Welcome

This is the product guide for Alpheous: a team of AI agents that do real distribution, intelligence, and operations work for your firm, working alongside your people in Slack and the web app. Everything here is written for the people who use it day to day, not for engineers.

How It Works

The agents follow one simple rule: they watch and draft, you approve. An agent picks up a request or a signal, does the work, and posts a draft back to you with the reasoning behind it. Nothing goes out to an advisor, an LP, or a prospect without a person approving it first. You stay in control of every outbound message, call, and report.

Most work happens through a short back-and-forth: you ask, the agent drafts, you approve or edit, and it finishes the job. The product reads from your CRM, your inbox, your calendar, and the public regulatory record, so the drafts already have the right context.

Meet the Agents

The roster is grouped by what the agents do for your firm:

• Sales and distribution agents find and engage advisors: the Prospector, Signal Outreach, Territory Intelligence, and the Sales Assistant.
• Intelligence agents watch the world for you and answer questions: the Knowledge Base, the Regulatory Digest, and the Trigger Monitor.
• Ops agents keep meetings, inboxes, and client work moving: the Meeting Assistant, the Account Assistant, and Customer Success.

See the full agent roster for what each one does and how to work with it.

Where to Start

• Getting Started: sign in, meet the agents, and send your first request.
• Your First Real Action: a full walkthrough, from request to approved work.
• Integrations: the tools Alpheous connects to and what each one does for you.

Getting Help

Stuck or unsure about something? Email support@alpheous.com and the team will help you out.