Pack 1.0
*The Operator — Online

*The Operator

Your agency runs itself.

The Operator is the backbone of your AI workforce. It handles client intake, onboarding, project delivery, support, and ops — while you scale.

5 agents 15 tools 7 guardrails One box.

OP-01 THE OPERATOR 120mm 280mm 130mm
Agents Intake Onboarding Project Manager Support Ops
Tools CRM PM Email Calendar Payments Slack Telegram
Guardrails PII Filter Scope Creep Financial Gate Tone Confidentiality Escalation Rate Limits
Channels Email Telegram Slack Web Widget
Memory 16 KB documents RAG retrieval Per-conversation context
Heartbeat Daily digest Pipeline reports Cost tracking Health monitoring
// Install
SETUP GUIDE

Three steps. Thirty minutes. Live.

Deploy like hardware. Click, configure, activate. No code, no pipeline, no devops.

01

Deploy

Click deploy. Railway clones the template, builds the container, spins up your instance. Paste your API keys during deploy.

$ railway deploy --template aiinabox
Est. 3 minutes
02

Configure

Run the setup wizard. Answer 5 questions about your agency. All 16 KB docs get populated with your info automatically.

Agency name, services, pricing, ICP, escalation
Est. 5 minutes
03

Activate

Connect your channels — Telegram, Slack, or email. Your Intake Agent starts handling leads. Ops sends the first daily digest.

Every role active. Every guardrail running.
Day One
Deploy The Operator →

Requires: Railway account (free tier works) + one LLM API key

// What's Inside
ARCHITECTURE

Four layers. One box.

Every OpenPacks pack ships with the same architecture. Opinionated enough to work on deploy. Flexible enough to make it yours.

LAYER 01 — AGENTS

Roles

5 Personas

How the AI behaves in each context. Different personality and trigger per situation.

  • Intake AgentQualifies leads, captures scope
  • Onboarding CoordinatorWelcome, assets, kickoff
  • Project ManagerMilestones, status, blockers
  • Client SupportAnswers, routes, escalates
  • Internal OpsDigests, invoicing, CRM
LAYER 02 — KNOWLEDGE

KB Docs

16 Documents

Facts retrieved on demand. Never memorized. Never hallucinated. RAG-powered.

  • Sales & IntakeICP, catalog, objections
  • OnboardingChecklists, emails, assets
  • DeliveryTemplates, escalation rules
  • OperationsReports, invoicing, FAQ
LAYER 03 — TOOLS

Integrations

15 Connections

Actions wired to your stack. Connect what you use, skip what you don't. SQLite fallback built in.

  • CRMHubSpot / Airtable / SQLite
  • Project MgmtAsana / Linear / Notion
  • CommunicationEmail, Slack, Telegram
  • Calendar & PaymentsGoogle Cal, Stripe
LAYER 04 — GUARDRAILS

Safety Checks

7 Active Rules

Runs before every outbound message and action. Non-negotiable. Always on.

  • PII FilterRedacts sensitive data
  • Scope CreepFlags out-of-scope
  • Financial GateApprovals > $5K
  • Tone + EscalationBlocks bad output
// Use Cases
OPERATIONS LOG

From lead to invoice. Zero manual steps.

This is what The Operator does for you every single day, on autopilot.

Trigger: New inquiry

Lead qualification & scoring

New inquiry hits your inbox. The Intake Agent qualifies on budget, timeline, and scope. Scores the lead. Creates the CRM contact. Routes to Onboarding if qualified.

Intake Agent — 0:02
Trigger: Lead qualified

Automated onboarding sequence

Welcome email sent. Asset collection form dispatched. Kickoff call scheduled on your calendar. Client portal link generated. All hands-free.

Onboarding Coordinator — 0:05
Trigger: Kickoff complete

Project creation & tracking

Project created in your PM tool. Milestones set. Status tracking begins. Weekly reports auto-generated and sent to the client.

Project Manager — Day 3
Trigger: Client question

Instant client support

Client asks a question via any channel. Support agent checks KB + project status. Answers instantly or escalates to you with full context.

Client Support — Anytime
Trigger: Invoice due

Invoicing & financial ops

Creates Stripe invoice. Sends to client. Logs in CRM. Invoices over $5K get routed to you for manual approval before sending.

Internal Ops — End of project
Trigger: Daily / 8:00 AM

Morning operations digest

Pipeline summary, overdue items, revenue snapshot, and health status. Delivered to your Telegram or Slack every morning.

Internal Ops — Daily
// Full Spec
TECHNICAL SPECIFICATIONS

Everything in the box.

One manifest. Every role, doc, tool, and guardrail declared and wired.

Agents
5
AI roles with unique triggers & personas
Tools
15
Integrations with SQLite fallback
Guardrails
7
Safety checks on every action
KB Docs
16
RAG-powered knowledge documents
Channels
4
Email, Telegram, Slack, Widget
Deploy
1-Click
Railway template, 30 min setup
Component Details Customizable
Intake Agent Triggers on new_inquiry, form_submit, email_inbound. Qualifies, scores, routes. Prompt, scoring criteria, routing rules
Onboarding Triggers on qualified_lead, contract_signed. Welcome sequence + asset collection. Email templates, checklist items, timeline
Project Manager Triggers on kickoff, milestone_due, status_check. Creates projects, tracks progress. Status format, update frequency, PM tool
Client Support Triggers on client_question, support_ticket. KB search + status lookup. Response tone, escalation rules, KB docs
Internal Ops Triggers on daily_digest, invoice_due, crm_cleanup. Reporting + invoicing. Digest format, invoice thresholds, schedule
// Pricing
Pack 001

*The Operator

Full agency-in-a-box. Own it forever.
$200
per month
  • 5 AI agents (intake → onboarding → PM → support → ops)
  • 16 KB documents (fully customizable templates)
  • 15 tool integrations (CRM, PM, email, calendar, payments)
  • 7 guardrails (PII, scope creep, financial gates, tone, escalation)
  • Railway one-click deploy template
  • Setup wizard — 30 minute personalization
  • Dashboard with analytics, approvals, and heartbeat
  • Full source code — fork, modify, extend
Deploy The Operator →

Also requires: LLM API key ($5-30/mo) + Railway hosting ($5-20/mo)

Grandfather Offer
OpenPacks — Pack Front OpenPacks — Pack Back

Lock In The Operator Forever

First movers get lifetime access at the founding price. This rate disappears once we hit capacity.

$200/mo $499
One-time — Grandfather locked forever
Claim Your Spot →

$50/mo usage charge (LLMs, APIs, hosting). No surprises.

// Coming Soon
NEXT PACKS

More boxes. Same architecture.

Every pack runs on the same 4-layer system. Different industry, same power.

OP-02

*The Closer

Sales & Real Estate
Coming Soon
OP-03

*The Recruiter

Hiring & Talent Ops
Coming Soon
OP-04

*The Retainer

Client Retention & CS
Coming Soon
// FAQ
Questions

Frequently asked.

What do I need to deploy this?

A Railway account (free tier works), one LLM API key (Anthropic recommended), and 30 minutes. All third-party tools are optional — everything falls back to built-in SQLite.

Can I use this with my existing CRM?

Yes. The Operator supports HubSpot and Airtable out of the box. The tool adapter pattern makes it simple to extend. All data falls back to SQLite if no CRM is connected.

How much does the LLM cost to run?

Most agency workflows run $5-30/month in API costs. The pack includes model routing to keep costs low — 70% of traffic uses the cheapest model.

Can I customize the agents and KB docs?

That's the point. Role prompts are markdown files you edit. KB docs have placeholder syntax — the setup wizard fills most of them, and you fine-tune from there.

Is this a SaaS or do I own it?

You own it. Full source code, runs on your Railway instance, your API keys. No vendor lock-in. Fork it, modify it, extend it.

Do I get updates?

Yes. Pack updates are pushed to the GitHub repo. Pull updates into your instance or fork and diverge. Your customizations are preserved.