Marshal is an AI agent trained to execute defined workflows inside your business: chasing leads, reconciling deposits, triaging support tickets. You set the rules and approve what matters. We handle the ops, the upgrades, and the 2 a.m. alerts. Marshal does the work. You run the business.
Founder-led teams use Marshal
The Clock Already Started
This isn't a forecast. Somewhere in your market, a competitor has already started to offload work to agents. Their follow-ups go out in minutes, their pipeline moves at midnight, and their operating costs are plummeting. You can't out-work that by asking your team to try harder. The risk isn't adoption. The risk is being too late.
Marshal grounds every task in the information and rules of your company. It retrieves relevant context, respects access permissions, identifies the right tools, and adapts as new information appears.
A chat window doesn't know your planned pricing adjustment, your latest customer note, or who that hot lead is supposed to go to. So it guesses: convincingly, and often wrong. In a demo that's charming. Pointed at your customers, it's a problem you have to clean up.
Marshal works from your real data and your rules. It retrieves the right context before it acts, so the answer matches how your business actually runs.
Docs, threads, prior decisions, working knowledge. Before he acts, Marshal pulls the specific records and history the task actually needs — your current pricing, the latest note on that account, who the lead belongs to. That's the difference between an answer that fits your business and one that only sounds right.
How your business actually operates and decides. The discount you'd approve, the threshold that needs a sign-off, the way you handle the awkward edge case. Marshal works inside that logic from the first run.
Who can see what. Respected at every step. Marshal operates inside the same access area your team does and won't act beyond the scope you've granted. The autonomy stops exactly where your rules say it does.
The right system for the task, identified per call. For each step, Marshal works out where the job belongs (the CRM, the billing system, etc.). You're not hard-wiring a brittle n8n chain between apps; Marshal routes the work the same way a capable employee would.
When your pricing shifts, a policy changes, or a new record lands, Marshal works from the new reality on its next run. No rebuild or re-config necessary.
A clever answer is where most AI stops. You're still on the hook to solve the problem. Marshal closes that gap: it understands the business goal, plans the steps, uses your tools, takes action, and learns from what happened. Then it does it again tomorrow without being asked. You own the strategy. Marshal owns everything beneath it: the context, the deliverables, the follow-through.
Ensures inbound inquiries receive immediate, structured first-touch response.
Inbound inquiry → scheduled conversation.
Target the right accounts → reach them ready to talk.
Keep the business running without the admin tax.
>>> You can handoff just about anything
Work that is mechanical, repetitive, multi-step, manual, and/or data-heavy is perfect for Marshal. Anything with a clear start, a clear finish, and a defined outcome is ready to be handed off today.
TRUSTED BY AI-FORWARD TEAMS
>>> There's a better way to run AI Ops
You don't run your own email mail server or build your own payroll platform. You hire a managed provider that delivers the outcome. AI agents are no different. We build them, run them, and are responsible for them. We call it Managed AI Ops.
Build an agent and you sign up for testing, orchestration, guardrails, and maintenance. Buy one and you buy a second job: managing it and checking its work. Marshal is the third way. We design it, test it, deploy it, run it, fix it, and tune it as your business evolves. The operating and the upkeep are ours.
Marshal does the work; you hold the approvals and the rules. Anything that you consider sensitive pauses for your sign-off. Every action lands in an audit trail. Task assignment and system access are entirely up to you.
START NARROW AND LET ROI COMPOUND
Don't automate everything at once. That's how AI projects die in committee. Start with one problematic process. Hand it off. Watch it work. Then expand from there.
Put Marshal to work in your business today. Real work items, not demo data. Marshal completes assigned tasks. You hold all the approvals.
During your trial, our engineers expand Marshal's capabilities to comfortably handle a complete A complete stream of business work that a Marshal agent owns end to end. It is the job you hire an agent to do. Learn more →. Every new skill unlocks more business value.
If Marshal meets your expectations, keep it running. We execute the ops, manage the system, and handle upgrades. You set the course. Marshal powers the engine.
Join hundreds of small businesses learning to operate at machine speed with agents on the job.
