Start with Your assistant
Ask across the workspace in ordinary language. Your assistant gathers the relevant context, keeps the request coherent and calls on a Specialist when focused knowledge or a defined task is useful.
One assistant for the conversation. Specialists for the work behind it.
Your assistant handles the conversation. A Sales Engineering specialist can check a technical requirement against your service guides, explain the fit and flag what still needs confirming.
See the product viewCan a specialist check Fernbank’s seven-year email-retention requirement?
Sales Engineering checked the published service guide. Archive fits the email-retention requirement; it is not a substitute for full Microsoft 365 backup.
Illustrative product film. No live connections or actions.
Follow an email-retention question through sourced technical advice into a scoped quote. The specialist checks the fit; your approved prices and template shape the draft.
A team shaped around the job to be done.
Give each Specialist a clear brief
Define the questions it should help with and supply the trusted knowledge it needs. Pricing can use an approved rate card; product knowledge can use the service catalogue; policy can use the current commercial terms. Attach relevant skills and scope access.
Separate advice from authority
A Specialist can explain an approved price without having authority to offer an exception or contact a customer. The assistant assembles the work; connected-app access, action permissions and approval policies determine what happens next.
A clear remit. Trusted sources. Defined access.
Build specialist knowledge around the questions your team repeatedly needs answered. The roles below are examples you can configure.
- Pricing knowledge
Approved rate cards, volume bands and commercial exceptions.
The Specialist supplies the applicable price and flags an exception for the right reviewer. It does not grant discount authority.
- Product knowledge
Capabilities, packaging, service scope and supported use cases.
The Specialist helps match the proposed offer to the customer’s requirements and highlights what still needs checking.
- Policy knowledge
Published terms, renewal rules and ways of working.
The Specialist informs the draft. Permission checks still govern whether the assistant can update a record or send a message.
- Keep the remit current
Maintain the brief, knowledge library, skills and connected access.
Update a changed price or policy at its source, and check that the specialist has the context needed for the next request.
Keep the responsibility visible.
Your assistant
Check the requirement before quoting.
Rachel needs seven-year Microsoft 365 email retention. The assistant asks Sales Engineering to check the service guide, then carries the agreed scope into the quote.
Human decisionConfirm scope. Review the quote. Nothing sent.
Sales EngineeringSourced advice
What fits
Northstar Archive supports seven-year email retention for the 80 licences.
- Source
- Published Archive service guide
- Boundary
- Not full Microsoft 365 backup. Migration, SharePoint and OneDrive are excluded unless separately confirmed.
What becomes the quote
£960/month Email Protection + £320/month Archive. £15,360 over 12 months, excluding VAT.
- Sources
- Approved rate card and Northstar template v4.0
- Still to confirm
- Mailbox scope, migration requirement and decision owner
An illustrative specialist remit. Your company configures the brief, sources and access.
Before you start.
How do the roles differ?
Your assistant is the general workspace assistant. Specialist agents have narrower briefs and areas of knowledge or work.
Do Specialists share everything?
They can use shared company knowledge, but their tools, connected sources and actions are scoped. Access depends on the workspace setup and the permissions granted to that agent.
Can people ask a Specialist directly?
Yes, where that Specialist is available to them. Your assistant can also consult a relevant Specialist while handling a broader request.
Are these fixed agent roles?
Sales Engineering is the illustrative specialist shown here. Shape the briefs and knowledge around your organisation rather than assuming a fixed team is already configured.
Bring your working context into the room.
We’ll show you how Zarco could fit your sources, rules and approval boundaries.
Arrange a demoOpens an email to luke@zarco.uk. No calendar slot is reserved.