Five operating systems

Not just agents.
Operating systems.

Listing fifteen individual agents obscures what actually matters: the business outcome each group is responsible for. Magnex AI is organized into five operating systems — each one owns a distinct part of the growth loop, contains its specialist agents, and deploys as a coordinated layer over your existing operation.

What's inside

Five systems. Fifteen specialists. Zero gaps.

OS 01

Lead Capture OS

Receptionist · Qualifier · Website Chat · Reminder Agent. Every inbound lead captured, answered, qualified, and booked — 24/7, under 2 seconds.

OS 02

Reactivation OS

Sales Caller · Reactivation Agent · SMS Broadcast. Your dormant list becomes a recurring revenue source — worked automatically, without any human outbound effort.

OS 03

Reputation OS

Reputation Agent · Social Agent. Your online presence runs itself — reviews generated, responded to, and posted across every platform on autopilot.

OS 04

Owner Intelligence OS

Reporting Agent · Workflow Orchestrator. You make decisions from real data — daily performance briefs delivered to your phone, every system connected and monitored.

OS 05

Back Office OS

Document Agent · Retention Agent · Invoice Agent · Hiring Agent. Proposals, collections, client retention, and hiring — all off your team's plate and running automatically.

Operating System 01 · 4 agents

Lead Capture OS

Every inbound signal — calls, web forms, DMs, ad leads, walk-ins — captured, answered, qualified, and booked into your calendar without a human in the loop. The Lead Capture OS is the foundation most clients deploy first, because it closes the single highest-cost gap in any local business: unanswered leads.

01
Always-on front desk Most common first deployment

AI Receptionist

Your phone line, web chat, and contact forms are answered in under two seconds — every time, at every hour. The receptionist handles the full intake conversation, qualifies the lead against your criteria, books directly into your calendar, and only escalates to a human when the situation genuinely requires one. No hold music. No voicemail. No lost leads.

  • Handles inbound calls, web inquiries, DMs, and after-hours contacts without delay
  • Answers FAQs, collects intake details, and qualifies against your exact criteria
  • Books into your calendar or preferred scheduling platform automatically
  • Sends confirmation messages via SMS or email and follows up if no response
  • Escalates urgent requests to your team with full conversation context attached
03
Lead intelligence layer

Lead Qualifier

Not every lead deserves the same urgency. The Qualifier scores each contact across four dimensions — need, urgency, budget fit, and service alignment — and routes accordingly. High-value prospects are pushed to your team immediately. Everyone else enters a structured nurture sequence designed to move them closer to a decision without requiring manual follow-up.

  • Scores leads by need intensity, timeline, budget range, and service fit
  • Enriches contact records with publicly available business and social data
  • Routes hot leads directly to your sales rep or calendar with a briefing attached
  • Starts configurable nurture sequences for leads that are not yet ready to buy
  • Flags leads that re-engage from nurture and escalates them back to active pipeline
14
AI chat for your website

Client Website Chat Agent

A fully branded AI chat widget deployed on your website — trained on your specific services, pricing, FAQs, and policies. It answers every visitor's question in real time, captures contact details, books appointments directly into your calendar, and hands off to a human when the conversation requires one. Unlike generic live chat tools, this agent is trained on your business and integrated into your actual stack — not bolted on as an afterthought.

  • Trained on your specific services, FAQ, pricing, service area, and intake criteria
  • Captures lead details, books appointments, and answers questions 24/7 without any staff involvement
  • Branded to your business — voice, tone, and name match your existing identity
  • Integrates with your CRM and calendar so every conversation is logged and acted on
  • Hands off to a human agent via SMS or email alert when the situation requires escalation
11
No-show prevention layer

Appointment Reminder Agent

A missed appointment costs you the job revenue and the slot. The Appointment Reminder Agent eliminates no-shows by running a smart reminder sequence before every booking — 48 hours out, 24 hours out, and 2 hours before — via SMS, email, or voice call. When a client needs to reschedule, the agent handles it immediately, refills the slot from a waitlist if one exists, and keeps your calendar full without anyone on your team making a single confirmation call.

  • Sends automated SMS, email, and voice reminders at 48h, 24h, and 2h before every appointment
  • Handles reschedule requests via SMS reply — rebooks without human involvement
  • Fills canceled slots automatically from a waitlist queue
  • Tracks no-show rate over time and surfaces patterns by day, time, and service type
  • Integrates with Calendly, Acuity, Google Calendar, and any booking platform with an API

Operating System 02 · 3 agents

Reactivation OS

Most businesses have a database full of past customers, cold leads, and dormant contacts that nobody is actively working. The Reactivation OS turns that list into a predictable revenue channel — automated SMS and email campaigns, outbound voice follow-up, and segmented broadcasts that bring contacts back without any manual outreach effort.

02
Outbound voice engine

Sales Caller

Running outbound at scale requires a volume of calls no sales team can sustain without burning out. The Sales Caller works warm lists, reactivates old opportunities, and handles the early objection stages using approved scripts — freeing your team to show up only to the conversations that matter. Every call outcome is logged automatically into your pipeline.

  • Calls warm and cold lists with natural, brand-consistent voice conversations
  • Reactivates dormant leads and past clients with tailored re-engagement flows
  • Handles common objections using approved scripts and configurable fallback rules
  • Transfers to a live human instantly when the prospect is ready to close
  • Logs every call outcome, disposition, and note into your CRM automatically
08
Multi-channel win-back engine

Reactivation Agent

Every business has a dormant customer list sitting unused in a spreadsheet or CRM. The Reactivation Agent works that list on autopilot — segmenting contacts by recency, frequency, and spend, then running sequenced SMS and email campaigns with personalized angles for each segment. When a contact re-engages, the agent hands them directly to the Sales Caller or books them into your calendar before the moment fades.

  • Segments dormant customers by recency, visit frequency, and total spend history
  • Runs multi-step SMS and email win-back sequences with personalized offers per segment
  • Responds intelligently to replies — answers questions, handles objections, advances the conversation
  • Routes re-engaged contacts to the Sales Caller or books directly into your calendar
  • Logs all campaign outcomes and contact responses to your CRM automatically
12
Mass campaign engine

SMS Broadcast Agent

The Reactivation Agent handles one-to-one win-back. The SMS Broadcast Agent handles one-to-many: flash sales, seasonal promos, holiday offers, service announcements, and any campaign you want to push to your full customer base or a targeted segment of it. It auto-segments lists by past service type, recency, and spend, A/B tests message variants to find what converts, and manages opt-outs and compliance automatically so you never have to think about TCPA exposure.

  • Sends bulk promotional SMS campaigns to your full list or any defined segment
  • Auto-segments contacts by service history, recency, location, or spend
  • A/B tests message variants and reports winning copy and send times automatically
  • Manages opt-outs and TCPA compliance without any manual list maintenance
  • Schedules campaigns by optimal delivery window based on your industry engagement data

Operating System 03 · 2 agents

Reputation OS

For local businesses, your online presence is your first impression — and almost nobody is managing it consistently. The Reputation OS handles both sides: the reviews that tell people what to think about you, and the social content that keeps your brand visible. Both run automatically, without a marketing coordinator or social media manager.

07
Ratings & reviews layer

Reputation Agent

For local businesses, your star rating is your storefront. The Reputation Agent monitors Google, Yelp, and Facebook in real time — alerting you the moment a negative review lands, drafting personalized responses that match your brand voice, and automatically sending post-service review request sequences via SMS and email. Most businesses leave their reputation completely unmanaged. This agent makes it a competitive advantage.

  • Monitors Google Business, Yelp, and Facebook reviews in real time with instant alerts
  • Drafts tailored response templates for positive, neutral, and negative reviews
  • Sends post-service SMS and email sequences requesting reviews at the right moment
  • Tracks rating trends over time and flags patterns that signal service issues
  • Logs all review activity and response history into your CRM automatically
04
Fully automated social presence

Social Agent

Most businesses treat social media as a task — something that gets done when there's time, which means it rarely gets done. The Social Agent removes the human entirely from the publishing loop. It generates content, schedules it, posts it across every connected platform automatically, monitors engagement, and drafts responses to comments and DMs — all without anyone on your team touching a single post. Your brand stays active 365 days a year regardless of how busy things get.

  • Auto-posts to Instagram, Facebook, Google Business, LinkedIn, and TikTok on a configurable schedule
  • Generates platform-native captions, hashtags, and posting times based on your audience and industry data
  • Repurposes one piece of content into multiple formats — Reel caption, Story text, GBP update, email snippet
  • Monitors comments and DMs across platforms and drafts appropriate responses for review or publishes automatically
  • Tracks post-level performance (reach, engagement, saves) and adjusts content angles based on what works
  • Builds and executes seasonal and promotional campaigns without manual briefing

Operating System 04 · 2 agents

Owner Intelligence OS

Most operators make decisions by instinct because no clean summary of what happened ever reaches them. The Owner Intelligence OS changes that — delivering a daily performance brief to your phone each morning and connecting every agent, tool, and data source into one continuously monitored system. The business reports on itself. You show up knowing exactly where to focus.

05
Executive briefing agent

Reporting Agent

Most operators make decisions by feel because they never see a clean summary of what actually happened. The Reporting Agent changes that. Every morning you receive a briefing — sent to your phone via Telegram, SMS, or email — that covers what happened yesterday, which leads moved, which appointments were missed, and what the numbers say the business should focus on next.

  • Sends daily performance summaries via Telegram, SMS, or email every morning
  • Tracks lead pipeline movement, booking rates, and response time metrics
  • Flags stalled leads, missed appointments, and unusual drop-off patterns
  • Surfaces revenue opportunities that manual review would likely miss
  • Translates raw agent activity into plain-language decisions your team can act on
06
Integration backbone

Workflow Orchestrator

Every agent in the network runs on an orchestration layer built with n8n — an open-source workflow engine that connects every tool, database, and service without locking you into a single vendor. The Orchestrator is the backbone that makes all agents coordinate as a single system: routing signals, passing context, and keeping every integration in sync across your CRM, calendar, phone system, and inbox.

  • Built on n8n — connects any CRM, calendar, form, SMS, email, or spreadsheet
  • Routes signals and context between agents automatically based on configurable logic
  • Handles error recovery, retry logic, and fallback paths without manual intervention
  • Fully owned and portable — no vendor lock-in, no per-seat pricing surprises
  • Monitored and maintained by Magnex AI so your team never touches the backend

Operating System 05 · 4 agents

Back Office OS

The work that happens after a lead becomes a customer — proposals, invoicing, client retention, and hiring — is where most businesses bleed time without generating billable output. The Back Office OS automates every step that doesn't require human judgment, so your team spends zero hours on paperwork and follow-up that a machine can handle faster and more consistently.

09
Proposal & close layer

Document Agent

The gap between "interested" and "signed" kills more deals than any objection. The Document Agent closes that gap by auto-generating quotes and proposals from intake data, sending them for e-signature, and following up on unsigned documents automatically — without anyone on your team needing to chase. Every document status is logged into your pipeline so nothing falls through after the conversation ends.

  • Auto-generates quotes and proposals from intake data collected by the Qualifier or Receptionist
  • Sends documents for e-signature via your preferred platform and tracks open and sign events
  • Follows up automatically on unsigned documents at configurable intervals with escalating urgency
  • Logs document status, open rates, and signed/declined outcomes into your pipeline
  • Triggers next-step workflows the moment a document is signed — booking, onboarding, or payment
10
Post-service growth engine

Retention Agent

Acquiring a new customer costs five to seven times more than keeping an existing one. The Retention Agent protects and grows your existing revenue base by running post-service check-ins, identifying upsell and cross-sell opportunities based on service history, and delivering loyalty touchpoints — birthday messages, anniversary check-ins, seasonal offers — at exactly the right moments. The result is a client base that comes back without being sold to again.

  • Sends post-service follow-up sequences to check satisfaction and surface issues early
  • Identifies upsell and cross-sell opportunities from service history and CRM data
  • Delivers birthday, anniversary, and seasonal touchpoints automatically on schedule
  • Triggers referral request sequences from satisfied clients at the peak satisfaction moment
  • Flags at-risk accounts — clients who haven't returned — before they churn silently
13
Revenue collection layer

Payment & Invoice Agent

Outstanding invoices sitting in a spreadsheet are a cash flow problem — and chasing them manually is a time problem. The Payment & Invoice Agent generates and delivers invoices immediately after job completion, follows up on outstanding balances on a configurable schedule, and accepts payment via SMS link connected to Stripe or Square. Every payment event is logged to QuickBooks or Xero automatically. Late payers get escalated. Fast payers get a receipt. Your team never has to chase anyone for money again.

  • Generates and sends branded invoices automatically after job completion or service delivery
  • Follows up on outstanding balances at 3, 7, 14, and 30-day intervals via SMS and email
  • Accepts payment via secure SMS link connected to Stripe or Square
  • Logs all payment events — sent, paid, overdue, declined — to QuickBooks and Xero automatically
  • Flags consistently late-paying clients for review and escalates past-due balances to owner
15
Recruitment & onboarding layer

Hiring Agent

Hiring takes weeks because every step — screening, scheduling, following up, sending offers, onboarding — is handled manually. The Hiring Agent removes the human from every step that doesn't require a human judgment. It screens applicants via SMS within minutes of applying, schedules and confirms interviews automatically, sends offer letters for e-signature, and runs the first two weeks of onboarding on autopilot. The result is a time-to-hire measured in days, not months, with no HR overhead until the decision actually needs a person.

  • Screens job applicants via SMS within minutes of application, asks qualifying questions automatically
  • Schedules interviews, sends calendar invites, and handles confirmations and reminders
  • Sends offer letters and onboarding documents for e-signature via DocuSign or equivalent
  • Runs first-week check-ins, task reminders, and training sequences on a configurable onboarding schedule
  • Logs all candidate status, interview outcomes, and hire decisions to your ATS or CRM

Ready to deploy

You don't need all five systems on day one. One is enough to change the business.

Tell us which part of the growth loop is costing you the most. The audit maps which OS to deploy first, what agents go into it, and what ROI to expect before you commit to anything.

Magna

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