/ Generic AI → disconnected
The risk of disconnected AI.
Generic AI will confidently miss the details that matter: the current policy, the latest customer note, the correct handoff owner, the required form, or the exception buried in a file.
AI Agents for SMBs
Agentic AI at the Heart of Your Business
Inside any business, getting work done means finding the right policy, checking the right system, following the right process, choosing the right owner, and taking action without breaking the rules. Marshal Agents are built for that world.
With Marshal, you get an outcome, not a set of instructions. Your agent understands the goal, plans the work, uses the right systems, and follows through.
workflow / lead-routing-v2live
CONTEXTdone
policies14 loaded
tools7 connected
historyindexed
PLANdone
steps6 resolved
branchqualify->route
Marshal Agentworkflow:lead-routing
> intake.parse inbound: enterprise demo request
> context.fetch ICP rules / CRM history / routing map
> policy.check permissions: sales_ops_read OK
> score qualified / tier 2 / urgency high
> owner.resolve Priya / West region / 4 open slots
> crm.update lead 4821 / contacted / 200 OK
> draft.send personalizing first-touch
> queue awaiting human review
> complete workflow / 4m 12s
ACTIONrunning
targetHubSpot
actionupdate_lead
notify#sales-ops
REVIEWgate
approverhuman
queued1 draft
TRUSTED BY AI-FORWARD ORGANIZATIONS
/ GENERIC VS. GROUNDED AI
Why generic AI falls short for growing businesses.
Any intelligence that doesn't know your tools, data, permissions, or process won't feel very intelligent once you put it to work. Even with the latest models, a chat interface will only bring you so far.
/ Marshal AGENTS → grounded
How Marshal agents solve this.
Marshal agents ground every task in the information and rules of your business. They retrieve relevant context, respect access permissions, identify the right tools, and adapt as new information appears.
The result is AI that understands how work actually gets done inside your organization.
/ What makes a marshal agent different
Not your father's chatbot. Every agent is a rules-based, closed-loop system.
Agents can understand a goal, plan the work, use tools, and learn from outcomes.
/ Understanding the agentic loop
From answers to action.
An agent is a system that can understand a goal, decide the steps required, use tools, execute actions, and learn from outcomes. That means it can break work into smaller pieces and refine its path when the first result is not enough.
ChatGPT gives you answers.
Agents get things done.
/ Five parts of a capable agent
The user only touches the goal layer.
The rest of the system operates behind the scenes: context, plan, tools, memory.
01
Goal
Tells it what to accomplish.
02
Context
Tells it what matters inside your business.
03
Plan
Gives it a path.
04
Tools
Let it act.
05
Memory + feedback
Help it improve over time.
/ Where agents plug in
Two practical ways to bring agents into your business.
Some work needs an agent that quietly runs the process. Some work needs an agent that is responsive. Marshal supports both.
/ Runs the workflow
Task-based agents.
Run structured work on a schedule. A finance agent can review expense reports and spending patterns. An IT agent can run quietly in the background observing system usage. A marketing agent can generate quarterly business reports.
/ Works with you
Trigger-based agents.
Action-initiated. A lead capture agent parses an inbound inquiry, identifies the source, scores urgency, routes the lead, updates the CRM record, and alerts the right owner. A client onboarding agent can collect intake details, create kickoff tasks, send welcome emails, and make sure the next step is not dropped.
/ SMB use cases
Where the value is obvious.
Prospect researchSpeed-to-leadQualification + routingClient intakeCRM updatesReportingFollow-up coordination
/ Grounded in the knowledge of your business
Agents outperform when they have the right context.
Pro tip: drop your agents into the places where your team already works.
/ Context is king
Marshal agents get equipped with a living map of your business.
Agents are only as good as the context they can retrieve. Marshal agents use business search, permissions-aware indexing, and a knowledge graph to understand the relationships between people, content, tools, projects, customers, and activity across your company.
PERMISSIONS-AWARERELATIONSHIPSREAL-TIME
/ Tool use is the bridge between understanding and action
Summarizing info is helpful. But real leverage comes from taking action.
Taking the right action, in the right system, without handholding is where our agents shine.
/ Analysis + action
One agent. Real systems.
Marshal Agents can analyze data and take action in the systems where work happens. They can search, reason, analyze structured and unstructured data, create charts, update tickets, submit requests, draft messages, move records forward, and trigger processes in connected applications.
/ Built for precision
Specialized agents for entire workflows.
Each agent has a clear job, known inputs, and known outputs. This makes agents easier to orchestrate and easier to evaluate. Instead of one vague system trying to do everything, Marshal builds specialized agents responsible for entire workflows.
TOOL PALETTE · HIGHLIGHTED: ROUTE INBOUND LEAD
Search01
Analyze02
Reason03
Calendar
Email
Expert Search
Employee Search04
Web Search
Create Ticket
Update Record
Submit Request
Update CRM05
Draft Response06
Notify Owner07
/ Workflows keep agents aligned
Workflows provide structure. They allow agents to adapt without freelancing beyond the rules.
Every business has process knowledge. Marshal turns that knowledge into workflows that agents can follow.
/ How workflows are structured
Adapt within the rules.
Branching logic lets agents choose the right path. Looping lets them iterate until the job is complete. Routing lets them hand off specific steps to other specialized agents.
This is the difference between basic automation and agentic work. Automation follows a rigid script. Agents follow the process, read the situation, and adapt within the rules.
/ The SMB advantage
Start narrow, then expand.
For SMBs, the right move is not to automate everything at once. Start with one repeatable workflow where speed, consistency, or missed handoffs are costing money.
Once the first system is working, the same foundation can support the next workflow, and then the next. For small to medium sized businesses, operating leverage compounds.
08 Built for choice, collaboration, and control
Marshal evaluates agents at both the outcome level and the step level.
Did the agent choose the right tool? Did it retrieve the right source? Did it complete the task efficiently? Was the answer correct, complete, grounded, and useful?
/ Control
Control without slowing the team down.
For SMBs, control cannot mean a massive governance program. It needs to be practical: clear permissions, visible sources, human review for sensitive actions, defined workflows, and measurable performance.
Agents do the work. Humans run the show.Groundedness96%
Completeness91%
Correctness88%
User Satisfaction93%
/ Control planeFlexible ecosystem, central control.
09 An intelligence layer for growing businesses
Marshal Agents help SMBs turn scattered tools, manual handoffs, and hidden process knowledge into coordinated execution.
/ Move work forward while you sleep
A new operating layer for work.
Marshal Agents give growing businesses a way to move work forward 24/7. Leaders can turn their best processes into reusable procedures. Operators get a system that connects knowledge, tools, models, and controls without forcing the business into a rigid architecture.
The result is a new operating layer for work: one that understands your business, follows your process, uses the right tools, learns from feedback, and coordinates action across teams.
Marshal Agents help SMBs move beyond AI experiments and toward AI that actually works inside the business.