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Capabilities

An agent that knows
your engagement

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Briefed every morning

It opens with what moved since you last looked: pages to review, figures that changed, branches that closed.

Answers with sources

Ask in plain language. Every figure in the answer carries the document it was read from.

Prepares, then waits

It redrafts and refreshes on its own. Anything leaving the engagement stops for your partner.

An assistant that knows the engagement, not just the prompt

A general assistant starts every conversation from nothing. Yours should start from the question tree, the fact base and the pack as they stand this morning.

The Engagement Agent works inside one engagement and answers from it. It drafts, refreshes and checks, and it stops where your partner should decide.

How it works

Briefed before you ask

  • It opens with what moved since you last looked: pages to review, figures that changed, branches that closed.
  • Each item is one click from the page, the fact or the source behind it.
  • You start the day on the argument, not on catching up.

Answers from your engagement

  • Ask in plain language and it answers from your question tree, your fact base and your documents.
  • Every figure in the answer carries its citation.
  • When the engagement does not hold the answer, it says so.

Does the work, then waits

  • It redrafts the page, refreshes the model and updates everything that cites them.
  • Anything that would leave the engagement stops for your partner.
  • Nothing is sent, shared or cleared on its own.
“You do not win by producing more pages. You win by spending your hours on the argument. That is what this gives you back.”
Former Senior PartnerGlobal strategy firm

FAQs

01What is the Engagement Agent?
It is the assistant that works inside one engagement. It reads what you have connected, answers from it, and does the drafting and refreshing you would otherwise do by hand.
02Where does it get its answers?
From your engagement: the question tree, the fact base and the documents behind them. Every figure it gives carries the source it was read from.
03Can it send or publish anything on its own?
No. Anything that would leave the engagement waits for your partner. The agent prepares the work and stops.
04Does it work in the tools we already use?
Yes. It comes to PowerPoint, Excel, Outlook, Teams and Slack, with the same context in each.
05Is our client material used to train a model?
No. Client material is never used to train a model, ours or a provider’s, and it stays inside the engagement that owns it.

See the Engagement Agent at work.

Book a demo and we will walk you through it.

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