Pocket Agent
[ AI Agent Workspace · for owner-led businesses ]

Build your AI team without becoming an AI expert.

Pocket Agent gives your business a Business Brain, clone-and-customize AI Personas, workflow Apps, and Mission Control — so you can draft emails, follow up with leads, research prospects, capture ideas, process YouTube and podcasts, build landing pages, and approve every bit of it from one place.

21 landing-page templates included. Pick one your business actually fits.

Generic AI starts from zero. Pocket Agent starts from your business.

Built and run inside three businesses Chase Whited owns: Tennessee Valley Exteriors (a contracting company) · Whited Consulting (a software agency) · AthleteOS (a sports SaaS). Same workspace. Same brain pattern. Same cockpit.

Generic AI still makes you do all the work.

ChatGPT, Claude, and Gemini are powerful. But most of the time, they still start from a blank box.

You still have to explain your business. Your offer. Your customer. Your tone. Your workflow. Your last conversation. Your follow-up process. Your next step. Then you copy the output somewhere else.

You save an idea in another place. You forget a follow-up. You lose a screenshot. You never turn the podcast idea into content. You never ship the page. You never email the prospects. And tomorrow, you start over again.

That’s not an AI system. That’s generic AI chaos. Generic AI starts from zero. Pocket Agent starts from your business.

The Pocket Agent System.

Four parts: Business Brain, Personas, Apps, Mission Control. Once you see them, you understand the whole product.

Business Brainwhat your agents know

Your company memory in markdown, stored in your own git repo: your voice, your customers, your prices, your processes, your decisions. It’s the memory generic AI doesn’t have. Every agent reads from it. Every finished job writes back to it. It gets sharper every week, and it’s yours — you can download the whole thing any time.

Personasthe WHO

A Persona is a worker you put to a job: an Admin Assistant, a Sales Assistant, a Content Creator. Each one has a role and knows which part of your brain to read. You pick the Persona the way you’d hand something to a person on a team — except you’re not managing anyone.

Appsthe WHAT

An App is a tool a Persona runs: Email Drafter, Lead Scout, Capture Inbox, Follow-Up Sweeps, Landing Page Builder, Idea Engine. A Persona without Apps is just another character in a chat window. A Persona with Apps can do work. You don’t operate the Apps — the Persona does. You just see the result.

Mission Controlwhere you watch it all

One screen shows every action your agents are taking right now, what’s staged for your approval, and every dollar of spend to the cent. Set a monthly budget; your agent pauses and asks before it crosses the cap. Most AI products are a black box. This is the opposite — you see everything, and nothing goes out without your tap.

A Persona is the role. An App is the tool. A Persona uses Apps. That simple structure is what turns AI from a blank chat box into a workspace your business can actually use.

[ first — the memory ]

First, build your Business Brain.

Your company memory in markdown, stored in your own git repo.

Your Business Brain is where Pocket Agent learns how your company works. Add your offers, services, customers, documents, screenshots, saved links, past prompts, emails, notes, workflows, brand voice, style examples, customer questions, project details, decisions, and your do-not-say list.

Most AI tools forget everything. Pocket Agent gives your business memory, so your AI doesn’t start from zero every time.

[ the WHO ]

Then clone-and-customize your AI Personas.

Pocket Agent ships with 7 templated Personas you clone and customize: Admin Assistant, Sales Assistant, Follow-Up Agent, Content Creator, Email Drafter, Lead Researcher, Operations Chief of Staff. Start with the job that’s burying you.

Admin Assistant

Triages your inbox, drafts replies in your voice, logs invoices, schedules follow-ups, keeps your customer notes current. The hat most owners want off their head first.

Sales Assistant

Prepares sales notes, organizes opportunities, drafts the outreach in your voice, and keeps the pipeline moving. The growth work that never gets the time it needs.

Content Creator

Turns what you already know into content — pulls the tactics out of a podcast or a YouTube video you drop in, drafts the post or the page in your voice, builds the landing page on your own account.

Each Persona reads your Business Brain, so it sounds like you and knows your business from the first task. You can run more than one. They all report to the same cockpit.

[ the WHAT ]

Your Personas need tools. Pocket Agent gives them Apps.

You don’t have to touch them — but this is what’s in the box.

Email Drafter

Drafts replies and outreach in your voice, staged for one-tap approval. Forward an email from anywhere and get back a reply written the way you’d write it.

Lead Scout

Sweeps Google Maps (including the “no website” filter), classifies every prospect, and drafts personalized outreach per lead. Seven vertical packs: roofing, HVAC, painting, general contracting, med spa, law firm, dentist.

Capture Inbox

Catch an idea, a note, a screenshot, a voice memo, a saved link — anywhere, any time. Your agent files it into your brain so it’s there when you need it instead of lost in a notes app.

Podcast Ingester

Drop a podcast link; your agent listens to the episode, pulls what matters, and files it in your brain. Watch a show and it ingests every new episode on its own.

YouTube Ingester

Drop a video link on any door; your agent reads the transcript, classifies it, and routes the signal to your brain. Watch a channel and it does it for every upload.

Decision Roundtable

For the calls that matter — pricing, hiring, scope — three of your agents argue the question from different angles and hand you a written verdict you edit before it saves.

Build Tools

Tell your agent what to build — a CRM, a portal, a dashboard — and it builds it on your own accounts (your GitHub, your Vercel, your Supabase). The code is yours.

Follow-Up Sweeps

Finds every conversation that went quiet — a quote with no reply, a lead that ghosted — and drafts the next touch in your voice, staged for one tap. The follow-up you always mean to do.

Landing Page Builder

Pick a template from the gallery — a phone-first trades page, a booking-led med spa, a luxury listing site — and PA writes the copy in your voice and builds the page on your own accounts. You approve every step, and the code is yours.

Powered by 150 distinct templates →
[ the heavy hitter · AI Agent Workspace ]

Turn an idea into a real thing on the internet.

Drop an idea — a voice memo, a podcast you just listened to, a thought you had in the shower. Pocket Agent validates whether real people would buy it, plans the version that should actually ship, builds it for you, gets a sales page live, and lines up the first 25 prospects to email. By the time you finish your morning coffee, your idea is a real thing on the internet you can show people.

Most owners don’t have an idea problem. They have an execution problem. They hear a podcast idea, save a YouTube tactic, get a thought in the shower. They think, “that could be something.” Then nothing happens.

Other tools hand you a blueprint and a stack of prompts you go execute somewhere else. The Idea Engine ends with a working website you can share.

The honest comparison: PaidCreators charges $497 once for a Gameplan you still have to go execute somewhere else. Pocket Agent includes Idea Engine in your AI Agent Workspace at $497/month — and it actually ships the working website for you.

[ find the first prospects ]

Find the first prospects worth talking to.

Lead research gets messy fast when AI is too generic. Lead Scout gives your Lead Researcher structure. Start with a vertical. Choose the market. Review the prospects. Then use your Follow-Up Agent and Email Drafter to prepare the next touch.

Seven vertical packs: roofing, HVAC, painting, general contracting, med spa, law firm, dentist. Find prospects, prepare the context, and move outreach into Mission Control for review.

[ the cockpit ]

AI does the prep. You stay in control.

Business owners don’t want AI running wild. Good — that fear is rational. You shouldn’t have random emails going out, unapproved pages published, or AI making decisions without you seeing the work.

That’s why Pocket Agent includes Mission Control. Inside, you review what was captured, what was drafted, what was researched, what was queued, what was built, what needs approval, and what should happen next. AI does the prep. You stay in control.

A day in the workspace.

The clearest way to see it is one day. This is a composite drawn from real owners using it, with the name changed. Meet Dana. She owns a three-person agency. Before Pocket Agent, her day started at 6:30am with email triage and ended at 10pm with the next day’s prep. Now:

6:45am

Dana opens her phone over coffee. Her Admin Assistant has triaged 23 overnight emails. Three replies are drafted in her voice — a follow-up to a hot lead, a scope clarification for a client, a quote for a new prospect. She reviews them in four minutes and taps Approve on each.

10:00am

A competitor’s new pricing page goes live. Dana forwards the link to her agent. By her 11am call, the competitor’s positioning is in her brain — pricing, packaging, the three things they push. Next sales call, that intel is already in the brain her agent reads from.

12:00pm

A lead came in through her website over lunch. Her Sales Assistant already drafted the proposal using her pricing rules and her voice. She changes one sentence and taps Send.

3:00pm

Dana drops a voice memo: “idea for a coaches’ onboarding tool.” By dinner her market scan is done, the MVP plan is staged, and she’s approved the deploy. By 9pm she has a working page at a real URL she’s sharing with her test audience.

6:00pm

Dana’s at her son’s soccer game. A client texts to reschedule. She forwards the text to her agent. By halftime, the reply is drafted with three times pulled from her calendar.

9:00pm

Dana opens Mission Control. She sees the day — 47 actions taken, 12 staged for approval, $3.47 of spend. She set a $50 monthly cap. No surprise bill coming.

She’s logged off by 9:30. She didn’t open Gmail, QuickBooks, or her CRM all day. She talked to customers, ran two sales calls, and watched her kid play soccer. That’s the workspace. It runs the work. You run the business.

[ included · Pocket Agent Launchpad ]

Software gives you the workspace. The Launchpad helps you install it.

Most people don’t fail with AI because the tool is bad. They fail because they never set it up. That’s why every paid Pocket Agent subscription includes the Pocket Agent Launchpad on Skool — the guided implementation hub, not a random community.

Inside, you follow the 7-Day Setup Plan, watch the walkthroughs, post your wins, join the implementation labs, and see how other owner-led businesses run Pocket Agent. The goal is simple: get your first 3 Personas and 3 workflows working as fast as possible.

[ free with every subscription ]

The AI Office Launch Kit.

The biggest risk isn’t that AI won’t work. The risk is that you won’t set it up. So every paid subscription includes the AI Office Launch Kit — the fastest path from “I bought AI software” to “I have AI Personas doing real work,” in your first week.

  • Business Brain Setup Checklist
  • 3 starter Personas — Admin, Follow-Up, Content
  • 5 starter workflow templates
  • Mission Control Review Checklist
  • The 7-Day Setup Plan
  • Pocket Agent Launchpad access on Skool
  • 30 prebuilt Skills auto-seeded into your brain

You’re not buying another app and wondering what to do next. You’re starting with a setup path.

[ the HOW ]

Pocket Agent starts with Skills already loaded.

Skills are reusable techniques your agents use to write, draft, research, sell, operate, and decide better. You’re not starting from a blank prompt library.

Voice + Style

Write like you. Lead with the action. Don’t be a chatbot. Honest hedging. Specific over generic.

Email Drafting

Cold intro structure. Quote follow-up. Customer-reply tone-match. Subject lines that don’t get filtered. Boundary-setting decline.

Sales

Lead qualification. Objection handling. Discovery-call notes. Proposal drafting. Stack-the-deck close.

Research

Competitor pricing extract. Customer-voice extract. Tactic extraction. Vertical landscape scan. Source verification.

Operations

Inbox triage. Project scaffolding. Quote drafting from notes. Vendor invoice categorization. End-of-day reflection.

Decision-shape

Three-option framing. Load-bearing assumption. Devil’s-advocate first pass. Reversibility check. Pre-mortem.

Personal Brain includes 5 Skills. Business Agent includes 20. AI Agent Workspace includes all 30. As your agents run more work, they write new Skills back to your brain — so they get sharper every week.

Flat monthly bill. Clear usage allowances. No surprise bills.

Each plan comes with usage allowances — leads, Whisper hours, and sub-agent runs. Hit a cap, upgrade to the next tier. You don’t pay API tokens directly, and you don’t get a surprise usage bill.

One exception: Studio+ owners who bring their own Anthropic key see real dollar usage, because that’s their own LLM spend.

Choose the workspace your business needs now.

Start simple. Upgrade when your agents need more usage, more workflows, and more execution. Every plan includes the AI Office Launch Kit, free.

Personal Brain

$37/mo

The solo owner who wants a single brain

  • Personas1
  • Prebuilt Skills5
  • Lead Scout packs
  • Idea Engine
  • AI Office Launch Kit
Start
most popular

Business Agent

$97/mo

The growing operator with active integrations

  • PersonasMultiple
  • Prebuilt Skills20
  • Connected toolsGmail, Calendar, Slack, QuickBooks
  • Idea Engine
  • AI Office Launch Kit
Start

AI Agent Workspace

$497/mo

The full cockpit — Idea Engine, Lead Scout packs, Decision Roundtable

  • PersonasUnlimited
  • Prebuilt Skills30
  • Lead Scout packs
  • Idea Engine
  • Layoutbook + Field Book premium gallery
  • AI Office Launch Kit
Start

Most owners land on Business Agent. The AI Agent Workspace tier is the full cockpit — it’s the value anchor. See all plans for Pro+ and Studio in between.

The Pocket Agent Implementation Guarantee.

Complete the Launch Kit’s 7-day setup steps. If you don’t have 3 trained Personas and 3 working workflows inside Pocket Agent by day 7, we help you finish the setup.

That’s the only guarantee. We don’t guarantee revenue. We guarantee implementation — because implementation is the real bottleneck.

Why this exists.

Pocket Agent was built by Chase Whited, who runs three businesses: a contracting company, a software agency, and a sports SaaS. He built it because he was spending three hours a night on email and wanted his evenings back without firing someone.

He runs all three on it. Same workspace, same brain pattern, same cockpit. Nothing on this page promises something that isn’t shipped. If you can do it on the screenshot, you can do it in your account.

Questions.

Is this just another chatbot?

No. A chatbot waits for a prompt. Pocket Agent gives your business memory (the Business Brain), roles (Personas), tools (Apps), and an approval screen (Mission Control). The agents do the prep using your context. You review and approve.

Is Pocket Agent replacing ChatGPT?

Not exactly. ChatGPT is a blank box. Pocket Agent is a workspace trained on your business. You can still use other AI tools — but this is the place your business memory, AI roles, workflows, and approvals live.

Where does my data live?

Your Business Brain is a folder of plain markdown files in your own git repo. You can download the whole thing any time. Cancel and you keep everything — there’s no proprietary database holding your business hostage.

Do I have to be technical?

No. The AI Office Launch Kit walks you through setup — no markdown, no terminal. The Pocket Agent Launchpad on Skool gives you the 7-Day Setup Plan and walkthroughs. The Implementation Guarantee means if you’re not set up by day 7, we help you finish.

What’s the difference between a Persona and an App?

A Persona is the WHO — your Sales Assistant. An App is the WHAT it uses — Lead Scout. You pick the worker; the worker uses the tools.

Will AI send things without me?

No. The whole product is review-first. Your agents prepare the work; nothing goes out until you approve it in Mission Control.

Will I get a surprise bill?

No. Your plan comes with usage allowances — leads, Whisper hours, sub-agent runs. Hit a cap and your agent prompts you to upgrade to the next tier. You don’t pay API tokens directly, and you can set a monthly budget your agent won’t cross without asking.

Can I bring my own Anthropic key?

Yes — on Studio+. When you bring your own key, you see real dollar usage, because then it’s your money.

Is the Layoutbook + Field Book catalog included?

The premium templates are, from Pro+ up. Pro+ includes the Field Book premium conversion templates; the AI Agent Workspace includes the full gallery — Layoutbook and Field Book, every premium direction. The public catalogs stay separate products; the premium sets ride along with your workspace.

Can I cancel?

Any time. You keep your brain. There’s no lock-in.

Your business doesn’t need another blank chatbot.

It needs an AI Agent Workspace that starts from your business. Build your Business Brain. Clone your first Personas. Install workflow Apps. Review everything in Mission Control.

Generic AI starts from zero. Pocket Agent starts from your business.