Bax OS: AI your licensee can live with

The Idea

Working on the business shouldn't wait for the quiet week that never comes.

Penny and our workflow agents take admin out of the day-to-day, which is work in the business. Bax OS is the other half: a live picture of the whole practice and a team of AI hands to prepare the work, which is work on the business. We were our own first customer, and it keeps us honest: if a feature does not survive real use here, it never reaches a client.

One master dashboard

Clients, pipeline, tasks and upcoming commitments on a single screen, synced to the CRM and task systems underneath, with actions built in rather than charts to look at.

A master agent that briefs you

Every morning the specialists do their rounds first. NOVA reads what they found, checks it against the calendar, the CRM and the task list, and writes the brief: what actually needs attention today. Ask NOVA anything during the day and it puts the question to the right specialist and brings the answer back.

Specialists that prepare, never send

A sales agent that builds the chase list and the call prep. A marketing agent that drafts in your voice. A comms agent that triages the inbox and drafts the replies. Every post, every send and every client touch is approved by a person. Each agent is a template that re-shapes for a practice.

The master dashboard

One screen for the whole practice.

The master dashboard, as a principal sees it: NOVA at the core, the specialist agents in orbit, the numbers that matter across the top.

The Bax OS master dashboard: NOVA at the core, Lyra and Orion in orbit with their own avatars, and pipeline, client, revenue and task tiles across the top

Illustrative figures. Lyra and Orion in orbit with their own avatars, Penny behind them, NOVA at the core.

It listens, and it talks back

Ask NOVA out loud or type it. It answers in a natural Australian voice, so a principal can run the morning from the desk without opening five tabs.

Agents with faces

Orion and Lyra orbit NOVA with their own avatars. Click one and you are talking to that agent about its work, with the whole business picture already loaded.

Live tiles, not a report

Pipeline, clients, revenue and open tasks, synced from the CRM, the task system and the accounts. Numbers you act on, not a chart you look at.

Where it lives

Built for a practice that cannot just open a chatbot.

A licensed practice cannot put client information through a personal AI subscription. Bax OS is the answer to that constraint, not a workaround for it.

In Australia, in your name

Stood up for your practice, not shared with anyone else's. Yours to keep.

Client data stays put

It does not leave the country and it is not visible to any other business, including ours.

A person says yes first

Nothing reaches a client without approval from someone in the practice. A design rule, not a setting.

A record of every decision

Who approved what, and when, kept where your licensee can see it.

Build Log

Follow the build.

Dated, honest updates as Bax OS grows. New entries land as sprints finish.

September 2026

Faces, a voice, and a phone in your pocket

Orion and Lyra get avatars and orbit NOVA on the master dashboard. NOVA listens and answers in a natural Australian voice. Every agent is reachable from Slack, so a question from a client meeting gets its answer back before the meeting ends. Daily and weekly outputs from every agent now land in Notion, which is the one place a principal reads.

August 2026

Lyra and Capella go live

Two more specialists come online under NOVA. Lyra drafts marketing content in the business's own voice; Capella triages the inbox and drafts the replies. Both work the same way as Orion: prepare the work, hand it over, a person approves.

July 2026

The engine gets its own runtime

A standalone runtime is built so the master agent and its scheduled jobs can run without a laptop being open. Sprint 2 of the dashboard is under way: every card expands into a full detail panel, with live task sync in place and CRM and accounting integrations next.

Late June 2026

First specialist agent goes live

The sales agent comes online as the first specialist under the master agent: a daily pipeline chase each morning, structured call prep and debriefs, and a weekly pipeline review every Friday. Built deliberately as a reusable template, so the same pattern re-shapes into a comms agent, a marketing agent, and beyond.

June 2026

The master agent takes the desk

The operations agent gets a portable, written specification (identity, tools, safety rails and memory) and starts delivering a daily operations brief. The design principle is set here: agents draft, humans approve.

June 2026

Sprint 1: the master dashboard

The first version of the Bax OS dashboard ships: clients, pipeline, tasks and events on one live screen. It immediately replaces the five-tabs-open morning routine, and becomes the surface everything else plugs into.

Questions a principal actually asks

The compliant version of "can we have a JARVIS?"

Can an advice practice use ChatGPT or Claude with client data?

Not through a consumer subscription. Client information in a licensed practice carries privacy and data-residency obligations that a personal AI account does not meet, so the tool most people picture is the one a practice cannot use. Bax OS exists because of that gap.

Where does the data live?

In Australia, in an environment set up in your practice's own name. Client data does not leave the country and is not shared with any other business, including Bax Advisory.

Does a person approve what clients see?

Yes, always. The agents draft, prepare and chase; nothing reaches a client without someone in the practice saying yes first. That is a design rule, not a setting, and there is a record of who approved what and when.

Can it run in our own name?

Yes. It is stood up for your practice, not shared, and it connects to the tools you already run rather than replacing them.

What does it actually do day to day?

Each morning the specialist agents run first: one prepares the pipeline chase, one drafts content in your voice, one triages the inbox and drafts replies, one chases fee consents by SMS. The master agent then reads their output, along with the calendar, the CRM and the task list, and writes one brief: what needs attention today. During the day you talk to the master agent directly, and it routes a question to the right specialist and brings the answer back. Every output lands in one place for a person to read and approve.

Today

Running Bax Advisory

The agents run our own consulting business every morning and report into Notion: the daily brief, the chase list, the drafts waiting for a yes. From a client meeting, a text to any of them on Slack gets the answer back. Every feature is proven on real operations before it reaches a client.

Ready to build

Running your practice

The same system in your practice's name: your clients, your review calendar, your compliance obligations and your pipeline on one screen, with agents preparing the work and a person approving it.

AI your licensee can live with.