Chief of Staff
Hires the other agents by conversation, with manager approval; sends the daily brief; watches costs and licences.
Microsoft TeamsEntra IDAudit log
See the role → Agents / Quote Builder
Quote Builder
Prepares proposals and quotes from your templates and price lists; a salesperson reviews and sends.
In other themes it might be called, for example:
Inês · Portuguese namesPolvo · Sea animalsHefesto · Greek mythology
Nuno
@Quote Builder proposal for Clínica Sol: 6 seats, email migration, 12 months support.
Quote Builder IA
Draft ready in the 2026 template (PDF attached). I used the “SMB up to 10 seats” support table. Still need to confirm whether the migration includes the archive. Who sends?
A day at work
What it does, concretely.
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Receives a request by DM (“quote for 12 cameras + NVR, client Silva”), asks what is missing and drafts it in your template.
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Checks against the current price list and margins; flags anything outside the standard.
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Reminds the salesperson about quotes sent 5 days ago without an answer.
Tools it talks to
Word / ExcelSharePointPrimaveraPHC
If your tool isn't listed, the agent builds and documents the integration through its API, reviewed by us.
Where a person approves
- Sending any proposal to a client
- Applying discounts outside the list
It proposes; a manager decides with a tap. It is the platform's rule, set in the pilot's approval matrix.
How it's hired
Three steps, in the chat.
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Talk to the Chief of Staff
A manager describes the work. The Chief of Staff asks what is missing and drafts the charter.
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Approve card
Name, avatar, tools and what needs approval, on one card. The manager taps Approve.
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Joins Teams
Registration, publishing and start-up are automatic. The new colleague introduces itself in the announcement channel.
Other roles
They usually work together.
Project Pilot
Tracks tasks in Jira, Planner, Asana or monday.com, chases owners on stalled items and closes the loop with whoever decides.
JiraPlannerAsana
See the role → Support Desk
First-line internal support in Teams: answers what it knows, opens the ticket and escalates to a person when it doesn't.
SharePointConfluenceHelpdesk
See the role →