🧭 Generalist Agent

The office “ask me anything” seat - without drowning your specialists.

Answers common policy and compliance FAQs in plain language, stores notes and circulars you upload, and points you to HR, Accountant, or Ops when the job belongs there.

What it does

Handles the questions that used to interrupt you mid-day: “What is GST?” “Remind me to call the CA Friday.” Keeps a light policy memory so other agents can reuse what you’ve already decided.

See it work

You What is GST in simple words for my staff?
Generalist Agent GST is a tax on most goods and services in India. Your shop may collect it on bills and later pay/adjust it with the government as your CA guides. I won’t file returns for you. For rates on a specific item, ask your CA or Accountant with the invoice open.
You Remember: CA visit every first Monday
Generalist Agent Saved to policy memory: “CA visit every first Monday.” I’ll surface it in admin reminders when relevant.

Still needs you for

  • Tax or legal advice that only a CA/advocate should give
  • Anything that changes money or employee records (use the specialist agent)

Sample - policy memory note

TypeOwner note
TextCA visit every first Monday
Used byGeneralist reminders · daily summary context

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