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AI Agents

Named agents that watch one domain each, ground in its 360, and recommend the next action — the reasoning layer over the mesh.

Client Associates · FY26 (modeled)
India's largest multi-family office
296 employees · 0+ US sites · 1 countries
🛰 Run-the-Business JourneyStep 2 of 5 · let an agent act on the alertControl TowerService / Contract 360All journeys
● LiveBuilt forCEO / COO· a standing team that never sleepsFunction owners· their domain, watched & promptedAnyone· ask a grounded question

Each agent owns one job — collect cash, defend renewals, capture cross-sell, finish integration, watch credit, hold pricing, fill capacity. They read the same governed data the 360s show, surface the live finding, and recommend the move. This is Doc 7 of the stack: reasoning over the graph.

Data backing: live across cash · customer · service · brand · quote · workforce — each agent reads its governed 360
The standing team

Seven agents, each watching one domain

Every card reads the same governed data its 360 shows — a live finding, the recommended move, and the value at stake.

Collections Agent

Cash 360
Watches AR aging & DSO by acquired unit

Finding. $590K is >60 days late; the slowest-paying units (Gurgaon Tech Park 67d, CA Real Estate Advisory 66d) drive it.

Recommends. Run a collections sprint on the aged book — frees ~$-15912K toward the 48-day target.

Value at stake · High confidence
$-15912K
Open Cash 360

Cross-sell Agent

Customer 360
Watches single-service accounts & whitespace

Finding. $9M of cross-sell opportunity; Gupta Enterprises alone has $100K untapped.

Recommends. Attach a 2nd/3rd service (lead with monitoring) on the top single-service accounts.

Value at stake · Medium confidence
$2M
Open Customer 360

Renewal-Defense Agent

Service 360
Watches contracts approaching renewal

Finding. $860K of ARR is at-risk across the next four quarters (churn-flagged or contraction-likely).

Recommends. Trigger save-plays on at-risk renewals; each churn point on the $314M base is $3.1M of ARR.

Value at stake · High confidence
$860K
Open Service 360

Integration-PMO Agent

Client & Portfolio 360
Watches synergy capture by cohort

Finding. $5M of acquired revenue still integrating; CA Real Estate Advisory is the laggard at 45%.

Recommends. Sequence CA first on a dated 90-day plan — unlocks margin, cash and office-grain actuals.

Value at stake · High confidence
+$21M
Open Client & Portfolio 360

Credit-Watch Agent

Customer Master
Watches credit risk & term conflicts

Finding. 1 account(s) at High churn/credit risk (e.g. Chaudhary Family); several customers carry conflicting payment terms across brand systems.

Recommends. Move distressed accounts to credit hold; reconcile term conflicts on the golden record.

Value at stake · High confidence
risk
Open Customer Master

Discount-Discipline Agent

Quote / CPQ 360
Watches discount & win-rate by quoting tool

Finding. Standalone tools discount at 16% vs 10% on governed CPQ — straight margin leakage.

Recommends. Migrate Arora PMS-2024/CA Investment Banking/MCEF-Alpha-Gurgaon Tech Park quotes onto Client Associates CPQ with one price book and approvals.

Value at stake · Medium confidence
$6M
Open Quote / CPQ 360

Utilization Agent

Workforce 360
Watches field-tech productive time

Finding. Bengaluru runs lowest at 68% productive time with 22 open reqs.

Recommends. Move acquired crews onto common dispatch; lift utilization toward 78% — capacity already paid for.

Value at stake · Medium confidence
+margin
Open Workforce 360
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