AI that does the busywork, with a person in charge
Two AI helpers for owner-run businesses: an AI receptionist that answers your calls, and AI agents in your ERP that prepare routine paperwork. The receptionist follows rules you set and passes calls to a person. The paperwork agents wait for your approval. Fixed quote after a free call.
- Answers your calls
- Prepares your paperwork
- A person approves every ERP action
Two helpers, one idea
Each one takes the routine work. A person decides the rest
An AI receptionist for your phones
It answers incoming calls, books appointments, screens callers with your questions, takes messages and passes the call to a person. Callers are told it is an AI assistant.
- Books into your calendar
- Hands off to a person
- A summary of every call
AI agents in your ERP for the paperwork
They prepare routine work on your own ERP records. A person approves every action that changes a record or reaches a customer.
- Purchase orders drafted on low stock
- Invoices matched to purchase orders
- Reminders drafted for overdue payments
What the AI takes off your plate
Examples from the two services. Your fixed quote covers what you choose
Answers your phone
Picks up when the phone rings, finds out why the caller is ringing and takes a message or books the visit
Starts by telling the caller it is an AI assistant
Purchase orders on low stock
When an item falls below its reorder level, the agent drafts a purchase order for you to review
You approve it before it goes anywhere
Invoices matched to POs
Supplier invoices are matched to purchase orders, and the ones that do not agree are flagged
A person decides what to do with each flag
Overdue payment follow-up
The agent drafts a reminder for each overdue invoice and waits for approval before it goes out
Nothing is sent on its own
Updates from your inbox
When a customer or supplier emails a change, the assistant prepares the update for you to approve
Nothing is posted until you approve it
Daily owner summary
A daily summary prepared for the owner: sales, low stock and overdue payments
It only reports: it changes nothing
Who decides what
The limits are written down with you before the build starts
What the AI does
- Answers calls, books appointments and takes messages
- Drafts purchase orders, matches invoices and drafts payment reminders
- Answers questions in plain words from records the asker can already open
What it never does
- Pass itself off as a person
- Change anything in your ERP, approve anything, or send an email or message on its own
- Call anyone who has not agreed in writing, as US law requires
Where a person decides
- Every ERP action that changes a record or reaches a customer waits for approval
- Calls go to a person when the caller asks or your rules say so
- Anything outside the list goes to a person to decide
How it fits your trade
Examples of how the two helpers fit together. These are not client stories. We scope yours on the free call
HVAC
On the phones
Answers service calls, asks heating or cooling questions and books the visit
In the paperwork
Drafts a purchase order when stock of a part runs low
AI receptionist for HVACPlumbers and contractors
On the phones
Answers every call, asks about the job and books the visit or estimate
In the paperwork
Matches supplier invoices to purchase orders and flags the ones that do not agree
AI answering for plumbersLaw firms
On the phones
Answers new client calls after hours and passes the details to your team. It gives no legal advice.
In the paperwork
Drafts a payment reminder for each overdue invoice and waits for approval
AI answering for law firms
How it works
Four steps, from a free call to a monthly review
- 01
Free call
We look at your calls and your paperwork and decide what the AI should take on
- 02
Fixed quote
You get a fixed price and the written limits: what the AI does, what it never does and what it can see
- 03
Build and test
The receptionist is tried on a test line before any customer calls it. The ERP is tested end to end before launch
- 04
Launch and review
The AI goes live. Each month we go through the call summaries with you
AI automation questions
What does AI automation mean for a small business?
Two things we build today: an AI receptionist that answers your calls, and AI agents in your ERP that prepare routine paperwork. Both work on your own calls and records, and a person stays in charge.
Can the AI act on its own?
The receptionist follows rules you set, tells callers it is an AI assistant and passes the call to a person when the caller asks or your rules say so. The ERP agents never change a record or send anything without a person's approval.
Do I need the ERP to use the AI receptionist?
No. They are separate services. If you use our ERP, the call summary can go there.
How much does it cost?
Fixed quote after a free call. It depends on what the AI has to do and what it connects to, so we scope it with you first.
Can I try the receptionist before it goes live?
Yes. Testing on a test line is a step in the process, before any customer calls the agent.
Get a fixed quote for your AI automation
Send a few details. We reply the same business day to book a free call, then send a fixed quote.
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