Boatwork Assist · How it works

A teammate with a name and a role — not faceless software.

The best agents aren’t a process you run. They’re a persona with a playbook: someone your team knows, doing a job you’ve defined.

The persona-driven approach

Two things define every agent.

Persona — who they are

Its name, role, and voice — plus the email, messages, and tools it works in.

Playbook — its job description

The brief you give it: what it owns, what it chases, and what to bring to you.

Pick a voice —Professional & warmDirectExecutive

Each agent is set up with its own mailbox, its supervisor’s, or both — whichever fits how your team works.

The knowledge layer

Your knowledge, finally out of the spreadsheet.

Every agent works from three layers of knowledge — shared marine reference, your private business knowledge, and its own workspace.

Shared by the platform

Marine reference

Marine & port news
Industry terminology
Reference material

Maintained by us, updated continuously.

Private to your business

Your operational knowledge

Customers & contacts
Pricing & quote history
Vendors & parts
Past jobs & photos
SOPs & message templates

Your knowledge — once it’s here, every agent uses it.

Private to each agent

Its own workspace

Its rules & playbook
What it has learned
Open items & conversations
Daily notes & files

Reads your shared vault — but can’t change it.

Your knowledge lives in your own isolated vault. No other organization’s agents can reach it — enforced in the cloud, not just by policy.

Rules & guardrails

Autonomy, with a leash you hold.

Every agent ships with guardrails on by default. Add your own in plain language.

Stay in scope

Works your business and declines anything off-topic — no drift, no surprises.

Owner-only authority

Never commits to a vendor, a quote, or a schedule change without your sign-off. Always drafts for review.

Data privacy

A clean context per customer, job, and vendor — never mixes one with another.

Concise by default

Front-loads the answer. No padding, no recap, no narration of its own process.

+ your own custom rulessecurity tiers: relaxed · recommended · strictaccess you grant & revokeyou approve what goes out

Onboarding & support

Set up around how your team runs. Then it runs.

We set it up with you

Map the work
How your leads, quotes, scheduling, and follow-up actually run.
Load your data & rules
Customers, pricing, vendors, templates — into your private vault.
Connect email & WhatsApp
The way your team already communicates. No IT project.

Then it runs

No hardware, nothing to install
It runs in the office — no new systems, no IT project.
Hands-on through rollout
We configure around your operation and stay involved as you get going.
You stay in control
The agent drafts and proposes — you approve everything that goes out.