You know your business.
We know AI.
We handle the technology. You focus on what you do best.
Your business
Maya & Jordan
Customer onboarding
Email / Shared files / CRM
→
Built around your work.
→
Your Expanded Team
Maya Chen
Operations Manager
Jordan Lee
Account Manager
Nova
Operations Soli
Atlas
Research Soli
Illustrative example · Customer onboarding at a professional services business.
Show us how you work.
We learn your processes, understand your tools, and identify where AI can make the biggest difference.
Current workflow / customer onboarding
Email & shared files
Jordan / Account Manager
Customer brief.pdf
Company details.pdf
Receive → Review → Download → Organize
Existing CRM
Maya / Operations Manager
Company
From documents
Contact
From documents
Extract information → Enter record
Onboarding checklist
Maya & Jordan
○ Review customer brief
○ Prepare customer record
○ Assign next steps
Prepare checklist → Coordinate
Soli opportunities
Organize files / Extract information / Prepare checklists
YOUR PEOPLE
Maya & Jordan
YOUR PROCESSES
Customer onboarding
YOUR TOOLS
Email, CRM and shared files
We build your AI team.
From specialized skills to software integrations, every Soli is built around the work you need done.
Business need
Customer onboarding documents.
Organized files.
Prepared customer records.
Coordinated next steps.
Soli profile / configured by Soleo
Nova
Operations Specialist
S-0001 / illustrative configuration
RESPONSIBILITIES
Document processing
Customer onboarding
File organization
SKILLS
Document classification
Information extraction
Workflow coordination
CONNECTED TOOLS
Existing CRM
Shared document storage
Email
PERMISSIONS
Can read authorized documents. Can prepare customer records.
Requires human approval for sensitive changes.
→
Handled by Soleo
Configuration
→ Integrations
→ Testing
→ Deployment
Illustrative configuration · Responsibilities, skills, tools and permissions are tailored to each business.
Your team just got bigger.
Your employees and Solis work together in one shared workspace, on desktop or mobile. Assign tasks, collaborate, and get things done.
Illustrative approval interface · Actions shown are not functional.
As your business evolves, your AI workforce can evolve with it.
Maintenance and improvements follow your agreed service.
Let's put AI to work.
Tell us what takes up your team's time.
We'll take it from there.
