Meet the 8 new universal agents
Customer Success, Training Coach, Knowledge Manager, Reputation Guardian, Scheduling Optimizer, Compliance Officer, Warranty Tracker, and Fleet & Equipment — cross-vertical specialists shipping Q3 and Q4.
Our Core 12 agents are vertical-specific: Frontline answers HVAC 2 AM emergencies differently than it answers med spa booking inquiries. But there's a second layer of work that looks identical across every service business — post-job follow-up, license expiry tracking, warranty records, fleet maintenance. That's what the Universal 8 handles.
The roster
- Customer Success — post-job satisfaction checks, seasonal reminders, 18-month win-back.
- Training Coach — onboarding, roleplay, per-employee progress dashboards.
- Knowledge Manager — parses your manuals and past conversations, keeps an always-current FAQ.
- Reputation Guardian — monitors Google, Yelp, BBB, Facebook, Instagram, Nextdoor. Drafts responses for your approval.
- Scheduling Optimizer — Google Maps routing, skill-based matching, parts-on-truck awareness.
- Compliance Officer — license expiry alerts, EPA Section 608, OSHA checklists, permit templates.
- Warranty Tracker — per-unit warranty log, manufacturer term auto-lookup, expiry upsell.
- Fleet & Equipment — oil change reminders, tool calibration, per-truck inventory, GPS.
Why universal, not vertical
When we started, every new use case wanted its own agent. "We need an HVAC warranty tracker." "We need an auto warranty tracker." "We need an appliance warranty tracker." Twenty customers later we realized the workflow is identical — per-customer record, manufacturer lookup, expiry alert, upsell — and the vertical differences are just data, not logic.
So we built eight cross-vertical specialists. You can plug Warranty Tracker into an HVAC shop, an appliance repair shop, or a PPF/ceramic coating studio with zero code changes — just different warranty catalogs loaded in the knowledge base.
Availability
Customer Success, Training Coach, Knowledge Manager, and Reputation Guardian ship Q3 2026 with the Business tier. Scheduling Optimizer, Compliance Officer, Warranty Tracker, and Fleet & Equipment arrive Q4 2026+ in Enterprise. Existing Professional customers get them at no extra cost as part of their plan when they release.