An AI agent is a helper that does a job for you, not one that only answers a question.

If you've used a chat box, you ask a question, it replies, and then you do the work. An agent takes on the whole job. It follows your steps, writes the first draft, checks it, and hands it to a person on your team.

For example, it could draft a client report from your method, ready for you to read and approve.

You stay in charge. You choose which kinds of work wait for your approval, and nothing reaches a client until someone on your team releases it. Give each agent one job. An agent with one job makes fewer mistakes than one juggling three.

The portal is the online place where your team of AI agents works. Think of it as the office your agents turn up to every day.

Inside, you set up your agents, and you write down how you do each job. If you haven't written it down, an agent drafts it and you correct it. After that, every job follows your steps. Your agents do a guess.

You get a report that shows you every job completed, who did it, how it ended and what it cost. You set the budget. Your clients sign in to their own page to read the work and sign it off.

The Headswitch AI technology partner, GHOTED.com runs the portal. Headswitch sets it up for your business, trains you and your people, and keeps it working.

You might not need agents. What you need is for the work to keep moving when you can't, or don't want to.

Right now, the quotes, replies, documents and follow-ups wait for you. When you're busy or away, they wait longer. Xero found that 73% of small business owners can't switch off, and 31% have thought about walking away.

Agents draft that work in your methods, at any hour. You read it, change what you like and approve it. Nothing reaches a client until you do.

Start small. Pick the one job that eats most of your week and give it to one agent.

Your AI Agents can do most ongoing and recurring admin tasks you need doing.

• The jobs that pile up when you're busy, and the ones that wait for you after you've gone home.
• Answer client questions. An agent reads the right documents, drafts the reply and holds it for your approval.
• Prepare quotes from your own price list. Your client sees a quote only after you approve it.
• Write proposals, specifications and reports in your format.
• Check work before you invoice. Is it complete, reviewed by a second adviser, and matching the agreed scope?
• Chase new work. Track each prospect from first contact to signed, with a first email that mentions something recent about their business.
• Work overnight. In the morning, you open one list of what's done and what needs you.
• Watch the market. This is the optional Signals add-on. Each week an agent checks for news that affects each client, and you decide what the client sees.

You start with a ready-made team for your kind of business, then shape it around your methods. Nothing reaches a client until someone on your team releases it.

Your AI agents start working the same way a new team member does. You communicate your method, processes, rules and expectations.

Your process.

Headswitch has already created agents that know the processes essential to your industry sector. This is where we start.

Your instructions

You have immediate access and the ability to change settings that run the agents. 

Your methods.

You write down how you do each task, or tell Headswitch. Your instructions are configured into the portal and your agents briefed. Then you correct it. From then on, every job follows your steps, not a guess.

Your documents.

When you are ready, upload your policies, price lists and past proposals. Your agents remember and read the right ones before they answer. If the answer isn't in your records, they say so.

Your settings.

Remember, each agent is set up for you, and you can change the settings. Choose what each agent reads, which work waits for your approval, and what is off limits.

Your style. Each agent writes the way you tell it to, so your clients still hear you.

You never start from a blank page. Your agents begin as a ready-made team for your kind of business.

Yes, you can start with a free 14-day trial. A card is needed to begin, and your first monthly charge is on day 15. If you cancel before the trial ends, you won’t be charged. We’ll email you a reminder before then, with the steps to cancel.

Your portal can be up and running the same day we start, from a ready-made team for your kind of business. Then we shape it around your own methods, documents and words.

How long that takes depends on how much you've already written down. We'll give you a plan on our first call.

No. Nothing is billed for work nobody has said is finished. Work only becomes billable once it passes the checks you set, and your client signs where a signature is needed.

Yes. Your people decide what goes to a client, and each agent writes in the style you set. Your clients still hear from your team, in your words.

You decide when your clients connect with you or your team members in person. This is a strategic decision.

Yes, for any kind of work you choose. That work waits until you approve it, and every piece of agent work is recorded.

No. An agent never releases work. A person on your team does. And an agent never accepts work for your client. Your client signs.

You can set every kind of work to "needs approval" if you want that, then loosen it as you see which agents you trust.

No. Nothing is billed for work nobody has said is finished. Work only becomes billable once it passes the checks you set, and your client signs where a signature is needed.

Yes. Your people decide what goes to a client, and each agent writes in the style you set. Your clients still hear from your team, in your words.

You decide when your clients connect with you or your team members in person. This is a strategic decision.

There are three parts to the investment, and each one is simple.

1. Setup

• Headswitch will setup your agent team to use your process and rules.
• We'll give you that figure on our first call.

2. Agent Portal

• It's $199 a month plus GST for up to 25 active clients
• $29 a month plus GST for each agent.
• Each further 25 active clients is $49 a month plus GST.

For example, three agents serving up to 25 active clients comes to $286 a month plus GST.

The thinking your agents do is included.

3. Your own AI assistant

• If you use an AI assistant, such as Claude, ChatGPT or Gemini, you pay its provider directly.
• You can set your limits for how much you use (the next question explains why).

No. If an agent does no work in a month, its cost comes off your next invoice. We do regular reviews and you can reach out to Headswitch for extra support.

A tip: check that each agent has one job. An agent with one job makes fewer mistakes than an agent juggling three.

Yes you can limit what your agents do. Each job has a daily budget and a total budget. You set them, and a single job can have lower ones, never higher. An agent that reaches its budget stops.

A spend screen shows what each agent's work cost, by day and by kind of work.

Yes. You start with a 14-day trial. A card is needed to begin, and your first monthly charge is on day 15. If you cancel before the trial ends, you won’t be charged. We’ll email you a reminder before then, with the steps to cancel.

Your portal can be up and running the same day we start, from a ready-made team for your kind of business.

Then we shape it around your own methods, documents and words.

How long that takes depends on how much you've already written down.

We'll give you a plan on our first call.

Yes, you can cancel your subscription at any time.

Your database is in a Sydney data centre. If you connect your own AI assistant, its calls go to the provider you choose, on your own account.

No other businesses or clients can see your information. Every time an anyone reads or saves anything, the database checks who is signed in. Your company sees your data and never another company's. Your clients see their own work and nothing else.

You can also see the activity of your agents.

Credentials and bank details are encrypted, and every connection to the portal is encrypted too.

The portal is built to increase security. The rules in the database decide what an agent can reach, whatever a document tells it to do. So a hidden instruction can't open a door the rules keep shut.

Yes. Ask us for the security document and we'll send it to you or your IT provider.

The portal runs on hosting providers that hold SOC 2, an independent audit of how a company protects customer data.