AI Operations Manager
Optimizes capacity, identifies bottlenecks, and streamlines processes.
An AI operations manager is an autonomous agent that monitors workspace capacity, flags bottlenecks, and recommends process improvements. In Helm, the operations manager reads across projects, time tracking, and workflows, runs on Claude, and can operate in observe, suggest, or auto modes.
What an AI Operations Manager owns.
Tune every dimension of how the agent works.
Roles, tools, autonomy, memory, schedules, budgets. Every agent ships with the same configuration surface.
Pre-built or custom roles
Start from a Project Manager, Account Manager, or other template. Or define a custom role with its own name, color, and defaults.
Scoped tool access
Enable specific tool groups (tasks, projects, billing, calendar, analytics, memory, and more). Toggle read or read-write per group. Add 300+ external integrations.
Three autonomy levels
Observe (watch silently), Suggest (draft and wait for approval), or Auto (execute directly). Flip levels as trust builds.
Per-channel autonomy override
A fully autonomous agent can still require approval on email. Rare in AI tools, essential for client-facing work.
Custom instructions and skills
Layer your own instructions on top of the role's defaults. Enable skill modules for domain expertise and house style.
Memory
Agents remember past decisions, scoped to workspace, account, or project. Searchable. Optional. Disable per agent.
Schedules
Run agents on a daily, weekly, or monthly cadence with a custom prompt. Output to Slack, in-app notifications, or a task comment.
Spending limits
Set a monthly USD cost cap per agent. Runs pause automatically when the budget is hit. Usage is tracked per run and per month.
Full audit trail
Every agent run is logged with the tools called, inputs, outputs, success/failure, tokens, and cost. Browse history per agent.
Lives inside the rest of the platform.
Same records your team uses. No separate database, no sync lag.
Plus the tools this agent reaches for.
Connected once at the workspace level. Scoped per agent with read or read+write.
Reach the agent where you work.
Four channels. Each with its own permissioning and autonomy override.
In-app chat
Open the chat panel in Helm and talk to the agent directly. Page context comes along for free.
Reachable on any mailbox the workspace has connected. Replies route back through the agent.
Slack
@mention in any channel the agent is invited to, or DM the workspace DM handler.
Scheduled runs
Runs on a daily, weekly, or monthly cadence. Output to Slack, notifications, or a task comment.
Real work this agent runs.
Three modes. Override per channel.
You pick how much the agent decides for itself. And you can be stricter on channels that face clients.
Real prompts. Real replies.
Questions about the Operations Manager agent.
What data does the Operations Manager actually read?
Everything the Analytics app covers: time entries, invoices, payments, project budgets and actuals, pipeline forecast, task velocity. Because the data is already on the platform, there's no data warehouse, no ETL, no setup.
Can it change anything, or just report?
Default autonomy for this agent is Suggest. It proposes actions (create a task, notify an account owner, flag a project). Some teams run it in Auto for recurring summaries and internal notifications, Suggest for anything touching a client.
How is this different from Analytics?
Analytics is the dashboard; the Operations Manager is the one reading it. Dashboards wait for someone to open them. The agent actively surfaces what's changing, what's at risk, and what needs a decision.
Can it run on a schedule?
Yes. Set a schedule (daily, weekly, monthly) and the agent runs automatically, posting summaries to Slack, email, or the in-app chat. No prompting required.
What plans include this agent?
Available on every Helm plan. Some Analytics views the agent reads (utilization, per-project profitability, forecasting) require Pro or Business.
Hire your AI Operations Manager.
Included on every Helm workspace. Per-workspace pricing. No per-seat tax.