community programs, general information
- Route requests to appropriate administrative unit with a structured summary
What it intentionally does NOT include: 911 dispatch, active incident response, enforcement decisions, investigations, or operational command. Operator strictly supports administrative intake, routing, and public communication — it does not replace sworn personnel, dispatchers, or command authority.
Capability Expansion Path
HQ Pro applies public-safety-aware administrative logic. Includes request-type branching (Police: records, permits, outreach; Fire: inspections, prevention, hydrant issues) and non-emergency guardrails.
Explicit redirection to 911 when keywords indicate risk.
Operator HQ enables coordination across administrative units (not field operations). The Core Stack operate as a coordinated system:
Unified administrative memory, volume awareness, and consistent public messaging across channels.
Custom Operator is the 'Administrative Command Layer' — for departments requiring policy retrieval, FOIA/public records support, or multi-station coordination.
Designed around oversight, auditability, and public accountability — not automation of operational authority.
Every tier reduces administrative friction — higher tiers add request tracking, compliance-aware intake, and ultimately cross-unit coordination while preserving public safety authority.
Outcomes (Modeled / Typical)
Police and Fire departments deploying Operator for administrative functions may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not dispatch emergency services, provide tactical advice, make enforcement decisions, or replace sworn personnel. It strictly supports administrative intake, routing, and communication.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Counter Overload to Structured Judicial Access
The moment a citizen inquiry about filing procedures is captured with case type, document needs, and routing — before they arrive at the counter unprepared.
Recommended starting point:Foundation Package
The Problem
Courts and Clerk of Court offices face constant public demand for information, filings, records, and procedural guidance. Phone lines stay busy, counter staff answer the same questions repeatedly, and citizens arrive unprepared for filings. Without a system to capture Request Context and route inquiries to the correct division, courts scale frustration instead of public access.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Courts Start
Most courts begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring citizen inquiries and internal workflows remain under court control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer administrative court inquiries 24/7
- Capture request type: filings, records, payments, hearing information, jury duty
- Route requests to appropriate division with a structured summary
What it intentionally does NOT include: Judicial decision-making, legal advice, case adjudication, or sealed matters. Operator strictly supports administrative intake, routing, and public communication — it does not replace judges, clerks, or legal counsel.
Capability Expansion Path
HQ Pro applies court-aware administrative logic. Includes case-type branching (civil, criminal, traffic, family, probate), form readiness checks, and language/accessibility routing.
Ensures required fields are complete before clerk review.
Operator HQ enables coordination across court divisions. The Core Stack operate as a coordinated system:
Unified case inquiry memory, volume awareness, and consistent public messaging across channels.
Custom Operator is the 'Judicial Administrative Layer' — for courts requiring rule retrieval, public records tracking, or multi-court coordination.
Designed around governance, compliance, and public accountability.
Every tier reduces counter and phone overload — higher tiers add case-type routing, form readiness, and ultimately cross-division coordination while preserving judicial authority.
Outcomes (Modeled / Typical)
Courts and Clerk of Court offices deploying Operator for administrative functions may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide legal advice, make judicial determinations, or access sealed matters. It strictly supports administrative intake, routing, and public communication.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Outage Chaos to Structured Public Reporting
The moment a power outage or water leak is reported with Incident DNA — address, utility type, severity — and routed to the correct department before the caller has to repeat themselves.
Recommended starting point:Foundation Package
The Problem
Utility departments and emergency management offices receive constant inbound reports from the public — outages, leaks, downed lines, and weather-related issues. Phone lines overflow during peak events, staff answer the same questions repeatedly, and residents feel ignored without status updates. Without a system to capture Incident Context and route appropriately, agencies scale frustration instead of responsiveness.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Utility Departments Start
Most utility and emergency management departments begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring citizen reports and internal workflows remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- 24/7 intake of power outages, water leaks, and downed streetlights
- Capture Incident DNA: address, utility type, self-reported severity
- Route reports to the correct utility department with a structured summary
What it intentionally does NOT include: Live emergency response, dispatch, or grid-control systems. Operator strictly supports administrative intake, public reporting, and communication workflows — it does not control infrastructure or replace emergency responders.
Capability Expansion Path
HQ Pro applies utility-aware intake logic. Includes incident classification (single-property vs. area-wide), weather-aware intake, and departmental routing (electric, water, gas, emergency management).
Storm-related spikes flagged for ops awareness.
Operator HQ enables cross-agency awareness. The Core Stack operate as a coordinated system:
Pattern detection, public messaging sync, and preparedness coordination across departments.
Custom Operator is the 'Regional Utility Command Layer' — for agencies requiring inter-utility coordination, incident history retrieval, or leadership dashboards.
Aggregate reporting for mayors or emergency managers.
Every tier reduces public frustration during outages — higher tiers add incident classification, weather awareness, and ultimately cross-agency coordination.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not control grid systems, dispatch emergency responders, or make operational decisions. It strictly supports public intake, reporting workflows, and communication.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Program Confusion to Structured Health Access
The moment a citizen inquiry about clinic hours or vaccination schedules is captured with program context and routed to the right health division — without tying up staff who should be serving patients.
Recommended starting point:Foundation Package
The Problem
Public health departments face constant public demand for program information, eligibility questions, clinic schedules, and service requests. Phone lines stay busy, front-desk staff answer the same questions repeatedly, and citizens struggle to navigate complex program requirements. Without a system to capture Request Context and route to the correct health division, departments scale confusion instead of access.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Health Departments Start
Most public health departments begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring citizen inquiries and internal workflows remain under department control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Handle public health inquiries 24/7: clinic hours, vaccination schedules, program eligibility
- Intake of complaints, reports, and service requests
- Route requests to appropriate health division with a structured summary
What it intentionally does NOT include: Diagnosis, medical advice, or treatment decisions. Operator strictly supports administrative intake, routing, and public communication — it does not replace healthcare providers or clinical staff.
Capability Expansion Path
HQ Pro applies health-program-aware intake logic. Includes program branching (environmental health, communicable disease, maternal/child services), eligibility pre-screening, and compliance language control.
Ensures applicants meet basic program criteria before staff review.
Operator HQ enables community health coordination. The Core Stack operate as a coordinated system:
Trend awareness, outreach coordination, and unified intake memory across programs.
Custom Operator is the 'Public Health Intelligence Layer' — for departments requiring policy retrieval, multi-department coordination, or leadership reporting.
Aggregate dashboards for public officials.
Every tier reduces public confusion — higher tiers add program routing, eligibility pre-screening, and ultimately community health coordination.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide medical advice, diagnose conditions, or make treatment decisions. It strictly supports administrative intake, routing, and public communication.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Missed Calls to Coordinated Community Care
The moment a congregant reaches out for prayer, support, or guidance and receives an instant, respectful response that routes their request to the right leader or ministry without exposing sensitive information or overwhelming staff.
Recommended starting point:Foundation Package
The Problem
Religious institutions don't struggle with mission or attendance — they struggle with operational fragmentation. Churches, synagogues, mosques, and faith-based organizations receive constant inbound communication: prayer requests, counseling inquiries, event questions, donation issues, volunteer coordination, and facility usage requests. These arrive at all hours — often during services, evenings, or emergencies — and are typically handled by a small administrative team or volunteers. Calls go to voicemail. Emails pile up. Sensitive requests get lost. Community members feel ignored at moments when they are most vulnerable. Without a system to capture Intent, Urgency, and Pastoral Context at intake, faith organizations unintentionally create distance instead of care.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Faith Organizations Start
Most faith organizations begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring pastoral communications, donor messages, and community data remain inside the institution, not on third-party platforms.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Answer inquiries 24/7 with respectful, faith-appropriate language
- Capture Request DNA: prayer request vs counseling vs admin vs donation vs event, self-reported urgency, preferred contact method
- Route requests to the appropriate staff or ministry inbox
- Send confirmations such as 'Your prayer request has been received' or 'A member of our pastoral team will follow up'
What it intentionally does NOT include: Spiritual counseling, theological advice, or doctrinal interpretation. Emergency intervention or crisis services. Automated donor communication or financial processing. The Foundation Package stops missed connection — it does not replace ministry.
Capability Expansion Path
HQ Pro applies specialized logic for pastoral care, counseling intake (non-clinical), volunteer coordination, and ministry segmentation (youth, elders, outreach). Includes Sensitivity-Aware Routing and Confidential Intake Guardrails.
Distinguishes urgent care requests from general inquiries. Ensures sensitive messages are handled privately.
Operator HQ represents Full Ministry Synchronization. The Core Stack operate as a coordinated system:
Prayer requests route to pastoral care, volunteer signups log to Ops HQ, donor inquiries route discreetly to stewardship admin. Repeat inquiries are recognized and handled with context.
Custom Operator is the 'Faith Operations System' — for multi-campus churches, dioceses, regional organizations, or faith-based nonprofits.
This includes private knowledge layer over sermons and ministry guides, ministry-specific intake portals, sensitive topic guardrails, and multi-campus routing. Built around care, trust, and discretion — not scale for scale's sake.
Every tier reduces missed connections — higher tiers add sensitivity-aware routing, ministry coordination, and ultimately full community operations synchronization.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide spiritual counseling, theological advice, or crisis intervention. It strictly supports intake, routing, and pastoral acknowledgment — it does not replace ministry.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Inquiry Overload to Structured Institutional Access
The moment a vague email or voicemail becomes a structured, department-routed request — with the right ID numbers, deadlines, and context — before a human staff member ever engages. This is the 'Case-Ready Brief.'
Recommended starting point:Foundation Package
The Problem
Universities operate dozens of departments that all receive inbound inquiries: Admissions & Enrollment, Registrar & Transcripts, Financial Aid & Billing, Housing & Campus Life, Facilities & Parking, Alumni & Advancement. Today, most institutions rely on shared inboxes, phone trees, understaffed front desks, and manual ticket triage. Staff spend 50–70% of their time acting as Human Routers, repeatedly asking 'What's your student ID?' 'Which term?' 'Which department?' 'Is this undergraduate or graduate?' Without structured intake, universities scale friction, not service.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Institutions Start
Most institutions begin with the Foundation Package, installing Operator as a private administrative front door that lives on-premise — under institutional IT control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge all administrative inquiries 24/7: admissions questions after hours, parent billing questions on weekends, alumni transcript requests at night
- Capture Administrative Request DNA: request type, role (prospective student, current student, parent, alumni), identifiers (student ID, program, term), urgency signals
- Route Case-Ready Summaries: requests arrive internally as structured briefs, no raw voicemail hunting or email chains
What it intentionally does NOT include: Academic advising or degree planning. Admissions decisions or acceptance logic. Financial aid eligibility or award calculations. SIS, LMS, or grading system access. Automated approvals or policy enforcement. Foundation exists to structure access, not replace institutional authority.
Capability Expansion Path
HQ Pro applies niche-aware OS logic for university operations. Differentiates undergraduate vs graduate, domestic vs international, student vs alumni vs parent. Enforces required field logic for complete requests.
Staff only see processable cases, not partial inquiries.
Operator HQ represents the Unified Administrative Brain. The Core Stack operate as a coordinated system:
Cross-department awareness, prevents duplicate outreach, identifies repeat friction points like deadline confusion spikes.
Custom Operator is the 'Enterprise / Multi-Campus Layer' — for large universities, systems, or public institutions requiring policy retrieval, multi-campus routing, or FOIA / records intake.
Private retrieval over university policies, catalogs, bylaws. Correct campus, college, or department by intent. Structured public records requests with compliance logging.
Every tier reduces the administrative maze — higher tiers add role-aware logic, required field enforcement, and ultimately cross-department coordination while preserving institutional authority.
Outcomes (Modeled / Typical)
Universities deploying Operator for administrative functions may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide academic advising, admissions decisions, financial aid calculations, or grading system access. It strictly supports administrative intake, routing, and structured case preparation — it does not replace institutional authority.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Donor & Program Chaos to Coordinated Mission Operations
The moment a donor, grantee, volunteer, or beneficiary inquiry is captured with the right intent, urgency, and documentation — and routed to the correct person with a clear, respectful brief — without staff scrambling or sensitive data leaking into third-party clouds.
Recommended starting point:Foundation Package
The Problem
Non-profits and foundations don't fail because of a lack of mission — they fail in the 'Capacity Gap.' Every organization is trying to serve more people, steward donor trust, and comply with oversight requirements using overstretched staff and fragmented tools. Calls, emails, grant inquiries, volunteer requests, and beneficiary needs arrive constantly — often after hours or during peak program activity. Staff spend 40–60% of their time acting as Human Routers: donor questions bounced between finance and development, grant inquiries lost in inboxes, program eligibility calls answered repeatedly, volunteers unsure where to sign up or who to contact. Without a system to capture Intent + Context at the point of entry, non-profits burn goodwill, miss funding opportunities, and exhaust their teams.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Non-Profits Start
Most non-profits begin with the Foundation Package, which installs Operator as a private, on-prem administrative front door — ensuring donor data, beneficiary information, and internal processes remain under organizational control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of inbound inquiries 24/7
- Capture Request DNA: donor vs volunteer vs program applicant vs general inquiry, purpose (donation, grant, services, partnership, media), urgency and preferred follow-up method
- Route Mission-Ready Summaries to staff or board liaisons instead of raw messages
What it intentionally does NOT include: Automated donation processing or financial decisions. Grant approvals, eligibility rulings, or program acceptance decisions. Legal, tax, or compliance determinations. Public disclosure or reporting automation. The Foundation Package stops the 'missed mission moment' without changing how decisions are made.
Capability Expansion Path
HQ Pro applies niche-aware logic for foundations vs service providers vs advocacy organizations, individual donors vs institutional funders, and ongoing programs vs emergency relief. Includes Required-Field Enforcement and Sensitivity-Aware Routing.
Crisis-related outreach escalated appropriately. Media or partnership requests routed separately from beneficiaries.
Operator HQ represents Full Mission Synchronization. The Core Stack operate as a coordinated system:
Cross-channel continuity, identification of repeat donors or returning beneficiaries, pattern detection (e.g., spike in housing assistance requests in one ZIP code), unified internal summaries for leadership.
Custom Operator is the 'Stewardship & Impact Layer' — for large non-profits, foundations, or federated organizations requiring policy retrieval, fund-specific routing, or audit-friendly intake logs.
Private RAG over internal guidelines and grant rules. Multi-program segmentation ensuring youth services, housing aid, and education programs stay siloed. Board-ready summaries without exposing personal data.
Every tier reduces mission friction — higher tiers add eligibility screening, sensitivity-aware routing, and ultimately full stewardship coordination.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not process donations, approve grants, make eligibility determinations, or issue legal/tax guidance. It strictly supports intake, routing, and mission-ready case preparation — it does not replace organizational authority.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Inbox Chaos to Structured Talent Flow
The moment a candidate inquiry is transformed into a structured, role-aligned brief (role, experience level, work authorization, urgency) before a recruiter ever opens their inbox. This is the 'Interview-Ready Profile.'
Recommended starting point:Foundation Package
The Problem
HR departments and staffing agencies don't struggle with effort — they struggle with the 'Intake Explosion.' Applicants submit incomplete resumes. Hiring managers submit vague requests. Staffing agencies chase missing details. Compliance steps happen after conversations instead of before. Recruiters spend up to 50% of their time on repetitive clarification: 'What role are you applying for?' 'Are you authorized to work?' 'Is this full-time or contract?' Without a system to capture Candidate DNA and Role Context at the point of entry, hiring becomes reactive, inconsistent, and slow.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most HR Teams Start
Most HR teams or staffing firms begin with the Foundation Package, which installs Operator as a private, on-premise intake layer — ensuring resumes, applicant data, and internal hiring logic remain under company control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ (Chat / Intake for applicant inquiries or Voice for staffing firm candidate calls)
What It Can Do
- Acknowledge 100% of candidate and employer inquiries 24/7
- Capture Candidate DNA: role applied for, experience range, employment type (FT/Contract/Temp), location/remote eligibility
- Capture Employer DNA (for agencies): role urgency, required skills, timeline
- Route Interview-Ready Briefs to recruiters instead of raw resumes
What it intentionally does NOT include: Automated hiring decisions or candidate ranking. Resume scoring or AI-based 'fit judgments.' Offer generation or compensation negotiation. Legal or compliance determinations (EEO, background checks). The Foundation Package establishes control and consistency — it stops the intake bleed without altering hiring authority.
Capability Expansion Path
HQ Pro applies Role-Aware Logic based on org type: internal HR vs staffing agency, permanent vs contract roles, executive vs entry-level. Executive search routed differently than volume hiring.
Recruiters only see qualified, structured, ready-to-advance profiles.
Operator HQ represents the Unified Talent System. The Core Stack operate as a coordinated system:
Data HQ detects repeated drop-offs. Ops HQ flags bottlenecks. Comms HQ standardizes candidate communication. Hiring becomes a managed pipeline, not a guessing game.
Custom Operator is the 'Enterprise Talent System' — for large orgs, staffing networks, or multi-region employers requiring private RAG over job frameworks, multi-region intake logic, or candidate re-engagement.
Secure document collection (certifications, licenses). All running on-premise, under HR's control.
Every tier reduces intake chaos — higher tiers add role-aware logic, compliance screening, and ultimately full talent pipeline coordination.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not make hiring decisions, rank candidates, score resumes, or handle EEO/background check determinations. It strictly supports intake, routing, and interview-ready case preparation — it does not replace recruiter or HR authority.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Scattered Inquiries to Structured Financial Intake
The moment a client's financial inquiry is classified, documented, and routed with urgency context — before a loan officer or title agent ever reviews it.
Recommended starting point:Foundation Package
The Problem
Mortgage brokers, lenders, and title companies don't lose clients because of bad advice — they lose them in the chaos between inquiry, documentation, and engagement. Calls arrive after-hours about rate locks and closing timelines. Clients submit incomplete applications. Loan officers and title agents chase missing documents for weeks. Compliance requirements are discovered late. There is no unified memory across inquiry → qualification → document collection → processing → closing. The result is operational leakage: missed rate locks, delayed closings, stressed professionals, and a client experience that feels reactive instead of trusted.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Financial Firms Start
Most mortgage, lending, and title companies begin with the Foundation Package, which installs Operator as a secure financial-intake front door — ensuring sensitive financial conversations are acknowledged, structured, and routed without exposing PII to cloud-based systems.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ (Voice for inbound calls or Chat for web inquiries)
What It Can Do
- Capture after-hours mortgage, lending, or title inquiries with respectful confirmation and next-step messaging
- Classify financial intent: mortgage pre-qualification, refinance, title search, closing coordination, escrow questions
- Collect client readiness inputs: loan type interest (VA/FHA/Conventional), property address, closing timeline, urgency indicators
- Deliver structured routing summaries to loan officers or title agents instead of raw voicemails
What it intentionally does NOT include: Loan approval logic. Title clearance decisions. Document verification. Credit decisions. The Foundation Package establishes secure intake and routing — it does not replace professional judgment or regulatory authority.
Capability Expansion Path
HQ Pro adds domain-specific intake enforcement while remaining strictly non-advisory. Role-based routing (first-time buyer vs investor, purchase vs refi), required field enforcement, and sensitivity-aware triage.
Compliance guardrails ensure Operator language avoids advice framing, outcome predictions, or financial recommendations.
Operator HQ functions as a memory-aware coordination layer across departments and time — without making decisions:
Client continuity recognition. Friction pattern detection. Cross-department awareness (Origination, Processing, Title, Closing).
Custom Operator is designed for regulated, multi-office, or high-volume firms requiring maximum privacy and control.
Policy & SOP RAG (private). Multi-entity data siloing. Audit-ready interaction logs. Regional compliance logic. All running on-premise under firm control.
Every tier improves intake clarity and client coordination — higher tiers add domain-aware logic, compliance guardrails, and ultimately unified lending operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts firms from fragmented intake to coordinated lending operations.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide loan approvals, title clearance, financial recommendations, or credit decisions. It strictly supports intake, routing, and case preparation — it does not replace licensed professional judgment or regulatory authority.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Founder Bottlenecks to Coordinated Client Delivery
The moment a new inquiry or client request is transformed into a Delivery-Ready Brief — including goals, budget range, timelines, stakeholders, and assets — before a founder, strategist, or account manager ever engages. This is when sales stops guessing, delivery stops re-discovering, and leadership stops being the bottleneck.
Recommended starting point:Foundation Package
The Problem
Agencies don't struggle because of a lack of skill or talent; they struggle in the 'Coordination Gap.' As agencies grow, founders and senior operators become involuntary routers — translating sales conversations into delivery plans, clarifying scope repeatedly, and re-answering the same questions across Slack, email, and calls. Inbound leads arrive while teams are in meetings or actively delivering work. High-intent prospects wait hours (or days) for responses. New clients repeat themselves across sales, onboarding, and execution. Internal teams operate with partial context, leading to misalignment, scope creep, and burnout. Without a system to capture Client DNA, Scope Intent, and Delivery Context at the point of entry, agencies scale chaos instead of leverage.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Agencies Start
Most agencies begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring client conversations, internal strategy, and proprietary processes remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of inquiries 24/7, capturing late-night or after-hours prospects
- Capture Client DNA: business type, primary objective, budget range (self-reported), timeline, decision-maker status
- Route Delivery-Ready Summaries to the appropriate internal owner (sales, ops, or leadership)
What it intentionally does NOT include: Strategic decision-making or recommendations. Pricing, guarantees, or performance commitments. Execution of services (ads, creative, outreach, fulfillment). Automated contract signing or billing. The Foundation Package establishes ownership and clarity — it doesn't replace agency expertise.
Capability Expansion Path
HQ Pro applies specialized logic for internal agency flows: differentiating new sales leads vs existing client requests, identifying urgent escalations vs standard requests, and routing enterprise-level inquiries to senior leadership automatically.
High-leverage conversations reach senior operators immediately, while low-touch requests are handled without interruption.
The Core Stack shares a unified memory layer:
Context persists across sales, onboarding, and delivery. Leadership gains visibility into where friction accumulates across the agency lifecycle.
Custom Operator is designed for scaled agencies, holding companies, or multi-brand service groups requiring advanced capabilities.
Internal SOP RAG. Multi-service segmentation (Ads, Creative, Sales, Ops). Client tier awareness (VIP, retainer, project). Audit-ready logs for internal QA and leadership review.
Every tier reduces founder bottleneck — higher tiers add agency-aware logic, client memory, and ultimately full operational coordination.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts agencies from reactive routing to coordinated delivery.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide strategic recommendations, pricing decisions, performance guarantees, or service execution. It strictly supports intake, routing, and coordination — it does not replace agency expertise or client relationships.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Scattered Spend Inquiries to Structured Performance Briefs
The moment a new performance marketing inquiry is transformed into a Media-Ready Brief — including platform mix, spend range, tracking state, creative assets, and offer maturity — before a media buyer or strategist ever reviews the conversation.
Recommended starting point:Foundation Package
The Problem
Ad agencies don't lose clients because of bad media buying — they lose them in the 'Discovery Gap.' Prospects reach out with vague requests ('I want to scale my ads'), incomplete context (no tracking, no creative, no offer clarity), or unrealistic expectations. Account managers spend hours chasing platform access, pixel status, and creative inventories. By the time a strategist engages, half the context is missing or buried in Slack threads. Without a system to capture Ad Account DNA at the point of entry, agencies scale confusion instead of campaigns.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Ad Agencies Start
Most ad agencies begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring client ad accounts, spend data, and proprietary strategies remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of performance marketing inquiries 24/7
- Capture Ad Account DNA: platform mix (Meta, Google, TikTok, etc.), monthly spend range, tracking state (pixel, CAPI, offline events), creative volume, offer maturity
- Route Media-Ready Briefs to the appropriate internal owner (sales, media team, or leadership)
What it intentionally does NOT include: Ad platform access or management. Media buying execution or optimization. Performance guarantees or ROAS predictions. Creative production or ad copy generation. Budget allocation decisions. The Foundation Package establishes intake clarity — it doesn't replace media buying expertise.
Capability Expansion Path
HQ Pro applies specialized logic for ad agency flows: differentiating scaling inquiries vs new account setups, identifying high-spend vs emerging brands, and routing complex multi-platform requests to senior strategists.
High-value opportunities reach senior media buyers immediately. Standard requests flow to account executives.
The Core Stack shares a unified memory layer:
Context persists across sales, onboarding, and ongoing optimization requests. Leadership gains visibility into client health signals.
Custom Operator is designed for scaled performance agencies, holding companies, or multi-brand media groups requiring advanced capabilities.
Internal SOP RAG (media buying playbooks). Multi-brand isolation. Spend tier awareness. Audit-ready intake logs for client QBRs.
Every tier reduces discovery friction — higher tiers add performance-aware logic, platform memory, and ultimately unified media operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts agencies from reactive discovery to structured performance operations.
Pricing Notes
Packages cap scope, not capability.
Operator does not access ad platforms, make media buying decisions, predict performance outcomes, or execute campaigns. It strictly supports intake, routing, and coordination — it does not replace media buying expertise or platform management.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Fragmented Requests to Unified Growth Briefs
The moment a new marketing inquiry is transformed into a Growth-Ready Brief — including business goals, channel mix, budget allocation, timeline, and stakeholder map — before a strategist or account director ever engages.
Recommended starting point:Foundation Package
The Problem
Full-service marketing agencies don't lose clients because of bad strategy — they lose them in the 'Scope Sprawl.' Prospects arrive with overlapping requests ('I need ads, SEO, email, and social'), unclear priorities, and no single point of truth. Account managers juggle discovery across five service lines while founders chase scope clarity. By the time strategy starts, three teams have asked the same questions. Without a system to capture Marketing DNA at the point of entry, agencies scale fragmentation instead of focus.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Marketing Agencies Start
Most full-service marketing agencies begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring client strategies, channel plans, and proprietary frameworks remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of marketing inquiries 24/7
- Capture Marketing DNA: business goals, channel mix interest (paid, organic, email, social), budget range, timeline, stakeholder map, current marketing state
- Route Growth-Ready Briefs to the appropriate internal owner (sales, strategy, or leadership)
What it intentionally does NOT include: Strategic recommendations or channel allocation. Campaign execution or content creation. Performance guarantees or growth predictions. Pricing decisions or scope commitments. The Foundation Package establishes intake clarity — it doesn't replace marketing strategy expertise.
Capability Expansion Path
HQ Pro applies specialized logic for marketing agency flows: differentiating single-channel vs full-funnel requests, identifying enterprise vs SMB prospects, and routing complex multi-stakeholder accounts to senior strategists.
High-complexity opportunities reach leadership immediately. Standard requests flow through proven processes.
The Core Stack shares a unified memory layer:
Context persists across sales, onboarding, and ongoing campaign coordination. Leadership gains visibility into cross-channel friction.
Custom Operator is designed for scaled marketing agencies, holding companies, or multi-service groups requiring advanced capabilities.
Internal SOP RAG (strategy frameworks). Multi-brand isolation. Client tier awareness. Audit-ready intake logs for strategic reviews.
Every tier reduces scope confusion — higher tiers add full-service routing logic, channel memory, and ultimately unified growth operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts agencies from fragmented discovery to unified growth operations.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide strategic recommendations, allocate budgets, predict growth outcomes, or execute campaigns. It strictly supports intake, routing, and coordination — it does not replace marketing strategy expertise or channel specialists.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Unqualified Lists to Pipeline-Ready Handoffs
The moment a new sales partnership inquiry is transformed into an Outbound-Ready Brief — including ICP definition, lead source quality, call volume expectations, calendar capacity, and script readiness — before a sales director or closer ever reviews the conversation.
Recommended starting point:Foundation Package
The Problem
Sales agencies don't lose clients because of bad closers — they lose them in the 'Qualification Chaos.' Prospects arrive with vague asks ('I need more appointments'), incomplete lead data, and misaligned expectations about conversion rates. Account managers juggle ICP discovery, lead source audits, and calendar logistics while closers wait for qualified handoffs. By the time outbound starts, half the leads don't match. Without a system to capture Sales DNA at the point of entry, agencies scale noise instead of pipeline.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Sales Agencies Start
Most sales agencies begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring client lead lists, ICP data, and proprietary scripts remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of sales partnership inquiries 24/7
- Capture Sales DNA: ICP definition, lead source type, expected call volume, calendar capacity, script readiness, CRM state
- Route Outbound-Ready Briefs to the appropriate internal owner (sales director, SDR lead, or leadership)
What it intentionally does NOT include: Cold calling or appointment setting execution. Lead list building or data enrichment. Performance guarantees or close rate predictions. Script writing or sales coaching. The Foundation Package establishes intake clarity — it doesn't replace sales expertise.
Capability Expansion Path
HQ Pro applies specialized logic for sales agency flows: differentiating appointment setting vs closing services, identifying high-volume vs boutique engagements, and routing enterprise accounts to senior sales directors.
High-value opportunities reach leadership immediately. Standard engagements flow through proven processes.
The Core Stack shares a unified memory layer:
Context persists across sales, onboarding, and ongoing campaign performance. Leadership gains visibility into pipeline health signals.
Custom Operator is designed for scaled sales agencies, SDR firms, or multi-vertical outbound teams requiring advanced capabilities.
Internal SOP RAG (sales playbooks). Multi-vertical isolation. Volume tier awareness. Audit-ready intake logs for performance reviews.
Every tier reduces qualification friction — higher tiers add sales-aware logic, pipeline memory, and ultimately unified outbound operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts agencies from qualification chaos to structured pipeline operations.
Pricing Notes
Packages cap scope, not capability.
Operator does not make sales calls, set appointments, predict close rates, or execute outbound campaigns. It strictly supports intake, routing, and coordination — it does not replace sales expertise or SDR execution.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Scattered Briefs to Production-Ready Assets
The moment a new creative request is transformed into a Production-Ready Brief — including formats needed, brand kit status, revision policy, delivery cadence, and stakeholder approvals — before a creative director or producer ever reviews the conversation.
Recommended starting point:Foundation Package
The Problem
Creative agencies don't lose clients because of bad design — they lose them in the 'Brief Chaos.' Prospects arrive with vague requests ('I need content'), incomplete brand assets, and no clarity on formats, revisions, or timelines. Account managers chase brand kits, usage rights, and approval chains while creatives wait for direction. By the time production starts, half the context is missing or contradictory. Without a system to capture Creative DNA at the point of entry, agencies scale revision cycles instead of output.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Creative Agencies Start
Most creative agencies begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring client brand assets, creative concepts, and proprietary production processes remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of creative inquiries 24/7
- Capture Creative DNA: formats needed (video, static, UGC), brand kit readiness, revision policy, delivery cadence, stakeholder approval chain
- Route Production-Ready Briefs to the appropriate internal owner (creative director, producer, or account lead)
What it intentionally does NOT include: Creative concept development or design execution. Video production or post-production. Performance guarantees or engagement predictions. Asset creation or content generation. The Foundation Package establishes intake clarity — it doesn't replace creative expertise.
Capability Expansion Path
HQ Pro applies specialized logic for creative agency flows: differentiating UGC vs produced content, identifying high-volume vs boutique projects, and routing complex multi-format campaigns to senior creative directors.
High-complexity projects reach leadership immediately. Standard requests flow through proven production processes.
The Core Stack shares a unified memory layer:
Context persists across sales, onboarding, and ongoing creative requests. Leadership gains visibility into production bottlenecks.
Custom Operator is designed for scaled creative agencies, production houses, or multi-service creative groups requiring advanced capabilities.
Internal SOP RAG (production playbooks). Multi-brand isolation. Revision tier awareness. Audit-ready intake logs for project retrospectives.
Every tier reduces brief chaos — higher tiers add creative-aware logic, brand memory, and ultimately unified production operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts agencies from brief chaos to structured production operations.
Pricing Notes
Packages cap scope, not capability.
Operator does not create designs, produce content, predict engagement, or execute creative campaigns. It strictly supports intake, routing, and coordination — it does not replace creative expertise or production execution.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Vague Ranking Requests to Technical SEO Briefs
The moment a new SEO inquiry is transformed into a Search-Ready Brief — including site platform, existing rankings, technical constraints, local vs national scope, and content velocity expectations — before an SEO strategist or technical lead ever reviews the conversation.
Recommended starting point:Foundation Package
The Problem
SEO agencies don't lose clients because of bad optimization — they lose them in the 'Technical Discovery Gap.' Prospects arrive with vague requests ('I want to rank higher'), no visibility into current rankings, and unclear content production capacity. Account managers chase site access, analytics credentials, and technical audits while strategists wait for baseline data. By the time optimization starts, half the technical context is missing. Without a system to capture SEO DNA at the point of entry, agencies scale guesswork instead of strategy.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most SEO Agencies Start
Most SEO agencies begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring client site data, ranking intelligence, and proprietary SEO methodologies remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of SEO inquiries 24/7
- Capture SEO DNA: site platform (WordPress, Shopify, custom), existing rankings, technical constraints, local vs national scope, content velocity, analytics access state
- Route Search-Ready Briefs to the appropriate internal owner (SEO strategist, technical lead, or account manager)
What it intentionally does NOT include: SEO audits or technical analysis. Ranking guarantees or traffic predictions. Content creation or link building execution. Google algorithm interpretation. The Foundation Package establishes intake clarity — it doesn't replace SEO expertise.
Capability Expansion Path
HQ Pro applies specialized logic for SEO agency flows: differentiating technical SEO vs content SEO, identifying local vs national scope, and routing enterprise site architectures to senior technical leads.
Complex technical projects reach leadership immediately. Standard SEO requests flow through proven processes.
The Core Stack shares a unified memory layer:
Context persists across sales, onboarding, and ongoing optimization requests. Leadership gains visibility into ranking progress patterns.
Custom Operator is designed for scaled SEO agencies, search consultancies, or multi-vertical organic teams requiring advanced capabilities.
Internal SOP RAG (SEO playbooks). Multi-vertical isolation. Site complexity awareness. Audit-ready intake logs for reporting.
Every tier reduces discovery friction — higher tiers add search-aware logic, technical memory, and ultimately unified SEO operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts agencies from technical guesswork to structured search operations.
Pricing Notes
Packages cap scope, not capability.
Operator does not perform SEO audits, guarantee rankings, create content, or execute link building. It strictly supports intake, routing, and coordination — it does not replace SEO expertise or technical analysis.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Content Chaos to Posting-Ready Operations
The moment a new social media inquiry is transformed into a Community-Ready Brief — including platforms, posting cadence, content pillars, community moderation needs, and approval workflows — before a social strategist or community manager ever reviews the conversation.
Recommended starting point:Foundation Package
The Problem
Social media agencies don't lose clients because of bad content — they lose them in the 'Content Treadmill.' Prospects arrive with vague requests ('I need to post more'), unclear brand voice, and no content pillar structure. Account managers chase calendar access, approval chains, and community guidelines while social teams wait for direction. By the time posting starts, half the brand context is missing. Without a system to capture Social DNA at the point of entry, agencies scale chaos instead of community.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Social Media Agencies Start
Most social media agencies begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring client community data, content strategies, and proprietary social playbooks remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of social media inquiries 24/7
- Capture Social DNA: platforms (Instagram, TikTok, LinkedIn, X, etc.), posting cadence expectations, content pillars, community moderation needs, approval workflow preferences
- Route Community-Ready Briefs to the appropriate internal owner (social strategist, community manager, or account lead)
What it intentionally does NOT include: Content creation or caption writing. Posting execution or scheduling. Engagement guarantees or follower growth predictions. Community moderation or comment responses. The Foundation Package establishes intake clarity — it doesn't replace social media expertise.
Capability Expansion Path
HQ Pro applies specialized logic for social media agency flows: differentiating organic content vs community management, identifying high-volume vs boutique accounts, and routing multi-platform campaigns to senior strategists.
Complex multi-platform engagements reach leadership immediately. Single-platform requests flow through proven processes.
The Core Stack shares a unified memory layer:
Context persists across sales, onboarding, and ongoing content requests. Leadership gains visibility into engagement patterns.
Custom Operator is designed for scaled social media agencies, community management firms, or multi-platform content teams requiring advanced capabilities.
Internal SOP RAG (social playbooks). Multi-brand isolation. Platform tier awareness. Audit-ready intake logs for content reviews.
Every tier reduces content chaos — higher tiers add social-aware logic, community memory, and ultimately unified social operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts agencies from content chaos to structured social operations.
Pricing Notes
Packages cap scope, not capability.
Operator does not create content, post to platforms, predict engagement, or moderate communities. It strictly supports intake, routing, and coordination — it does not replace social media expertise or content execution.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Scattered Vision to Brand-Ready Strategy Briefs
The moment a new branding inquiry is transformed into a Strategy-Ready Brief — including timeline, stakeholders, existing assets, differentiation goals, and tone direction — before a brand strategist or creative director ever reviews the conversation.
Recommended starting point:Foundation Package
The Problem
Branding agencies don't lose clients because of bad design — they lose them in the 'Vision Gap.' Prospects arrive with complex aspirations ('I want to feel more premium'), incomplete stakeholder maps, and conflicting internal opinions. Account managers juggle competitive positioning research, tone exploration, and leadership alignment while strategists wait for clarity. By the time brand work starts, half the context is political and missing. Without a system to capture Brand DNA at the point of entry, agencies scale misalignment instead of identity.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Branding Agencies Start
Most branding agencies begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring client brand strategies, positioning work, and proprietary frameworks remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of branding inquiries 24/7
- Capture Brand DNA: timeline expectations, stakeholder map, existing assets state, differentiation goals, tone and positioning direction, competitor awareness
- Route Strategy-Ready Briefs to the appropriate internal owner (brand strategist, creative director, or account lead)
What it intentionally does NOT include: Brand strategy development or positioning. Identity design or logo creation. Market research or competitive analysis. Messaging frameworks or tagline generation. The Foundation Package establishes intake clarity — it doesn't replace brand strategy expertise.
Capability Expansion Path
HQ Pro applies specialized logic for branding agency flows: differentiating refresh vs full rebrand, identifying single-stakeholder vs committee decisions, and routing enterprise identity projects to senior strategists.
Complex multi-stakeholder engagements reach leadership immediately. Standard brand requests flow through proven processes.
The Core Stack shares a unified memory layer:
Context persists across sales, discovery, and ongoing brand evolution. Leadership gains visibility into stakeholder alignment signals.
Custom Operator is designed for scaled branding agencies, design studios, or multi-service identity firms requiring advanced capabilities.
Internal SOP RAG (brand frameworks). Multi-client isolation. Project complexity awareness. Audit-ready intake logs for brand reviews.
Every tier reduces vision confusion — higher tiers add brand-aware logic, stakeholder memory, and ultimately unified brand operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts agencies from vision confusion to structured brand operations.
Pricing Notes
Packages cap scope, not capability.
Operator does not create brand strategies, design identities, conduct market research, or develop messaging. It strictly supports intake, routing, and coordination — it does not replace brand strategy expertise or creative direction.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Scattered Pitches to Press-Ready Briefs
The moment a new PR inquiry is transformed into a Media-Ready Brief — including narrative angles, spokesperson availability, press assets, embargo rules, and crisis flags — before a publicist or media relations lead ever reviews the conversation.
Recommended starting point:Foundation Package
The Problem
PR agencies don't lose clients because of bad pitches — they lose them in the 'Narrative Gap.' Prospects arrive with urgent requests ('I need press coverage'), incomplete media kits, and no clarity on spokespeople or embargoes. Account managers chase headshots, bios, and talking points while publicists wait for story angles. By the time outreach starts, half the narrative context is missing or contradictory. Without a system to capture PR DNA at the point of entry, agencies scale reactive firefighting instead of strategic media relations.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most PR Agencies Start
Most PR agencies begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring client media strategies, press contacts, and proprietary pitch approaches remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of PR inquiries 24/7
- Capture PR DNA: narrative angles, spokesperson availability, press asset readiness (headshots, bios, boilerplate), embargo rules, crisis flags, media tier preferences
- Route Media-Ready Briefs to the appropriate internal owner (publicist, media relations lead, or account director)
What it intentionally does NOT include: Media list building or journalist outreach. Press release writing or story pitching. Coverage guarantees or placement predictions. Crisis management or reputation repair. The Foundation Package establishes intake clarity — it doesn't replace PR expertise.
Capability Expansion Path
HQ Pro applies specialized logic for PR agency flows: differentiating proactive media relations vs crisis response, identifying product launches vs ongoing awareness, and routing sensitive reputation matters to senior publicists.
Crisis situations reach leadership immediately. Standard PR requests flow through proven processes.
The Core Stack shares a unified memory layer:
Context persists across sales, onboarding, and ongoing media relations. Leadership gains visibility into coverage patterns and client health.
Custom Operator is designed for scaled PR agencies, communications firms, or multi-client media relations teams requiring advanced capabilities.
Internal SOP RAG (media playbooks). Multi-client isolation. Sensitivity tier awareness. Audit-ready intake logs for coverage reporting.
Every tier reduces narrative chaos — higher tiers add PR-aware logic, media memory, and ultimately unified communications operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts agencies from reactive firefighting to structured media operations.
Pricing Notes
Packages cap scope, not capability.
Operator does not write press releases, contact journalists, guarantee coverage, or manage crises. It strictly supports intake, routing, and coordination — it does not replace PR expertise or media relations execution.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Vague Site Requests to Development-Ready Specs
The moment a new web project inquiry is transformed into a Dev-Ready Brief — including site type, platform preferences, technical requirements, content readiness, and launch timeline — before a developer or project manager ever reviews the conversation.
Recommended starting point:Foundation Package
The Problem
Web development agencies don't lose clients because of bad code — they lose them in the 'Scope Void.' Prospects arrive with vague requests ('I need a website'), incomplete content, and no clarity on functionality, integrations, or hosting. Account managers chase copy, images, and technical requirements while developers wait for specs. By the time development starts, half the scope is undefined or contradictory. Without a system to capture Web DNA at the point of entry, agencies scale scope creep instead of shipped projects.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Web Agencies Start
Most web development agencies begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring client project specs, proprietary code, and development processes remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of web project inquiries 24/7
- Capture Web DNA: site type (marketing, e-commerce, SaaS, landing pages), platform preferences (WordPress, Shopify, Webflow, custom), technical requirements, content readiness, launch timeline
- Route Dev-Ready Briefs to the appropriate internal owner (project manager, lead developer, or account lead)
What it intentionally does NOT include: Website design or development execution. Platform recommendations or architecture decisions. Timeline guarantees or launch date commitments. Code writing or CMS configuration. The Foundation Package establishes intake clarity — it doesn't replace development expertise.
Capability Expansion Path
HQ Pro applies specialized logic for web agency flows: differentiating new builds vs redesigns vs maintenance, identifying e-commerce vs marketing sites, and routing complex custom development to senior architects.
Complex technical projects reach leadership immediately. Standard builds flow through proven processes.
The Core Stack shares a unified memory layer:
Context persists across sales, scoping, and ongoing development requests. Leadership gains visibility into project health signals.
Custom Operator is designed for scaled web agencies, development studios, or multi-platform teams requiring advanced capabilities.
Internal SOP RAG (development playbooks). Multi-client isolation. Platform tier awareness. Audit-ready intake logs for project retrospectives.
Every tier reduces scope chaos — higher tiers add dev-aware logic, project memory, and ultimately unified development operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts agencies from scope chaos to structured development operations.
Pricing Notes
Packages cap scope, not capability.
Operator does not build websites, write code, make platform recommendations, or commit to launch dates. It strictly supports intake, routing, and coordination — it does not replace development expertise or project management.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Scattered Retention Requests to Flow-Ready Briefs
The moment a new email/lifecycle inquiry is transformed into a Retention-Ready Brief — including ESP platform, list health, flow inventory, campaign cadence, and revenue attribution — before a lifecycle strategist or email developer ever reviews the conversation.
Recommended starting point:Foundation Package
The Problem
Email and lifecycle agencies don't lose clients because of bad copy — they lose them in the 'Data Gap.' Prospects arrive with vague requests ('I need better email'), fragmented tech stacks, and no clarity on list hygiene, existing flows, or attribution models. Account managers chase ESP access, segment data, and revenue baselines while strategists wait for context. By the time flows are built, half the technical foundation is missing. Without a system to capture Lifecycle DNA at the point of entry, agencies scale patchwork instead of systems.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Email/Lifecycle Agencies Start
Most email and lifecycle agencies begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring client customer data, flow strategies, and proprietary retention frameworks remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of email/lifecycle inquiries 24/7
- Capture Lifecycle DNA: ESP platform (Klaviyo, Mailchimp, HubSpot, etc.), list health and size, existing flow inventory, campaign cadence, revenue attribution state
- Route Retention-Ready Briefs to the appropriate internal owner (lifecycle strategist, email developer, or account lead)
What it intentionally does NOT include: Email copywriting or design execution. Flow building or ESP configuration. Revenue guarantees or LTV predictions. List cleaning or data management. The Foundation Package establishes intake clarity — it doesn't replace lifecycle expertise.
Capability Expansion Path
HQ Pro applies specialized logic for email agency flows: differentiating flow builds vs campaign management, identifying Klaviyo vs other ESP expertise needs, and routing high-revenue accounts to senior strategists.
Complex multi-flow engagements reach leadership immediately. Standard campaigns flow through proven processes.
The Core Stack shares a unified memory layer:
Context persists across sales, onboarding, and ongoing retention optimization. Leadership gains visibility into revenue impact patterns.
Custom Operator is designed for scaled email agencies, retention consultancies, or multi-platform lifecycle teams requiring advanced capabilities.
Internal SOP RAG (lifecycle playbooks). Multi-client isolation. Revenue tier awareness. Audit-ready intake logs for performance reviews.
Every tier reduces data chaos — higher tiers add lifecycle-aware logic, retention memory, and ultimately unified lifecycle operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts agencies from data chaos to structured lifecycle operations.
Pricing Notes
Packages cap scope, not capability.
Operator does not write emails, build flows, configure ESPs, or predict revenue. It strictly supports intake, routing, and coordination — it does not replace lifecycle expertise or email development.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Scattered Partnership Requests to Deal-Ready Briefs
The moment a new influencer partnership inquiry is transformed into a Deal-Ready Brief — including creator requirements, campaign objectives, budget range, usage rights, and timeline constraints — before a talent manager or partnerships lead ever reviews the conversation.
Recommended starting point:Foundation Package
The Problem
Influencer and talent agencies don't lose deals because of bad matches — they lose them in the 'Deal Flow Gap.' Brands arrive with vague requests ('I want influencer content'), unclear creator requirements, and no clarity on usage rights, exclusivity, or deliverables. Account managers chase brand guidelines, approval chains, and legal terms while partnerships wait for scope. By the time outreach starts, half the deal parameters are undefined. Without a system to capture Partnership DNA at the point of entry, agencies scale miscommunication instead of deal flow.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Influencer Agencies Start
Most influencer and talent agencies begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring creator rosters, deal terms, and proprietary matchmaking processes remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of partnership inquiries 24/7
- Capture Partnership DNA: creator requirements (niche, follower count, platform), campaign objectives, budget range, usage rights expectations, timeline and exclusivity constraints
- Route Deal-Ready Briefs to the appropriate internal owner (talent manager, partnerships lead, or account director)
What it intentionally does NOT include: Creator sourcing or outreach. Contract negotiation or deal closing. Performance guarantees or engagement predictions. Content creation or posting execution. The Foundation Package establishes intake clarity — it doesn't replace talent management expertise.
Capability Expansion Path
HQ Pro applies specialized logic for talent agency flows: differentiating one-off campaigns vs ambassador programs, identifying UGC vs sponsored content, and routing high-budget deals to senior partnerships.
High-value opportunities reach leadership immediately. Standard campaigns flow through proven processes.
The Core Stack shares a unified memory layer:
Context persists across brand intake, creator matching, and ongoing campaign management. Leadership gains visibility into deal pipeline health.
Custom Operator is designed for scaled talent agencies, creator networks, or multi-platform influencer teams requiring advanced capabilities.
Internal SOP RAG (partnership playbooks). Multi-brand isolation. Deal tier awareness. Audit-ready intake logs for campaign retrospectives.
Every tier reduces deal chaos — higher tiers add talent-aware logic, partnership memory, and ultimately unified talent operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts agencies from deal chaos to structured talent operations.
Pricing Notes
Packages cap scope, not capability.
Operator does not source creators, negotiate contracts, predict performance, or execute campaigns. It strictly supports intake, routing, and coordination — it does not replace talent management expertise or partnership execution.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Scattered Event Requests to Production-Ready Briefs
The moment a new event inquiry is transformed into a Production-Ready Brief — including event type, venue requirements, guest count, timeline, budget parameters, and experience objectives — before an event producer or creative director ever reviews the conversation.
Recommended starting point:Foundation Package
The Problem
Events and experiential agencies don't lose clients because of bad execution — they lose them in the 'Logistics Void.' Brands arrive with vague requests ('I want an event'), incomplete guest counts, and no clarity on venues, vendors, or experience objectives. Account managers chase stakeholder approvals, budget parameters, and creative direction while producers wait for specs. By the time production starts, half the logistics are undefined. Without a system to capture Event DNA at the point of entry, agencies scale chaos instead of experiences.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Events Agencies Start
Most events and experiential agencies begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring client event strategies, vendor relationships, and proprietary production processes remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of event inquiries 24/7
- Capture Event DNA: event type (conference, activation, launch, gala), venue requirements, expected guest count, timeline and key dates, budget parameters, experience objectives
- Route Production-Ready Briefs to the appropriate internal owner (event producer, creative director, or account lead)
What it intentionally does NOT include: Venue sourcing or vendor booking. Event design or creative development. Budget guarantees or attendance predictions. On-site production or event execution. The Foundation Package establishes intake clarity — it doesn't replace event production expertise.
Capability Expansion Path
HQ Pro applies specialized logic for events agency flows: differentiating corporate conferences vs brand activations, identifying single-day vs multi-day productions, and routing large-scale events to senior producers.
Complex multi-day productions reach leadership immediately. Standard events flow through proven processes.
The Core Stack shares a unified memory layer:
Context persists across sales, creative development, and day-of production. Leadership gains visibility into event pipeline health.
Custom Operator is designed for scaled events agencies, experiential studios, or multi-market production teams requiring advanced capabilities.
Internal SOP RAG (production playbooks). Multi-client isolation. Event tier awareness. Audit-ready intake logs for post-event reviews.
Every tier reduces logistics chaos — higher tiers add event-aware logic, production memory, and ultimately unified event operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts agencies from logistics chaos to structured event operations.
Pricing Notes
Packages cap scope, not capability.
Operator does not book venues, hire vendors, predict attendance, or execute events. It strictly supports intake, routing, and coordination — it does not replace event production expertise or on-site management.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Scattered Engagements to Strategy-Ready Briefs
The moment a new fractional or collective inquiry is transformed into a Strategy-Ready Brief — including business stage, marketing maturity, budget velocity, team gaps, and engagement expectations — before a principal or partner ever reviews the conversation.
Recommended starting point:Foundation Package
The Problem
Fractional CMOs and media buying collectives don't lose clients because of bad strategy — they lose them in the 'Alignment Gap.' Founders arrive with vague requests ('I need marketing leadership'), unclear budget authority, and no visibility into existing team capabilities. Partners chase organizational context, historical spend data, and decision-making authority while capacity sits idle. By the time engagement starts, half the strategic context is missing. Without a system to capture Leadership DNA at the point of entry, collectives scale mismatch instead of alignment.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Fractional/Collective Practices Start
Most fractional CMO practices and media buying collectives begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring client strategies, proprietary frameworks, and principal methodologies remain under practice control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Acknowledge 100% of fractional/collective inquiries 24/7
- Capture Leadership DNA: business stage (seed, growth, scale), marketing maturity, budget velocity and authority, existing team composition, engagement expectations (hours, scope, duration)
- Route Strategy-Ready Briefs to the appropriate internal owner (principal, partner, or practice lead)
What it intentionally does NOT include: Strategic recommendations or marketing plans. Team hiring or vendor selection. Budget allocation decisions or spend commitments. Platform access or campaign execution. The Foundation Package establishes intake clarity — it doesn't replace strategic leadership.
Capability Expansion Path
HQ Pro applies specialized logic for fractional/collective flows: differentiating advisory vs embedded engagements, identifying early-stage vs growth-stage needs, and routing high-complexity organizations to senior partners.
Complex multi-stakeholder engagements reach senior principals immediately. Standard advisory flows through proven processes.
The Core Stack shares a unified memory layer:
Context persists across intake, strategic planning, and ongoing advisory. Leadership gains visibility into practice capacity and client health.
Custom Operator is designed for scaled fractional practices, media buying collectives, or multi-principal advisory firms requiring advanced capabilities.
Internal SOP RAG (strategic playbooks). Multi-client isolation. Engagement tier awareness. Audit-ready intake logs for practice reviews.
Every tier reduces alignment chaos — higher tiers add leadership-aware logic, engagement memory, and ultimately unified practice operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts practices from alignment chaos to structured advisory operations.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide strategic recommendations, allocate budgets, hire teams, or execute campaigns. It strictly supports intake, routing, and coordination — it does not replace strategic leadership or marketing expertise.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Intake Overload to Structured Access & Care Routing
The moment a distressed individual is acknowledged immediately, guided calmly, screened for administrative fit, and routed correctly — without being asked to explain their situation repeatedly. This is the Access-Ready Intake. Certainty replaces silence.
Recommended starting point:Foundation Package
The Problem
Mental health organizations do not struggle because of clinical quality — they struggle in the Access & Administrative Friction Layer. Patients reach out during moments of vulnerability, uncertainty, or crisis — often after hours. When calls go unanswered or inboxes overflow, trust erodes instantly. Front desks become overwhelmed by repetitive intake questions: 'Do you take my insurance?' 'Do I need a referral?' 'How long is the wait?' 'Is this urgent enough?' Administrative teams spend 60–70% of their time acting as Human Switchboards, chasing incomplete forms, clarifying eligibility, and redirecting misrouted inquiries — while clinicians remain shielded but underutilized. Without a system to capture Intent, Eligibility, and Urgency at the point of entry, organizations scale waitlists and burnout instead of access to care.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Mental Health Organizations Start
Mental health organizations begin with the Foundation Package, installing OperatorHQ as a Private Administrative Front Door that runs fully on-premise — ensuring sensitive intent and personal information never leaves the organization's physical control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ (Voice HQ for inbound calls 24/7, or Chat / Intake HQ for web-based access)
What It Can Do
- Acknowledge 100% of inquiries 24/7 — nights, weekends, holidays — no silence during vulnerable moments
- Capture Administrative Intake DNA: new vs returning, insurance type / self-pay, referral requirement, general reason category (non-clinical), preferred timing / urgency flag
- Route Intake-Ready Briefs: deliver structured summaries to admin staff — no raw voicemails, no repeated questioning
What it intentionally does NOT include: What it explicitly does NOT include: Therapy, counseling, or clinical conversation. Psychiatric evaluation or diagnosis. Medication guidance. Risk assessment beyond handoff-only routing. Crisis counseling (OperatorHQ routes, humans respond). All clinical actions remain human-led.
Capability Expansion Path
HQ Pro applies admin-aware (non-clinical) routing: urgency-aware escalation (administrative crisis indicators trigger immediate human handoff), program fit filtering (psychiatry vs therapy vs community services), and referral enforcement (won't escalate unless required documentation exists).
Clinicians only see qualified, ready, appropriate cases. OperatorHQ never handles crisis — only routes it.
The Core Stack shares memory and context:
Identifies recurring access bottlenecks. Detects spikes in crisis-related inquiries. Flags breakdowns in intake flow. OperatorHQ becomes the nervous system, not the provider.
Custom Operator is designed for hospital systems, nonprofits, or multi-location clinics requiring maximum privacy, policy enforcement, and inter-organizational handoffs.
Policy RAG (internal intake rules). Multi-program siloing (psychiatry, therapy, outreach fully separated). Audit-ready logs. Inter-org handoff capabilities.
Every tier reduces access friction — higher tiers add admin-aware routing, eligibility enforcement, and ultimately unified care access operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts organizations from intake overload to structured access operations.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): OperatorHQ supports administrative operations only. This system does NOT provide therapy, diagnosis, treatment, medical advice, or clinical decision-making. All clinical actions remain human-led. OperatorHQ supports access to care — it does not deliver care. This is the line that makes the system scalable, ethical, and defensible.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Referral Chaos to Underwrite-Ready Intake
The moment a psychiatry referral is validated, insurance authorization confirmed, and waitlist position communicated — before the psychiatrist ever reviews the case. This is the Underwrite-Ready Intake.
Recommended starting point:Foundation Package
The Problem
Psychiatric practices don't struggle because of clinical expertise — they struggle in the Administrative Authorization Gap. Referrals arrive incomplete, insurance authorizations are unclear, and waitlists balloon while staff chase documentation. Psychiatrists are shielded but underutilized because intake isn't ready. Without a system to capture Authorization DNA at the point of entry, practices scale administrative burden instead of patient access.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Psychiatry Practices Start
Psychiatry practices begin with the Foundation Package, installing OperatorHQ as a Private Authorization Front Door that runs fully on-premise — ensuring referral data, insurance information, and patient intent never leave the practice's physical control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ (Voice HQ for inbound calls 24/7, or Chat / Intake HQ for web-based access)
What It Can Do
- Acknowledge 100% of referral and patient inquiries 24/7
- Capture Psychiatry Admin DNA: referral source and documentation, insurance type and authorization status, medication management vs evaluation intent (non-clinical), preferred timing and urgency indicators
- Route Authorization-Ready Briefs: deliver structured summaries to admin staff before psychiatrist review
What it intentionally does NOT include: What it explicitly does NOT include: Psychiatric evaluation or diagnosis. Medication prescribing or guidance. Clinical assessment or treatment planning. Crisis intervention (OperatorHQ routes, humans respond). All clinical actions remain psychiatrist-led.
Capability Expansion Path
HQ Pro applies psychiatry-specific administrative rules: referral enforcement (won't escalate without complete referral), authorization gating (insurance status confirmed before scheduling), and appointment type routing (evaluation vs medication management).
Administrative crisis indicators trigger immediate human handoff. OperatorHQ never handles clinical urgency.
The Core Stack shares memory and context:
Identifies referral source patterns. Detects authorization bottlenecks. Flags waitlist capacity concerns.
Custom Operator is designed for hospital psychiatry departments, multi-provider practices, or health system integrations.
Policy RAG (authorization rules). Multi-provider siloing. Audit-ready intake logs. Inter-system referral handoffs.
Every tier reduces authorization friction — higher tiers add referral enforcement, insurance gating, and ultimately unified psychiatry access operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts practices from referral chaos to underwrite-ready operations.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): OperatorHQ supports administrative operations only. This system does NOT provide psychiatric evaluation, diagnosis, medication guidance, or clinical decision-making. All clinical actions remain psychiatrist-led. Crisis response is always human-led.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Intake Overwhelm to Therapist-Fit Routing
The moment a new patient inquiry is acknowledged, screened for administrative fit, and routed to the appropriate therapist's availability — without clinical interpretation. This is Therapist-Fit Routing.
Recommended starting point:Foundation Package
The Problem
Therapy practices don't struggle because of clinical skill — they struggle in the Administrative Matching Gap. Patients reach out seeking help but face voicemail, slow responses, and repeated intake questioning. Front desks juggle insurance verification, availability matching, and new patient screening while therapists wait for appropriate referrals. Without a system to capture Therapy Access DNA at the point of entry, practices scale frustration instead of connection.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Therapy Practices Start
Therapy practices begin with the Foundation Package, installing OperatorHQ as a Private Access Front Door that runs fully on-premise — ensuring patient intent and personal information never leave the practice's physical control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ (Voice HQ for inbound calls 24/7, or Chat / Intake HQ for web-based access)
What It Can Do
- Acknowledge 100% of new patient inquiries 24/7
- Capture Therapy Admin DNA: new vs returning, insurance type or self-pay, session format preference (individual, couples, family), availability windows, general concern category (non-clinical)
- Route Availability-Ready Briefs: deliver structured summaries to admin staff for therapist matching
What it intentionally does NOT include: What it explicitly does NOT include: Therapy or counseling conversation. Clinical assessment or treatment recommendation. Therapist-patient matching based on clinical factors. Crisis counseling (OperatorHQ routes, humans respond). All clinical actions remain therapist-led.
Capability Expansion Path
HQ Pro applies therapy practice-specific administrative rules: availability-based routing (match patient windows to therapist openings), insurance routing (in-network vs self-pay paths), and session type routing (individual vs couples vs family administrative categorization).
No clinical matching or therapeutic interpretation — administrative fit only.
The Core Stack shares memory and context:
Identifies scheduling bottlenecks. Detects no-show patterns. Flags therapist capacity concerns.
Custom Operator is designed for group practices, counseling centers, or multi-location therapy organizations.
Policy RAG (practice intake rules). Multi-therapist siloing. Audit-ready intake logs. Cross-location routing.
Every tier reduces access friction — higher tiers add availability matching, insurance routing, and ultimately unified practice access operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts practices from intake overwhelm to therapist-ready operations.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): OperatorHQ supports administrative operations only. This system does NOT provide therapy, counseling, clinical assessment, or treatment recommendations. All clinical actions remain therapist-led. Crisis response is always human-led.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Access Uncertainty to Eligibility-Ready Routing
The moment a community member seeking services is acknowledged, screened for program eligibility, and routed to the appropriate resource — with certainty and dignity. This is Access Certainty for underserved populations.
Recommended starting point:Foundation Package
The Problem
Community mental health organizations and nonprofits don't struggle because of mission — they struggle in the Access Certainty Gap. Vulnerable populations reach out but face confusing eligibility requirements, capacity constraints, and fragmented resource coordination. Intake teams are overwhelmed by crisis routing, eligibility screening, and program capacity management simultaneously. Without a system to capture Eligibility DNA at the point of entry, organizations scale uncertainty instead of access certainty.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Community Organizations Start
Community mental health organizations begin with the Foundation Package, installing OperatorHQ as a Private Access Front Door that runs fully on-premise — ensuring sensitive eligibility data and personal information never leave the organization's physical control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ (Voice HQ for inbound calls 24/7, or Chat / Intake HQ for web-based access)
What It Can Do
- Acknowledge 100% of service inquiries 24/7 — no silence for vulnerable populations
- Capture Eligibility DNA: income level indicators, residence/jurisdiction, insurance or uninsured status, program interest, urgency indicators (non-clinical)
- Route Eligibility-Ready Briefs: deliver structured summaries to intake coordinators for program matching
What it intentionally does NOT include: What it explicitly does NOT include: Therapy, counseling, or clinical conversation. Eligibility determination (OperatorHQ captures, humans decide). Crisis counseling or intervention (OperatorHQ routes, humans respond). All clinical and eligibility decisions remain human-led.
Capability Expansion Path
HQ Pro applies community organization-specific administrative rules: program fit routing (mental health vs substance use vs housing support), eligibility gating (documentation requirements by program), and crisis routing (handoff only — immediate escalation to humans).
OperatorHQ never handles crisis — only routes it immediately. Clinical and eligibility decisions remain human-led.
The Core Stack shares memory and context:
Identifies program capacity constraints. Detects crisis inquiry spikes. Flags access bottlenecks for leadership.
Custom Operator is designed for community health networks, nonprofit coalitions, or multi-program organizations requiring maximum coordination.
Policy RAG (eligibility rules by program). Multi-program siloing. Audit-ready logs. Inter-org warm handoffs.
Every tier reduces access uncertainty — higher tiers add eligibility routing, capacity management, and ultimately unified community access operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts organizations from access uncertainty to eligibility-ready operations.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): OperatorHQ supports administrative operations only. This system does NOT provide therapy, diagnosis, treatment, eligibility determination, or clinical decision-making. All clinical and eligibility decisions remain human-led. Crisis response is always human-led.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Intake Overload to Structured Child Access & Case Readiness
The moment a report or request — regardless of channel or time — is transformed into a structured administrative brief containing reporter role, child identifiers (when available), location & jurisdiction, reason category, urgency indicators, and required attachments — before a caseworker ever opens a file. This is the Case-Ready Intake.
Recommended starting point:Foundation Package
The Problem
Child Services organizations face a compounded failure mode. Caseworkers, intake coordinators, and supervisors do not fail because they lack care or competence; they fail because they are buried under unstructured calls, incomplete reports, and fragmented handoffs. High-volume inbound calls (parents, guardians, schools, hospitals, courts), reports submitted after hours or during staffing shortages, incomplete or emotionally charged information, manual re-entry of data across systems — caseworkers become human routers, not protectors. Without a system to capture Administrative Case DNA at the point of entry, agencies scale missed details, delayed response, staff exhaustion, and liability exposure instead of scaling clarity.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Child Services Organizations Start
Most Child Services organizations begin with the Foundation Package, establishing secure, on-premise infrastructure for administrative intake and routing — ensuring reporter data, case context, and internal procedures remain under agency control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ (Voice HQ for hotline and administrative calls, or Chat / Intake HQ for web-based reports and inquiries)
What It Can Do
- Acknowledge 100% of inbound inquiries 24/7 — ensuring reporters are heard immediately, even outside business hours
- Capture Administrative Case DNA: reporter type (parent, school, hospital, court, anonymous), general concern category (neglect, custody inquiry, service request), jurisdiction/location, relationship to child, contact preferences
- Normalize Emotional Input: structure emotionally charged messages into calm, readable summaries for staff
- Route Structured Intake Briefs: deliver case-ready administrative summaries instead of raw voicemails or inbox chaos
What it intentionally does NOT include: What it explicitly does NOT include: Risk assessment or scoring. Investigative logic. Determinations of abuse, neglect, or custody. Clinical, legal, or social-work decisions. Replacement of mandated reporters or caseworkers. All investigations, assessments, and child welfare decisions remain human-led.
Capability Expansion Path
HQ Pro protects staff time and enforces procedural discipline: jurisdiction-aware routing (correct county, district, or unit), urgency flagging (non-clinical: housing displacement, court deadlines, same-day handling), institutional source recognition (school, hospital, law enforcement, public), and escalation guardrails (prevents premature routing without administrative completeness).
Procedural discipline without clinical judgment. OperatorHQ routes, humans decide.
The Core Stack shares memory and context:
Cross-channel memory (repeated calls linked). Volume pattern detection (spikes by geography, time, or source). Drop-off analysis (where reporters abandon intake). Administrative bottleneck visibility.
Custom Operator is designed for multi-county agencies, state-level departments, or large nonprofit child services organizations requiring maximum governance and separation.
Policy & Procedure RAG. Multi-program data siloing (CPS, foster care, family services, prevention). Inter-agency handoff logic. Audit-ready intake logs.
Every tier increases administrative clarity — higher tiers add procedural enforcement, cross-channel memory, and ultimately unified agency operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts agencies from intake overload to structured case readiness.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): OperatorHQ supports administrative intake and routing only. It improves clarity, speed, and staff capacity. It NEVER replaces human judgment. It NEVER performs investigations. It NEVER makes child welfare decisions. It is an Access System, not an authority.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Inquiry Overload to Coordinated Resident Access
The moment a worried family inquiry becomes a structured administrative brief — care level interest, timeline, payer type, decision-maker, documents needed — before a human ever returns the call. This is the Placement-Ready Intake.
Recommended starting point:Foundation Package
The Problem
Senior care organizations don't lose families because of care quality — they lose them in the 'Decision Friction Window.' Families reach out during emotionally charged moments: a fall, cognitive decline, hospital discharge, or caregiver burnout. These inquiries often arrive after hours or during peak intake periods, when staff are already overwhelmed. Administrators become 'Human Routers': re-answering the same questions about levels of care, chasing missing documents (insurance, POA, physician notes), coordinating between residents, adult children, hospitals, and referral partners. Without a system to capture Care Access DNA at first contact, organizations scale missed opportunities, staff burnout, and family frustration — instead of occupancy and continuity.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Senior Care Organizations Start
Most senior care organizations begin with the Foundation Package, installing OperatorHQ as a Private Intake & Access Layer that runs on-premise — ensuring resident and family data stays under facility control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ (Voice HQ for inbound family and referral calls, or Chat / Intake HQ embedded on community and placement pages)
What It Can Do
- Acknowledge 100% of inquiries 24/7 — capture late-night family calls and weekend placement searches with immediate confirmation
- Capture Care Access DNA: inquiry source (family, hospital, social worker, resident), care type interest (Independent / Assisted / Memory Care / Skilled Nursing), time horizon (Immediate / 30–60 days / Researching), payer type (Private pay / LTC insurance / Medicaid inquiry)
- Route Placement-Ready Summaries: deliver clean administrative briefs to admissions staff instead of raw voicemails
What it intentionally does NOT include: What it explicitly does NOT include: Medical assessments or care recommendations. Clinical eligibility determinations. Medication, diagnosis, or treatment guidance. Emergency response beyond human handoff. All clinical decisions remain human-led.
Capability Expansion Path
HQ Pro protects admissions and care staff time: care-level routing logic (Memory Care inquiries routed separately from Independent Living or Skilled Nursing), decision-maker identification (flags who holds POA or financial authority), urgency flagging (hospital discharge, caregiver unavailable, temporary placement needed), and payer-type branching (private-pay vs Medicaid routing).
Administrative routing, not clinical matching. OperatorHQ routes, humans decide.
The Core Stack shares memory and context:
Household memory (adult child chat + phone call linked). Drop-off detection (where families disengage). Occupancy intelligence (admin-level inquiry volume correlation). Cross-channel continuity.
Custom Operator is designed for multi-facility organizations, regional care networks, or enterprise senior living operators requiring maximum governance and separation.
Multi-community siloing. Policy & SOP RAG (administrative). Hospital & partner intake portals. Audit-ready logs.
Every tier increases family clarity and staff capacity — higher tiers add care-level routing, household memory, and ultimately unified community access operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts organizations from inquiry overload to coordinated resident access.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): OperatorHQ supports administrative intake, routing, and coordination only. It improves speed, clarity, and staff capacity. It NEVER replaces clinical judgment. It NEVER provides medical or care advice. It NEVER automates placement or eligibility decisions. All clinical and care decisions remain human-led.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Communication Chaos to Coordinated Athletic Operations
The moment a parent, player, or coach inquiry is automatically routed, contextualized, and answered (or escalated) with the correct team, schedule, and role awareness — without an admin needing to step in. This is the Team-Ready Brief.
Recommended starting point:Foundation Package
The Problem
Sports clubs and athletic organizations don't struggle with coaching or talent — they struggle in the 'Coordination Gap.' Parents miss schedule updates. Players don't know where to be. Coaches repeat the same instructions across texts, group chats, and emails. Admin staff spend their days acting as Human Switchboards, answering questions like: 'Is practice canceled?', 'What paperwork is still missing?', 'When is the next game?', 'Who do I talk to about uniforms or fees?' Without a centralized system to capture Participant DNA, Team Context, and Role-Based Access, organizations scale confusion instead of performance — especially as they grow beyond a single team or season.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Sports Clubs Start
Most clubs begin with the Foundation Package, installing Operator as a Private Athletic Operations Hub that lives on-premise — ensuring player rosters, parent communications, and internal policies remain under organizational control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ (Voice HQ for inbound parent/player calls, or Chat / Intake HQ embedded on the club website or portal)
What It Can Do
- Acknowledge 100% of inquiries 24/7 — no missed parent questions
- Capture Participant DNA: role (Player / Parent / Coach / Volunteer), team / age group, inquiry type (Schedule, Admin, Equipment, Tryouts)
- Route Team-Scoped Summaries to the correct staff member
What it intentionally does NOT include: What it explicitly does NOT include: Coaching strategy or gameplay decisions. Performance analysis or player evaluation. Medical or injury diagnosis. All coaching, medical, and disciplinary decisions remain human-led.
Capability Expansion Path
HQ Pro applies role-based intelligence: role-aware routing (Parents → Admin, Players → Coach, Coaches → Ops/Leadership), age & division branching (Youth vs High School vs Adult leagues), priority logic ('Game Day' inquiries outrank general admin), and volunteer & staff intake (background checks, availability, assignments).
The right message reaches the right person — instantly.
The Core Stack shares memory and context:
Team memory (households with multiple players linked). Friction detection (common breakdowns like missed rainout messages). Cross-channel continuity. Seasonal intelligence (spikes around tryouts, playoffs, registration).
Custom Operator is designed for large clubs, multi-team organizations, or league operators requiring maximum governance and separation.
Club Policy RAG (instant answers from handbooks and bylaws). Coach enablement tools (optional reference materials). Multi-program siloing (Youth, travel, adult leagues separated). Audit-ready logs.
Every tier increases coordination clarity — higher tiers add role-based routing, seasonal intelligence, and ultimately unified athletic operations.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts organizations from communication chaos to coordinated athletic operations.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): OperatorHQ supports administrative coordination and communication only. It enhances clarity, readiness, and staff efficiency. It DOES NOT replace coaches. It DOES NOT make athletic, medical, or disciplinary decisions. All coaching and safety decisions remain human-led.
Operational Overlays & Appendices
The following overlays and appendices address specific organizational contexts within sports clubs. Each is additive to the core use case and explicitly scoped to administrative operations.
Youth Sports vs Adult League (Overlay)
OperatorHQ can be configured to recognize and route differently based on participant age and league structure.
- Youth Sports: Enhanced privacy controls for minors. Parent-first communication routing. Waiver and medical release tracking. Background check status for volunteers and coaches. Age-appropriate inquiry handling.
- Adult Leagues: Direct player communication (no parent intermediary). Payment and scheduling self-service. Team captain routing. Simpler intake flows with fewer compliance gates.
- Shared Infrastructure: Both overlays run on the same on-premise hardware with strict data partitioning between youth and adult programs.
School-Affiliated vs Independent Club (Overlay)
OperatorHQ can adapt its routing, compliance, and communication patterns based on organizational affiliation.
- School-Affiliated: Alignment with school calendar and academic eligibility windows. Athletic Director and faculty routing options. Integration with school communication policies. Season and eligibility timing awareness.
- Independent Club: Year-round operations support. Travel team and tournament logistics. Membership and dues tracking. Multiple program siloing (recreational, competitive, elite).
- Hybrid Support: Organizations operating both school-affiliated and independent programs can run parallel configurations on the same infrastructure.
Coach Enablement Appendix (AI-Assisted, Non-Decisional)
At the Custom Operator level, optional coach enablement tools can be unlocked. These are explicitly non-decisional and intended to reduce administrative burden, not replace coaching judgment.
- Practice Plan Templates: AI-generated practice structure suggestions based on age group and session length. Fully editable by coaches. No mandatory adoption.
- Parent Communication Templates: Consistent weekly update formats, travel logistics briefs, and expectation-setting messages. Coaches review and personalize before sending.
- Policy Reference Access: Coaches can query the private Policy & Handbook RAG for instant answers to questions like 'What is our concussion return-to-play protocol?' or 'What forms are required for overnight travel?'
- Scope Boundary: Coach enablement tools are reference materials only. They do NOT make lineup decisions, playing time recommendations, or strategy suggestions. All coaching judgment remains human-led.
All overlays and appendices are administrative enhancements. OperatorHQ does not coach athletes, make medical decisions, or automate disciplinary actions. Youth participant data receives enhanced privacy protections.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Inquiry Chaos to Structured Project Coordination
The moment a vague architectural inquiry is transformed into a structured brief containing project type, site status, budget range, timeline, and current phase intent — before a principal ever takes a call. This is the Phase-Ready Brief.
Recommended starting point:Foundation Package
The Problem
Architecture firms don't struggle with creativity or technical skill — they struggle in the 'Context & Coordination Gap.' Inbound inquiries arrive vague ('We're thinking about building…'), incomplete (no site survey, no budget clarity), and misaligned (wrong project type, wrong phase, wrong timeline). Principals and senior architects spend enormous time acting as Human Translators — repeatedly clarifying scope, re-explaining process, and chasing missing documents instead of designing. As firms scale, the problem compounds: clients don't understand phases (Concept → SD → DD → CD), consultants aren't looped in cleanly, zoning and permitting questions flood inboxes, and administrative staff route messages manually with limited context. Without a system to capture Project DNA and Phase Intent at the point of entry, architecture firms scale friction, liability, and burnout — not leverage.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Architecture Firms Start
Most architecture firms begin with the Foundation Package, which installs the core, private infrastructure required to run Operator locally — ensuring drawings, feasibility studies, budgets, and proprietary process knowledge stay on-premise.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ (Chat / Intake HQ embedded on the firm website, or Voice HQ for firms handling phone-based inquiries or institutional clients)
What It Can Do
- Acknowledge 100% of inquiries 24/7 — capturing high-intent prospects researching after hours or during early feasibility stages
- Capture Project DNA: project type (Residential / Commercial / Institutional), site status (Owned / Under Contract / Researching), estimated budget range, timeline urgency, stakeholder role (Owner / Developer / PM / Institution)
- Identify Phase Intent: Feasibility / Concept, Schematic Design, Design Development, Construction Documents, Permitting / Advisory only
- Route Phase-Ready Summaries: deliver clean administrative briefs to the appropriate principal, PM, or business development lead
What it intentionally does NOT include: What it explicitly does NOT include: Design decisions or architectural recommendations. Code interpretation beyond documented policy retrieval. Stamping, permitting approval, or engineering judgments. Cost estimating or contractor selection. All professional judgment remains human-led.
Capability Expansion Path
HQ Pro applies phase and fit intelligence: phase-aware routing (concept inquiries to BD/Principal, CD-phase coordination to PM/Ops), fit filtering (flags out-of-scope budgets or project types), and stakeholder mapping (identifies who controls budget vs approvals, prevents late-stage 'surprise decision makers').
Senior architects protect design time while maintaining responsiveness.
The Core Stack shares memory and context:
Project continuity (client inquires months later, Operator remembers prior discussions). Friction detection (where prospects stall). Cross-channel integrity (chat, voice, email unified).
Custom Operator is designed for multi-office firms, large institutional practices, or design-build organizations requiring maximum governance and IP protection.
Policy & Standards RAG (SD deliverable lists, code consultant timing). Multi-project siloing. Audit-ready logs.
Every tier increases operational leverage — higher tiers add phase-aware routing, practice memory, and ultimately unified firm-wide coordination.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level, but the system consistently shifts firms from inquiry chaos to structured project coordination.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): OperatorHQ supports administrative intake, coordination, and communication only. It improves clarity, speed, and operational leverage. It NEVER designs. It NEVER interprets code beyond documented policy. It NEVER replaces licensed professional judgment. All design and professional decisions remain human-led.
Practice Overlays
The following overlays address specific practice types within architecture. Each is additive to the core use case and explicitly scoped to administrative and workflow coordination.
Studio Type Overlay: Residential / Commercial / Institutional
OperatorHQ can be configured to recognize and route differently based on project type and client profile.
- Residential: Private homeowner communication patterns. Family decision-maker identification. Budget sensitivity awareness. Emphasis on design intent capture over technical specification. Permit timeline expectations for single-family or multi-family.
- Commercial: Developer and owner's rep routing. Lease-back and ROI-focused intake. Tenant improvement vs. ground-up distinction. Fast-track schedule awareness. Consultant coordination complexity flags.
- Institutional: RFP and RFQ intake tracking. Committee and board decision-maker mapping. Multi-phase campus planning awareness. Public funding and compliance documentation. Long-horizon project lifecycle support.
- Shared Infrastructure: All overlays run on the same on-premise hardware with project-type-specific routing and intake flows.
BIM-Heavy Firms Overlay
For firms with significant BIM (Building Information Modeling) investment, OperatorHQ can extend administrative coordination into BIM-adjacent workflows.
- Model Coordination Scheduling: Administrative scheduling for clash detection reviews, model update deadlines, and consultant coordination sessions. No model editing or design decisions.
- LOD (Level of Development) Awareness: Intake can capture expected LOD requirements and route accordingly to appropriate project managers.
- BIM Execution Plan Reference: Staff can query the firm's BIM standards and execution plan templates through the Policy & Standards RAG.
- Consultant Model Submission Tracking: Administrative tracking of when consultant models are due and received. No model validation or technical review.
- Scope Boundary: OperatorHQ tracks administrative BIM coordination only. It does NOT create, edit, validate, or issue BIM models.
Design-Build Firms Overlay
For integrated design-build practices, OperatorHQ can support the expanded coordination requirements between design and construction phases.
- Pre-Construction Intake: Captures budget, schedule, and owner requirements before design begins. Routes to appropriate design-build leads.
- GC / Trade Coordination (Admin): Administrative scheduling for bid reviews, subcontractor meetings, and value engineering sessions. No cost estimating or contractor selection.
- Design-Build Phasing Awareness: Distinguishes fast-track vs. traditional delivery. Routes inquiries based on current project phase.
- Owner Communication Unification: Single intake thread for owner communications that spans design and construction phases.
- RFI Administrative Routing: Routes incoming RFI-related inquiries to appropriate team members. Does NOT answer RFIs or provide technical responses.
- Scope Boundary: OperatorHQ supports administrative coordination across design-build phases. It does NOT estimate costs, select contractors, or make construction decisions.
All overlays are administrative enhancements. OperatorHQ does not design, stamp, estimate, or make licensed professional decisions. Design and construction decisions remain human-led.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
Operator Profiles
Personal, creator, and household operating systems — standalone entry points with upgrade paths.
From Creative Entropy to Centralized Generative Control
The moment a generative media request is executed with full brand context, asset memory, and governance boundaries — producing consistent, owned output without tool sprawl or duplicated effort. This is the Brand-Aware Generation.
Recommended starting point:Foundation Package
The Problem
Creators, entrepreneurs, and teams increasingly rely on generative media tools for images, video, audio, copy, and design — but these tools are fragmented, cloud-dependent, and disconnected from brand rules, asset history, and operational context. This leads to duplicated work, inconsistent outputs, unclear ownership of generated assets, and growing risk around data usage, licensing, and governance. As production volume increases, so does creative entropy.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Creators Start
Most creators and teams begin with the Foundation Package, installing GenHQ as a Private Generative Media Hub on dedicated hardware — ensuring creative assets, brand context, and generation history remain under owner control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ providing centralized access point for generative media workflows (image, video, audio, text)
What It Can Do
- Centralized access point for generative media workflows across formats
- Basic asset organization and session-level memory
- Owner-controlled access and usage boundaries
- Generation request capture and routing to appropriate tools or models
What it intentionally does NOT include: What it explicitly does NOT include: Advanced brand memory or long-term asset intelligence. Multi-agent creative orchestration. Automated publishing, licensing logic, or external platform integrations. All creative decisions remain human-led.
Capability Expansion Path
HQ Pro provides advanced creative agent orchestration: ideation agent, editor agent, compliance agent. Sub-systems for specific use cases (ads, social content, long-form media, product visuals). Asset reuse intelligence and pattern recognition across projects. Optional integration with selected distribution or storage platforms.
Complex creative pipelines become manageable and repeatable.
The Core Stack shares memory and context:
Fully unified creative operating system across media types. Human-in-the-loop controls for approval, override, and creative direction. Cross-project memory and performance context. Governance layers for usage rules, permissions, and data boundaries.
Custom Operator enables bespoke GenHQ architecture tailored to unique creative pipelines — custom models, tools, or on-device deployments with deep integration into proprietary workflows.
Extended governance, auditability, or privacy requirements. Enterprise-grade creative infrastructure.
Every tier increases creative leverage — higher tiers add brand awareness, agent orchestration, and ultimately unified governance across all generative workflows.
Outcomes (Modeled / Typical)
Creators and teams deploying GenHQ may experience:
Outcomes vary by deployment level, but the system consistently shifts creators from fragmented tool usage to centralized generative control.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): GenHQ is a technical infrastructure and workflow system. It does not provide legal, financial, or licensing advice, and does not guarantee creative performance, audience outcomes, or commercial results. All creative and business decisions remain human-led.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Fragmented Tools to Centralized Personal Infrastructure
The moment you access a unified system that remembers your context, supports your thinking, and organizes your knowledge — under your direct governance, on your hardware. This is the Personal Operating System.
Recommended starting point:Foundation Package
The Problem
Individuals rely on dozens of disconnected apps, notes, and cloud services — none of which persist memory, share context, or operate under user control. AI assistants reset with every session. Notes scatter across devices. Decisions happen without structured support. Over-reliance on third-party cloud AI means no ownership, no continuity, and no compounding intelligence over time.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Individuals Start
Most individuals begin with the Foundation Package, installing Personal HQ as a private, owner-controlled operating system on dedicated hardware — ensuring personal knowledge, memory, and daily context remain fully governed by the user.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Persistent personal memory that compounds across sessions
- Private knowledge storage and retrieval under owner control
- Basic daily planning and reflection workflows
- Centralized access point for personal context and information
What it intentionally does NOT include: What it explicitly does NOT include: Medical, legal, or financial advice. Autonomous action without user oversight. Guaranteed productivity or clarity outcomes. Decision authority — all decisions remain human-led.
Capability Expansion Path
HQ Pro provides structured decision-support infrastructure: tradeoff modeling, scenario comparison, assumption tracking, and reflection prompts. All non-advisory — the user retains full responsibility.
Thinking becomes more structured without replacing judgment.
All personal HQs share memory and context:
Fully unified personal infrastructure. Cross-domain context sharing. Compounding personal intelligence over months and years.
Custom Operator enables fully tailored personal infrastructure — custom integrations, specialized knowledge domains, and extended privacy requirements.
Enterprise-grade personal control for high-stakes individuals.
Every tier increases personal leverage — higher tiers add knowledge retrieval, decision frameworks, and ultimately a unified operating system for life.
Outcomes (Modeled / Typical)
Individuals deploying Personal HQ may experience:
Outcomes vary by usage patterns, but the system consistently shifts individuals from fragmented tools to centralized personal infrastructure.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): Personal HQ is personal infrastructure. It does NOT replace human judgment. It does NOT provide medical, legal, or financial advice. It does NOT guarantee productivity, clarity, or outcomes. It does NOT act autonomously without user oversight. All decisions remain human-led.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Content Chaos to Systematic Creative Production
The moment a single creative idea flows through a structured system — planned, produced, repackaged, and prepared for distribution — without manual chaos or asset loss. This is the Creator Operating System.
Recommended starting point:Foundation Package
The Problem
Creators, educators, and media operators rely on fragmented tools for ideation, production, and distribution. Content scatters across platforms and folders. Repurposing is manual and inconsistent. Asset reuse is accidental rather than systematic. Platform-dependent workflows leave creators vulnerable to algorithm changes with no central control over their creative infrastructure.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Creators Start
Most creators begin with the Foundation Package, installing Creator HQ as a private content operations hub on dedicated hardware — ensuring creative assets, editorial plans, and production history remain under owner control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ providing centralized access to content planning, production tracking, and asset organization
What It Can Do
- Centralized content planning and editorial visibility
- Basic asset organization and project tracking
- Content cadence awareness and scheduling infrastructure
- Owner-controlled creative workspace
What it intentionally does NOT include: What it explicitly does NOT include: Guaranteed audience growth or monetization. Automatic publishing without configuration. Platform-specific optimization guarantees. Creative judgment replacement. All creative decisions remain human-led.
Capability Expansion Path
HQ Pro provides structured production pipelines: series and episode frameworks, batch production patterns, and performance labeling based on user-provided signals.
Complex content operations become systematic.
All creator HQs share memory and context:
Fully unified creative infrastructure. Cross-format context sharing. Compounding creative intelligence over months and years.
Custom Operator enables fully tailored creator systems — custom production pipelines, multi-brand content separation, and integration with existing tools.
Enterprise-grade creator control for media operators.
Every tier increases creative leverage — higher tiers add asset reuse, production orchestration, and ultimately a unified operating system for content.
Outcomes (Modeled / Typical)
Creators deploying Creator HQ may experience:
Outcomes vary by usage patterns, but the system consistently shifts creators from content chaos to systematic creative production.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): Creator HQ is creative infrastructure. It does NOT guarantee audience growth or monetization. It does NOT replace creative judgment. It does NOT automatically publish without explicit configuration. It is NOT a social network or platform. All creative decisions remain human-led.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Ungoverned AI Exposure to Household-Controlled Infrastructure
The moment a family has access to AI capabilities that respect parental boundaries, support household routines, and operate entirely under adult governance — without cloud dependencies or ungoverned interactions. This is the Family Operating System.
Recommended starting point:Foundation Package
The Problem
Families face ungoverned AI exposure with no parental control layers. Household routines and information scatter across disconnected apps. Children interact with AI systems designed for adults with no safety boundaries. Over-reliance on cloud services means family data lives on external servers. Existing smart home systems prioritize convenience over values and governance.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Families Start
Most families begin with the Foundation Package, installing Home HQ as a household-governed AI system on dedicated hardware — ensuring family data, routines, and AI interactions remain under adult control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ providing parental-governed AI access with safety boundaries
What It Can Do
- Parent-governed AI interaction layers
- Basic household schedule and routine infrastructure
- Controlled access roles (parent / child / guest)
- Local-first family data storage
What it intentionally does NOT include: What it explicitly does NOT include: Monitoring or surveillance of children. Replacement of parenting or education. Guaranteed learning outcomes. Autonomous operation without adult governance. All household decisions remain adult-led.
Capability Expansion Path
HQ Pro adds household intelligence: shared family calendars, activity coordination, and family memory that retains important household context over time.
The household operates as a coordinated system.
All household HQs share memory and context:
Fully unified household infrastructure. Cross-domain family context. Values-aligned AI interaction for all household members.
Custom Operator enables fully tailored household systems — extended family coordination, special needs accommodations, and custom governance policies.
Enterprise-grade household control for families with unique requirements.
Every tier increases household leverage — higher tiers add learning support, family memory, and ultimately a unified operating system for home life.
Outcomes (Modeled / Typical)
Families deploying Home HQ may experience:
Outcomes vary by family configuration, but the system consistently shifts households from ungoverned AI exposure to controlled household infrastructure.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): Home HQ is household infrastructure. It does NOT replace parenting or education. It does NOT monitor or surveil children. It does NOT guarantee learning outcomes. It does NOT operate without adult governance. All household decisions remain adult-led. Home HQ is intentionally conservative by design.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
Core Capability Layers
These layers power Foundation HQs and Core Vitals. They're assembled differently by deployment (as scoped). Knowledge, decisions, automation, and communications across every Operator system.
From Scattered Information to Centralized Knowledge Infrastructure
The moment you retrieve exactly the information you need — with source context, traceability, and connection to related knowledge — from your own organized knowledge system. This is Owned Knowledge Retrieval.
Recommended starting point:Foundation Package
The Problem
Information scatters across documents, notes, emails, and cloud services. Existing AI tools have no memory of your knowledge and no source traceability. Semantic search requires external services with no ownership guarantees. Knowledge compounds in theory but fragments in practice. Without centralized infrastructure, knowledge retrieval becomes guesswork.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Knowledge Systems Start
Most knowledge systems begin with the Foundation Package, installing Knowledge HQ as a private knowledge infrastructure on dedicated hardware — ensuring documents, notes, and organizational knowledge remain under owner control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ providing document ingestion, indexing, and basic retrieval
What It Can Do
- Document ingestion and indexing for supported formats
- Basic semantic retrieval across ingested content
- Source traceability for all retrievals
- Owner-controlled knowledge boundaries
What it intentionally does NOT include: What it explicitly does NOT include: Truth verification or authoritative fact-checking. Guaranteed accuracy or completeness. External knowledge integration without explicit configuration. Knowledge HQ depends entirely on user-provided content.
Capability Expansion Path
HQ Pro adds multi-user knowledge infrastructure: team knowledge bases, role-based access, and controlled sharing patterns.
Organizational knowledge becomes accessible with appropriate boundaries.
All knowledge HQs share context and retrieval:
Fully unified knowledge infrastructure. Cross-domain retrieval. Compounding organizational intelligence.
Custom Operator enables fully tailored knowledge systems — specialized ingestion pipelines, custom taxonomies, and enterprise integration requirements.
Enterprise-grade knowledge control for complex organizations.
Every tier increases knowledge leverage — higher tiers add connection intelligence, team access, and ultimately unified knowledge retrieval across domains.
Outcomes (Modeled / Typical)
Organizations deploying Knowledge HQ may experience:
Outcomes vary by content quality and organization, but the system consistently shifts from scattered information to centralized knowledge infrastructure.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): Knowledge HQ is knowledge infrastructure. It is NOT a truth engine. It is NOT an authoritative source of facts. It depends entirely on user-provided content. Accuracy depends on source quality. All knowledge decisions remain human-led.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Reactive Choices to Structured Decision Infrastructure
The moment a complex decision is framed within a structured system — with tradeoffs visible, assumptions documented, and scenarios compared — before action is taken. This is Supported, Not Replaced, Decision-Making.
Recommended starting point:Foundation Package
The Problem
Decisions happen reactively without structured support. Tradeoffs go unexamined. Assumptions remain implicit until they cause problems. Scenario comparison happens mentally rather than systematically. Without decision infrastructure, organizations and individuals repeat mistakes, miss options, and lack accountability for how choices were made.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Decision Systems Start
Most decision systems begin with the Foundation Package, installing Decision HQ as private decision support infrastructure on dedicated hardware — ensuring decision frameworks, assumptions, and organizational reasoning remain under owner control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ providing decision frameworks, tradeoff modeling, and assumption tracking
What It Can Do
- Basic decision frameworks for structured thinking
- Tradeoff modeling and comparison structures
- Assumption documentation and tracking
- Decision logging and history
What it intentionally does NOT include: What it explicitly does NOT include: Recommendations presented as guarantees. Advisory services or professional counsel. Outcome prediction or optimization. Decision authority — all decisions remain human-led.
Capability Expansion Path
HQ Pro adds organizational decision support: team decision frameworks, stakeholder input coordination, and decision accountability trails.
Organizational decisions gain structure and traceability.
All decision HQs share context and history:
Fully unified decision infrastructure. Cross-domain decision awareness. Compounding organizational decision intelligence.
Custom Operator enables fully tailored decision systems — regulatory decision frameworks, board-level decision support, and enterprise governance integration.
Enterprise-grade decision control for high-stakes organizations.
Every tier increases decision clarity — higher tiers add scenario modeling, team coordination, and ultimately unified decision infrastructure across domains.
Outcomes (Modeled / Typical)
Organizations deploying Decision HQ may experience:
Outcomes vary by decision context and use, but the system consistently shifts from reactive choices to structured decision infrastructure.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): Decision HQ is decision support infrastructure. It is NON-ADVISORY. No recommendations are presented as guarantees. User retains full responsibility for all decisions. Decision HQ does not predict outcomes or optimize choices. All decisions remain human-led.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Invisible Automations to Centralized Workflow Control
The moment you have full visibility into every automation running on your behalf — with clear logs, human checkpoints, and the ability to intervene at any stage. This is Governed Automation.
Recommended starting point:Foundation Package
The Problem
Automations run invisibly across tools and platforms with no central visibility. When something breaks, diagnosis requires hunting across systems. Human-in-the-loop checkpoints are afterthoughts rather than first-class infrastructure. Tool-to-tool coordination happens through fragile integrations with no governance layer. Without centralized control, automation becomes a liability rather than leverage.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Automation Systems Start
Most automation systems begin with the Foundation Package, installing Automation HQ as private workflow infrastructure on dedicated hardware — ensuring automation logic, execution logs, and coordination rules remain under owner control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ providing workflow orchestration, logging, and human-in-the-loop checkpoints
What It Can Do
- Centralized automation visibility and logging
- Human-in-the-loop checkpoint infrastructure
- Basic workflow orchestration patterns
- Tool-to-tool coordination visibility
What it intentionally does NOT include: What it explicitly does NOT include: Guaranteed reliability or uptime. Error-free execution promises. Autonomous operation without governance. Automation logic is entirely user-defined.
Capability Expansion Path
HQ Pro adds organizational automation support: cross-system coordination, real-time intervention controls, and team automation governance.
Enterprise automation gains visibility and control.
All automation HQs share visibility and control:
Fully unified automation infrastructure. Cross-domain workflow awareness. Compounding organizational automation intelligence.
Custom Operator enables fully tailored automation systems — mission-critical workflow requirements, compliance-driven automation, and enterprise integration patterns.
Enterprise-grade automation control for complex organizations.
Every tier increases automation leverage — higher tiers add orchestration, intervention controls, and ultimately unified automation visibility across systems.
Outcomes (Modeled / Typical)
Organizations deploying Automation HQ may experience:
Outcomes vary by automation complexity, but the system consistently shifts from invisible automations to centralized workflow control.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): Automation HQ is automation infrastructure. It makes NO promise of reliability or uptime. It makes NO guarantee of error-free execution. User-defined logic governs all behavior. All automation decisions remain human-led.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
From Inbox Overload to Unified Communications Infrastructure
The moment every inbound message is triaged, prioritized, and routed according to your rules — across channels, without context loss or manual sorting. This is Governed Communications.
Recommended starting point:Foundation Package
The Problem
Messages arrive across email, chat, voice, and forms with no unified triage. Priority assessment happens manually and inconsistently. Context scatters across channels when conversations span platforms. Outbound communications lack coordination. Without centralized infrastructure, communication becomes a source of chaos rather than leverage.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most Communications Systems Start
Most communications systems begin with the Foundation Package, installing Communications HQ as private messaging infrastructure on dedicated hardware — ensuring message routing, priority logic, and communication history remain under owner control.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One core HQ providing message triage, priority routing, and inbox unification
What It Can Do
- Basic message triage and categorization
- Priority routing based on user-defined rules
- Cross-channel visibility (where integrated)
- Communication history retention
What it intentionally does NOT include: What it explicitly does NOT include: Guaranteed response rates. Automatic responses without configuration. Human communication replacement. Routing logic is entirely user-configured.
Capability Expansion Path
HQ Pro adds organizational communications support: team inbox management, handoff patterns, and escalation workflows.
Organizational communications gain structure and accountability.
All communications HQs share context and routing:
Fully unified communications infrastructure. Cross-channel awareness. Compounding relationship intelligence.
Custom Operator enables fully tailored communications systems — enterprise channel integrations, compliance-driven routing, and custom notification architectures.
Enterprise-grade communications control for complex organizations.
Every tier increases communications leverage — higher tiers add unification, team coordination, and ultimately a unified operating system for all organizational communications.
Outcomes (Modeled / Typical)
Organizations deploying Communications HQ may experience:
Outcomes vary by communications volume, but the system consistently shifts from inbox overload to unified communications infrastructure.
Pricing Notes
Packages cap scope, not capability.
SCOPE BOUNDARY (Non-Negotiable): Communications HQ is communications infrastructure. It does NOT guarantee response rates. It does NOT replace human communication. Routing logic is entirely user-configured. All communications decisions remain human-led.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
See Your Business Here?
If this resonates, let's map how Operator would work for you — starting with the Foundation Package.