M
All Systems Nominal
Autonomous Agent Ecosystem
Meet
the crew.
Twelve AI agents running every layer of WealthLens operations — from the first lead to recurring revenue. Each one has a name, a role, and a personality. Scroll down to meet them.
Scroll to explore
Fleet Status
0
Agents
0
Deployed
0
Planned
0
Event Types
—
Uptime
The Agency
Your people. Always on.
Hover over any agent to hear them explain what they do — in their own words. Click "More" for the full dossier.
CEO
Agent Matthew
CEO · The Boss
I run this whole operation. Eleven agents, zero micromanagement. They handle the work — I handle the vision.
Live
Director Dana
Fleet Manager
I keep everyone in line. Every morning at 6am, I brief the boss on what happened overnight. Nothing slips past me.
Live
Onboarding Oliver
Advisor Onboarding
Hey! I'm the first face new advisors see. The second Stripe confirms a signup, I fire a 30-day welcome sequence. No one gets lost on my watch.
Live
Leads Larry
Speed-to-Lead
New lead? I'm on it in 60 seconds. I figure out if they're ready to buy, need more time, or aren't a fit — then I route them to exactly the right place.
Live
Email Edwin
Deliverability Guard
I protect everyone's reputation. If an email bounces or someone complains, I make sure we never bother them again. Ever.
Live
Referral Rita
Partner Automation
Relationships are everything. I send weekly updates, thank-you notes, and celebratory messages to every referral partner. They always feel appreciated.
Live
Marketing Max
Content & Growth
I'm the CMO who never sleeps. Ad copy, social posts, email campaigns — powered by StoryBrand SB7 and our full brand voice guide. Every word is on-brand.
Live
Nurture Nadia
Long-Term Strategist
Not ready to buy yet? That's totally fine. I'll check in with personalized content every few weeks until the timing's right. Patience is my superpower.
Live
Activity Alex
Product Intelligence
I watch everything happening inside the product. Sessions, features used, engagement scores. If someone's about to churn, I sound the alarm before they leave.
Live
Engineer Edith
Senior DevOps
Something broke at 3am? I already diagnosed it and posted the fix to Slack before anyone woke up. I scan for errors every 10 minutes, 24/7.
Live
🔄
Pipeline
Pipeline Pete
CRM Automation
I keep the CRM perfectly synced with reality. When Larry qualifies a lead or Alex detects churn, I move the pipeline stage in GHL automatically.
Live
Money Mike
Chief Financial Officer
Show me the money. I track every dollar across Cloud Run, Gemini, Mailgun, and Stripe. MRR, churn rate, cost per agent. Real-time financial intelligence.
Planned
Designer Derek
Visual Asset Creator
I make everything look good. Social graphics, ad creatives, email banners — every piece of content Max writes, I give the visual treatment.
The Neural Network
Who talks to who.
Every agent is connected. Data flows between them automatically — leads get qualified, risks get flagged, and every action triggers the next. Hover the connections to see what flows.
👤
Agent Matthew
CEO
🎯
Dana
Fleet Manager
⚡
Larry
Leads
🌱
Nadia
Nurture
🤝
Oliver
Onboarding
🛡️
Edwin
Email Guard
💜
Rita
Referrals
📣
Max
Marketing
📊
Alex
Intelligence
🔧
Edith
DevOps
🎨
Derek
Design
🔄
Pete
Pipeline
💰
Mike
CFO
Lead Routing
Alerts & Errors
Data & Events
Email Guard
Briefings
The Journey
The road so far.
From the first line of code to an autonomous agency. Each milestone paved the way for the next. See how far we've come — and where the road leads.
✓
Phase 0
Foundation 🏁
GCP project, Stripe pricing, Mailgun domain, Cloud Tasks queue, 18 GHL tags, service accounts, billing alerts. The infrastructure bedrock.
GCPStripeMailgunGHL
✓
Phase 0D
Agent Foundation 🏁
Content Guard (80+ AI pattern rules), Routine Guard (circuit breakers, loop detection), SOUL.md personas for all agents, Fleet Playbook with delegation matrix.
content-guardroutine-guardSOUL.md
✓
Phase 1
Pre-Revenue Gate 🏁
Onboarding Oliver (30-day email sequence), Email Edwin (deliverability guardian), Slack notifications wired to 4 channels. The first agents that had to work before accepting a single payment.
OliverEdwinSlack
✓
Phase 2
Lead Generation 🏁
Leads Larry with Gemini 2.5 Flash, structured responseSchema, borrower detection, 60-second response time. The engine that qualifies and routes every lead automatically.
LarryGemini AI
✓
Phase 3
Referral & Marketing 🏁
Referral Rita (partner lifecycle), Marketing Max (CMO agent with SB7 framework, brand voice, content kalendar). The growth engine.
RitaMax
✓
Phase 4
Nurture & Intelligence 🏁
Nurture Nadia (Gemini-personalized drip campaigns, re-qualification), Activity Alex (engagement scoring, churn detection wired to Oliver). The retention engine.
NadiaAlex
🚗
Phase 5
Command & Control 🔥
Director Dana (fleet manager, daily briefings, NL query), Engineer Edith (auto-diagnosis, error triage, noise suppression), Ops Command Center (live dashboard). The brain of the operation.
Dana ✅Edith ✅Command Center ✅Pipeline Pete
○
Phase 6
Product Integration
WealthLens product webhooks, Rate Watchman triggers, hot-lead CRM routing, Designer Derek for visual assets, Money Mike for financial ops. The final frontier.
DerekMikeWebhooks
Infrastructure
Under the hood.
Every agent runs on this backbone. Fully owned. Nothing locked in a vendor's no-code builder.
☁️
Cloud Run
Agent Compute
🤖
Gemini 2.5
AI Qualification
🗄️
Supabase
Database + Events
📧
Mailgun
Email Delivery
📋
GoHighLevel
CRM + Pipeline
💬
Slack
Notifications
💳
Stripe
Payments
⏱️
Cloud Tasks
Scheduling