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AI agent setup

AI Employee Setup: Hector, the Head Agent for Your Business

For owners with a long list of marketing ideas and office projects and no clear order to do them in.

Hector is the head agent we set up to work like an AI employee for planning. He compares your marketing and office ideas with approved business facts and turns the chosen one into a brief your team approves. Focus costs 1,497 dollars for setup, with 249 dollars per month, and Operations, which can include a private or local setup, starts at 4,997 dollars. Provider usage, ad spend and hardware are separate. Call us to agree the first task and payment before onboarding.

Tell us which decision keeps getting postponed. The first strategy call is free, and during business hours we aim to reply within five minutes.

  • Compare a specific decision using your approved facts
  • Keep budgets, publishing and customer promises with your team
  • Run on a private or local setup when your data calls for it

Jeff Clerisier, our founder, scopes each Hector setup by phone around one decision, the facts behind it and the person who acts on the result.

A magnifying glass rests on paper beside orange tabs and a dark notebook.
IllustrationHow AI agent setup flowsThis page’s three priorities drawn as a path from the first contact to the next step. It’s an illustration with no platform or client data.HOW IT FLOWSAI agent setupCustomer question01Compare a specific decision using yourapproved facts02Keep budgets, publishing and customerpromises with your team03Run on a private or local setup whenyour data calls for itNEXT STEP

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A plan moving from scope to delivery and review01Define the scope02Build the work03Review the result
  1. Define the scope
  2. Build the work
  3. Review the result
A plan moving from scope to delivery and review

An AI employee earns a place in your business when it has a job description, a manager and a short list of facts it's allowed to use. Hector is the head agent Trojan Digital Marketing sets up on those terms. He compares the marketing and office ideas on your list with the services you sell, the records you've approved and the work your team can finish. Then he turns the chosen task into a brief for the person who'll do it. Your team sets the goals and makes the final call.

Choose your setup: Focus is 1,497 dollars setup plus 249 dollars a month. Team is 2,997 dollars setup plus 449 dollars a month. Operations setup starts at 4,997 dollars, with monthly support starting at 699 dollars. Call (317) 981-2386 to talk through your first task and which plan fits. We confirm the exact work, connections and ongoing responsibilities before you choose. Provider usage, advertising spend and hardware are separate costs.

Hector is a new offer, so we can't point you to a past installation yet. Jeff Clerisier, our founder, scopes each setup with you by phone, and our website work gives that conversation a practical starting point. The Yahweh House of Prayer case study shows worship information, ministry introductions and contact options serving different visitor questions. That project is website work. We ask the same question when we plan an agent: what does the person need to understand before taking the next step?

Call about Hector Send your planning question

On this website, Jamie answers questions about our services and can prepare a callback preference. Hector is a separate setup we scope for your business, and a website chat doesn't connect your accounts or authorize a campaign. You can compare Hector with Helen, our AI receptionist, Paris for marketing and Priam for bookkeeping prep in our AI agent setup plans.

Questions, answered.

Does the monthly price include advertising spend?

Advertising spend is separate from the agent setup and monthly support fees, and so are provider usage, subscriptions and hardware. We confirm the selected accounts and budget before launch. Your team approves the advertising amount and any proposed live spending change.

Is a server included in the Operations price?

Hardware and hosting are extra. The starting Operations fee covers our agreed setup work and the support in your plan. A server, several devices, private networking, an unusual integration or specialist model work can change the quote, and we identify those costs with you before payment.

What makes Hector an AI employee?

He has a defined job, approved facts, a person who checks his work and written limits on accounts and spend. Hector prepares planning work such as comparisons and briefs. Your team keeps the goals, the approvals and every action that reaches a customer or a budget.

Can Hector replace our marketing manager?

We wouldn't hand your business goals to an agent. Hector prepares comparisons and draft planning work, while your marketing lead checks the evidence and makes the choice. We agree that split before setup. If you need hands-on campaign management, we'll discuss that service separately.

Do we need account connections to start?

A first planning task may work from approved documents and selected exports. We discuss connections when the task actually needs them, and each connection needs the relevant access and permission checks. The setup uses only the inputs its defined job requires.

Will Hector publish pages or change campaigns automatically?

Those are separate actions to scope and authorize through the relevant accounts. Hector's planning output prepares work for the person who approves it. A draft recommendation doesn't establish that a page was published, an ad changed or a message was sent.

How is Hector different from Paris?

Hector decides what comes first and why. Paris does the marketing work itself, such as search reviews, content briefs and campaign reports. Many teams start with one of them, and the Team plan allows up to two agents if you want both.

Can Hector run on the computer we already own?

Possibly. We need the device specifications, operating system, workload and any limits on installing software. A model opening successfully isn't enough evidence, so we assess the full request, the documents it reads, its tool use and the other work on that machine. If it doesn't fit, we can discuss a narrower task or suitable equipment before you buy hardware.

Does a local setup mean no data leaves our business?

Local inference tells you where the model processes the request. Tools, mail, search, storage, backups, support systems or an approved fallback can still contact outside services. We map those routes and configure the allowed destinations for your task, and a strict local requirement needs the relevant connections switched off or bounded and tested. We don't make an unrestricted privacy guarantee.

What if our marketing records are incomplete?

We can start with an approved service list and selected exports. If those don't answer the decision, Hector should name the missing input and the person who needs to supply it.

Can Jamie help us choose a plan?

Jamie can explain our published options and help prepare an inquiry or callback preference. Our staff confirms the setup and next step. Keep private account details for the agreed project process, since the website conversation doesn't buy or switch on a client integration.

“I had a great experience working with Jeff…”
Heather DoanGoogle review

Jeff Clerisier founded Trojan Digital Marketing in March 2018.

We have more than 1,400 live websites.

Based in Indianapolis, we serve businesses across central Indiana, including Carmel, Fishers, Zionsville, Westfield, Noblesville, Greenwood, Avon and Plainfield.

We also work with clients across the United States.

Read our Google reviews

What an AI employee can take off your plate

Most owners who look up an AI employee want help with the work that piles up between the jobs they're paid for: deciding what to do next, writing the brief and chasing the facts someone needs. Hector takes the first pass at that planning work. He reads the facts you approve, compares the options you give him and prepares a draft your team can check in a few minutes.

A person still runs the business. Hector prepares the work, and the written scope names the accounts and records he may use. Hiring, signing, spending and publishing stay with your team. A job with clear edges is what lets you trust an agent with a task, and everyone involved should know where those edges are.

A job description for Hector
Part of the jobWhat we agree with youWhy it matters
The task
One recurring decision, such as which service page or campaign comes next
Keeps the first setup small enough to check
The facts
Your service list, service area, approved claims and the reports you share
Stops plans built around work you don't sell
The manager
The person who reads Hector's brief and decides
Every recommendation has an owner
The limits
Which accounts he may read and what he may never change
Access matches the job
The handoff
Where the finished brief goes and who acts on it
The work reaches a person who can start it

Hector's brief goes to the person who acts on it. If you also set up Paris, Priam or Helen, each keeps its own job and permissions, and a person decides what they work on.

We'd skip Hector if your team only makes one or two marketing choices a quarter, since a short call with Jeff covers that. He's worth considering when the same kind of decision keeps coming back and keeps getting postponed.

Put your marketing and office ideas in a usable order

Start with the decision you've postponed twice already. We can build Hector's first task around the information you need to settle it. A useful answer should let you finish the meeting with a clear next action.

You might be weighing better service pages against a new ad campaign. You might have a long content list with no reason for the order, or an office project, such as a cleaner invoice process, competing with a marketing idea for the same staff hours. Often several people bring you suggestions, each based on a different view of the customer. Hector gives those ideas a common set of questions and a destination for the answers.

We don't begin by asking the agent to grow the business in every channel. That instruction leaves too much unstated. Hector needs to know which service needs demand, whether the team can handle more inquiries, what counts as a relevant lead and who approves the offer before he can prepare work your staff can use.

Match the repeated choice to a Hector task
What keeps coming upA task we can scopeWhat your team decides
Several campaign ideas compete
Compare ideas against the agreed growth goal and available inputs
Which proposal deserves the next practical check
A website project has no clear order
Group improvements around a selected buyer path
Which changes the business can approve and carry out
Office and marketing projects want the same hours
Lay out what each project needs from staff and what it's meant to fix
Which project starts first and who owns it
Tasks stall between departments
Prepare a draft task brief with the needed facts and an assigned destination
Who owns the work and which questions remain open
Reports don't lead to action
Compare observed changes with the next question worth testing
Whether the available data supports the proposed action

For a small company, the first task might be a planning note for one service. A larger team may need several connected choices to share the same business facts. We can discuss either starting point. The number of accounts or people involved affects the setup, so bring the real workflow into the first call.

Illustrative example: A home service company in Indianapolis receives many ideas about new landing pages and paid campaigns. Its owner needs to choose work that fits the services staff can deliver. Hector could compare each idea with the accepted service list, the current inquiry path and the questions customers ask. That comparison would support a staff choice; it would establish no expected lead total.

Another owner might already know the channel and simply need better execution. A detailed search improvement or a paid campaign check belongs with Paris or the matching service conversation. Hector's focus is the order and relationship of the work, and we keep that purpose clear so you don't buy a planning setup for a single technical fix.

Before choosing a plan, identify one repeated choice that would become easier with consistent inputs and a prepared draft. Tell us who makes that choice today. That gives us a starting task to discuss and a person who can judge whether the configured result helps.

Give Hector a business brief he can rely on

We'll ask for the version of the offer your staff actually uses. If the website and the sales team describe different services, we need to settle that first. Hector's input should reflect what you can deliver today.

Start with the offer customers can actually buy. Describe what the service includes, who it serves and which work requires a separate conversation. Identify the person who can confirm a new promise. An agent shouldn't infer that your company offers a service because another business advertises it.

Your brief also needs an intended customer. A homeowner and a commercial facilities manager can ask very different questions about similar work. Hector can organize those questions around the right audience when the setup has the right facts. We keep an audience change visible and avoid folding every possible buyer into one vague campaign.

Inputs for a first planning task
InputWhat to bringWhy it changes the proposed work
Accepted offer
Current service wording and important boundaries
Prevents planning around work the company doesn't sell
Buyer situation
The problem and questions that lead to an inquiry
Connects the message to a specific customer need
Service area or market
Where the company can perform the agreed work
Keeps proposed coverage tied to delivery
Receiving process
Who follows up and where requests arrive
Shows whether the next action can be handled
Capacity constraints
The work the team can realistically accept
Limits plans that would overwhelm operations
Available records
The actual reports and inquiry definitions you use
Sets the limits of what Hector can compare

Our first discussion can expose a missing fact. If the price for a custom service hasn't been settled, the agent can mark it as a question for the owner. If the company has no reliable definition of a qualified inquiry, choose one with the people handling sales. We don't fill those gaps with an attractive number.

Include approved proof for any claim you want to use. A review needs its permitted wording and context, a project photo needs the right attribution, and a performance figure needs its source and period. Hector can organize those materials, and the business decides what can be published.

We also need to know where the facts live. A current service document might be more reliable than a saved conversation from last year, and an old promotion may only be history. Label those differences before letting the agent prepare a current brief. Our knowledge maintenance guide explains the ownership and update choices.

You can begin without connecting every account. Selected exports and approved documents may be enough for the first planning task. We check what the task needs before asking for access. If a connection becomes necessary, we discuss its permissions and the people who are allowed to use it.

A good brief is small enough to check and specific enough to affect a choice. It should tell Hector why an idea fits this business and what he must leave open. That gives your team a planning aid whose assumptions can be inspected.

Find the part of the buyer path that needs attention

Start with the decisionYour serviceFitTrustNext stepScopeEvidenceContact
Fit
Explain the service scope.
Trust
Show supporting evidence.
Next step
Give a clear contact route.
Start with the decisionOne service can lead to different questions about fit, evidence and the next step.

We start with the next customer you want. What would they search, which page would they reach, and who would receive their request? We can configure Hector to compare proposed work against those answers.

Pick one service and one customer situation. Trace how that person might discover the company, read about the work and ask for help, and note the pages, forms or phone paths involved. You can then compare a marketing idea with the actual path it's meant to improve.

A campaign can send attention to a confusing service page, a clear page can lead to a form that drops the selected service, and a valid inquiry can sit in a queue nobody owns. The planning task should make those relationships visible so you can choose work with an operational reason.

Illustrative example: A business wants more requests for one service. Its landing page uses broad wording, and the contact form doesn't keep the service choice. Hector could compare the current path with a clearer one and recommend fixing the handoff before expanding the campaign. A person would still confirm the problem in the actual system.

Questions along the path to a relevant inquiry
StepQuestion Hector can help organizeA practical check
Discovery
Which customer problem is this destination meant to answer?
Read the actual search or campaign context
Service page
Can a person understand the offer and its fit?
Check the opening, supported claims and next action
Contact choice
Is the next step understandable and appropriate?
Try the phone link or form through the normal path
Receiving team
Does the request reach the person who handles it?
Inspect the actual record and destination
Business outcome
Can staff tell a relevant request from other activity?
Use the company's agreed qualification definition

Choose one destination to inspect before widening the exercise. A whole-site task can hide a simple problem under a long list of suggestions. We want the first comparison to show a clear connection between the buyer's question and something your team can verify.

Texas Journeyman Prep's homepage separates a timing tool from an application check.
Existing website example: two prominent paths answer different visitor questions. Read the design case study.

The pictured homepage gives a timing question and an application question different destinations. We can use that visible design choice to discuss your own customer path. It illustrates website planning and establishes no Hector installation or visitor outcome.

Call handling belongs in the same discussion. A phone-first campaign needs a number that reaches the business and staff who can handle the request. If calls go unanswered after hours, that's a front-desk question for Helen or your office. Hector can help prepare the questions about that process, though he can't show that a call was answered or that a follow-up happened.

Our website service can be part of the work when the customer path needs a clearer interface, and the service inquiry guide covers what a request should collect. Linking those tasks to the plan helps your team avoid treating design, traffic and response as unrelated projects.

There may be several possible bottlenecks. Record what you know and what would tell them apart. An owner who sees few inquiries might need more relevant visibility, a clearer offer or a repaired contact path. We ask Hector to organize those possibilities with their supporting records, because a plausible story shouldn't become a diagnosis without checking.

This exercise also makes a stop decision possible. If the business can't serve the campaign's audience, refine the offer or coverage before promoting it. If the receiving process is unavailable, repair that process first. A planning setup should help you understand why an idea needs more work before it deserves a launch.

What we'd work through in the first week, if you're ready

The first week is a planning window once scope, payment and access are settled. Missing records or approvals can move the sequence, and we won't put a launch date on an agent before we've tested the job.

  1. Bring the decision into focus. We pick one recurring choice, such as whether to improve a service page or prepare a campaign test. Your team names the decision owner.
  2. Check what the records can support. We compare the approved offer with the reports you've supplied. A missing source stays an open question in the draft.
  3. Try an awkward case. We give the task a proposal for a service you don't sell, or a budget that hasn't been approved. The output should flag it.
  4. Let the receiving person judge it. We check whether the draft helps that person choose a next action. Wider account access waits until there's a reason for it.

We're based in Indianapolis, Indiana and set agents up for businesses across the United States. For an Indianapolis-area team, we can scope the first task around actual coverage in Fishers, Zionsville or another town you serve. We won't assume the same offer, staffing or travel limit applies across the metro.

Compare tasks without pretending to predict the future

A mysterious score shouldn't decide your marketing budget. We'll choose criteria you can explain and inspect the source behind each recommendation. If the evidence is thin, the output needs to say so.

Your team chooses the criteria. For a service business, those might include fit with the growth goal, the quality of supporting records and the effort needed to finish. A project with strong fit can still be blocked by missing source material or a receiving process that isn't ready.

Keep the comparison tied to observable facts. A broken contact destination is a concrete condition to investigate, while an idea about a new audience may be a hypothesis. A competitor's polished page is a reference point for design, yet it doesn't prove that the same approach suits your offer.

An illustrative comparison worksheet
Candidate taskWhy it might matterWhat must be checked
Clarify one service page
The current opening may leave the buyer unsure about fit
Actual customer questions and approved offer wording
Repair an inquiry handoff
A request may lose details the receiving team needs
The form and resulting record in the real system
Prepare a paid campaign test
The service and landing page may suit a selected audience
Budget, tracking, account access and staff capacity
Clean up invoice drafting
Office staff may spend hours retyping finished job notes
The approved job record and the reviewer's time
Expand into another area
The company may be able to serve an additional market
Actual delivery boundaries and original local information

The worksheet doesn't supply an expected revenue figure. It describes what would make each idea worth investigating, and we can adapt it to the inputs your business keeps. A task can move forward when its required checks are met, while a different task may need more information.

Decide how to handle incomplete records. Hector might prepare a list of questions for the person responsible, or mark a recommendation provisional. He should keep an observed condition apart from an assumption your team supplied, and the configuration saves that distinction with the output.

If you use a score, define its meaning. A number can summarize a comparison rule without predicting actual sales, and staff need to see the criteria and inputs behind it. We avoid a precise-looking score that hides subjective assumptions about a market or buyer.

Consider the cost of being wrong. A reversible copy draft can be checked before it reaches a public page, while a spending change can affect a live budget and a new service claim can mislead customers. Those consequences should decide which actions need approval and how much supporting information a proposal must show.

We also plan for disagreement. An operations lead may know that a service can't take more work yet, and a salesperson may spot a question missing from the page. The planning output should give those people a place to add the fact and its source. A useful priority process makes disagreement specific enough to resolve.

After a chosen task is done, compare what happened with the original reason for doing it, such as whether the contact path worked or whether the new page answered the selected question. Hector's next recommendation should use that result and never quietly assume the original idea succeeded.

Turn the chosen task into work someone can start

A plan only matters once someone starts the work. We connect each proposed task to the actual offer and buyer path, then to the person or agent who'll carry it out. Technical checks, publishing and spending still need the relevant tools and the responsible people.

A broad instruction to create more pages isn't a plan. Ask which question a new page would answer, why the current pages can't answer it well and where the reader would go next. A small, original guide may suit the business better than several similar pages aimed at slight wording changes. Google's helpful content guidance puts people first, and we use that principle whenever an agent helps prepare a page.

Give each task a reason to exist and a person to pick it up
Proposed workThe planning questionWho usually picks it up
Main service page
Does it help the buyer understand the offer and next step?
Your web team, or Paris for the content brief
Supporting guide
Which separate research question needs more depth?
A writer working with the subject owner
Search troubleshooting
Is access or discovery limiting a page the business needs?
A developer, with Paris preparing the review
Campaign test
Do the offer, audience and landing page fit a test?
Your advertiser, or Paris for the draft and report
Office process
Which repeated office task costs the most checking time?
Your office manager, or Priam for invoice drafts

Google's SEO starter guide gives the broader technical and content context. A plan should identify the pages and questions that matter to the business, and implementation then needs real checks of the website. An agent recommendation doesn't establish that Google has crawled or indexed a page.

What belongs in a draft campaign brief

  1. Business goal: State the service and customer problem the work is meant to support. Keep the goal distinct from the metric used to observe activity.
  2. Audience and market: Describe who can benefit and where the company can serve them. Identify any boundaries staff need to confirm.
  3. Approved offer: Include the current service wording and supported claims. Mark any proposed promotion that still needs an owner's decision.
  4. Destination: Identify the page and contact path the customer will use, and check whether that destination matches the campaign's promise.
  5. Measurement: List the available records and what they can show. Agree how staff will classify a relevant inquiry.
  6. Approval and operation: Name the person who can approve public wording and any account change, and record who handles results and exceptions.

Comparing message directions doesn't need invented results. Hector can explain why a draft addresses a selected concern and what remains uncertain, and your team can choose a test that might tell the ideas apart. We don't attach a promised conversion rate or revenue return to a draft brief.

Paid campaign work needs a spending decision. Hector can organize the considerations, including the task's purpose and the records needed to check it, while your team controls the approved amount and any live account change. Our paid campaign service covers the execution conversation, and Paris handles campaign drafts and reports as a focused agent setup.

We keep an approved direction tied to its current facts. If the offer changes or staff can't handle the requests, the plan needs another check. A draft you accepted last month shouldn't silently become authority for a different price, destination or customer promise.

Make the output practical for the next person

Who opens Hector's output next? That person's needs decide the format. A page editor may need source notes, while an owner may need a short comparison with the unanswered cost question beside it. We agree the output during setup so the agent doesn't produce a long document that misses the receiving team's question.

Examples of outputs we can discuss
Planning taskProposed outputWhat makes it actionable
Choose between marketing ideas
A comparison linked to the agreed criteria
Reasons, assumptions and checks still needed
Prepare a service-page change
A draft page brief using approved facts
Audience, source references and the intended contact path
Plan a campaign test
A campaign direction for staff approval
The offer, audience, destination and measurement question
Use a new reporting period
A note comparing relevant records with earlier assumptions
Matched source definitions and limits on interpretation
Resolve a blocked task
A question or exception assigned to its owner
The missing fact and the action that depends on it

Keep source references close to the recommendation. A proposal based on a report should name the report and period, and a statement about a service should point to the approved offer. If the agent uses an assumption your team supplied, the label stays with it, which makes the output easier to correct.

The first output should be checked by the person who'll use it. Ask whether it answers the intended question and whether the next task can actually start. If the web team still needs to ask which audience the page serves, the brief is missing a basic input, and more polished wording won't fix that.

Use a clear status. Draft means a person still needs to check it. Ready for approval names a particular pending action. Accepted describes the thing the receiving process actually accepted. An output saved in a workspace doesn't mean a campaign has launched or a customer has been contacted.

Include a way to record corrections, such as an owner turning down a recommendation because of capacity or a salesperson flagging customer language that misleads. Those reasons can improve the source facts or the task rules.

When another team takes over, the work should stay recognizable. Give the output a stable task reference and a link to the input version. That helps staff tell a new proposal from an older draft they already turned down, and it gives Hector a clearer basis for the next planning cycle.

Run Hector on a private or local setup

Some businesses want planning files to stay on an office computer or a server they control. We can set Hector up that way when the task, the device and the data rules support it. A chat window running on an office computer doesn't tell you where the files went, so we follow the actual request through its software, model, documents and connected accounts before we agree what stays on your device and what may leave it.

Local inference means the chosen model processes a request on the chosen device or local server. A private setup may use a server your business controls in another location. Either one can still contact remote services, such as email, search, document storage or backups, and a hosted fallback can change the route when a local model is unavailable. We list those destinations in the work plan and configure them according to the permission your business grants.

What we check before a private or local setup
CheckWhat we look atWhy it matters
The device
Operating system, memory, processor, storage, graphics and the other work it already runs
A model that loads may still struggle to finish a full agent turn
The model
Its documented purpose, supported inputs, license and restrictions
A download link doesn't grant every commercial use
The data paths
Every destination a request can reach, including logs and backups
A local model can still send records to cloud services
The knowledge
Which approved documents Hector may read and how they're refreshed
Old procedures shouldn't come back as current answers
The failure route
What happens when the model or a connection stops
A strict local rule needs a clear wait or exception, with no silent cloud fallback

A model that loads on a device can still struggle with real tasks and tool calls, so we can run a device assessment and a sample workload before you buy anything. Hardware pricing, delivery and on-site work belong in the quote, and the plan fee doesn't include a computer or guarantee that an existing laptop can handle a chosen model.

Some teams also want open-source agent software installed and maintained on their own hardware. That work sits with our AI automation service, and the handoff records which software runs each task and who maintains it.

For many private assistants, a controlled source collection and clear instructions are the right start. Reading a document during a request doesn't change what the model has learned, so a business can update a procedure without assuming the model already knows it. Adapting an existing model is a separate project with its own agreement, licensed examples, equipment and tests, and the Hugging Face model-card documentation is where we start checking a model's intended use and license.

A local setup can store conversation history, tool output, retrieved text and working files. Those records may hold the same sensitive data you wanted to keep under your control, so decide who can read them and how long each kind should stay. We include their locations in the operating handoff and test whether an approved person can restore the setup without exposing secrets or reviving retired access.

Running a device has costs of its own. Hardware, storage, electricity, maintenance, backups and staff admin time belong in the assessment, and remote connectors can add subscription or API charges even when inference stays local. Operations starts at 4,997 dollars setup and 699 dollars a month for the agreed work, and hardware and hosting are extra. We identify those costs with you before payment.

Test the private setup, including denied requests

Change one thing you can learn fromOne question · Consistent measurementABCurrent pageOne changeObserveCompareRecord context before interpreting a difference
A: current page
Observe the starting version.
B: one change
Compare with the same measurement.
Change one thing you can learn fromKeep the goal and measurement consistent, record the change and compare the result in context.

Acceptance for a private setup runs the planning task on the chosen equipment and model version, then tests the limits that protect your data and users. We scope and run these checks on your device before your team relies on the setup.

Representative checks for a private or local setup
CheckWhat the team should be able to inspect
Ordinary authorized request
The expected brief, relevant source references and the configured inference route.
Missing or retired source
A visible limit or exception, with no invented current rule.
Restricted folder or account
The requested access is denied through the relevant system control.
Misleading instruction in content
Input text gains no broader tool authority and leaves approved destinations alone.
Model or connection unavailable
The agreed failure path, with no unapproved hosted fallback.
Restart and recovery
The service returns in the agreed state, using the documented access and backup process.

Software, models, connectors and source documents change. A new version can alter output format, tool behavior or permission settings, so we agree who approves those changes and which sample checks run first. After a material change, we repeat the task and the denied-access cases, and your team knows when a setup has been checked and when a change is still under test.

If your main goal is office paperwork, Priam defines that workflow, and the same private setup can host it when the hardware and data rules justify it. We separate those pieces in the quote so you can see which work the engagement covers.

Choose connections that match the job

We discuss account access only in relation to the task you want Hector to perform. A planning workflow may begin with approved documents or exports, and live connections need their own permissions, data handling and failure behavior.

Identify the smallest record each task requires. A page-planning comparison may use selected customer questions and a service list, and a channel discussion may use agreed report exports. An agent doesn't need every customer conversation or every account permission just because the topic is marketing.

Use accounts with the access the agreed work needs. Reading reports requires different access from changing live campaigns. If the first task only needs a report, restrict the connection where the platform supports it. A prompt asking the agent to be careful is no substitute for real account controls.

OWASP's AI agent guidance recommends limited tools and controls for sensitive actions. We apply those ideas to the task being scoped, so public content changes, outside messages and spending decisions each get a clearly defined approval and execution path.

Questions for a proposed live connection
Connection choiceWhat we need to settleA relevant test
Read a selected report
Property, period, fields and authorized account
The expected records come back without extra access
Save a planning draft
Destination, ownership and allowed changes
The receiving team can find the exact draft
Prepare an email
Draft format and approved audience context
No outside send happens during preparation
Propose an ad change
Current account facts and the action needing approval
The proposal leaves the live campaign untouched
Run a recurring planning task
Inputs, tool restrictions, schedule and exception owner
A missed source or failed connection becomes visible

Plan for unavailable data. If a report can't be read, the output should say so and keep the original label off any substitute records. If a source is old, keep its period so staff can see what the comparison covers.

We also test outside text that tries to change the task. A document or report comment may contain an instruction that conflicts with the configured workflow. Hector treats it as input, and the runtime and connected application still enforce his access. Those abuse cases belong in the acceptance check.

Assign an owner to each connection. That person should know how to revoke access and where to find the saved results. Staff changes, altered account permissions and service changes can affect the task, so the business needs a way to pause new work and check anything already in progress. If you want to configure a first pilot yourself, our practical business agent building guide explains the setup choices before a production account is involved.

Use results to improve the next choice

Hector can help your team compare new records with the reason a task was chosen. We keep traffic, relevant inquiries and booked work apart, and the next recommendation should reflect what the available sources actually show.

Define the business outcome before looking at a dashboard. A visit can show that someone reached a destination, and a form record can show that an inquiry arrived. Staff still need to decide whether it fits the business and what happened afterward. Those stages support different conclusions.

Choose consistent periods and source definitions for comparisons. If a website measurement changes, record that. If a service page moved or the contact process changed, note it beside the records. A visible increase can have several causes, so Hector organizes the questions and leaves the cause open until the records support one.

Keep the observed result connected to the task
LayerWhat the record can help showWhat still needs another source
Search exposure
Activity reported for the selected source and period
Whether that activity became a relevant business inquiry
Website path
Observed visits or tracked contact actions
The receiving team's qualification and follow-up
Inquiry handling
The request and staff-assigned status
Any later commercial result
Campaign work
The actual approved change and available activity records
A supported explanation of why an outcome changed
Operating effort
Time spent using and correcting the configured output
Whether the broader workflow costs less overall

An early result may show that the task needs a different input. Staff may need to record a selected service more consistently, or the source may have too little activity for a confident comparison. Hector can prepare that limitation and the next practical check, and he shouldn't turn sparse records into a promised trend.

Consider the time staff spend using the result. A comparison that needs heavy cleanup may call for a smaller task or clearer sources. We look at that operating burden alongside any reduction in repeated planning work.

Keep a short set of acceptance cases after launch, including a missing report, a changed offer and a request for an unauthorized action. Rerun the affected cases when the agent instructions, connections or permissions change. That shows your team whether the configured workflow still matches the task it bought.

There's no promised ranking, sales volume or saving attached to this planning process. Your company observes its own results. Hector's role is to help the next choice use a clearer set of inputs and a more practical connection to the work.

Choose the starting plan and talk through the work

Bring the decision that's eating time. We'll work out whether one workflow can help and which plan covers it. The prices below are the published setup terms, and account fit and final scope are settled before payment.

Choose a bounded setup and monthly support allowance
Plan and priceAgents and workflowsBusiness account connectionsMonthly support
Focus: 1,497 dollars setup, then 249 dollars a month
One configured agent; one agreed workflow
Up to two connections
One hour
Team: 2,997 dollars setup, then 449 dollars a month
Up to two agents and three workflows
Up to four connections
Two hours
Operations: from 4,997 dollars setup, then from 699 dollars a month
Up to three agents and five workflows
Up to six connections
Three hours

The right plan depends on the actual work and account connections. Tell us what keeps getting postponed, who makes the choice and where the finished output needs to go. We confirm fit and the agreed service before you choose, and a displayed plan isn't approval for an unspecified campaign or integration.

Focus suits one defined planning output, such as comparing a selected set of marketing proposals. Team can connect related tasks around the same approved business brief, or pair Hector with one other agent. Operations allows a wider agreed scope, including a private or local setup, with bespoke work quoted.

We define each workflow by its trigger, finished output and handoff. A connection means one authorized business account for one service, and a plan's connection allowance gives the agent no access until that connection is authorized and configured.

Setup covers the agreed instructions, supported connections, representative testing and team handoff. Monthly support covers the agreed operating review, corrections and small adjustments to existing work within your plan's hours. New campaigns, extra workflows and bespoke integrations need a scope conversation. Extra support costs 150 dollars an hour after approval, or gets a separate project quote.

Provider charges stay separate from our setup and monthly support fees. That includes AI usage, platform subscriptions, email or phone usage, advertising spend and any hardware. We agree the providers and operating allowances with you, and a displayed support fee doesn't fund a campaign's media budget.

  1. Choose the planning task and the plan you want to discuss.
  2. Call our team or request a callback through the contact form.
  3. Review the inputs, account permissions, workflows and provider budget with us.
  4. Approve the written scope and arrange payment through our phone process.
  5. Begin onboarding after the agreed payment is confirmed.

Call (317) 981-2386 with the decision you'd like to make easier, or send the task through our inquiry form. The first strategy call is free, and during business hours we aim to reply within five minutes.

Sources & further reading

Talk with Trojan Digital Marketing

Based in Indianapolis, we serve central Indiana and clients across the United States.

From the businesses we've worked with

“It’s been 2 years; I couldn’t imagine going anywhere else.”
Vanessa WilliamsBujeesummer