Features

From persona to production, in one platform.

Everything you need to build AI agents, give them real data and tools, and run them safely — without stitching five products together.

The foundation

The entire platform is HIPAA-safe. Not a toggle — every agent, integration, routine, and call transcript runs on the same rails.

Build

Agents & teams, defined in markdown

Agents

A single AI persona. Its identity, personality, memory, and rules are markdown files you edit in the browser — change a file and behavior updates instantly.

Teams

Orchestrate specialists behind one endpoint, with their own webhook, tools, and sequences.

In-app assistant

Ambrose can build and configure agents, teams, routines, and skills for you — with an approval step before anything changes.

Descriptions & generate

Generate an operating brief from an intent, or build a whole persona from a website.

The Brain

One brain, many sources — all cited

33 data sources, 198 tools

A single brain your agents can switch on that reaches CMS, the ACA marketplace, Medicare, Census, the Bureau of Labor Statistics, CDC, FDA, FEMA, SAM.gov, the VA and more — live.

~17M rows of CMS data

An in-house health-data warehouse: ACA rate/plan/benefit PUFs, the CY2026 MA/PD Landscape, and HEDIS quality measures — queryable and reliable.

ACA Plan Finder

Live CMS marketplace data for real quotes and plan suggestions, plus stored PUFs for whole-country coverage.

If it’s not in the data, look it up

When something isn’t in a source, the Brain checks online and cites what it found — it never invents a number.

Blog, quote, research

Use the Brain to write cited blog posts, price plans, and pull demographics for a market — every claim grounded in a real figure.

Skills

Reusable expertise your agents just have

A library of playbooks

Skills teach an agent to do a specific job well — no prompting from scratch. Attach one and the agent instantly knows the steps, the guardrails, and the format.

What they cover

Blog writing, insurance website building, ACA/Medicare quoting, client dashboards, re-shop autopilot, lead follow-up, brand kits, funnels, calculators, and an agency command center.

System + your own

Use the platform skills that ship with Ambrose, add your agency’s own, and share them across every agent and team.

Why it helps

Skills make a new agent an expert on day one and keep every agent on-brand and compliant — the same playbook, every time.

Websites

Launch agency sites, fast

Website Template Library

A gallery of ready-made, conversion-focused templates your agency can start from — pick one and make it yours.

Built by skills

Pair the templates with the website-builder and AEO skills to produce compliant, cited, search-ready sites and funnels.

Accessibility & consent

New sites include an accessibility widget and a consent-gated cookie manager by default.

Calls

Turn recorded calls into insight

Record & store

Keep call recordings in your agency’s secure vault, organized like any other file.

Automatic transcription

Ambrose transcribes recordings for you, so every call becomes searchable text.

AI call analysis

Point an agent at a transcript to summarize the call, extract next steps and objections, score the conversation, and write notes back to your CRM.

Connect

Meet your stack

Add your own MCP servers

Bring any Model Context Protocol server — internal or third-party — and your agents can use its tools alongside everything else.

Up to 10 GoHighLevel accounts

Connect multiple GoHighLevel sub-accounts and let agents read contacts and pipelines and message through the right one.

Publish as a node

Any agent or team becomes an MCP server, a webhook target, an OpenAI-compatible endpoint, or a run URL.

Native integrations

Slack, Discord, Twilio, HealthSherpa, VAPI, Retell — plus any REST API. Credentials stay isolated to your agency.

Slack

@mention Ambrose to ask anything and manage your workspace, or reach a team by name; notifications via webhook.

Automate

Set it, and it runs

Routines

Schedule any agent or team on a recurring run — renewals sweeps, daily digests, re-shop campaigns, lead follow-up — hands off.

War Room

A roster of executive personas — strategy, marketing, compliance — you can ask for grounded answers.

Conversations

Every chat, routine, and webhook run in one place — continue them, and answer an agent when it needs your call.

Human-in-the-loop

Agents pause to ask you a question or request permission; approve in the app or right in Slack. They never delete.

Run safely

HIPAA-safe, top to bottom

The whole platform is HIPAA-safe

Not a feature you switch on — the foundation. Every agent, team, routine, integration, and call transcript runs on the same HIPAA-safe rails.

PHI Rail

Protected health information is redacted and pseudonymized before anything can reach a non-BAA destination.

Your keys, your data

Run on Amazon Bedrock or your own Anthropic key; strict per-agency isolation on every read and write.

Usage, roles & audit

Per-user roles, a credit ledger with spend caps, and a full audit trail of every AI call and staged action.

See it on your own agency.

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