Watch it run a real job.
One chat input. You type what you need the way you'd say it out loud. Pocket Agent figures out the steps, does the parts it can, and stops at the line where you'd want to look first.
a contractor, on his phone, between job sites
On it. Three things running:
- Job file — found Marcus Reyes, 4823 Elm. Last inspection May 28. 14 photos on file.
- Supplement letter — drafting from the inspection photos and your standard template.
- Invoice — staged a $6,000 line for “Reyes supplement.” Won't go to your books until you say so.
Six tools touched, the work drafted, one approval before anything left the building, one minute of his time. Styled example — swapped for a real screen capture as the feature ships.
Four steps, every time.
The same shape whether it's a one-line errand or a five-part project. You stay in front of it the whole way.
- 01
You ask in plain words
No menus, no fields, no setup weekend. You type what you need the same way you'd text an employee — “follow up on the three open quotes,” “send the Reyes supplement,” “fix the line in my QuickBooks export.”
- 02
It lays out a plan
For anything with more than one step, it shows you the plan first — the milestones, what it'll do at each one, which of your tools it'll touch. You read it, change what you want, and approve. No black box.
- 03
It does the work
It runs the steps across the tools you already use — drafting the email, staging the invoice, pulling the file, setting the appointment — and reports back against the plan you approved, not a wall of activity you can't read.
- 04
You approve what leaves
Anything that sends, charges, or posts stops for your okay. One tap to send, one to edit, one to hold. The agent does the chasing. You keep the call — every time, by default.
Send the Reyes supplement
Four steps. Nothing leaves until you approve it.
- ✓Find the jobdone
- Locate Reyes job file
- Confirm last inspection + photos
- ✓Write the supplementdone
- Draft letter from inspection photos
- Match your standard scope template
- 3Send it to the homeownerwaiting
- Draft email with letter attached
- Hold for your approval before sending
- 4Queue the moneywaiting
- Stage $6,000 invoice line
- Release to books when Reyes signs
Build the specialist you keep being.
The same brain that does your work can be handed to your team as a specialist for a single role. A sales manager that knows your pricing. A front desk that knows your policies. An onboarder that walks a new hire through their first week.
You teach it once and give your team a link. It answers in your voice, off your playbook, and only knows the slice you handed it. The questions that used to interrupt your day stop reaching your phone.
Virtual Sales Manager
- What it does
- Answers your reps' pricing and process questions the way you'd answer them.
- What it knows
- Your price book, your scope templates, your close playbook. Nothing else.
- How it talks
- Short, direct, no fluff. Never invents a number it can't point to.
- When it punts
- Anything about pay, hiring, or a customer dispute — it sends the rep to you.
It uses the tools you already pay for.
Pocket Agent connects to your email, your calendar, your invoicing, your files — the apps your business already runs on. It doesn't ask you to move everything into one more platform. It works in the accounts you already have.
Every connection starts as read-only — it can see, but not touch — and you turn on the actions you want, one at a time. The first time it sends an email or stages an invoice, it asks. After you've seen it get a kind of task right enough times, you can let that one run on its own. Your call, per action, never all-or-nothing.
What stays private, stays private.
Your memory lives in your own files, not buried in a database you can't open. You can read it, edit it, and take it with you. Stop paying and you don't lose it.
And you decide what each agent can reach. The front-desk bot never touches your books. The sales specialist never reads your personal files. That boundary is enforced before the AI ever sees the question — it's built into how the thing works, not a setting it can be talked around.
Straight answers.
- Do I need to be technical?
- No. If you can text an employee what you need, you can use Pocket Agent. There's no setup weekend and nothing to configure to get started.
- Will it send things without me seeing them?
- No. Anything that sends, charges, or posts stops for your okay first. You can choose to let a specific kind of task run on its own once you trust it — but that's a switch you flip, never the default.
- Does it train on my business?
- No. It reads your files when you ask it something and answers from them. Your content isn't used to train shared models, and it stays in your account.
- What happens to my data if I cancel?
- It's yours and it stays yours. Your memory lives in plain files you keep. Cancel anytime — nothing gets locked away or deleted on our end.
- What can it actually connect to?
- Your email, calendar, invoicing, and files to start, with more connections coming online over time. Each one is read-only until you turn on the actions you want.
- What if I want this built around my exact business?
- Buildout Studios handles custom builds, websites, and software. Pocket Agent is the starting point you can run today. BOS is the custom path when you want it shaped to you.
Hand it the next thing on your list.
Free for 14 days. Tell it what needs doing and see what comes back.