head-side-gearOverview

Agents are AI specialists built for specific work. Use them when you need deeper expertise than a general conversation.


What Are Agents?

Agents are focused AI tools designed to help with specific types of work. While Lana handles general questions and day-to-day tasks, agents go deeper on particular topics.

Think of it this way: Lana is who you talk to for most things. Agents are specialists you visit when you have a specific job to do.

Click Agents in the sidebar to browse what's available.


LeanScaper Agents vs. My Agents

The Agents page has two tabs:

LeanScaper shows specialists built by LeanScaper. These are trained on LeanScaper OS methodology and ready to use.

My Agents shows custom agents you or your team have created. These are specialists built with your own instructions and knowledge from your LeanDocs.


Available Specialists

Here are some of the specialists available:

Agent
What It Does

CMO Agent

Marketing strategy, brand positioning, messaging, competitive research. Has web search access, so you can ask about your website, competitors, and market trends.

SOP Agent

Building and refining standard operating procedures step by step

ICP Agent

Developing your ideal customer profile

Strategy Agent

Business planning, decision frameworks, strategic thinking

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CFO Agent for financial guidance and CHRO Agent for people management are coming soon.

Each specialist brings focused expertise and follows structured approaches to their domain. The CMO Agent knows marketing frameworks and can research your competition. The SOP Agent knows how to build procedures that actually get followed. They go deeper than general conversation.


How to Use Agents

You can get to agents two ways:

Go direct. Click Agents in the sidebar, find the specialist you need, and start a conversation. Do this when you know what kind of work you're doing.

Follow Lana's lead. When you ask Lana something that would benefit from specialist help, she'll point you to the right agent. You stay in control of when to switch.


Custom Agents

Beyond LeanScaper's built-in specialists, you can create your own. Click + Create from the Agents page to build an agent with custom instructions and knowledge from your LeanDocs.

Custom agents are specialists for YOUR business:

  • A safety compliance agent with your safety manual as its knowledge base

  • A client communication agent trained on your best emails and templates

  • A sales objection handler that helps your team respond consistently

The knowledge that used to live only in your head becomes accessible to your whole team.

See Custom Agents to learn more.


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