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Our AI agents

We answer, schedule, follow up, and reconcile—so your team can focus on the work that matters.

Detailed Agent Descriptions

AI Chat Bot

Answers common questions, captures leads, and hands off complex chats—24/7 and on‑brand.

Key capabilities

  • Answers questions using your website and files.
  • Collects name, email, and phone so you can follow up.
  • Looks up orders or bookings when connected.
  • Sends tricky chats to a human on your team.
  • Works day and night without breaks.

Integrations

  • Site widget
  • Zendesk, HubSpot, Pipedrive
  • Google Drive, Notion, Confluence

KPIs (simple numbers we track)

  • Questions solved without a human.
  • People who left their contact details.
  • Customer satisfaction rating (thumbs‑up %).
  • Times the chat needed a human.

AI Phone Bot

Answers and routes calls, gives status updates, books appointments, and captures messages after hours.

Key capabilities

  • Picks up calls and understands what people want.
  • Sends callers to the right person or takes a message.
  • Books appointments or gives order/status updates.
  • Can greet callers and record calls if you choose.
  • Sends you short call summaries.

Integrations

  • Telephony (e.g., Twilio)
  • Calendly, Google & Microsoft calendars
  • CRM systems

KPIs (simple numbers we track)

  • Calls handled without a human.
  • After‑hours calls saved.
  • Average wait time cut.
  • Appointments booked by phone.

AI Review Bot

Monitors Google, Yelp, Facebook, and Trustpilot; drafts on‑brand replies; flags sensitive cases.

Key capabilities

  • Finds new reviews across major sites.
  • Groups them as happy, neutral, or unhappy.
  • Writes reply drafts you can approve or edit.
  • Flags sensitive reviews for a human to handle.
  • Sends a weekly summary with the highlights.

Integrations

  • Gmail/Outlook
  • Google Business Profiles, Yelp, Facebook Pages
  • Slack notifications

KPIs (simple numbers we track)

  • Reviews replied to.
  • Average response time.
  • % of replies approved as‑is.
  • Issues escalated to a human.

AI Invoice Agent

Reads invoices from email/PDF, checks totals, matches POs, posts to accounting, and sends reminders.

Key capabilities

  • Reads invoices from email or PDFs.
  • Fills in the important fields for you.
  • Checks for duplicates and matches POs.
  • Sends to the right person to approve.
  • Reminds you when something is due.

Integrations

  • Email inbox, Google Drive/SharePoint
  • QuickBooks/Xero/SAP (or via Zapier/n8n)
  • Slack notifications

KPIs (simple numbers we track)

  • Invoices processed each week.
  • Errors caught before payment.
  • Average approval time.
  • On‑time payments.

AI Appointment Maker

Schedules, reschedules, and reminds clients by chat, web, SMS, or phone to keep calendars full and no‑shows down.

Key capabilities

  • Finds open times on your calendars.
  • Offers times to customers by chat, SMS, or phone.
  • Sends reminders and prep instructions.
  • Handles reschedules and cancellations.
  • Updates your calendar automatically.

Integrations

  • Google/Microsoft calendars, Calendly
  • SMS/WhatsApp
  • CRM

KPIs (simple numbers we track)

  • Appointments booked.
  • No‑show rate reduced.
  • Time to confirm an appointment.
  • Cancellations recovered (rebooked).

AI Lead Follow‑up Agent

Instantly replies to new leads, asks a few qualifying questions, sends tailored follow‑ups, and books meetings.

Key capabilities

  • Replies to new leads instantly by email or text.
  • Asks a few simple questions to qualify the lead.
  • Sends tailored follow‑ups automatically.
  • Books calls or meetings.
  • Saves everything in your CRM.

Integrations

  • Web forms, email/SMS
  • HubSpot, Pipedrive, Salesforce
  • Calendly, Google/Microsoft calendars

KPIs (simple numbers we track)

  • Speed to first reply.
  • Meetings booked from new leads.
  • Leads that become customers.
  • Follow‑ups sent on schedule.