Operator Playbook

Your AI team.
Running like clockwork.

AEGIS OS is not a collection of chatbots. It's a full operating system — with autonomous schedules, boardroom reviews, cross-agent workflows, and a live command interface. This guide shows you exactly how to get it running in your business from Day 1.

✓ No technical setup ✓ 7 agents, ready in minutes Real prompts included Weekly schedule templates Boardroom agendas

Why it's different

An OS. Not a chatbot.

A chatbot waits for you. An operating system runs your business while you sleep. Here's what makes AEGIS OS a real operating system:

🧠
Company Mission — Shared Brain
Every agent knows your company's purpose, values, and context. You set it once — it's injected into every agent decision, every response, every briefing. Like giving your whole team the same briefing document.
🗓️
Autonomous Schedules — Runs 24/7
Agents execute on cron schedules without prompting. Morning briefing at 8am. Pipeline review Monday 9am. Financial snapshot Wednesday. Weekly board review Friday. All automatic, all logged.
🏛️
Boardroom — Strategic Reviews
A structured space where all agents report in. Each specialist presents their area: pipeline, financials, marketing, ops. You run the review — they bring the data. Turns 2 hours of meetings into a 20-minute decision session.
Omni Command — Instant Execution
One interface, any agent. Type a command — the right specialist picks it up. Delegate tasks, get briefings, run analysis, draft content. The interface is available via web, Telegram, WhatsApp, and email.
💚
Heartbeat — Always Watching
Each agent runs a daily health check on their area and surfaces what you need to know without asking. Stalled leads. Budget anomalies. Overdue projects. Content gaps. It flags them before they become problems.
🔗
Cross-Channel — One Team, Everywhere
Agents receive inbound leads from WhatsApp and Telegram, reply intelligently, log to CRM automatically, and hand off to the right specialist. The whole loop happens without you touching a keyboard.
How a task flows through the OS
📱 WhatsApp lead arrives
Sales Agent qualifies
CRM lead created
Auto-reply sent
Alert fires to you
⏰ Monday 8:00 AM
Chief of Staff runs briefing
Summary to Telegram
3 priorities for the day
🏛️ Friday Boardroom
7 agents report in turn
Decisions surfaced
Week closed, next planned

Pick your setup

Industry Playbooks

Select your industry below for a complete setup guide — real prompts, autonomous schedule, and boardroom agenda. 10 more industry templates are available inside AEGIS OS.

🏠
Real Estate Agency
Property listings · Client management · Market intelligence · Transaction workflows
We help clients find their perfect property through expert guidance, market intelligence, and seamless transaction management.
1
Step 1 — Company Brain
Set your Company Mission

This single paragraph is injected into every agent's memory. It tells them who you are, what you stand for, and how to represent your brand in every interaction. Go to Settings → Organization → Company Mission.

Template mission — paste this or customise:
We help clients find their perfect property through expert guidance, deep market intelligence, and seamless transaction management. Our team is proactive, professional, and data-driven. We believe in transparent communication, fast response times, and building long-term relationships. Every enquiry is treated as a VIP — we qualify fast, match carefully, and close with integrity.
2
Step 2 — Your Team
Meet your AI property team

Apply the Real Estate Agency template from Settings → Templates. Your 7 agents will be renamed and configured instantly.

Director
Alex — Property Director
Strategic oversight, VIP client relations, agency growth decisions, morning briefings
Sales
Maya — Sales Agent
Lead qualification, property matching, viewing coordination, deal closing
Finance
Viktor — Finance Advisor
Mortgage analysis, ROI calculations, investment property assessment
Marketing
Aria — Listings Manager
Property listings, portal management, photography briefs, social content
HR
Zoe — Team Coordinator
Agent scheduling, training programmes, performance tracking, recruitment
Ops
Bora — Operations
Viewing schedules, contract workflows, CRM management, compliance checklists
Content
Luna — Content Creator
Property video tours, virtual staging briefs, social reels, marketing materials
3
Step 3 — Activation
Day 1 checklist
  • Apply the Real Estate Agency template in Settings → Templates (renames all 7 agents in one click)
  • Paste your Company Mission in Settings → Organization → Company Mission
  • Connect Telegram — create a bot via @BotFather, paste token in Settings → Integrations. Send /start to receive briefings.
  • Connect WhatsApp via Twilio — add Account SID + Auth Token + phone number. Set webhook to receive inbound leads automatically.
  • Enable Heartbeat for Alex (Director) — daily at 08:00. He'll check all departments and send you a summary every morning.
  • Enable Heartbeat for Maya (Sales) — Monday at 09:00. She'll review the pipeline and flag stalled leads every week start.
  • Schedule the Weekly Boardroom — Friday at 14:00. All agents report. You make the calls.
4
Step 4 — Command Examples
Real Omni commands for your team

Type these directly into Omni, or send via Telegram. The right agent picks up each command automatically.

→ Maya (Sales) Lead qualification
"Maya, new enquiry just came in from Marco Rossi — he's looking for a 3-bedroom apartment in the city centre, budget €350,000, wants to move within 3 months. Qualify him and suggest our top 3 matching listings. Draft a WhatsApp reply for me to approve."
Agent responds with →
Lead qualification analysis · Matching score per property · Draft WhatsApp message ready to send
→ Viktor (Finance) Investment analysis
"Viktor, calculate the full ROI on the apartment at 12 Rue Lafayette — asking price €380,000, expected rental €1,650/month, 25% deposit, 3.2% mortgage over 20 years. Include net yield, gross yield, monthly cash flow, and 10-year value projection assuming 3% annual appreciation."
Agent responds with →
Full ROI table · Net/gross yield · Monthly cash flow breakdown · 10-year projection
→ Aria (Listings) Property content
"Aria, write the full property listing for 28 Boulevard Haussmann — it's a 4-bedroom penthouse, 185sqm, private terrace, parking, stunning city views, recently renovated, asking €1.2M. Write a headline, short description for portals (150 words), and a premium long-form version for our website. Make it feel aspirational."
Agent responds with →
Portal headline · 150-word portal description · Premium website copy · Suggested hashtags
→ Bora (Operations) Viewing schedule
"Bora, I need a viewing schedule for next Tuesday — 4 properties (Haussmann, Rivoli, Marais, Bastille), 3 clients (Marco Rossi 10am preference, Sophie Chen flexible afternoon, Ahmed Khalil morning only). Optimise the route, create a schedule that works for everyone, and draft the confirmation messages for each client."
Agent responds with →
Optimised schedule with timings · Route suggestion · 3 client confirmation messages
→ Alex (Director) Strategic briefing
"Alex, give me today's morning briefing — pipeline status, any deals at risk, properties that need price reviews, and the 3 things I must focus on today."
Agent responds with →
Pipeline summary · At-risk deals flagged · Price review recommendations · 3 daily priorities
5
Step 5 — Autonomous Schedules
Your agency runs itself, week after week

Configure these in Workflows → Schedules. Each runs automatically and delivers results to your Telegram.

MON
TUE
WED
THU
FRI
08:00
AlexMorning briefing + week priorities
AlexMorning briefing
AlexMorning briefing
AlexMorning briefing
AlexMorning briefing + week close
09:00
MayaPipeline review — stalled leads
ViktorMid-week financial snapshot
MayaEnd-of-week pipeline close
10:00
BoraViewing confirmations sent
AriaNew listings drafted + social
14:00
LunaContent brief for week
All agents🏛️ Boardroom — weekly review
17:00
ViktorWeekly P&L report

All scheduled tasks deliver results to your Telegram. You read the summary — agents did the work.

6
Step 6 — Strategic Reviews
Friday Boardroom — 20 minutes, every week

Open the Boardroom from your dashboard. Each agent presents their area. You ask follow-up questions. You make the calls.

🏛️
Real Estate Agency — Weekly Review
Friday 14:00 · ~20 min · All agents present
  • 1
    Pipeline Report
    Active leads, viewings booked, offers submitted, deals at risk. Conversion rate this week.
    "Maya, give me this week's pipeline — active leads, viewings, offers, and which deals need my attention before Monday."
    Maya
  • 2
    Financial Snapshot
    Commission pipeline, invoices due, monthly P&L vs target, cash position.
    "Viktor, run this week's financial snapshot — commissions earned, pipeline value, invoices due, and are we on track for monthly target?"
    Viktor
  • 3
    Listings & Marketing Review
    Properties live, viewing request rate, portal performance, social engagement.
    "Aria, how are our listings performing this week? Which properties have low engagement and need a refresh?"
    Aria
  • 4
    Operations Review
    Viewing completions, contract milestones, compliance items, CRM hygiene.
    "Bora, flag any compliance issues, overdue contracts, or CRM records that need updating before end of week."
    Bora
  • 5
    Decisions Needed
    Price reductions to approve, offers to respond to, marketing budget calls.
    "Alex, summarise the 3 most important decisions I need to make before Monday and the recommended action for each."
    Alex
🚀
SaaS Startup
Product growth · Customer success · Financial operations · Technical content
We build software that solves real problems, growing through product excellence, customer obsession, and data-driven decisions.
1
Step 1 — Company Brain
Set your Company Mission

This is your company's operating philosophy — what every agent internalises before every task. Go to Settings → Organization → Company Mission.

Template mission — paste this or customise:
We build software that solves real problems for real businesses, growing through product excellence, customer obsession, and data-driven decisions. We move fast and operate lean. Every customer interaction is an opportunity to learn and improve. We track MRR, NPS, and churn religiously. We hire for impact, ship for outcomes, and communicate with radical transparency — internally and with customers.
2
Step 2 — Your Team
Meet your AI startup team

Apply the SaaS Startup template from Settings → Templates.

Strategy
CEO Bot — Strategy
Vision, board updates, fundraising prep, cross-team strategic decisions
Growth
Ben — Growth
Outbound prospecting, demo scheduling, pipeline management, deal closing
Finance
Viktor — Finance
MRR/ARR tracking, burn rate monitoring, investor reporting, financial modelling
Content
Aria — Content & SEO
Blog content, SEO strategy, product launches, social media campaigns
People
Zoe — People Ops
Hiring, onboarding, culture, performance reviews, team happiness
Product
Bora — Product Ops
Roadmap tracking, sprint planning, customer feedback triage, system monitoring
Media
Luna — Video & Demo
Product demo videos, onboarding tutorials, investor presentation media
3
Step 3 — Activation
Day 1 checklist
  • Apply the SaaS Startup template in Settings → Templates
  • Set your Company Mission — include current MRR target, ICP description, and key metric you're optimising
  • Connect Telegram for instant briefings and pipeline alerts
  • Enable CEO Bot Heartbeat daily at 08:00 — gets a cross-team briefing every morning
  • Enable Ben (Growth) Heartbeat Monday 09:00 — reviews pipeline, flags stalled trials and at-risk deals
  • Enable Viktor Heartbeat Wednesday 10:00 — weekly MRR/churn snapshot delivered automatically
  • Schedule the Weekly Boardroom — Friday 15:00. All 7 agents report. You make product, hiring, and go-to-market calls.
4
Step 4 — Command Examples
Real Omni commands for your startup
→ Ben (Growth) Trial conversion
"Ben, Acme Corp signed up for a trial 4 days ago — no upgrade, no activity since day 2. Research them on LinkedIn, understand their likely use case, identify the decision-maker, and draft a personalised re-engagement email from me. Keep it human, 3 paragraphs max, focus on ROI."
Agent responds with →
Company research summary · Decision-maker identified · Personalised email draft ready to send
→ Viktor (Finance) Metrics & modelling
"Viktor, give me the monthly financial snapshot: MRR vs last month, churn this month, new MRR added, expansion revenue, and project our ARR at end of Q2 based on current trajectory. Flag any metric that's moving in the wrong direction."
Agent responds with →
MRR dashboard · Churn analysis · Q2 ARR projection · Red flags highlighted
→ Aria (Content) Thought leadership
"Aria, write a LinkedIn post announcing our new AI scheduling feature. Use founder voice — first person, conversational. Hook in the first line. Problem → solution → outcome structure. Include a subtle CTA to try it. Max 180 words. No hashtag spam."
Agent responds with →
LinkedIn post (180 words) · Alternative headline options · Suggested image prompt
→ Bora (Product Ops) Sprint planning
"Bora, create the sprint plan for next week. We have 3 main projects: customer dashboard v2, onboarding flow redesign, and API rate limiting. Assign priorities, suggest daily milestones, and flag any dependencies or risks I should know about before we kick off Monday."
Agent responds with →
Sprint plan with daily milestones · Priority ranking · Risk flags · Monday kickoff agenda
→ CEO Bot (Strategy) Investor update
"CEO Bot, prepare my monthly investor update. 5 slides: (1) Headline metrics — MRR, users, growth rate. (2) Key wins this month. (3) Key challenges and how we're addressing them. (4) What we're focused on next month. (5) The ask — what we need from investors right now. Keep it honest and concise."
Agent responds with →
5-section investor update · Key metrics framed · Narrative arc · Talking points per slide
5
Step 5 — Autonomous Schedules
Your startup ops, fully automated
MON
TUE
WED
THU
FRI
08:00
CEO BotMorning briefing + week priorities
CEO BotDaily briefing
CEO BotDaily briefing
CEO BotDaily briefing
CEO BotWeek close summary
09:00
BenPipeline — stalled trials & at-risk deals
BoraSprint mid-point check
AriaPublish content + social
BenEnd-of-week pipeline close
10:00
BoraSprint kickoff agenda
ZoeOpen roles & team update
ViktorMRR / churn / ARR snapshot
15:00
ViktorWeekly burn rate check
All agents🏛️ Boardroom — weekly review

Everything delivers to Telegram. You get the insight — agents did the analysis.

6
Step 6 — Strategic Reviews
Friday Boardroom — 20 minutes, every week
🏛️
SaaS Startup — Weekly Review
Friday 15:00 · ~20 min · All agents present
  • 1
    Growth Metrics
    New signups, trial-to-paid conversion, pipeline value, top 3 deals this week.
    "Ben, run this week's growth report — new signups, conversion rate, pipeline value, and which deals are closest to closing."
    Ben
  • 2
    Financial Health
    MRR movement, churn, burn rate, runway update.
    "Viktor, week's financial health — MRR delta, any new churn, burn rate vs budget, and current runway at this pace."
    Viktor
  • 3
    Product & Engineering
    Sprint progress, shipped features, bugs, customer feedback themes.
    "Bora, sprint status — what shipped, what's blocked, and what's the most common customer feedback item this week?"
    Bora
  • 4
    Marketing & Content
    Content published, SEO movement, top performing channels this week.
    "Aria, marketing snapshot — what went live this week, what's getting traction, and what should we double down on next week?"
    Aria
  • 5
    Decisions & Next Week
    Strategic calls needed, resource allocation, key focus for next 5 days.
    "CEO Bot, what are the 3 decisions I need to make right now and what's the recommended call on each? What should the whole team be focused on next week?"
    CEO Bot
🎬
Creator / Influencer
Brand deals · Content pipeline · Community management · Revenue tracking
We build an authentic personal brand through consistent content, strategic partnerships, and a thriving community. Every piece of content reflects our voice and values.
1
Step 1 — Company Brain
Set your Creator Mission

This is injected into every agent before every task. It's how they understand your brand voice, your values, and what kinds of deals and content you say yes or no to. Go to Settings → Organization → Company Mission.

Template mission — paste this or customise:
We build an authentic personal brand through consistent, high-quality content and strategic brand partnerships. Our audience trusts us — we only work with brands that align with our values. We publish on a reliable schedule, respond to our community, deliver brand deals on time, and track every euro earned. Quality over quantity. Authenticity above everything.
2
Step 2 — Your Team
Meet your AI creator team

Apply the Creator / Influencer template from Settings → Templates. Your 7 agents are renamed and ready to run your creator business.

Director
Cleo — Creative Director
Brand vision, partnership strategy, daily briefings, audience growth decisions
Deals
Ben — Brand Deals
Sponsorship prospecting, deal negotiation, rate card management, contract follow-up
Finance
Viktor — Revenue
Brand deal invoicing, payment tracking, earnings reports, tax-ready summaries
Content
Aria — Content Engine
Content calendar, captions, hashtag research, trend analysis, posting schedule
Community
Zoe — Community
DM management, comment engagement, community moderation, fan relationship building
Ops
Bora — Collab Ops
Deliverable tracking, campaign timelines, contract compliance, brief management
Production
Luna — Production
Video concepts, editing briefs, thumbnail scripts, Reels and Shorts direction
3
Step 3 — Activation
Day 1 checklist
  • Apply the Creator / Influencer template in Settings → Templates (renames all 7 agents instantly)
  • Paste your Creator Mission in Settings → Organization → Company Mission — include your niche, your audience, and what brands you work with
  • Connect Telegram — create a bot via @BotFather, paste token in Settings → Integrations. This is how your agents brief you every day.
  • Connect WhatsApp via Twilio — use this number for brand deal enquiries. Bora qualifies and routes every inbound automatically.
  • Enable Heartbeat for Cleo (Director) — daily at 08:00. She reviews your pipeline, pending deliverables, and DM volume every morning.
  • Enable Heartbeat for Aria (Content Engine) — Monday at 09:00. She generates your content calendar for the week with captions and post timing.
  • Schedule the Weekly Boardroom — Friday at 15:00. Review deals, content performance, revenue, and plan the following week.
4
Step 4 — Command Examples
Real Omni commands for your creator team

Type these into Omni or send via Telegram. The right agent handles it automatically.

→ Ben (Brand Deals) Deal qualification
"Ben, new brand deal enquiry just came in from NutriCo — they want a 60-second Instagram Reel integration, budget €1,500, deadline in 3 weeks. Check if they fit our brand values, what the fair market rate is for my audience size, and draft a reply that either accepts or negotiates."
Agent responds with →
Brand fit assessment · Market rate benchmark · Draft reply ready to send or negotiate
→ Aria (Content Engine) Content calendar
"Aria, build my content calendar for next week — I have a NutriCo brand deal to deliver on Wednesday, I want to post a behind-the-scenes Reel on Tuesday, and I need a strong hook post on Monday to drive saves. Write all 3 captions, suggest hashtag sets, and tell me the best posting times."
Agent responds with →
3 full captions · Hashtag sets per post · Optimal posting times · Brand deal integration notes
→ Viktor (Revenue) Revenue tracking
"Viktor, give me this month's revenue summary — brand deals paid, brand deals pending, any overdue invoices, and what I'm on track to earn this quarter if current deals close."
Agent responds with →
Monthly earnings summary · Pending deal value · Overdue invoice flags · Quarterly projection
→ Luna (Production) Video brief
"Luna, write a full production brief for my NutriCo Reel — it's a 60-second integration showing my morning routine. Give me the hook line, the shot list, the product placement moment, the CTA, and thumbnail concept options. Keep it authentic to my style."
Agent responds with →
Hook line · Full shot list · Product placement script · CTA · 3 thumbnail concepts
→ Cleo (Director) Morning briefing
"Cleo, give me this morning's briefing — open brand deal enquiries, deliverables due this week, DM volume overnight, and the 2 things I must do today."
Agent responds with →
Deal pipeline summary · This week's deliverables · DM overview · 2 daily priorities
5
Step 5 — Autonomous Schedules
Your creator business runs on autopilot

Configure these in Workflows → Schedules. Each runs automatically and delivers results to Telegram.

MON
TUE
WED
THU
FRI
08:00
CleoMorning briefing + week priorities
CleoMorning briefing
CleoDeliverables check — what's due
CleoMorning briefing
CleoWeek close + wins summary
09:00
AriaWeekly content calendar generated
BenDeal pipeline review
ViktorWeek revenue snapshot
10:00
ZoeDM & comment digest
LunaProduction brief for next week
14:00
BoraDeliverable status — all active deals
All agents🏛️ Boardroom — weekly review
17:00
ViktorMonthly earnings projection

All scheduled tasks deliver results to your Telegram. You read the summary — agents did the work.

6
Step 6 — Strategic Reviews
Friday Boardroom — 20 minutes, every week

Open the Boardroom from your dashboard. Each agent presents their area. You decide what to push, pause, or pursue.

🏛️
Creator / Influencer — Weekly Review
Friday 15:00 · ~20 min · All agents present
  • 1
    Deal Pipeline
    Active brand deals, enquiries received, deals closing this week, rates negotiated.
    "Ben, give me this week's deal pipeline — active deals, new enquiries, what's closing, and any rates I should push back on."
    Ben
  • 2
    Revenue & Invoicing
    Paid this week, pending payments, overdue invoices, monthly earnings vs target.
    "Viktor, revenue snapshot — what's been paid, what's pending, any overdue invoices, and am I on track for this month's target?"
    Viktor
  • 3
    Content Performance
    Top performing posts this week, what flopped, trends to act on next week.
    "Aria, content review — what worked this week, what underperformed, and what should I double down on or drop for next week's calendar?"
    Aria
  • 4
    Deliverables & Community
    Active campaign deadlines, DM volume, community sentiment, any fires to put out.
    "Bora and Zoe, what deliverables are due next week and is there anything in the DMs or comments I need to personally handle?"
    Bora · Zoe
  • 5
    Next Week Focus
    Top 3 priorities, content to produce, deals to close, decisions needed.
    "Cleo, what are my 3 priorities for next week and the one decision I need to make right now to keep momentum?"
    Cleo

The OS at work

A week in the life — without you lifting a finger

This is what AEGIS OS runs autonomously every week once you've set it up. 🏠 RE = Real Estate 🚀 SA = SaaS 🎬 CR = Creator

Monday
08:00
🏠 Morning briefing
Alex (Director) → Telegram
08:00
🚀 Morning briefing
CEO Bot → Telegram
08:00
🎬 Morning briefing
Cleo — deals + deliverables
09:00
🏠 Pipeline review
Maya — stalled leads flagged
09:00
🚀 Trial pipeline check
Ben — at-risk deals surface
09:00
🎬 Weekly content calendar
Aria — captions + schedule ready
10:00
🚀 Sprint kickoff
Bora — agenda sent
All day
WhatsApp leads captured
Auto-qualify → CRM → reply
Tuesday
08:00
🏠 Morning briefing
Alex → Telegram
08:00
🚀 Daily briefing
CEO Bot → Telegram
08:00
🎬 Morning briefing
Cleo → Telegram
10:00
🏠 Viewing confirmations
Bora — sent to all clients
10:00
🚀 People ops update
Zoe — open roles reviewed
10:00
🎬 DM & comment digest
Zoe — community snapshot
Ongoing
Inbound messages handled
Telegram + WhatsApp → agents
Wednesday
08:00
🏠 Morning briefing
Alex → Telegram
09:00
🏠 Mid-week financial
Viktor — P&L snapshot
08:00
🚀 Daily briefing
CEO Bot → Telegram
10:00
🚀 MRR/ARR snapshot
Viktor — churn + runway
14:00
🚀 Sprint mid-check
Bora — blockers surfaced
08:00
🎬 Deliverables check
Cleo — what's due this week
14:00
🎬 Active deal status
Bora — campaign tracker
Thursday
08:00
🏠 Morning briefing
Alex → Telegram
10:00
🏠 New listings drafted
Aria — portals + social
14:00
🏠 Content brief
Luna — video/media plan
08:00
🚀 Daily briefing
CEO Bot → Telegram
09:00
🚀 Content published
Aria — blog + LinkedIn
15:00
🚀 Burn rate check
Viktor — weekly spend
08:00
🎬 Morning briefing
Cleo → Telegram
09:00
🎬 Deal pipeline review
Ben — deals + rates
10:00
🎬 Production brief
Luna — next week's content
Friday
08:00
🏠 Week close briefing
Alex → decisions needed
09:00
🏠 Pipeline close
Maya — week summary
08:00
🚀 Week close summary
CEO Bot → key wins + misses
09:00
🚀 Pipeline end-of-week
Ben — forecast update
14:00
🏠🏛️ Boardroom
All 7 agents report — 20 min
15:00
🚀🏛️ Boardroom
All 7 agents report — 20 min
09:00
🎬 Revenue snapshot
Viktor — week earnings
15:00
🎬🏛️ Boardroom
All 7 agents report — 20 min

That's 18+ automated tasks per week, per industry — before you've typed a single command.

10 more industry playbooks available inside AEGIS OS

💼 Consulting Firm 🛒 E-commerce Store 📣 Marketing Agency 🍽️ Restaurant ⚖️ Law Firm 🏥 Healthcare Practice 🚚 Logistics Company 🧠 Solo Founder + Custom template →

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