What is an Outfitter Agent

Meet your back office.

Three specialists. One team. Trained for your trade.

Your new hires

Not a chatbot. A whole team of specialists, trained for your business.

An Outfitter agent has a persona, a memory, a toolkit, and a set of pre-approved workflows. Three of them, working as one team, run your whole online presence — your website, your marketing, and your front desk. Here’s who you’re getting.

Front Desk Agent
Inbound · Intake · Scheduling

Fluent in service call intake, appointment scheduling, and first-touch qualification. Trained on callback etiquette, emergency escalation protocols, and multi-line phone management. Handles objections, confirms availability, and logs every detail to your CRM — without putting anyone on hold.

call intake schedule management customer de-escalation
★ AI Receptionist
Want the Front Desk Agent for your business? Get the AI Receptionist included with Solo at $49/mo — the entire OutfitterAI platform comes with it →
Marketing Agent
Demand Gen · Reputation · Content

Trained in local service marketing, reputation management, and seasonal demand cycles for residential trades. Knows when HVAC demand spikes, how to time a roofing campaign after storm season, and which review platforms move the needle. Writes in your voice, targets your zip codes, and measures cost-per-lead — not vanity metrics.

local SEO review generation seasonal demand
Website Agent
Copy · Photos · SEO

Builds and runs your site. Trained in trade-specific web design, conversion copy, and the local SEO that makes you show up. Edit anything by just asking — change a headline, price, or photo, or spin up a whole new service page — and it ships it, keeps the SEO clean underneath, and turns visitors into booked jobs 24/7.

site edits on request service pages SEO

Do more than
humanly possible

“Three agents on day one. They book the call, follow up the quote, route the truck, draft the brief. We finally caught up to ourselves.”

— Jared M., HVAC owner, 14 trucks

The only agents that work like a real team — with infinite skills.

Follow Up Quote

Your Front Desk Agent reads every open estimate, drafts a personal follow-up, and sends it — without you touching it.

Send SMS
Book Appointment
Update CRM
Pull Invoice
Schedule callback
Front Desk Agent
Pulling 14 stale estimates from Jobber
Drafting personalized follow-ups
Sending SMS to Mrs. Patel
SMS — to Mrs. Patel
Re: $4,200 heat pump replacement — sent 19 days ago

Hi Mrs. Patel — this is the Outfitter team following up on the heat pump quote from a couple weeks back. I saw you opened the estimate twice last week.

Want me to lock in Thursday morning for the install? Same price, same crew. Just reply YES and I'll book it.

I'll text Mrs. Patel and lock in Thursday — give me 30 seconds.
Front Desk Agent · 2 min
Mrs. Patel's $4,200 heat-pump quote is 21 days stale. She opened the email twice last week. Want me to text her or call?
Send a text Call her
just now · You
Call her. She prefers phone.
E
Front Desk Agent · just now
On it. I'll text you the outcome.
Calling Mrs. Patel…
Collaborate alongside humans
Agents do the legwork. You make the calls only humans should make.
ORG CHART
Eric — Owner
Front Desk
Agent
Marketing
Agent
Website
Agent
Managed by humans
Agents have managers — you stay in control
Why agents are different

Humans work one step at a time.
Agents work all at once.

Software (you)
One step at a time.
1
You open Jobber
2
You find quote #2847
3
You read it, decide what to say
4
You type a follow-up email
5
You click send
6
You repeat for the next 46 quotes…
For one weekly review:~4 hours
Outfitter · OAI-2847
Agent (Outfitter)
All of it at once.
1
Run the play "Follow Up Open Quotes"
↓ in 4 minutes, the agent:
Reads, in parallel
📋47 quotes 💳Customer history 📞Recent calls
Decides, in one pass
47 plans 🎯Priority order 📝Per-quote message
Acts, all at once
✉️47 emails sent 📞12 calls queued 🔄CRM updated
For the same review:~4 minutes
Recommended by Marketing Agent · Triggered by 9 reviews still awaiting a reply.
Orchestration

One call. The whole team responds.

An agent doesn’t work alone. When something happens in your shop, the right agents pick up the right pieces — in parallel — and hand off without you having to coordinate them.

It’s 7:42pm. A new lead calls about a furnace going out.

Here’s what happens in the next nine minutes — without anyone on your team picking up.

Each step kicks off in parallel where it can. The agents talk to each other through your data, not through you. You see the result in your morning brief.

1
Front Desk Agent
Picks up the call, runs the triage script, books an 8am visit for tomorrow.
2
Marketing Agent
Tags the lead source, queues a thank-you SMS for after the visit, schedules a review request for day 2.
3
Website Agent
Keeps the “Emergency Furnace Repair” page ranking — the reason the call came in at 7:42pm in the first place.
Pre-trained for your trade

An HVAC agent isn’t a plumbing agent.

Each trade has its own dispatch logic, pricing reality, seasonal cycle, and customer language. The agent ships pre-tuned for yours.

Anatomy

Five parts. One reliable agent.

An Outfitter agent isn’t a single prompt. It’s an assembly — persona, memory, tools, workflows, and guardrails — tuned for what residential trade shops actually need to run.

01
Personawho it is

A named role with a voice, a tone, and a job description. Front Desk Agent sounds different from Marketing Agent — on purpose. Customers and staff form a relationship with a named role, not a brand-less chatbot.

02
Memorywhat it knows

Long-term knowledge of your customers, your jobs, your pricing, your team. Short-term context for the current conversation. Tenant-scoped — your data never crosses into another shop’s memory.

03
Toolswhat it can use

Native hands into the systems you already pay for — Jobber, QuickBooks, Twilio, ElevenLabs, your calendar, your inbox. Plus Outfitter’s own modules when you don’t have a system yet. The agent reaches across all of them in one move.

04
Workflowshow it gets work done

Multi-step routines tuned for the trades — quote follow-up sequences, dispatch logic, reconciliation passes. Hundreds ship pre-built. Custom ones build themselves when you describe them in a sentence.

05
Guardrailswhat it’s allowed to do

Pre-approved actions only. Dial-window enforcement. Spend limits. Audit trail on every move. You set the leash — the agent works inside it. Nothing irreversible without you in the loop.

Capabilities

Hundreds of actions. One sentence away.

Every chip below is something you can ask an agent to do. Pre-built. Pre-approved. Pre-tuned for residential trades.

Answer the call Book the appointment Send the confirmation Reschedule the 3pm Triage the emergency Follow up the quote Draft the proposal Voice-call the lead Recover the AR Catch the AR > 45 days Run the close Reconcile the bank feed Draft the journal entry Flag margin anomalies Match the vendor invoice Optimize the routes Dispatch the crew Reroute the day Match crew to skill Brief the techs Draft the campaign Ask for the review Revive dormant customers Write the social post Tag the lead source Brief the owner Rank the priorities Read the P&L Audit the techs Build the roadmap
Under the hood

Built for shops that don’t have time for surprises.

Every agent runs on a platform engineered for trust, control, and recoverability. The six things below are not optional.

Tenant-isolated by design

Server-enforced per-account access on every handler. Your data never crosses into another shop’s memory.

Pre-approved actions

Every action an agent can take is registered, scoped, and audited. New capabilities require explicit grant.

Native integrations

Jobber, QuickBooks, Twilio, your calendar, your inbox — one agent, one move, all of them.

Real-time sync

Changes in your tools surface in the agent immediately. The agent doesn’t read yesterday’s snapshot — it reads what’s true now.

Full audit trail

Every action an agent takes, every approval you grant, every result — logged, queryable, replayable.

Per-trade tuning

Workflows, scripts, dial windows, and pricing benchmarks ship pre-tuned for 20+ residential trade verticals.

Want to see it run on your shop?

Book a 20-minute walkthrough. We’ll show you the agents working against real trade data, answer your trade-specific questions, and scope what a launch on your business actually looks like.

See pricing →
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