# Back office overview

> The AI that works ON the business instead of IN it: ask for a job in plain English, it plans and executes across your connected accounts, pauses for approval before anything changes, and reports back.

The doors handle customers. The **back office** handles the desk work: the chasing, the reconciling, the reporting — the things the owner does at 10pm. You describe the job in plain English; the AI plans it, executes it step by step across the business's data and its [connected accounts](/docs/backoffice/connections), pauses for approval before anything changes, and hands you a report.

## Jobs it does well

- "**Who never heard back?** Go through the board, find deals with no reply in 7 days, and draft the chase texts."
- "**Reconcile Stripe against the board** — flag paid invoices whose cards aren't in *Won*."
- "**Monday report** — last week's calls, chats, leads, and bookings by door, in one email."
- "**Clean the contacts** — merge duplicates and flag records with no phone *and* no email."
- "**Pull every 1-star review mention** from the help desk and summarize the themes."

## How a run works

1. **Ask** — Type the job into the Back office (each business has its own). The AI knows the business — its services, its boards, its connected accounts.
2. **It works the steps** — Reads run freely: querying the CRM, reading tickets, calling read-side integration actions. Every step is visible in the run timeline.
3. **It pauses on writes** — Anything that would *change* something — send a message, edit a record, move money — parks the run and shows you the exact action. See [Runs & approvals](/docs/backoffice/runs-approvals).
4. **It reports** — The run ends with a written report: what it found, what it did, what it skipped and why.

## Make it recurring

Any job can become a [schedule](/docs/backoffice/schedules) — the Monday report, the nightly duplicate sweep, the weekly quote chase. Scheduled runs follow the same approval rules as manual ones.

> **IT LIVES INSIDE THE BUSINESS:** The back office is per-business, like every other service — an agency's clients each get their own, with their own connections and their own approval trail.