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AI AGENTS FOR BUSINESS

Marshal designs, deploys, and operates the machine workforce for the next era of autonomous business.

  • Tailored to your process.
  • Trained on your business.
  • No upfront cost. Test for free.

TRUSTED BY AI-FORWARD ORGANIZATIONS

Lake
Espresso AI
FitDEGREE
CourseCareers
Customer Science Group
SMB Compass
Reinstein Law Firm
Darien Group
BRAVEBRAND
Alarm New England
Better Scalp
Inbound Medic
Wunderbar
Dechen Defense

/ BUILD VS. BABYSIT

Most agents hand you a second job. Marshal doesn't.

In general, there are two types of AI agents: the ones that you have to build and the ones that you have to babysit. Marshal is different. You won't need to troubleshoot APIs or burn time watching live runs. We're responsible for agent config, actions, and outcomes. It's called Managed AI Ops.

Governance overview showing connected business systems and monitored agent workflows.
Governance overview showing connected business systems and monitored agent workflows.

Integrated into your tools on day one

Marshal connects to your databases, software systems, docs, and anything with a REST or GraphQL API. If you use it for work, it works with Marshal.

Production run dashboard showing agent status, health, logs, retries, and touched systems.

Every agent run gets tracked

Each run exposes status, health, logs, retries, and what the systems touched along the way.

Approval gate review screen showing exceptions, human review, and audit trail decisions.

Built-in approval gates where judgment matters

Nothing customer-facing or irreversible happens without optional human review. Sensitive actions pause for approval and every decision gets recorded in the audit trail.

/ TRAINED TO UNDERSTAND YOUR BUSINESS DEEPLY

The go anywhere, do anything agent for SMBs.

Marshal is a production-ready, AI agent that's purpose-built around how your business operates and the precise outcomes that define success.

Refresh pipeline health, update HubSpot records, and draft next-step emails for review.

Reconcile deposits, match bank activity, and surface cash-flow exceptions for approval.

Route support tickets, pull account context from Zendesk and PostgreSQL, and prepare replies.

HubSpot
Greenhouse
Zendesk
Slack
/ Managed AI Ops

A new species of service.

AI agents designed, deployed, and managed for you. Marshal is fully integrated into your current tech stack and governed under your business rules. No building or babysitting required.

Dimension/ Build it yourselfAgents that you buildA tool you construct/ Buy it and babysitAgents that you babysitA tool you operateMarshalManaged AI OpsA partner that's accountable
Who builds the agents?You doVendorMarshal, fully customized
Who manages agents day-to-day?Your teamYour teamMarshal, under your guidelines and policies
Who owns agent quality?You doVendorMarshal
How do agents receive tasks?You've built in custom triggers or cron jobsDefined by vendor configurationCustomized around your processes and workflows
Who fixes the agent when APIs break?You doYou doMarshal
What do I pay before it worksBuild cost + value of your timeSubscription fee. Pay first, prove second.$0. Value gets proven first.
Where do I need to allocate resources?Agent design foundations, orchestration, guardrailsRunning agents in production and monitoring their performanceN/A. Marshal delivers AI outcomes as a service.
How do I keep control?You've built in governance and permission gatesYour team is responsible for monitoringMarshal is configured according to your rules, guidelines, and procedures

The AI coworker built for small business.

Humans were not meant to click, drag, copy, paste, or CTRL-F their lives away. We pick-up the mechanical, repetitive workloads slowing your team down. With Marshal, SMBs can begin operating at machine speed and achieve real scale.

MANAGE_CONNECTIONSidle
Slack
OAuth 2.0
Connected
Apollo
API Key
Connected
HubSpot
OAuth 2.0
Connected
Gmail
OAuth 2.0
Connected
ENRICH_CONTACTSidle
source--
matched--
emails found--
titles verified--
status--
Agentworkflow:prospecting
agent marshal-0919
model claude-opus-4-8
HUBSPOT_SYNCidle
action--
contacts--
list--
duplicates--
sync--
DRAFT_OUTBOUNDidle
template--
personalized--
tone check--
queued--
review--
Agent · marshal-0919workflow: prospecting
> apollo.search querying ICP targets...
> filter: SaaS, 10-50 headcount, US
> found 142 accounts
> apollo.enrich resolving contacts...
> matching titles against ICP rules
> 87 contacts enriched (61% match)
> suppressing 12 duplicates from CRM
> hubspot.sync pushing 75 new contacts...
> list: Q2-SaaS-Outbound
> 75 contacts synced
> draft.generate building sequences...
> personalizing from account briefs
> tone: direct, no jargon, founder-voice
> 75 drafts queued for human review
> slack.notify #pipeline "75 prospects ready"
> awaiting approval before send
> workflow complete (4m 12s)
connectionsdone
enrichmentdone
crm syncdone
outbounddone
workflowprospecting
agentmarshal-0919
modelclaude-opus-4-8
runtime4m 12s
replaces~4hr / week manual

/ Agents that go where they're needed

Marshal works across every job function

Sales, support, operations, AI visibility...tell us where you need the help and Marshal deploys to get the job done. Agents are scoped to a specific role, not stretched across multiple domains.

Explore the Agent Factory

/ MARSHAL INTEGRATES WITH EVERYTHING

Complete compatibility.

Your tools are our tools. Marshal connects to the apps and legacy systems your business relies on, pulls the signal that matters, and takes action without needing a human to click.

/ built with trust, safety, and reliability at the core

With Marshal, you have full control.

Our agents run inside defined boundaries. Marshal reaches the systems you open, stays in the lane you draw, and stops for a human when a decision requires judgment. Marshal plays by the rules you set.

Constant transparency

Marshal operates within the scope you set. You maintain full visibility and control.

Secure by design

Marshal is built to perform multi-step actions, apply business rules, and connect to external systems while never deviating from your defined parameters.

Data protection and privacy

Your data, and your customer data, stay yours. Information is encrypted, monitored, and protected with auditable controls.

Marshal doesn’t just deliver. They evolve the solution as your needs change. That’s been invaluable.

Brogan WuHead of Business DevelopmentBrogan Wu
How the process Works

Deployment-ready agents, delivered in days.

Marshal delivers tailored AI agent systems purpose-built around how your business operates and the precise outcomes that define success.

Step / 01

Pick a Workflow that Matters

Together, we identify a workflow with a measurable outcome where agents can make an impact. Typical metrics we look for: revenue, cost, time, or accuracy. Or…just pick something you dread and we'll kill that first.

[ outputs ]
  • Lead Response
  • Qualification & Routing
  • Booking & Follow-Up
  • Outbound Execution
  • Reporting & Decision Support
STEP / 02

We Map the Business Layer

Before agents can work, they need clean inputs. Structured facts, retrievable knowledge, defined rules, and the source of truth they should respect.

[ outputs ]
  • Tools & Legacy Systems
  • Knowledge Base Architecture
  • Source-of-Truth Mapping
  • Policies & Rules
  • Human Review Points
STEP / 03

You Get a Working Agent, Fast

Production-ready agents, deployed in days, governed by approval gates, integrated with the tools you already use.

[ outputs ]
  • Lead Intake Management
  • Case Resolution
  • Sales Follow-up
  • Transaction Monitoring
  • Document Intel Extraction
  • Customer Inquiry Triage
STEP / 04

Observe the Agent Execute

Tested, evaluated, and refined until outputs are predictable and target outcomes get achieved.

[ outputs ]
  • Agents run without babysitting
  • Permission guardrails hold
  • Human-approval gates met
  • Consistency in decisions
  • QA standards achieved
Step / 05

Only Subscribe After Proven Value

No upfront commitment. See results first and only pay for outcomes. Then you can decide to expand.

[ outputs ]
  • Prospect Identification
  • Competitive Intelligence
  • Data Sync
  • Financial Reporting
  • Support & Onboarding

Marshal helps people, everywhere they work.

Sales, support, finance, HR. Marshal can deploy anywhere across the org to give your team an unfair advantage.

CUSTOMER SUPPORT

Your queue will be clear by morning.

Marshal can take the first pass on every ticket, so your team can handle work that actually needs a human.

  • Drafts the first reply on every ticket
  • Routes the routine, escalates the rest
  • Runs inside your help desk, with your leaders on approval
Learn more
MARKETING

Marketing that ships at machine speed.

Marshal turns your quarterly plan into published work and keeps everything on schedule.

  • Drafts content from your brief and brand voice
  • Schedules, publishes, and repurposes across your channels
  • Runs inside your marketing stack, with your leaders on approval
Learn more
SALES

No lead gets left behind.

Marshal responds to every new lead within the first 240 seconds, qualifies, schedules, and preps your reps to close.

  • Answers and qualifies every new lead in seconds
  • Routes, books, and chases the follow-up
  • Runs inside your CRM, with your leaders on approval
Learn more

/ HOW TO GET STARTED

Begin with a set of tasks still being done by hand.

Show us what's eating up too much time: manual lead follow-up, CRM updates, support triage, financial reporting, etc. We configure Marshal to get that work completed. You get proof. Done for you at no cost or commitment.

[ start here ]01 / 03

Select work to automate

Together, we'll find the places where your team repeats the same steps and select a workflow where an agent can deliver an immediate business impact.

  • Manual work identified
  • Business value assessed
  • Tools and access mapped
  • Approval points defined
  • Agent config determined
Get started for free
[ build, test, & deploy ]02 / 03

Deploy Marshal for free

Marshal gets configured, deployed, and connected to the systems it needs. You see real runs, review outputs, and assess reliability in real-time.

  • Custom config for $0
  • Deployed in your environment
  • Real workflow runs
  • Approvals routed to humans
  • 45-day pilot
Explore Marshal agents
[ Managed AI Ops ]03 / 03

Keep your agent running

If your agent is a fit, simply keep Marshal running. We monitor runs, tune the system, fix any drift, and make continuous upgrades so your team never has to.

  • Managed production runs
  • Audit trails on every action
  • Time-on-task reductions
  • Human hours saved
  • Ongoing tuning and support
Explore plans and pricing

FAQs

What is Marshal?

Marshal is a Managed AI Ops company for founder-led businesses. We design, build, deploy, and run custom AI agents on top of the software you already use, and we stay accountable for them in production. Think of it as a machine workforce that handles recurring operational work: sales follow-up, support triage, operations, finance, marketing, and AI visibility. You pick the job. We deliver and operate the agent that does it and we run it.

What is Managed AI Ops?

Managed AI Ops means your AI agents get designed, deployed, and run for you, as a service. The market gives you two options today: agents you build yourself, and agents you buy and then have to babysit. Both leave you operating software. Managed AI Ops is the third option. Marshal builds and runs the agent end to end: configuration, integrations, fixes, and upkeep. You stay on the approvals. We manage the agents. You run the business.

Is Marshal a fit for a business like ours?

Our sweet spot is founder-led and operator-led businesses, roughly $1M to $50M in revenue, with a real go-to-market motion already running and a small team carrying too much manual coordination, follow-up, and admin. SaaS, professional services, legal, education, and other SMBs all fit. If you are pre-revenue with limited runway, you are probably too early. If you are a Fortune 100 with procurement layers, we are probably the wrong shop. Everyone in between is exactly who we built this for.

What kind of work can Marshal actually do?

Marshal works across most operational job functions: sales, customer support, operations, finance, marketing, and AI visibility. Concrete work Marshal handles today includes lead response within minutes, qualification and routing, booking and follow-up, prospect research, support ticket triage, client onboarding, data sync and CRM hygiene, financial reporting, cash reconciliation, and close support. Each agent is scoped to one specific role rather than stretched across everything, which is what keeps it reliable. If a workflow eats hours every week and runs on tools with an API, it is a candidate. You can browse the full set in the Agent Factory.

Do you still do GEO and AI visibility?

Yes. AI visibility is one of the jobs a Marshal agent does, alongside sales, support, operations, and finance. The visibility agent keeps your business cited and recommended inside AI answers from ChatGPT, Claude, Gemini, Perplexity, and Google AI Overviews, and it monitors and updates that presence on a cycle. GEO is still core to what we do. We now run it as a managed agent like any other workload, rather than a separate service you have to manage.

How fast can we go live?

Days, not quarters. Once we agree on the first workflow and map your systems, you get a working agent deployed in your environment in days. A do-it-yourself build of the same thing typically runs three to six months, if it ships at all. From there, you watch the agent run over a 45-day pilot before any decision to subscribe.

How does pricing work?

There is no upfront cost. First, we define a measurable outcome together. Then we build, test, and deploy a custom agent into your environment on our dime. You watch it run over a 45-day pilot to confirm it performs across real cycles. You subscribe only after you have seen it work, and the engagement then settles into a flat monthly managed-service tier. You are paying for a proven system that we run, not a meter that bills from the first interaction.

Is our data and our clients' data secure?

Yes. Your data stays where it lives. Your CRM, inbox, calendar, and project tools never move. Agents reach into those systems through credentials you control and can revoke at any time, take only the specific action the workflow calls for, and log every step in an audit trail. The workflow logic and the agent runtime run inside a secure hosted environment with encryption in transit and at rest, least-privilege access, and full logging on every run. Your data is never used to train AI models, ours or anyone else's. You own everything that runs through the system.

How much of our time will this take, and do we need technical people?

Far less than doing it yourself, and no, you do not need engineers. The heavy lifting, scoping, building, integrating, testing, and running the system, is ours. You will not troubleshoot APIs or sit watching live runs. What we need from you is bounded and front-loaded: access to the right tools, clarity on the rules and outcomes that matter, and one point of contact for decisions. After that, the system runs and we run it. The goal is to take work off your plate, not hand you a second job.

Will handing work to AI hurt our brand or our voice?

Not when it is built correctly, which is the difference between a system and a toy. Every Marshal agent is grounded in your rules, your policies, your tone, and your success criteria. Anything involving judgment or brand-sensitive output passes through a human approval gate. You keep control of how your business sounds and what leaves the door.

Start building a businessthat runs itself

Join hundreds of small businesses learning to operate at machine speed with agents on the job.