Home services
Service calls, estimates, dispatch, and customer follow-up.
Explore the menuTHE CLIENT LIBRARY
Extend the system.
Keep the scope clear.
The Certified Private AI library organizes technical and workflow modules alongside compliance and governance work packages for clients.
Explore the work types and six agent profiles below.
01ACCESS
Membership starts with
your first paid module.
After the first paid module, an active client receives a library portal account. Use the portal link supplied with your account to access the catalog.
Membership provides catalog access. Modules and work packages are purchased separately, with availability, prices, access duration, delivery, updates, and support set by the current catalog and service agreement.
These listings describe work types rather than confirming current availability. For portal access or account help, request Library assistance.
02WHAT IT CAN INCLUDE
Tools and work packages
for defined needs.
TECHNICAL CONTROLS
Control data movement
Sanitization, local orchestration, and external hand-off controls can be scoped for a particular environment and workflow. Each control needs its own configuration and tests.
BUSINESS WORKFLOWS
Support daily operations
Examples include sales, marketing, payroll, and customer-service modules. Suitability and installation are determined for each client.
COMPLIANCE AND GOVERNANCE
Work from actual obligations
Examples include HIPAA and PCI DSS implementation work, voluntary NIST framework mapping, and cyber-insurance requirements. The work depends on the client’s obligations, scope, evidence, and approvals.
03AGENT WORKSPACE PREVIEW
Defined roles.
Useful work across industries.
Explore six sample agent profiles in the workspace preview. The displayed counts and statuses illustrate the interface and are not live client records.
See the Five Rungs of AI Adoption →33Agents
30Active
6Awaiting approval
3Blocked this week
Agent profilesScroll for more industry agents
PRIVATE CLIENT SERVICES
Enterprise Private Client Intelligence & Deal Agent
Analyze authorized buyer briefs, match suitable properties, and monitor deal milestones.
View workflow & review rules
- Connected records
- Buyer briefs, property records, approved deal checklists.
- Useful work
- Summarize permitted records, prepare a short list, and flag missing documents or approaching milestones.
- Human review
- Offers, contract changes, sharing client records, and commitments require the designated reviewer.
REAL ESTATE
Real Estate Lead Qualifier & Inside Sales Agent
Qualify incoming leads and prepare showing options from approved property and calendar data.
View workflow & review rules
- Connected records
- Lead intake, property inventory, approved scripts, showing calendar.
- Useful work
- An inside sales assistant (ISA) gathers the requested criteria, matches listings, and prepares suitable showing options.
- Human review
- Scheduling outside approved rules, commitments, and unusual requests go to the sales team.
REAL ESTATE MARKETING
Listing & Content Automation Agent
Turn verified property details into listing copy, then check claims and required disclosures.
View workflow & review rules
- Connected records
- Verified property facts, brand guidance, listing requirements.
- Useful work
- Draft descriptions and channel variations, retaining the approved facts and identifying missing details.
- Human review
- Public posting, unsupported claims, and changes to listing facts require review.
ECOMMERCE
Ecommerce Order & Returns Agent
Resolve routine order questions and prepare return options using the store’s approved policies.
View workflow & review rules
- Connected records
- Order records, carrier status, approved return policies.
- Useful work
- Match the customer to the permitted order, explain verified delivery status, and draft the applicable return options.
- Human review
- Refunds, policy exceptions, payment changes, and uncertain customer identity go to a human reviewer.
DIGITAL MARKETING
Digital Marketing Campaign Operations Agent
Compare campaign results, flag unusual spend, and prepare the next set of on-brand content.
View workflow & review rules
- Connected records
- Approved analytics, campaign plan, brand assets, budget rules.
- Useful work
- Summarize verified results, identify missing attribution data, and prepare campaign or content changes for review.
- Human review
- Publishing, budget changes, and performance claims require approval before release.
HOME SERVICES
Home Services Dispatch & Follow-Up Agent
Triage service requests, match crew availability, and prepare appointment and follow-up options.
View workflow & review rules
- Connected records
- Service intake, service-area rules, technician calendar.
- Useful work
- Gather the job details, match permitted service areas and crew availability, and draft the customer follow-up.
- Human review
- Final dispatch, price changes, safety concerns, and commitments outside the service rules require review.
04ASSESSMENT BOUNDARY
A purchase is not
a certification result.
Buying a module does not establish deployment or legal compliance. The Certificate of Conformance applies only to the local LLM host service. Optional controls and workflows need their own agreed scope and testing.