THE THING ABOUT AGENTS NOBODY TOLD YOU
AI agents were supposed to free up time. In reality, they hand you a second job.
AI AGENTS FOR SMALL BUSINESS
Agents built and managed for your team.
The days of clicking, dragging, copying, pasting, deleting, downloading, and CTRL-F'ing are so over.
Hand Marshal a job. Marshal hands back finished work.
- Wired into your existing tools.hubspot · gmail · slack · connected
- Built around your process.lead_followup · step 3 of 4
- Every action governed by your rules.2 drafts · awaiting approval
Founder-led teams use Marshal
The agent dilemma, solved.
TWO BAD OPTIONS
And that's because most agents come in two varieties: the ones you have to build or the ones you have to babysit.
THAT'S WHERE WE COME IN
So we decided to fix it...
AN OLD SOLUTION TO A MODERN PROBLEM
With Marshal, you'll never have to troubleshoot APIs or burn an afternoon on failed tool calls.
WE BECOME YOUR ACCOUNTABLE AGENT OPERATOR
Marshal runs your agents. You run your business.
AI AGENTS AS A SERVICE 🫡
We call it Managed Agent Operations.
FIG. 07 · MARSHAL TERMINAL
Operations overview
Agent workforce
Four agents under management. One run in flight, two decisions waiting on you.
Wednesday29 Jul 2026 · 09:44:00
2 approvals waiting on your decisionoldest 41 min · $18k pipeline exposedReview in Inbox →
Work completed · today
38▲ 12%
vs 34 daily average
Awaiting your decision
2of 41 today
95% cleared without you
Median first response
3m 12s
Inside 5-minute target
Hours returned · 7d
26.5▲ 4.1
≈ $1,340 of staff time
In flight
1 running · 1 queuedLead ResponseDraft mode03:14 elapsed
Qualifying inbound lead: J. Moreno, Beacon Logistics
Qualification & Routing · step 3 of 8 · evaluating buying-readiness
Next: apply routing logic → identify owner
Step 6 will be skipped: no CRM connected
PauseOpen run →
Signup DigestDispatched, waiting to startqueued
Activity
Last 24h- Lead Response asked to send a reply to J. Moreno
- New inbound lead captured from web form; routing started
- Competitive Watch requested an action Marshal can't preview
- Daily signup digest posted to #signups
- Calendar booking failed for R. Patel; Marshal notified, no action needed
- Reply approved and sent to D. Chen, Northgate
Agent roster
View all →Lead ResponseInbound Lead Capture · 3 workflows · 24 steps
Working
Draft mode
7-day volume 87
PauseOpen →
Signup DigestDaily signup reporting · 2 workflows
Idle
Autonomous + gates
7-day volume 7
PauseOpen →
Competitive WatchMarket monitoring · 3 workflows
Needs you
Autonomous + gates
7-day volume 14
PauseOpen →
Invoice ChaserAR follow-up · new work refused until re-enabled
Disabled
Disabled
7-day volume 0
Enable
// WORKS 24/7 WITHOUT REMINDERS
An AI agent purpose-built for SMBs.
Marshal is a custom AI agent that runs in the cloud and knows its job. It follows your process, executes independently when new tasks arrive, and keeps going after you log off.
Who Marshal is for
- RoleAn owner, operator, or senior leader at a company with 1-100 employees
- WorkA business with real workflows — teams, tasks, to-do's, customers, vendors
- StageYou're curious about AI but not sure where to start, or already experimenting and ready to go further
Support desk
Ticket routing agentAutonomous + gates- Trigger
- New ticket in Zendesk
- Reads
- Ticket history in Zendesk, account data in PostgreSQL
- Does
- Routes, tags, and drafts the reply
- Gate
- Refunds over $200 wait for your approval
- Output
- Reply ready for review in Slack
Connections
Zendesk- PostgreSQL
Gmail
Slack
ReceiptRUN 0412
support_desk.route_ticketStarted 01:12:07Surface · Zendesk
- 01:12:07infoTicket #48213 received: "Charged twice for March"
- 01:12:09infoAccount pulled from PostgreSQL: Growth plan, 2 March invoices
- 01:12:11doneDuplicate charge confirmed: $249.00
- 01:12:14doneTagged billing, priority normal
- 01:12:19doneReply drafted with refund timeline
- 01:12:20gatedRefund over $200: approval requested in Slack
GatedAwaiting your approval
Elapsed00:00:13
After you log off · 18:00 → 08:009 runs · 7 completed · 2 gated
Sales pipeline
Pipeline hygiene agentAutonomous + gates- Trigger
- Weekdays at 06:00, or on request in Slack
- Reads
- Deals in HubSpot, threads in Gmail
- Does
- Flags stalled deals, updates records, drafts next steps
- Gate
- Every email waits for your review before it sends
- Output
- Pipeline digest in Slack at 06:05
Connections
HubSpot- Gmail
- Slack
ReceiptRUN 0187
sales_pipeline.morning_refreshStarted 06:00:00Surface · HubSpot
- 06:00:00infoScheduled run started: weekdays 06:00
- 06:00:04info142 open deals read from HubSpot
- 06:00:31done9 stalled deals flagged: no activity in 14 days
- 06:01:12done23 records updated: stage, next step, close date
- 06:02:40gated9 follow-up emails drafted, held for your review
- 06:02:44doneDigest posted to #sales in Slack
Completed9 drafts ready for your review
Elapsed00:02:44
After you log off · 18:00 → 08:002 runs · 2 completed · 0 gated
Finance recon
Reconciliation agentAutonomous + gates- Trigger
- Nightly at 23:30, and when the bank feed updates
- Reads
- QuickBooks, Stripe payouts, bank feed
- Does
- Matches deposits and flags exceptions
- Gate
- Nothing posts to the ledger without your approval
- Output
- Exceptions report in Slack by morning
Connections
- QuickBooks
- Stripe
- Bank feed
- Slack
ReceiptRUN 0233
finance.reconcile_depositsStarted 23:30:00Surface · QuickBooks
- 23:30:00infoNightly run started
- 23:30:06info64 deposits read from the bank feed
- 23:31:18done61 matched to Stripe payouts and QuickBooks invoices
- 23:31:19gated3 exceptions: amount differs from invoice
- 23:31:40doneExceptions report posted to #finance
- 23:31:41gatedLedger entries held for your approval
GatedHolding 3 entries for approval
Elapsed00:01:41
After you log off · 18:00 → 08:002 runs · 1 completed · 1 gated
A new species of AI service.
Agents that are designed, deployed, and run for you. Marshal integrates into your tech stack and is governed by your rules. No building or babysitting required.
| Dimension | / Build it yourselfAgents that you buildA tool you construct | / Buy it and babysitAgents that you operateA tool you manage | MarshalManaged Agent OperationsA partner that's accountable |
|---|---|---|---|
| Who builds the agents? | You do | Vendor | We do, fully customized around your requirements |
| Who manages agents day-to-day? | Your team | Your team | We do, under your guidelines and policies |
| Who owns agent quality? | You do | Vendor | Us |
| How do agents receive tasks? | You've built in custom triggers or cron jobs | Defined by vendor configuration | Customized around your processes and workflows |
| Who fixes the agent when APIs break? | You do | You do | We do |
| What do I pay before it works | Build cost + value of your time | Subscription fee. Pay first, prove second. | $0. Value gets proven first. |
| Where do I need to allocate resources? | Agent design foundations, orchestration, guardrails | Running agents in production and monitoring their performance | You save resources. Marshal delivers completed work as a service. |
| How do I keep control? | You've built in governance and permission gates | Your team is responsible for monitoring | Marshal is configured according to your guidelines and procedures. And then gets monitored by us. |
Reimagine how work, works with agents on the job.
What if your team could focus entirely on the human elements of business — relationships, judgment, taste, and vision? Let's face it: humans were never meant to reconcile spreadsheets. Marshal takes the mechanical, repetitive work that slows your team down and completes it at machine speed.
Agentmarshal-0919 · prospectingclaude-opus-4-8Gated
Run log8 steps
- 00:06apollo.search 142 ICP accounts
- 00:48apollo.enrich 87 contacts, 61% match
- 01:1212 CRM duplicates suppressed
- 02:05hubspot.sync 75 contacts synced
- 03:10draft.generate 75 drafts from briefs
- 03:31tone: direct, founder voice
- 04:09slack.notify #pipeline "75 ready"
- 04:12awaiting your approval to send
Connections4 / 4
SSlackAApolloHHubSpotGGmail
Enrich_contactsCompleted
- matched
- 142 accounts
- verified
- 87 contacts
Hubspot_syncCompleted
- new
- 75 contacts
- duplicates
- 12 suppressed
Draft_outboundGated
- queued
- 75 drafts
- review
- awaiting you
- workflow
- prospecting
- runtime
- 4m 12s
- replaces
- ~4hr / week manual
// Marshal goes where it's needed
Deploys across every job function.
Sales. Support. Operations. Marketing. Finance. Point Marshal at every bottleneck where work tends to pile up.
Tour the Agent Factory// MARSHAL INTEGRATES WITH EVERYTHING
Full compatibility.
No rip and replace. Nothing migrates. Nothing gets rebuilt. Marshal connects to the apps and software your business uses.
See latest integrationsFIG. 10 · Your stack, unchanged20 connected
MACHINE-LIKEComms
Work
Files & data
CRM & people
// Marshal is designed for trust & safety
You keep the veto.
Agents reach only the systems you open. They stay in the lane you draw. When a decision requires judgment, they stop and wait for you.
GATERUN 0241
refund_request · order 88412 · $1,240.00Policy: refunds over $500 wait for a humanAWAITING YOU
11.A · Ledger
RUN 0182 · weekly_pipeline_report
- 09:14:02READCRM · 142 deals
- 09:14:31WRITESheet · 87 rows
- 09:15:06SENTSlack · #revops
Full transparency
Nothing happens off-camera. Every action is logged. Every completed task comes with a receipt.
11.B · Boundary
Secure by design
Marshal's boundaries are written in code, not made in promises. Permissions, policies, and off-limit actions are enforced at the root.
11.C · Vault
- In transitEncrypted
- At restEncrypted
- Run logEvery run
- Model trainingNever
- Data ownerYou
Data protection and privacy
Your data stays yours. Encrypted in transit and at rest, logged on every run, and never used to train a model.
// HARNESS ENGINEERING
Agent anatomy 101.
Marshal is an agent, not a chatbot. Strip it down and you get a model, instructions, tools, and a running loop. What makes Marshal Marshal is everything built around that core.
L0505 parts
L0405 parts
L0306 parts
L0206 parts
L0105 parts
Core04 parts
modelinstructionstoolsloop
LAYER / 01
An identity with hard limits
Layer 1 is the identity file: who the agent is, its operating rules, the boundaries it never crosses. It rides along on every single turn. Model choice, runtime, and budgets are pinned in config. Nothing about Marshal's behavior is improvised.
[ components ]05 parts
- 01.1AGENTS.md
- 01.2agent.config.ts
- 01.3Hard Boundaries
- 01.4Model & Runtime Config
- 01.5Cost Budgets
LAYER / 02
Capabilities that load on demand
Each task Marshal can do is a self-contained skill: a documented procedure, deterministic scripts, and reference docs that load when needed. Tools are typed functions with schema-validated inputs. Specialist subagents take the deep work.
[ components ]06 parts
- 02.1SKILL.md
- 02.2Deterministic Scripts
- 02.3Typed Tools
- 02.4Triggers
- 02.5Schema-Validated Inputs
- 02.6Subagents
LAYER / 03
Permissions as code, not vibes
What Marshal may do is written down, auditable, and enforced: which actions require a human and who that human is, when to stop and hand off, where the data and spend limits sit.
[ components ]06 parts
- 03.1Approval Gates
- 03.2Escalation Paths
- 03.3Data Boundaries
- 03.4Auth-Only Connections
- 03.5Spend Limits
- 03.6Off-Limits Actions
LAYER / 04
Memory that persists
No black box. State lives in durable, human-readable files: long-lived facts about the environment, the precedent behind every decision it has made, and the domain knowledge it consults but doesn't control.
[ components ]05 parts
- 04.1context.md
- 04.2decisions.md
- 04.3Knowledge Base
- 04.4Diffable State
- 04.5Domain Knowledge
LAYER / 05
Evals that drive improvement
Runbooks, drift checks, a dated changelog, and post-mortems keep everything verified in production. This is the layer almost nobody ships. We run on it.
[ components ]05 parts
- 05.1Regression Suite
- 05.2Scoring Rubrics
- 05.3Runbooks
- 05.4Drift Checks
- 05.5Changelog
// ONE ACCOUNTABLE AGENT OPERATOR
We run your agents. You run your business.
The division of labor is simple. Marshal takes the taskers, to-dos, and the core operating work. You make the judgment calls and set the strategy.
Marshal handles
- Designing, configuring, and deploying your agent around the job you hand over
- Monitoring, exception handling, and fixes, in week one and in month six
- Maintenance, updates, and each capability upgrade as the work grows
- Answering for the outcome: when the agent is wrong, we catch it, and fix it
You own
- The rules: what the agent does on its own, and what waits for your sign-off
- The approvals: agents start in draft-and-approval mode, and nothing goes out without you
- The verification: a work receipt for every completed task, so you'll never have to trust claims
- The business: your customers, your pricing, your strategy
Helping people, everywhere they work.
Sales, support, finance, HR. Marshal deploys anywhere across the org. Pick the job. Get a custom agent.
CUSTOMER SUPPORT
Your queue will be clear by morning.
Marshal takes the first pass on every ticket. Your team handles the ones that actually require 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
Finance
Never think about receivables again
Reconciliation, receivables, depreciation schedules, close support. The work that has to be right with too few people to do it.
- Treasury & cash management
- Financial planning & analysis
- Tax planning
MARKETING
Marketing that ships on schedule.
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
SALES
No lead gets left behind.
Marshal answers every new lead inside four minutes, qualifies it, books it, and hands your rep a warm opportunity.
- Answers and qualifies every new lead in minutes
- Routes, books, and follows-up (without needing a reminder)
- Runs inside your CRM, with your leaders on approval
// REAL WORK. REAL RECEIPTS. THEN DECIDE.
Want to test a managed agent?
It's simple. Just sit back and watch.
Start a 14-day free trial when your agent goes live. We configure Marshal to your specific workflows, your preferred tools, and your exact procedures. Watch Marshal deliver verified work. Then decide.
Try Marshal for $0
Put Marshal to work today. Assign real work from your day-to-day operations. Marshal completes every task. You approve every deliverable.
- Off-load an entire A complete stream of business work that a Marshal agent owns end to end. It is the job you hire an agent to do. Learn more →
- Real work, not a sandbox
- You control permissions and approvals
- A receipt for every action
- Proof, not promises
Marshal gets to work
Your agent goes live in days, not quarters. Marshal executes your A repeatable process inside a workload: a defined trigger, a sequence of tasks, and a finished output. Learn more →, under your policies, and reports what it accomplished. You sit back and watch.
- Tailored to your process
- Trained on your business
- Integrated across your systems
- Zero building or babysitting required
- Agents managed by us
Keep Marshal on the job
Evaluate Marshal on real evidence. If you'd like to keep Marshal working, just roll into one of our service tiers. If Marshal isn't a fit, at least you got some free work done :)
- Completed work delivered at scale
- Headcount you didn't have to add
- More work hours back, every week
- Drift fixed and model upgrades handled
- One accountable partner
Don't see your question here? You can always ask us on a call →
What is Marshal?
Marshal is the Managed Agent Operations company that designs, deploys, and operates AI agents as a service for small businesses.
Agents run on top of the software you already use and we stay accountable for them in production. Think of it as an on-demand machine workforce for all operational work: sales follow-up, support triage, finance, marketing, etc.
You tell us the job. We build and run the agent that handles it.
What is Managed Agent Operations?
Managed Agent Operations 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 managing software systems. Managed Agent Operations 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.
What kind of work can Marshal actually do?
Marshal works across most operational job functions: sales, customer support, operations, finance, marketing, and AI visibility. Examples of work that Marshal handles include 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, it is a candidate.
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.
How is Marshal different from other AI agents?
Most AI agents arrive one of two ways. Either you build the agent on a platform, and your team designs, tests, runs, and maintains it. Or you buy an agent, and your team monitors and babysits it. That includes the newer tools that generate agents for you: self-creating is not self-managing. Marshal is the third way, Managed Agent Operations: AI agents that get designed, deployed, and run for you, as a service. The first two doors hand you software plus a second job. Marshal hands you completed work. You stay on approvals and judgment calls.
How does the free trial work?
You get 14 days of a custom agent completing real, verified work in your business before you pay anything. The clock starts when the agent goes live, not when you sign up. If you want to keep Marshal on the job, roll into the service tier that fits. No seats, no setup fees, pause or cancel anytime.
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 is ours: scoping, building, integrating, testing, and running the system. You will not troubleshoot APIs or sit watching live runs. All that’s needed from you is bounded and front-loaded: access to the right tools, clarity on the rules, the outcomes you need, and one point of contact for decisions. After that, Marshal works and we run it. The goal is to take work off your plate, not hand you a second job.
What happens when something breaks or an API changes?
We fix it. When an integration changes, an API updates, or an agent drifts in month six, that is our problem to catch and repair, not yours. We monitor every agent in production, keep them working as your business processes evolve, and stay fully accountable for them in production. That is the difference between a managed service and a tool you have to operate.
Is our data and our clients' data secure?
Yes. Your data stays where it lives. Your CRM, inbox, tools, and data never move. Agents reach into those systems through credentials you control and can revoke at any time. They take only the specific action the workflow calls for, and log every step in an audit trail. The workflow logic and the agent runtime are inside a secure hosted environment with least-privilege access, encryption in transit and at rest, 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.
Let's get back tothe work of humans1
Marshal is the execution layer that bridges frontier AI and your daily business operations.
Built for teams that execute
18%
Percent of AI responses that mention The Better Scalp Company
How a startup went toe-to-toe with billion-dollar brands
57%
Increase in qualified inbound cases
"Machine-readability" increased qualified cases 57%