Live demos available here
AI and automation

Automate the repetitive work.

Keep people in charge of the decisions that matter. We use the simplest automation that reliably solves the problem, and add AI where it earns its place.

Map a workflow
Four levels

Different tools for different jobs

  • 01

    Rules

    Live

    Triggers, validations, calculations and routing that always behave the same way.

  • 02

    Workflows

    Live

    Approvals, reminders, notifications and system-to-system steps.

  • 03

    AI assistance

    In development

    Summaries, classification, drafts and recommendations from your own records.

  • 04

    Governed agents

    Roadmap

    Multi-step work across approved systems, with approvals and an audit trail. Not available today.

AI reception

Answer every call and message.

AI answers common questions, qualifies the lead, books the appointment, summarizes the conversation and writes it to the CRM, with a clear hand-off to a person.

  1. 01

    Customer

    Call, text or web

  2. 02

    AI intake

    Answer, qualify, book

  3. 03

    Your system

    CRM and calendar

  4. 04

    Your team

    Exceptions and close

AI customer serviceAI phone reception

Guardrails

What makes automation safe to rely on

  • Integrations

    Secure data exchange between your apps, phones, payments and CRM. API integration

  • Approvals and exceptions

    A person reviews anything above a threshold or anything unclear. Process automation

  • Audit trail

    What happened, why, and where a workflow needs attention.

  • Permissions

    Automation works inside the same roles your staff already have.

Find the workflow that costs the most time.

That's usually the right place to start. We'll map it and show what to automate first.

Map a workflow