Your AI Team
Alpheous runs as a team of ten AI agents that handle real distribution, intelligence, and operations work for your firm. This page is the map: who is on the team, what each one does for you in a single line, and where to read the full detail. Use it to find the right agent fast, then click through to that agent's own docs.
The team is grouped by the kind of work it does. Sales and Distribution agents find and engage advisors and wholesalers. Intelligence agents watch the world and answer questions. Ops agents keep meetings, inboxes, and client relationships moving. Every agent works the same way: it watches and drafts, and you approve.
:::info Nothing Goes Out Without You Any agent that produces client-facing output hands it to a person before it reaches an advisor, an LP, a wholesaler, or a prospect. The agents prepare the work and attach their reasoning; you review, edit, and decide what actually sends. You stay in control of every outbound message, call, and report. :::
Sales And Distribution
These four agents work the top of the funnel and the active book: finding advisors worth your time, reaching out, knowing a territory cold, and prepping you for the next conversation.
- Prospector finds and ranks the advisors and wholesalers worth pursuing, so your team spends time on the right names. See the Prospector docs.
- Signal Outreach drafts timely, personalized outreach off real signals, ready for your approval before it sends. See the Signal Outreach docs.
- Territory Intelligence gives you a current read on any territory: who matters, what is moving, and where the gaps are. See the Territory Intelligence docs.
- Sales Assistant preps you for meetings and follow-ups with briefs, talking points, and next steps drawn from your CRM and the record. See the Sales Assistant docs.
Intelligence
These three agents do the watching and the knowing. They surface what matters and answer questions, and they hand client-facing work to a person or to a Sales agent who owns the approval step.
- Knowledge Base answers questions about your firm, your funds, and your advisors in plain language, with the sources behind the answer. See the Knowledge Base docs.
- Regulatory Digest tracks the public regulatory record for the firms and funds you cover and posts a readable summary of what changed. See the Regulatory Digest docs.
- Trigger Monitor watches for the events that should prompt action, an advisor going quiet or a filing that moves a thesis, and flags them early. See the Trigger Monitor docs.
Ops Agents
These three agents keep the day-to-day moving: meeting prep and notes, account work in your inbox, and the health of your existing relationships.
- Meeting Assistant prepares you before a meeting and captures the notes and follow-ups after it. See the Meeting Assistant docs.
- Account Assistant keeps account work moving in your inbox, drafting replies and filing updates for your approval. See the Account Assistant docs.
- Customer Success watches the health of your existing LP and advisor relationships and surfaces the ones that need attention. See the Customer Success docs.
How To Use This Roster
When you have a task, find the agent that owns it here and open its docs for the commands, notifications, and examples. If you are not sure who owns a task, mention the product in any Slack channel and the request routes to the right agent for you. For the watch, draft, approve model that every agent follows, read Getting Started.