Is this a chatbot?
No. A chatbot waits for someone to talk to it. Your agent does actual work — it answers and organizes, bills and follows up, posts and responds — the same recurring tasks a good hire would own, in administration, accounting, and marketing.
How does my agent learn my field?
That's what the questionnaire is for. Your industry, your customers, and the specific pain points you check tell us how to specialize your agent — its vocabulary, its documents, its workflow — on top of its core training in administration, accounting, and marketing.
Does it replace my staff?
It's built to take the repetitive work off your team's plate — the scheduling, chasing, filing, and posting — so the people you have can do the work only people can do.
Do I approve what it sends?
You set the boundaries. Anything sensitive — money movement, customer-facing messages you want to review — can be set to draft-and-wait-for-your-approval until you're confident in it. In your app, those drafts wait in one approvals inbox for a quick tap.
How do I use my agent day to day?
Through its app — on your phone or your computer. From the first day of your trial, your agent comes with its own app you save right to your home screen. No app-store download needed. Open it to talk to your agent and send it tasks, approve its drafts in the approvals inbox, and check the activity summary anytime to see what it has handled. It's the same simple app whether you're at your desk or on the go, so your agent is always within reach.
What if the agent makes a mistake?
It can happen — agents can make mistakes, just like any assistant can, especially while they're still learning your business. That's exactly why you always keep the final say: anything financial or customer-facing can be set to wait for your review before it goes out. And if a mistake does slip through, tell us — we'll correct it and re-tune your agent so it doesn't repeat it, at no extra charge. Spotting and reporting those early mistakes during the learning phase is part of how your agent gets sharper.
How does the agent connect to my QuickBooks and my other tools?
You connect your own accounts with a click — you sign in and authorize the connection yourself, the same way you'd add an app to QuickBooks or your calendar. You never share your password with us, and you can disconnect any tool at any time. Connections start in draft mode, so your agent prepares work like invoices and follow-ups for your approval — nothing is posted without your say. Onboarding includes a short guided session where we connect each tool together and test it, so everything is working before your trial begins.
Why do you verify inquiries?
Because we only build a few agents at a time, our build slots are limited — and we want them going to real owners with real businesses, not bots or scammers. Before we offer a slot, we verify every inquiry as a real business, using the business website and business phone number you share with us. That's the only reason we ask for them: we use your details solely to verify your inquiry and to contact you about your agent. They are never sold or shared.
How does the three-week free trial work?
Once your agent is built, you get three full weeks to use it free on real work in your business — not a demo. From day one, you use it through its own app on your phone or computer. We check in during the trial and tune it with you. At the end of the three weeks, you can keep it — and your app — running on the tailored monthly plan that was quoted from your blueprint.
Where does my agent run? Can I take it with me?
Your agent runs on Your Custom Agent's secure hosted platform. You get full use of it every day, and we take care of hosting, security, updates, and maintenance. The build itself stays on the platform — that's how we keep it secure, reliable, and protected, so it can't be copied or taken elsewhere.
What happens if I don't continue after the trial?
Nothing you need to do. If you don't keep your agent on its tailored monthly plan when your three weeks end, your agent simply switches off automatically — and its app pauses along with it, to a simple paused screen. There's nothing to cancel and there are no surprise charges.
What does it cost?
There's no fixed price list — every business's agent is different, so each price is tailored to the client. Your price is built from your own blueprint: what your agent will handle across administration, accounting, and marketing, plus your field — and the size of your business and how many transactions and tasks flow through it each month. A $500,000 business isn't charged like a $5 million one, and a $5 million operation gets an agent built for its real volume. After you send your answers, you receive your blueprint, and your tailored quote follows from exactly that scope and size — so you never pay for a package padded with things you don't need. That quote covers one custom agent. Your setup is agreed with you before we build, sending your answers costs nothing and commits you to nothing, and the monthly only begins if you keep your agent after its three-week free trial.
What if I want more than one agent?
You're welcome to add more as you grow. Each agent is its own build for its own part of your business, so each additional agent is quoted and billed separately — with its own setup, its own monthly, and its own three-week free trial when it's built. You only ever pay for the agents you actually have, and there's no pressure to start with more than one.
What happens after I send my answers?
First, we verify your inquiry as a real business — a quick check of the business website and business phone number you gave us, so our limited build slots go to real owners. Then we review your blueprint and reach out at the email or phone you gave us to walk through it together, confirm the build order, and share your tailored quote — built from your blueprint's scope, with your setup agreed before we build. Then we build your agent, and your three-week free trial begins when it's ready to go to work.