template-workspace-unlimited/docs/customer-welcome.md

3.2 KiB

Welcome to Your AI Agent Workspace

What You Just Bought

You now have an AI-powered operations team. Not a chatbot. Not a SaaS tool. A system of AI agents that handle your recurring business workflows — research, reporting, content, coordination, and anything else that eats human hours.

What's Included (Unlimited Plan)

  • Unlimited AI agents — Every workflow you need, we build an agent for it
  • Unlimited usage — No metered tokens, no surprise bills, no credit system
  • Unlimited support — We manage, iterate, and troubleshoot everything
  • Your own AI Concierge — A dedicated agent in your Slack/Discord that captures requests and routes work
  • Knowledge vault — Your business knowledge, encoded and queryable by agents
  • Continuous improvement — Agents get smarter as they learn your business

What You DON'T Need to Worry About

  • Model selection
  • API keys
  • Token limits
  • Infrastructure
  • Prompt engineering
  • Agent debugging

That's all ours. You just describe what you need.


Getting Started

Step 1: Meet Your Concierge

Your AI Concierge is already in your [Slack/Discord] channel. Say hello. Ask it anything. It will capture your requests and route them for agent creation.

Step 2: Tell Us What's Eating Your Time

What work do you dread? What's piling up? What do you wish someone else would just handle? Examples:

  • "I spend 3 hours every Monday on client reports"
  • "I need to know what our competitors are doing every week"
  • "Our proposal process takes 5 days and we lose half of them"
  • "I have 200 uncontacted leads in my CRM"

Step 3: We Build the Agent

Scott reviews your request and builds a custom agent for that workflow. Typical turnaround: 24-48 hours. You'll get a preview before it goes live.

Step 4: The Agent Goes to Work

Once approved, your new agent starts running. It reports to you through your concierge. You review the output and request adjustments. Rinse and repeat for every workflow.


How to Talk to Your Concierge

Your concierge is designed to feel like a sharp EA, not a chatbot. Talk to it naturally:

Good:

  • "I need a weekly competitive intel report on our top 3 rivals"
  • "Can you draft client update emails for all 12 accounts?"
  • "Set up a system that flags inventory below reorder thresholds"

Also Good:

  • "What can you actually do?"
  • "How's that report coming?"
  • "I changed my mind about the frequency"

What Not to Expect:

  • Your concierge won't pretend a feature exists that hasn't been built yet — it'll be honest and tell you when Scott needs to build it
  • It won't make decisions about your business — it captures and routes, then the specialized agents execute

What Happens Next

Week 1: Concierge live, first 1-2 workflow agents built and running
Week 2: Refining outputs, adding more workflows
Week 3: Agents running autonomously, you're reviewing outputs not managing process
Month 2: Your agent fleet knows your business; you're describing new workflows and they're built in days


Questions?

Your concierge can answer most questions about the platform. For billing, account changes, or anything the concierge can't handle, email scott@scoble.me.

Welcome aboard. Let's get that time back.

— Scott