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Missions

One client outcome.
A Mission to carry it forward.

A Mission keeps one client outcome moving across people, documents and connected tools. You provide the goal, context and limits. InVice acts within the authority you enable, records what happened, and asks when a decision needs you.

InViceInteractive example · fictional workspace
Mission · client intake

Luca Bellamy

Agent is working
Sends as · tobin@example.com
Gmail9:24 · Bank statement received

Saved to the client file · Bank statement.pdf

9:25 · Checklist reviewed

Photo ID is the remaining document for this step.

Completed

GmailReply sent to Luca

Thanks, Luca. Your bank statement is on file. Please upload your photo ID through your document link. We are set for Thursday at 2 pm.

Within the permissions you set

InVice is watching for the photo ID and will follow up on your schedule.

Explore the controls. Changes stay in this example.Your context · your permissions · a visible record
What a mission can be

Four shapes,
one simple idea

Every mission is one of four moves. Name the one you need and brief it in a sentence, and the agent builds the rest over the tools you have connected. It can stand on its own, or an operation can launch one for every client in your book.

Monitor
Watch, then tell you.

Point it at a signal: a rate decision, a filing, an account going quiet. It watches in the background and sends a plain summary the moment something changes, as your cue to act.

Search
Find across your stack.

Ask it to look across your contacts and your connected tools at once. Every lead idle past 40 days, with a summary of your last exchange and a ranked re-opener for each.

Coordinate
Work an outside party.

Hand it a job that needs someone else. It reaches a vendor, requests quotes and availability, books the visit, and confirms the timing back with your client.

Remind
Hold the standing line.

Give it a date or a promise that must not slip. It keeps the standing reminder, nudges you before it passes, and drafts the follow-up so it is ready to send.

The lifecycle

Six steps,
start to close

01

Tell it what you want, like a teammate

A goal, written in plain language. Include the constraints, the budget, the deadline, the parties to contact. No prompt-writing, no setup. The agent builds the steps across whatever you have connected: email, calendar, vault, docs. If you can brief a person, you can deploy a mission.

02

Attach your vault. The agent reads it

The agent retrieves the specific facts it needs from your encrypted documents. Your real rates, your real client list, your last six negotiations. Every figure it cites is one you can point to.

03

Set the limits: what it may, must, must not

Per-mission permissions. What documents can be shared. What information can be revealed. When to ask, when to act, when to escalate. The triggers that pause the mission until you decide.

04

It runs until the goal is done

Outbound email from your address. Replies parsed and routed. Documents collected, fields extracted, statuses tracked. It reads public web pages when there is no API, and interactive computer use is on the roadmap. All audited, all attributable.

05

It returns only when you matter

Genuine ambiguity. A risk that crosses your threshold. A decision the rules cannot make. The agent acts only when the dates and logic are unambiguous and routes the judgment calls back to you. Otherwise it works in the background and tells you only what is done.

06

A clean handoff, and a memory

When the outcome is reached, the Mission records the result and leaves its documents and action history available. Useful instructions remain in the knowledge and retention scope you control.

Operations are next

From one mission
to a whole pipeline.

A mission is the unit. An operation is the pipeline. When you have a large book of clients to manage at once: one operation, one sub-mission per file, one professional approving the decisions that count.