Marshal is a custom AI agent that owns one stream of work in your business, end to end. Marshal operators build and run it. You get finished work with a receipt for every action.
Founder-led teams use Marshal
RECEIPTS, NOT CLAIMS
9:04 p.m.
Someone wants pricing. Nobody's at a desk. The agent reads the form, checks your CRM, and spots that this company hit your pricing page twice this week. Drafts a reply in your voice with three open slots from your calendar. Cleared to send? It sends. If not, the draft waits in your queue. Either way, no lead sits until morning.
MONTH END
Invoices on one side. Payments on the other. The agent matches every line it can and refuses to guess on the rest. The exceptions come to you: both records side by side, plus the agent's best read on what happened. Four decisions in ten minutes. Not a Saturday lost to the whole list.
Monday, 7 a.m.
The weekend piled up. The agent sorts it. Answers what your own docs already answer. Drafts replies for the tickets that need a person. Flags the two that read like a customer about to leave. You open a queue of finished drafts, not a wall of raw email.
>>> THE RECEIPT
A work receipt is the record a Marshal agent files for every completed task: the input it started from, the sources it checked, the steps it took, the action it took or the draft it left, where it stopped for a human, and when. It is how you verify the work instead of trusting a dashboard.
RECEIPT [[run-id]] [[date]] 21:04:12 ETWORKLOAD inbound lead handlingTASK reply to pricing requestINPUT web form: [[first name]], [[company]], "pricing for 12 seats"CHECKED CRM: existing record, no open deal site activity: /pricing visited 2x this week calendar: 3 open slots, Tue/WedDRAFTED reply in owner voice, 94 words, 3 proposed timesGATE send outside business hours: ALLOWED (Level 1, granted [[date]])ACTION sent 21:04:41 ET CRM: lead status set to "contacted", note addedWAITING nothingMarshal grounds every task in the information and rules of your company. It retrieves relevant context, identifies the right tools, and adapts as new information appears.
Generic AI answers from the internet's average. Confident, fluent, and wrong about your business often enough to be dangerous.
Marshal references data from your CRM, your calendar, your documents, and your rules, and the receipt shows exactly which ones it read. If it is wrong, you can see where. If it is right, you can stop checking.
Before it acts, the agent pulls what it needs from your systems: the customer's history, the open invoice, the last three emails, the doc that answers the question. It works from your records, not from memory.
Your policies, written down and enforced. Discount limits. Who gets a reply and who gets escalated. What never goes out without a signature. The agent does not interpret your rules generously. It follows them.
The agent can touch what its job requires and nothing else. A sales agent cannot read payroll. A support agent cannot issue a refund above the line you set. Access is scoped to the job, not to the company.
It works inside the stack you already run: your CRM, inbox, calendar, help desk, billing. No migration. No new system of record. If your stack today is a spreadsheet and a shared inbox, that is a fine place to start. Adaptation
Your business changes. Prices move, policies update, an integration ships a breaking change. Marshal engineers retune the agent so it stays correct. You do not maintain it. Nobody on your team learns how.
Chat interfaces deliver answers, not completed projects. Marshal bridges that gap and gets things done. It understands the business goal, executes complex steps, uses your tools, and learns from what happened. Then it does it again without being reminded.
Ensures inbound inquiries receive immediate, structured first-touch response.
Inbound inquiry → scheduled conversation.
Target the right accounts → reach them ready to talk.
Keep the business running without the admin tax.
>>> WHAT YOU CAN HAND OFF
Tasks that are repetitive, multi-step, manual, and/or data-heavy are perfect for Marshal. If it has a start, a finish, a defined outcome, and is slowing your team down, send it to Marshal.
Reimagine your business with Marshal on the team.
