Agents

Persistent AI partners that learn your business over time and do real
work inside it.

What it is

Agents are HAPPEE's headline capability. Unlike a chatbot you summon and
explain everything to, an agent has continuous access to your accounting,
your CRM, your knowledge base, your channels, and your dashboards — and
remembers what it has done before. Each agent is shaped around a domain
(finance, sales, marketing, research, operations, planning) and
accumulates skills over time within that domain.

You don't direct an agent through a wizard; you talk to it in a channel,
and it executes — drafting documents, posting to channels, updating
work items, running models, placing calls, capturing outcomes. The human
keeps authority and judgment; the agent keeps context and stamina.

What you get

• A small, named cast of agents that show up across the business —
  Alex for finance, Pam for planning, plus department-shaped agents for
  sales, marketing, research, and operations

• Continuous, persistent context — agents remember the last conversation,
  the last decision, the last variance from plan

• Full access across HAPPEE — accounting, tracker, knowledge base,
  directory, dashboards — through agent tools

• Skills that compose — a sales agent has SDR techniques, sales
  coaching, pipeline management, and forecasting; skills accumulate
  as you use the system

• Configurable autonomy — agents can be set to act on schedules,
  triggers, or thresholds, always within human-approved guardrails

How agents are used

Three common shapes:

• Conversational — you ask the finance agent to model a price
  change, and it does, surfacing the result in the visual panel.

• Recurring — the sales agent posts a morning brief in #sales every
  weekday at 7am with research, drafts, and the day's recommended
  actions.

• Triggered — when the 13-week cash forecast minimum drops below a
  threshold, the finance agent posts the variance, the cause, and three
  options with pros and cons.

In all three modes, the agent does prep, drafts, captures, and surfaces.
The human approves, decides, and signs.

In small businesses

For a sub-$5M business, the agents are the difference between "we can't
afford to do that work properly" and "we do that work properly." A solo
founder can't hire an SDR, a fractional CFO, a brand designer, and a
sales-ops person. With agents, the work those roles produce is available
on demand — under the founder's direction.

Where agents show up across the business

• In Build an outbound sales motion:
  the sales agent runs prospecting, drafting, and pipeline management;
  Alex folds pipeline coverage into the forecast.

• In Stabilize cash with a 13-week forecast:
  Alex owns the model and the lender pack; the sales agent runs
  collection follow-ups; the operations agent handles vendor
  communications.

• In Reach your first 10 paying customers:
  the research agent runs interview synthesis; the marketing agent
  produces the brand kit and on-brand materials; Alex builds unit
  economics from invoice 1.

• In Validate and launch a new product line:
  Alex builds the standalone P&L; the marketing agent produces the
  launch package; the operations agent runs the pilot.