VantaSoft Agent Service
AI employees, built around your business.
VantaSoft designs, hosts, and maintains AI employees that take on specific roles across your day-to-day operations. Start with one role. Build from there.
Meet the team.
These are the roles we staff inside VantaSoft every day. Yours are configured around your business, your systems, and your rules.
Vance
Chief of Staff
Keeps priorities, follow-ups, and communication organized.
- Watches inboxes and dashboards so nothing slips through
- Keeps follow-ups and open threads moving
- Routes exceptions to the right person for review
Reid
Project Management
Tracks owners, deadlines, risks, and next steps.
- Tracks owners, deadlines, and next steps
- Flags risks before they become misses
- Compiles status updates across project boards
Graham
Finance
Prepares reports, tracks billing, and flags exceptions.
- Prepares recurring financial reports
- Tracks billing activity and flags mismatches
- Reads approved systems, including read-only QuickBooks Online
Mei
Content
Researches, creates content, and monitors performance.
- Researches topics and drafts content for your review
- Monitors content and campaign performance
- Compiles recurring marketing recaps
Taylor
Business Development
Researches prospects, starts conversations, books meetings.
- Researches accounts and contacts that fit your profile
- Drafts personalized outreach for approval
- Keeps the pipeline updated and books qualified meetings
Markus
Engineering
Builds and maintains integrations and internal tools.
- Builds and maintains approved integrations
- Automates repetitive technical chores
- Documents changes and flags issues for review
Leila
Quality Assurance
Tests workflows, records defects, and checks readiness.
- Tests workflows before changes go live
- Records defects with reproduction steps
- Checks release readiness against your checklist
Rafa
Proposals
Turns complex solicitations into review-ready packages.
- Monitors solicitation portals for matching opportunities
- Assembles compliant proposal packages for review
- Tracks deadlines, requirements, and submission checklists
Real work, inside your guardrails.
Work they take on
- Follow up on leads and customer inquiries
- Move information across CRMs, spreadsheets, and project boards
- Compile recurring status updates and reports
Scoped to your approved systems
- Integrations are limited to the systems you approve during discovery, including read-only QuickBooks Online
- Exceptions and consequential decisions are routed to a person under oversight rules we define with you
- Human review is part of the design from day one, not an afterthought
Put your first agents to work.
It starts with 30 minutes on your workflows.