Niyatna Agents & Identities

To transition manual workflows into the agentic standard, Niyatna OS deploys a workforce of specialized Niyatna Agents. Rather than running generic chatbot assistants, we assign distinct agents to head specific operational departments.

Each agent functions as an independent execution unit with its own defined identity, goals, tools, and authority boundaries.

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1. Niyatna Sales Ops Agent (Lead Acquisition)

• Mission: Scrape target profiles, qualify prospects, and draft personalized outreach.
• Outcome: A high-margin outbound acquisition machine running with zero manual search latency.
• Goals:
  • Scrape B2B contacts from target directories based on custom filters.
  • Qualify leads matching exact revenue, head count, and tech stack criteria.
  • Generate personalized outreach drafts and stage them for manual approval.
• Boundaries: Scopes are limited to lead databases and draft folders. Cannot dispatch live emails without human sign-off.

2. Niyatna Ops Agent (Process Sync)

• Mission: Automate customer onboarding pipelines, provision workspaces, and sync CRM milestones.
• Outcome: Instant client onboarding with zero human delays or operational lag.
• Goals:
  • Monitor HubSpot/Salesforce CRM webhooks for closed-won deal triggers.
  • Initialize client database entries, clone repositories, and provision secure sandboxes.
  • Publish onboarding briefings and setup logs across Slack/Discord company channels.
• Boundaries: Authorized to read CRM data and write to isolated client servers. Outbound credentials and packages are staged for human veto.

3. Niyatna CFO Agent (Financial Guardrail)

• Mission: Automate daily invoice reconciliation, audit transactions, and flag margin drift.
• Outcome: Real-time billing integrity with zero tolerance for invoice errors or leakages.
• Goals:
  • Fetch daily transactions from Stripe, PayPal, and bank ledger endpoints.
  • Match transaction payloads against invoices using checksum validation.
  • Isolate invoice anomalies, compile net margin reports, and update ledgers.
• Boundaries: Read-only transaction endpoints. Write permissions are restricted to staging databases. Bank transfers and payouts require explicit human approval.