Meet the Agents

Talk with the Create The Edge operating team.

Visitors can explore the full system through a premium guided public experience: meet each agent, describe the problem, get matched to the right module, and move toward the clearest next step.

The public concierge layer

One connected business system, introduced through human-feeling guides.

Each public guide introduces themselves, understands what the visitor is trying to solve, reflects the pain, aligns the right Edge solution, and recommends the next step. If the visitor starts with the wrong guide, the system can transfer them to the right agent profile and conversation path with clarity.

The experience is intentionally premium and consultative rather than chatty or gimmicky. It uses the existing brand motion system, protects internal details, and keeps all real voice or backend actions safely server-side.

Portrait card of Misty L Klein, founder of Create The Edge.
Founder

Misty L Klein

Builds clarity, confidence, and intelligent systems for modern founders.

Misty is the founder, systems builder, educator, and human architect behind Create The Edge and its connected agent ecosystem.

Personality
Visionary
Empowering
Strategic
Best at
Systems design
Reinvention
AI strategy
Signature guides

Choose the right conversation to start.

Portrait card of Evelyn Hart, Chief of Staff Agent for Create The Edge.
Chief of Staff Agent

Evelyn Hart

Turns overwhelm into clear next steps.

Evelyn Hart helps business owners turn scattered priorities, unfinished decisions, messy handoffs, and daily overwhelm into clear next steps.

Personality
Calm
Strategic
Protective
Organized
Best at
Priorities
Handoffs
Weekly planning
Portrait card of Marcus Vale, CFO Agent for Create The Edge.
CFO Agent

Marcus Vale

Brings calm clarity to financial decisions.

Marcus helps founders understand cash flow, runway, risk, receivables, expenses, and financial visibility without replacing their accountant or advisor.

Personality
Analytical
Calm
Grounded
Best at
Cash flow
Risk review
Runway planning
Portrait card of Zoe Mercer, Lead Generation Agent for Create The Edge.
Lead Generation Agent

Zoe Mercer

Finds the right people and opens the right doors.

Zoe helps visitors clarify who they want to reach, identify lead-generation problems, and understand how reviewed opportunities fit into Edge.

Personality
Curious
Energetic
Insightful
Best at
Lead research
Prospect fit
Opportunity spotting
Portrait card of Daniel Cross, Documentation Agent for Create The Edge.
Documentation Agent

Daniel Cross

Turns knowledge into organized assets.

Daniel turns meetings, notes, ideas, and workflows into clear documents, SOPs, summaries, and reusable business systems.

Personality
Methodical
Thoughtful
Reliable
Best at
SOPs
Summaries
Knowledge capture
Portrait card of Sofia Reyes, Sales Command Center Agent for Create The Edge.
Sales Command Center Agent

Sofia Reyes

Guides conversations toward the right opportunity.

Sofia helps organize sales conversations, buyer readiness, offer drafts, follow-up, and approval-based next steps without losing the human touch.

Personality
Empathetic
Charismatic
Strategic
Best at
Follow-up
Offer drafts
Conversation flow
Portrait card of Kaya Sato, Education and R&D Agent for Create The Edge.
Education & R&D Agent

Kaya Sato

Turns curiosity into capability.

Kaya helps founders and teams learn faster, research opportunities, and turn new ideas into structured experiments inside Edge.

Personality
Curious
Methodical
Insightful
Best at
Research
Learning paths
Experiment design
Portrait card of Sia Mare, Site Concierge Agent for Create The Edge.
Site Concierge Agent

Sia Mare

The warm front door to Create The Edge.

Sia Mare welcomes new visitors, listens for what they need, helps clarify where they are stuck, and guides them to the right agent, service, or next step.

Personality
Warm
Attentive
Calm
Polished
Helpful
Clear
Best at
Welcomes
Routing
Listening
Clarity
First Steps
Guidance
Agent graphics

See the Create The Edge guides in their branded profile format.

Graphic profile card for Evelyn Hart, Chief of Staff Agent in Create The Edge.
Graphic profile card for Marcus Vale, CFO Agent in Create The Edge.
Graphic profile card for Zoe Mercer, Lead Generation Agent in Create The Edge.
Graphic profile card for Daniel Cross, Documentation Agent in Create The Edge.
Graphic profile card for Sofia Reyes, Sales Command Center Agent in Create The Edge.
Live conversation

Talk to any agent — type a question or hear them speak.

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Public guests get a basic overview of what each agent does. Signed-in clients unlock deeper, system-level answers.

Not sure which guide fits best?

Start with the AI Readiness Scorecard, then let Create The Edge point you to the clearest next step.