# Agent Roadmap

## Priority Agents

### 1. Customer Service Agent (HIGH PRIORITY)
- **Why:** Replace Aircall's role, handle customer inquiries
- **Channels:** Gmail + GHL SMS
- **Integrations:** Airtable (customer data), Launch27 (bookings), GoHighLevel (SMS/CRM)
- **Capabilities:** Answer questions, handle reschedules, booking confirmations, escalate to Mike when needed
- **Platform:** OpenClaw
- **Deadline pressure:** Aircall cancellation March 6

### 2. CMO / Marketing Agent
- **Why:** Orchestrate all marketing activities
- **Channels:** Social media, email campaigns, SEO
- **Integrations:** GHL (email automation), Facebook, Instagram, Google Ads
- **Platform:** OpenClaw (strategy + execution), Claude Code (building assets)
- **Status:** Started in Claude Code, needs to move to OpenClaw

### 3. Competitive Intelligence Agent
- **Why:** Monitor what NMC competitors are doing
- **Capabilities:** Track competitor pricing, reviews, SEO rankings, social activity, new services
- **Platform:** OpenClaw

## Future Agents
- **COO** — Operations, contractor scheduling, service delivery
- **CFO** — Finances, invoicing, cash flow
  - YNAB API (api.ynab.com) — Mike's personal + business tracking
  - QuickBooks API — official business books (managed by Kevin at LedgersOnline)
  - Both have APIs
- **CEO** — Overall business orchestration

## Full Org Chart

**🏢 Mike** — Board / Owner
**🐹 Harvey** — Chief of Staff

### Customer-Facing
- **Customer Service Agent** — inquiries, complaints, reschedules, FAQs
- **Sales Agent** — new leads, quotes, follow-ups, closing bookings
- **Service Follow-Up Agent** — post-clean check-ins, review acquisition, NPS

### Growth
- **CMO** — marketing strategy, content, social media, SEO, ads
- **Competitive Intelligence Agent** — monitor competitors

### Operations
- **COO** — contractor scheduling, service quality, dispatch
- **Bookings/Dispatch Agent** — manage Launch27, assign crews, availability

### Finance
- **CFO** — cash flow, invoicing, P&L, financial reporting (QBO + YNAB)

### Support
- **HR/People Agent** — contractor onboarding, time-off, compliance
- **IT** — Claude Code (builds tools and integrations for everyone)

## Voice
- Set up voice AI (Vapi/Bland) so Mike can call Harvey for real-time voice conversations
- Piggyback on the NMC voice AI setup for after-hours calls

## Architecture
- Harvey (Chief of Staff) coordinates all agents
- Agents built in OpenClaw with markdown instructions
- Claude Code used as "IT guy" when custom scripts/integrations are needed
- All agents share memory via filesystem on MacBook Air