Inbox triage
Messages are sorted, routed and drafted for your review.
Start with the one that costs you the most.
For a supported initial workflow, once required access and approvals are in place. Then we review and improve it each week.
We walk through your week with you, list the work that repeats, and pick the first job to hand over.
Your first agent can be live in the first week once access, approvals, and the initial workflow are ready. Supported actions it prepares wait for your approval.
Up to two sessions per billing period on Operator, one per week on Managed Team, to build or improve skills and tune what's running.
You describe what keeps slipping.
Work begins on the first agent.
Supported actions waiting for your approval.
What it was unsure about, flagged for you.
The week's report, on Operator and Managed Team.
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What is a skill?A skill is a playbook your AI follows for one job, the same way each time. Skills, playbooks and records we build with you are yours to keep. Your client hub is securely managed by Opportuna. Your content and delivered materials remain portable under our Terms.
Larger team or special needs? Ask about Enterprise.
Enterprise terms are set out in your order form.
In the demonstration below, jobs land in a review queue, and supported actions wait for approval before they go out.
All names and numbers in it are invented.
When an agent prepares a supported consequential action, it waits here with the agent's reasoning, so you approve or decline it before it happens.
One page showing what came in, what needed a decision, and what still needs a look. Included on Operator and Managed Team.
Coming soon. The delegate box: describe a job in one sentence and it becomes a standing task an agent runs.
The one you already use: ChatGPT, Claude, Gemini and others. If you don't use one yet, we'll help you choose. Your connected AI and software accounts stay under their own terms, pricing, availability and usage limits.
No. If you can describe the job, we can build it with you.
The skills, playbooks, and records we build with you. They're yours to keep, as set out in our Terms.
Your information stays tied to your business. Please don't share patient health information or client account numbers; we don't accept them yet.
An active security concern, unauthorized access, a serious outage, or an AI agent action causing harm. It isn't for questions, training or ordinary bugs. We aim for an initial human reply within 4 business hours on Operator and 2 on Managed Team, for triage, not a guaranteed fix.
You bring one job that eats your week. We tell you honestly whether it's a fit and what your first AI agent would do.
Fifteen minutes. Tell us what keeps slipping, and we'll show you what comes off your desk first.
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