Practical AI and automation
AI agents that reply to enquiries in seconds, book appointments, keep your CRM tidy, and chase the follow-ups your team never gets to — configured inside the tools you already use, with clear rules for when a person takes over.
Automation comes last in the diagnosis for a reason: it makes a clear process faster and a messy one worse. It's recommended only where it improves the system.
Start with the numbers
Most enquiries aren't lost to a competitor. They're lost to nobody.
A phone ringing at 6 PM, a web form sitting in an inbox over the weekend, a follow-up that never happened because the team was already at capacity.
Whether that's worth fixing depends entirely on your numbers. Those figures decide whether automation pays for itself or isn't worth the build. Working them out is the first thing we do together, using your data rather than an industry average.
- How many enquiries reach you each month — across calls, forms, chat, and referrals?
- How many get a reply within the hour, and how many wait until the next working day?
- What is one closed job worth to you, and how many hours a week go on chasing?
If the numbers don't justify it, we'll tell you. Plenty of businesses are better served by fixing their intake process or their website before adding automation on top of it.
What an agent can take off your team
One agent, one job.
Each agent is built for one specific job in your business. Most clients start with a single workflow and add more once the first one has proved itself.
Lead Response
Replies to new enquiries within seconds, asks qualifying questions, and books the appointment.
Replies to web forms, calls, and chat around the clock so a lead never waits until the next working morning for a first response.
Appointment Scheduling
Books, confirms, reschedules, and reminds — against your live calendar.
Handles the back-and-forth of finding a time, writes the booking to your calendar, and sends confirmations and reminders so fewer appointments are missed.
Call & Front Desk Coverage
Answers calls outside office hours, captures details, and routes with context.
Covers evenings, weekends, and the hours your team is on other calls. Available in English and Spanish. Anything it can't resolve is passed to a person with a summary.
Follow-Up & Reactivation
Works through quiet enquiries and old CRM records with a structured sequence.
Runs the follow-up nobody has time for — a sequence of email and SMS touches across your existing contacts, surfacing the people who respond so your team only handles live conversations.
CRM & Internal Workflows
Creates records, tags, routes, and keeps your pipeline tidy without manual entry.
Writing enquiries into the CRM with the right fields, assigning owners, chasing missing information, and summarising conversations so your team's notes stay usable.
Reviews & Reputation
Asks for a review at the right moment and drafts replies for your approval.
Sends a review request after a completed job or renewal and drafts responses to new reviews. You approve anything that gets posted publicly.
Safeguards
Built with humans in the loop.
Agents handle volume and repetition. Your people handle judgment, relationships, and anything that needs a human answer. The boundary between the two is something you define and can change.
Defined escalation rules
Every agent has hard limits. When a conversation exceeds its scope, it routes to the right person on your team — with the full transcript, the contact's details, and a summary. Your staff never starts cold.
Full transcripts, always
Every interaction is logged. You can review any conversation at any time. No black box — you see exactly what the agent said and when.
Consent and disclosure built in
SMS opt-in and opt-out handling, call-recording disclosure where you record, and limits on what personal data the agent collects. We build these in from the start — but we don't certify your compliance, and we'd expect your counsel to review the flows before launch.
You stay in control
You approve the escalation rules. You set the tone. You define the scope. We configure and operate — but the decisions about what an agent can and can't do belong to you, and you can switch it off at any time.
How it runs
Audit, build, then manage.
The audit exists so nobody pays to build something that won't pay for itself, and the ongoing management exists because an automation nobody checks quietly drifts out of date.
Discover · About a week
AI Opportunity Audit
We map how enquiries reach you, where they stall, and which repetitive tasks cost the most staff time — then recommend what's worth automating and what isn't.
- Enquiry & workflow mapping
- Systems and integration review
- Recommended workflows to automate
- Cost and effort estimate per workflow
- Written audit report
Build · Usually 2–4 weeks
Agent Setup
End-to-end configuration: connected to your CRM, calendar, phone, or inbox, briefed on your services, tested against scenarios you approve, and launched.
- CRM & calendar integration
- Phone / SMS configuration
- Configuration on your services & tone
- Human-handoff rules
- Launch testing & QA
Run · Ongoing
Ongoing Management
We keep it working: reviewing transcripts, tuning responses, updating it when your services or hours change, fixing integrations when a connected tool changes, and sending you a monthly summary of what it handled.
- Transcript review & response tuning
- Monthly performance summary
- Updates when your services or hours change
- CRM & calendar integration support
- Direct email or Slack access
Questions
Before you ask.
What exactly is an AI agent?
An AI agent is a configured, managed assistant that handles one specific job in your business — replying to new enquiries, booking appointments, chasing a follow-up, or moving records through your CRM. It runs inside the tools you already use (your CRM, calendar, phone, inbox, or forms) and hands the conversation to a person when judgment is needed.
What can it actually do?
The most common builds are: instant reply to inbound enquiries from forms, calls, or chat; qualifying questions and appointment booking against a live calendar; CRM workflows such as creating records, tagging, and routing to the right person; follow-up sequences by email and SMS for enquiries that went quiet; review requests after a completed job; and internal admin like intake forms, document collection, and summarising conversations for your team.
Will it sound robotic?
We configure each agent on your services, your common questions, and the tone you want, and we test it against real scenarios before launch. It should read like a well-briefed member of staff. You review and approve the wording before it goes live.
What happens when it can't handle something?
Every agent has escalation rules you approve. When a conversation falls outside its scope, it routes to the right person on your team with the transcript, the contact's details, and a summary — so nobody starts from scratch.
What about consent, recording, and data protection?
We build the standard safeguards into the setup: SMS opt-in and opt-out handling, call-recording disclosure where you record, and sensible limits on what data the agent collects and stores. We are not lawyers and we do not certify your compliance — your obligations under TCPA, state recording laws, and any industry regulation remain yours, and we recommend having your counsel review the flows before launch.
Do you need to replace our current systems?
No. We build on top of what you already run. If your CRM, calendar, or phone system has an API or a supported integration, we work with it. If something genuinely can't connect, we'll tell you that during the audit rather than after you've paid for a build.
How fast can we launch?
The audit takes about a week. A straightforward build is usually two to four weeks depending on how many systems have to talk to each other.
How is it priced?
Every build is scoped after the audit, and we'll price it before you commit. Any usage costs charged by the underlying platforms — telephony minutes, SMS, or model usage — are billed separately at cost.
AI Opportunity Audit
Find out what's worth automating, and what isn't.
The AI Opportunity Audit maps how enquiries reach you, where they stall, and what each automation would cost to build against what it would save. If automation isn't the right next step for your business, the audit will say so.
Prefer to pick a time? Book a call directly (opens in a new tab).