Estimation agent
specifiedreads project information → identifies missing information → calculates the estimate → produces the assumptions → requests human approval
- May
- read job files, photos and measurements the customer uploaded; read the price book; draft an estimate with every assumption listed; ask the estimator a question.
- May not
- send anything to a customer; change the price book; approve its own estimate; invent a measurement it does not have.
- Approval
- The estimator approves or edits every estimate before it becomes a quote.
Sales agent
specifiedqualifies the lead → prepares the response → schedules the meeting → updates the CRM
- May
- read inbound leads; draft a reply for review; propose meeting slots from the calendar; write structured fields to the CRM.
- May not
- send a reply without review during the pilot; commit to a price; promise a date; contact a lead that opted out.
- Approval
- A human sends the first reply. Autonomy is widened only per template, per customer, by decision.
Operations agent
specifieddetects a delayed job → identifies the cause → proposes a schedule change → requests approval
- May
- read the schedule and job status; read crew availability; propose a re-sequenced schedule with the trade-offs stated.
- May not
- move a job without approval; notify a customer; reassign a crew member; suppress a delay from the report.
- Approval
- The dispatcher approves every schedule change.
Finance agent
specifiedidentifies unpaid invoices → prioritizes collection → drafts the communication → records the outcome
- May
- read receivables; rank by age and amount; draft a reminder in the company’s tone; record the outcome of a call a human made.
- May not
- send a reminder without approval; offer a discount or a payment plan; write off anything; contact a customer in dispute.
- Approval
- The owner approves each communication; the agent never touches money.