AI Agents
An agent for every part of the business
Install one agent to fix a single leak, or stack several into a full AI operations layer. Grouped below by the problem they solve.
Front Desk
Answer, qualify, and book every inquiry, day or night.
AI Receptionist Agent
Answers and qualifies calls on the hours and rules you set, with SMS handoffs when needed. Fewer rings go to voicemail when you are on a job or closed.
Best for: Shops where the phone still drives bookings.
AI Booking & Scheduling Agent
Works booking rules, holds, reschedules, and calendar updates against your real availability. Less double-booking and fewer empty slots from slow replies.
Best for: Appointment-heavy businesses.
AI Intake Screening Agent
Asks the right first questions before a human spends time on the phone. Unqualified leads filter out early; good fits reach your team faster.
Best for: Clinics and pros with strict fit or insurance rules.
Revenue
Follow up fast, chase quotes, win back dormant customers, and earn reviews.
AI Lead Follow-Up Agent
Fires timed SMS and email after forms, missed calls, or quotes, with opt-out and quiet hours. Warm leads get a reply before they tap the next result.
Best for: Teams that lose inquiries in the inbox.
AI Quote Follow-Up Agent
Follows open quotes on a schedule until they book or opt out. Proposals stop dying silently after you sent the PDF.
Best for: Long sales cycles and bid work.
AI Estimate & Quote Capture Agent
Collects job details, photos, or scope notes so estimates start structured. Sales gets a clean packet instead of half a voicemail.
Best for: Trades and field services.
AI Reactivation Agent
Targets dormant customers with compliant, spaced outreach you approve. Past clients get a reason to book again before they forget you.
Best for: Businesses with a long customer list and repeat revenue.
AI Review & Reputation Agent
Sends timed review asks after wins and can draft responses for your approval. More legitimate reviews without awkward desk pressure.
Best for: Anyone who lives on Maps and local search.
Support
Deflect repeat questions and keep customers updated without cloning your staff.
AI Customer Service Agent
Handles routine questions and triage across the channels you enable, with escalation paths you define. Front desk spends less time repeating the same answers.
Best for: High question volume before and after the sale.
AI Reservation & FAQ Agent
Handles hours, policies, and booking links for hospitality-style flows. Staff answers fewer repeat questions during rush.
Best for: Restaurants, venues, and experience businesses.
AI Client Update Agent
Sends status updates when a job moves stages so customers do not have to ask. Fewer “where are we?” calls while crews are on site.
Best for: Multi-step jobs with anxious homeowners.
AI Post-Purchase Support Agent
Handles how-tos, warranty questions, and return steps after the sale. Support tickets shrink for issues that a good FAQ flow solves.
Best for: Brands with repeat product questions.
Admin
Collect documents, chase payments, send reminders, and route work internally.
AI Document Collection Agent
Chases IDs, forms, or signatures with reminders and clear links. Onboarding stops stalling in someone’s text thread.
Best for: Regulated or paperwork-heavy intake.
AI Back Office Admin Agent
Automates repetitive internal steps like reminders, status updates, and handoffs between tools. Owners spend less night time moving data by hand.
Best for: Small teams with no dedicated ops hire.
AI Service Reminder Agent
Sends maintenance, renewal, or seasonal reminders tied to your calendar or CRM. Customers show up prepared; you miss fewer recurring jobs.
Best for: Subscription and seasonal service models.
AI Insurance Verification Agent
Guides patients through card photos and eligibility checks where your workflow allows. Front office spends less time on hold with payers.
Best for: Clinical and dental front desks.
AI Claims Follow-Up Agent
Tracks claim or authorization status with templated follow-up and internal flags. Revenue cycle moves without sticky notes on monitors.
Best for: Billing-heavy practices.
Builds
Custom CRM, dashboards, apps, and websites wired into your agents.
Custom CRM
A CRM built around your pipeline and data, not a generic tool you fight with. Connected to your agents and channels.
Best for: Teams outgrowing spreadsheets and off-the-shelf tools.
Dashboard
A live operations dashboard that shows leads, bookings, response time, and revenue impact in one place.
Best for: Owners who want one screen for the whole business.
AI App
A custom app or agent scoped to a workflow no off-the-shelf tool covers. Built, tested, and maintained.
Best for: Higher-order builds with a specific job to do.
Website + AI Agent
A premium site wired to lead capture, booking, and an AI agent, so the site does real work instead of sitting still.
Best for: Operators who want the website to convert.
The AI Ops stack
Every agent plugs into one AI Ops stack
Agents don't work in isolation. They share your knowledge, feed automations, report to one ops center, and hand off to your team when needed.
Knowledge
Your services, hours, pricing rules, FAQs, and policies, so answers are right.
Agents
AI that answers calls, replies to leads, books jobs, and handles routine questions.
Automation
Follow-ups, reminders, intake, invoices, and routing that run on their own.
Ops Center
One dashboard for leads, bookings, response time, and what needs attention.
Human Handoff
Anything sensitive or complex is passed to your team, cleanly, with context.
Built-in guardrails
— AI works with your team, never unsupervisedHow it works
From audit to a working agent stack
Every agent above is installed done-for-you on the same clear path, no vague retainers.
- 1
Audit
We map your calls, leads, follow-up, and admin to find the biggest leak.
- 2
Map
We design the agents and workflows around how your business actually runs.
- 3
Build
We build and wire everything into your calendar, CRM, and tools.
- 4
Test
We test with real scenarios and put guardrails in before go-live.
- 5
Deploy
We launch it live and make sure it runs without you babysitting it.
- 6
Improve
We watch the numbers and tighten the system every month.
Not sure which agent you need?
Get a free AI systems audit. We map your operations and tell you which agent fixes the biggest leak first, in plain English.