OS · AgentsAn agent is a small worker inside helix OS. It wakes when something happens, reads only what it was given, does its one job and leaves the result for a person.
The roster
Each agent has a trigger, a short list of what it reads, one place it writes, and things it will never do. Pick one.
Reads the designated mailbox and matches every email to its client.
Permissions are set per agent and per client, once, and they hold everywhere. The three on the right are given to no agent at all.
| Allowed where marked | No agent holds these | ||||||
|---|---|---|---|---|---|---|---|
| Read the mailbox | Read client pages | Write client pages | Write drafts | SendSend, delete, contact | Delete | Contact clients | |
| Intake | |||||||
| Keeper | |||||||
| Answerer | |||||||
| Drafter | |||||||
| Scribe | |||||||
The same five steps, whichever agent it is and whichever model does the thinking.
Something happens: an email arrives, someone asks a question, a call ends.
It loads only what this person may see about this client, and nothing else.
It does its one job, with the model that fits the task.
The result waits for a person: a draft to send, an answer to check, a note to read.
What it read and what it wrote is recorded. Every correction goes back into the pages.
Why small agents.One large assistant that can do everything is hard to check and harder to trust with client files.
One job means one thing to review. When a draft is off, you know which agent wrote it and what it read.
What each agent may touch fits on the page above. Your data protection officer can read it in five minutes.
Each task goes to the model that fits it. A better model drops in without changing what any agent may touch.
New agents plug into the same layer, with the same rules. Work that suits firms like yours arrives as part of the service. Work shaped for one firm alone is quoted once, before it starts.
A weekly overview for the partners: open items, clients waiting on an answer, deadlines coming up.
Ask and dictate from WhatsApp, with the same permissions as everywhere else.
Notices missing documents and drafts the reminder. A person sends it.
Sets up a new client's page from the engagement documents, ready to check.
Your first automation is on us. Pick one task on a twenty-minute call. We build it, and your firm keeps it.
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