EP
EA Pinder IIIOperations Platform

Workspace

  • Dashboard
  • CRM
  • Events
  • Calendar
  • Documents
  • Sales
  • Policies
  • Communications
  • Integrations
  • Commissions
  • AI Agents
  • Reports
  • Staff

Admin

  • Administration
CKChris KaluPlatform Super Admin

Confidential

Internal staff use only.

Operations

Agents

Role-aware agents. Read/draft/propose only. Side effects require human approval.

OverviewAgentsCopilot PreviewToolsPromptsConversationsApproval QueueGuardrailsEvalsSettings

Managing Director

Earnest — Managing Director Agent

Active

Strategic copilot for the Managing Director: pipeline summaries, financial readiness, executive briefings.

Prompts
2
Tools
0/0
Convos
0

Office Manager

Donna — Office Manager Agent

Active

Operational copilot for the Office Manager: daily task triage, commission discrepancy review, calendar oversight.

Prompts
2
Tools
0/0
Convos
1

Staff Copilot

Staff Copilot

Active

General staff copilot scoped to the user's permissions. Read/draft/propose only.

Prompts
1
Tools
0/0
Convos
0

Website Agent

Website Knowledge & Scheduling Agent

Draft

Public-surface agent for eapinder.com FAQs and appointment intent. Cannot read internal client data.

Prompts
1
Tools
0/0
Convos
0

Compliance

Compliance Agent

Draft

Reads compliance readiness, drafts compliance checklists. Cannot generate final compliance bundles.

Prompts
1
Tools
0/0
Convos
0

Event

Event Agent

Draft

Drafts event recaps, suggests follow-ups, summarises attendance. Read/draft/propose only.

Prompts
1
Tools
0/0
Convos
0

Commission

Commission / Reconciliation Agent

Draft

Drafts commission discrepancy resolutions for Donna. Cannot approve payouts or change commission rules.

Prompts
1
Tools
0/0
Convos
0