Designed for your company and for each person in it. Tied into the software you already use. Managed by one firm.
Handles communications and project assignments, triages and drafts email, keeps the calendar, writes meeting notes and follow-ups, and tracks status. Time on routine work becomes time on the projects only that person can do.
Answers every lead in minutes, in writing and by voice, qualifies it, drafts the quote or proposal from your pricing and your past work, follows up until there is an answer, books the meeting, and keeps the CRM clean. A smaller, far more productive sales team.
Answers requests instantly and accurately across chat, email, and voice — inbound and outbound — tied into the CRM and the back office. Books, reschedules, answers order status, handles returns, requests and responds to reviews, and hands to a person the moment someone asks.
Runs AP and AR, invoicing, collections, expenses, and reconciliation; prepares payroll and sales tax; closes the month on time; and produces the KPI dashboard. Finance time moves from data entry to strategy.
Drafts content and campaign creative, deploys ads, runs SEO and social, sends lifecycle email and SMS, manages reviews and reputation, tests creative at scale, and reports on all of it.
Enters orders — including the ones that arrive as emailed POs — manages inventory and reorder points, handles purchasing and vendor communication, and keeps fulfillment and scheduling moving.
Screens candidates, schedules interviews, prepares onboarding documents, tracks PTO, answers policy questions, and sends compliance reminders.
Tier-1 helpdesk and access provisioning; first-pass contract review and renewal tracking, with anything material handed to a person.
These are examples. The workforce covers every department you have, and every use — the Evaluation maps yours.
Moves to an agent that does it as well or better, and the person is freed for the work only a person can do. We measure the hours returned — and what they went to.
Because it needed a person you could not afford: chat that answers at 2 a.m. and writes the CRM, every account contacted for reorder, every dormant customer reactivated, every estimate followed up. Now it gets done.
The Customer Service agent answers inside your website chat and your customer-service inbox; the Bookkeeping agent works inside your bookkeeping system; the Sales agent books inside your calendar. If you have the tool, it stays. If you don't, we bring one that is ready for agents, set it up, and teach your team — part of the Install, inside the one price.
Agents take the routine. You keep the decisions, the visibility, and the data.
Every agent works inside limits you set: what it may answer on its own, what it may do on its own, and what waits for a person — a refund, a quote above a threshold, a booking outside hours. Those checkpoints are written into the plan and built into the workforce. At each one, the agent hands to a person.
Every call, chat, and email an agent has is logged for you — readable, searchable, summarized in the Report, and live in the dashboard. You see what it said, what it did, and where it handed off.
Agents work inside the systems you already use, and that is where your data lives and stays. Nothing is moved to a new place and nothing leaves your business. What stays where is written down before anything is installed.
The Evaluation goes through your departments one at a time and shows you which work an agent takes, what it is tied into, and who checks it.