Purpose-built agents to grow your business

We build and run AI agents for your team and customers, shaped around your business, knowledge and tools.

Get in touch Discover your first agent

Meeting ConciergeTurns client calls into assigned tasks and follow-up notes in your existing tools.

Input

Client call ends

A Fathom transcript is ready to review.

Agent

Captures agreed actions

Triages transcript based on type of call
Identifies tasks and their owners

Example connections

FathomCall transcript and data
AsanaCampaigns and project tasks
SlackFollow-up notes

Output

Triggers follow-up workflows

Adds tasks to Asana
Posts follow-up notes to Slack

A marketing agency turns a strategy call into campaign actions in the tools its team already uses.

Your team approves messages and consequential updates.

Onboarding CoordinatorChecks onboarding documents, then prepares a pack or explains what needs attention.

Input

Documents arrive

A new case or document is submitted.

Agent

Check documents

Verify documents against requirements
Flag failed checks or missing items

Example connections

CustomStaffing and recruitment
GmailEmail follow-ups

Output

Decision and feedback

Onboarding pack if successful
Contextual feedback if checks failed

A recruitment firm prepares onboarding packs for complete cases and sends tailored feedback when checks fail.

Your coordinator reviews exceptions and makes the final call.

Account ResearcherBrings together CRM records, conversations, and web research into an account brief.

Input

Scheduled or on-demand

A scheduled review or triggered by account managers.

Agent

Review account

Read client records and conversations
Check web search for other signals

Example connections

HubSpotClient records
GmailConversations

Output

Account brief

Accounts needing attention
Growth opportunities
Suggested next steps

A sales team generates pre-call briefs and actively identifies accounts for opportunities or risks.

Your account team decides which actions to take.

Bookkeeping AssistantPrepares draft journals and missing-invoice requests for review.

Input

Client records and rules

Transactions, invoices, outstanding items, and client coding and access rules.

Agent

Review and prepare

Flag coding exceptions, accruals and prepayments
Route missing invoices for retrieval or client follow-up

Example connections

XeroDraft journals
Google SheetsClient coding rules
GmailInvoice requests

Output

Ready for review

Coding suggestions and exceptions
Draft accrual and prepayment journals
Draft invoice request and internal retrieval list

An accounting practice prepares bookkeeping for more clients using each client’s rules. In-house teams use it for month-end work.

Your team reviews coding suggestions and emails. Xero journals stay as drafts, with optional approval before creation.

Sales Lead QualifierChecks incoming leads against each client’s ideal customer profile and suggests next steps.

Input

New lead

A prospect enters your client’s CRM.

Agent

Research and qualify

Enrich company and buyer details
Check fit against the client’s ideal customer profile

Example connections

HubSpotClient leads
Microsoft TeamsNext steps

Output

Qualified lead brief

Enriched company and buyer details
Profile fit and supporting signals
Suggested next step

A sales agency researches incoming leads against each client’s ideal customer profile and prepares tailored outreach.

Your team reviews fit and next steps before any outreach.

Supplier ReviewReviews supplier evidence and prepares a recommendation for your client.

Input

Supplier request

The client’s intended use, data involved, and supplier documents or links.

Agent

Review supplier evidence

Examine legal and security documents
Flag missing evidence and material risks
Draft findings and follow-up questions

Example connections

Supplier trust centresPublic and approved evidence
Microsoft 365Supplier files and correspondence
Client procurement platformRequests and sign-off

Output

Client-ready risk assessment

Risk rating and recommendation
Evidence-linked findings and gaps
Documented approval and supplier record

A procurement consultancy checks a proposed supplier against its client’s requirements before the client onboards them.

The consultancy reviews the findings and publishes its recommendation. The client can sign off on the full assessment, explicitly accept particular risks tied to its use of the supplier, or do both.

In-product ExpertAnswers customer questions using your approved knowledge and guidance.

Input

Customer question

A customer asks a question in your product.

Agent

Apply your expertise

Use your approved guidance
Apply your methods and criteria

Example connections

NotionKnowledge base
Custom IntegrationApproved documents

Output

A useful next step

Tailored guidance
Follow-up questions
Handover when needed

An HR consultancy embeds this expert in its client portal to help clients apply policies, with exceptions referred to an adviser.

You define the boundaries and when a specialist needs to step in.

Data TranslatorLets customers query reporting and performance data in plain English.

Input

Reporting question

A customer asks about performance in your portal.

Agent

Translate the data

Query only reporting data they can access
Use your approved metric definitions

Example connections

PostgreSQLReporting data
SnowflakePerformance data

Output

Plain-English answer

What the figures mean
Relevant supporting data
Follow-up questions

A data consultancy lets clients explore their campaign results in plain English from their existing portal.

Access is scoped to the customer; missing evidence is flagged.

Service EstimatorClarifies customer requirements to prepare job briefs and draft quotes.

Input

New enquiry

A customer describes what they need.

Agent

Clarify the scope

Ask your scoping questions
Use your catalogue and pricing rules

Example connections

HubSpotEnquiry details
AirtableServices & pricing

Output

Brief or draft quote

Clear job requirements
A draft ready for review

A vehicle-service platform helps drivers describe symptoms so garages can scope and quote the work.

Your estimator checks uncertain requirements and final pricing.

Supported AI models

OpenAI

Anthropic

Gemini

Meta Llama

Mistral

DeepSeek

Moonshot AI

Z.ai

How businesses use Rightbrain

Turn every call into campaign actions and content ideas.

See RocketSaaS’s story

Translate complex client data into clear insights and reporting.

Verify documents and provide real-time feedback.

Read the story

Agents for enrolment, marking and reviews in further education.

Agents for your team and customers

Strengthen your delivery

Give your team agents for research, reporting and follow-up, with people reviewing the work and managing client relationships.

Expand what you offer

Offer customer insights, managed reporting and other services powered by agents built around your expertise.

Serve your customers

Give customers agents they can use in your product or service, with access to the information and tools they need.

Build, deploy and improve your agents

Built around your business

We build agents around your knowledge, processes and tools, with your team deciding what good looks like.

Model

GPT 6 Astra

Tools

Slack

SheetsAPI

Ready for your team and customers

Put agents to work for your team or your customers, with the right information and permissions for each.

client: northwindlive

client: greenfieldlive

client: brightlooplive

Supported as you grow

Review the work, check the quality and keep improving, with support from our team as your needs change.

Infer2.47s

Tool0.89s

Out0.28s

How RocketSaaS uses Rightbrain

Phase

What happened

Status

Prove it internally

Discovery calls routed into an insight repository and content roadmap.

Live

Extend into client delivery

Kick-off and strategy calls routed into campaign management.

Live

Client-facing reporting

Paid channel data produces standardised client reports.

Live

Run marketing agents for clients

Managed agents offered out to RocketSaaS clients as part of their service offering.

Every callanalysed, up from about five a month

Client by clientagents connected to each client’s tools and information

Human approvalfollow-up emails drafted for a named person to approve before sending

“Rightbrain is the glue for agency operations.”

Joe Mclaughlin · Account Director at Rocket SaaS

Read full story

Start with one agent

Book a workshop

We look at how your business works and choose one opportunity with clear impact.
Try it on real work

We build your first agent and test it with your team, using real tasks and agreed measures of success.
Review the results

Monitor the quality of the work, the time it gives back and value created within the business.
Build on what works

Roll out the agent to more teams or start working on the next one on your roadmap.

Three ways to build and run your agents

We build and run it

We scope, build and help run your agents, working with the people who know your business best.

Build alongside us

Your team works with ours to shape and test agents, building confidence and knowledge along the way.

Your team builds

Your team creates and manages agents on our platform, with engineering support when needed.

Find the right approach

The Rightbrain platform

The right model for the job

Choose the AI model that fits the task, with flexibility as your needs evolve.

gpt-5.1

claude-sonnet-4.5

gemini-3-pro

llama-4

mistral-large-2

Check improvements before they go live

Compare the quality, speed and cost of a change before rolling it out to your team or customers.

gpt-5.1

accuracy91%

duration3.42s

cost/run38cr

output "tax": null "total": 943.05

sonnet-4.5

accuracy97%

duration2.71s

cost/run45cr

output "tax": 221.45 "total": 1164.50

Specialists for every task

Give each agent a clear job, with specific tasks and tools.

invoice-ops

live support-triage

live contract-review

live deal-desk

live compliance-check

live

Work starts when it is needed

Agents can respond when something happens or work on a schedule, with approval where you need it.

New invoice invoice-ops Approval required

Post to Slack

Platform documentation

Connect your existing tools

Slack

Notion

GitHub

Gmail

Workspace

Microsoft 365

OpenAI

Discord

GitLab

Salesforce

Zendesk

HubSpot

Jira

Airtable

PostgreSQL

Snowflake

Stripe any MCP server

Security and control

Role-based access

Scope agents, tasks and connections per person, team and client workspace.

Never trained on your data

Prompts, files and outputs stay out of model training, whether it's your data or your clients'.

Encrypted in transit and at rest

Standard encryption on every run and stored artifact.

Tamper-evident audit log

Every run traceable to the exact prompt and model, exportable and handover-ready.

Human-in-the-loop

Approval gates you control, before anything reaches your client.

SSO, SAML, no lock-in

Your identity provider; export data and definitions anytime.

SOC 2 Type IIIn progress GDPR aligned EU data residency

Talk to us about security

Plan your first agent

Let’s chat

Purpose-built agents to grow your business

Client call ends

Captures agreed actions

Triggers follow-up workflows

Documents arrive

Check documents

Decision and feedback

Scheduled or on-demand

Review account

Account brief

Client records and rules

Review and prepare

Ready for review

New lead

Research and qualify

Qualified lead brief

Supplier request

Review supplier evidence

Client-ready risk assessment

Customer question

Apply your expertise

A useful next step

Reporting question

Translate the data

Plain-English answer

New enquiry

Clarify the scope

Brief or draft quote

How businesses use Rightbrain

Agents for your team and customers

Strengthen your delivery

Expand what you offer

Serve your customers

Build, deploy and improve your agents

Built around your business

Ready for your team and customers

Supported as you grow

How RocketSaaS uses Rightbrain

Start with one agent

Book a workshop

Try it on real work

Review the results

Build on what works

Three ways to build and run your agents

We build and run it

Build alongside us

Your team builds

The Rightbrain platform

The right model for the job

Check improvements before they go live

Specialists for every task

Work starts when it is needed

Connect your existing tools

Security and control

Customer stories

Appco: candidate onboarding

RocketSaaS: sales-call insights

Pal.health: a personalised health companion

Plan your first agent