One AI Manager runs every one of them, around the clock, and reports to you.
01
Front desk & phones
Every call answered, and acted on.
Answers your line in your business’s voice, day and night
Talks naturally: handles interruptions, accents, noisy job sites and long pauses, and replies in about a second
Doesn’t just take messages: books, reschedules, quotes, checks job status, and sends payment links and agreements mid-call
Knows if it’s a customer or a new lead, and routes them right
Takes the overflow when every line is busy
Speaks your customers’ languages
Transfers to you or a teammate with the whole story, or you press 1 to join
Texts back every missed call and voicemail
Every call recorded, transcribed and summarized, with the promises pulled out
Verifies callers before sharing anything private
Handles emergencies by your rules and alerts you
Keep your number or get a new one, shown with your business name and kept off spam lists
02
Every channel
Wherever customers reach you.
One inbox for calls, texts, email and website chat
A chat window on your website that knows your business
Texts customers back using today’s facts
Email in the right thread with the right customer
WhatsApp and iMessage (coming soon) (coming soon)
A booking page and lead forms that feed straight in
Carries each customer’s context across every channel
Sees what your team already sent, so nobody double-contacts a customer
03
Sales
Every lead worked to a yes or a no.
Qualifies on fit, budget, timing and need
Finds new prospects and researches them before reaching out
Makes outbound calls (follow-ups, callbacks, campaigns) with consent
Follows up until there’s an answer, and stops the moment they reply
Handles objections live with your best answers, and knows your competitors
Sends the proposal or brochure right after the call
Negotiates inside the price and terms you set
Moves deals through your pipeline and records why
Spots deals going cold and builds a rescue plan
Wins back lost deals when the timing is right
Keeps track of everyone in a bigger buying decision
Forecasts from what customers said, and tells you who needs attention today
04
Quotes & getting paid
From “how much?” to paid.
Turns a conversation into a quote, then a signed agreement
Good, better and best options from your price book
Prices the job during the call
Invoices tied to the exact job
Collects by secure link, in the app, on the phone or at the job
Chases overdue invoices politely, by your rules
Reopens the deal and tells you if a payment bounces
Knows which version of the proposal the customer saw
05
Scheduling & the work
Booked, staffed, done, proven.
Books in your hours and time zone, with no double-booking
Syncs with Google and Outlook calendars
Reminders, day-of confirmations and running-late texts
Turns every sale into a work order with an owner
Onboards new customers after the sale
Dispatches jobs and plans staff coverage
Captures job photos and proof of completion
Turns “I’ll do it” into an assigned task, and plans your day
Covers for you on vacation
Flags stalled work before it’s a problem
06
Customer care
Customers who come back.
Resolves complaints with a clear path to fixed
Asks every customer for honest feedback after the job
Requests genuine reviews and drafts the replies
Runs referrals, memberships and win-back follow-up
A portal where customers approve quotes and see their jobs
07
Marketing & growth
More of the right customers.
Turns a growth goal into campaigns and milestones
Plans and runs Google and Meta ads within your budget
Email and text campaigns that respect consent
Plans and publishes your social posts
Improves your Google Business Profile, local search and AI-answer visibility
Writes website copy in your voice and keeps your brand consistent
Creates images and visuals
Fills quiet days with slow-day offers
Researches your market and competitors, with sources
Knows which ad or source brought each customer, and the cost per result
08
Books & finance
The numbers, ready.
Turns receipts and price lists into clean records
Matches payments against bank feeds
Connects to QuickBooks and Xero
Explains your cash flow in plain language
Prepares supplier payments for your review
Gets payroll and tax information ready for your accountant
Checks your pricing against costs and margins
09
Team, HR & suppliers
The back office, handled.
A day plan and an assistant for every staff member
Scores calls and coaches your team every week
Writes job posts and organizes hiring
Onboarding checklists and HR policies for review
Keeps stock, purchasing and suppliers organized
The right access and seats for each person, and sign-offs when several must approve
10
The office
Documents, research, analysis.
Makes Word docs, spreadsheets, presentations, PDFs and charts
Research with sources you can check
A brief before every meeting, and action items after
Answers from your own files and documents
Analyzes your numbers in spreadsheets and charts
Drafts contracts for your lawyer to review
Runs projects with owners and next steps
In every department
What it brings to all of them, from using websites and working toward your goals to remembering, learning and growing the business.
11
It uses websites like you do
Coming soon: no integration? It uses the website.
Logs into supplier portals, permit sites and booking systems for you
Built to keep your passwords out of the AI’s view
Watch it work live and take over anytime
Show it once and it repeats the task
Built to ignore orders hidden on a web page
12
Goals & workflows
Give it a goal, not a to-do list.
Give it a goal and standing instructions, and it works toward them for weeks
Replans when your priorities change and stops work that no longer fits
Reports progress against your yearly, quarterly and personal goals
Describe how you want work done and it builds the workflow
Ready-made workflows for the work you already do, upgraded without losing your changes
Shows what a workflow will do before it touches a real customer
Shows its plan, its progress and what needs you
Keeps working after you close the app
Starts the right workflow the moment something happens
A team of specialists works in parallel while one Manager stays in charge
13
Your advisor
Ask your business anything.
“What did we make last month?” Answers from your own records
Business advice grounded in your numbers
A morning briefing on your day
Coaching on your goals and priorities
Shows what it earned you, lead to paid, with estimates labeled
Knows when a legal, tax or medical question needs a professional
14
Memory
It remembers what matters.
Remembers customers, calls and promises for weeks and years, within your retention rules
Finds the exact thing someone said weeks ago
Reads the history before every conversation
Change the subject mid-call without losing the thread
Fix a fact once and every new conversation uses it, so it quotes today’s price
One shared company brain, with your tone and boundaries
Shows where every fact came from
Says “let me check” instead of guessing, and confirms names, dates and prices
15
It learns
Sharper every week.
Learns from every won and lost deal, and from real revenue
Writes new objection answers from real conversations
Learns from the moments you took over, and from “that was wrong”
What one AI employee learns, they all use
Rehearses tough conversations and whole sales journeys before going live
Tests different approaches and keeps what wins
Writes its own weekly performance review
Catches its own slips, pauses the affected work and flags it for you
16
You stay in charge
Your rules. Your call.
Choose what it does alone and what comes to you first, by deal size, stage or risk
Earns more responsibility only with your approval
Approve the exact action, by text if you want
One action center: what’s running, what’s blocked, what’s waiting on you, what’s done
Watch any conversation and take over
Every decision logged with its reason, and a receipt for every finished job
Extras off by default, spending limits and warnings: no surprise bills
Pulls back its own permissions if something goes wrong
See exactly what it’s allowed to do, plus a kill switch
17
A full CRM, included
Nothing to learn. Everything if you want it.
Contacts, timelines, pipelines and tasks
Custom fields, layouts and saved views
Simple Mode: only what you need on screen
Talk to it in the app, and it knows the screen you’re on
Make it yours: name, voice, greeting, personality and rules
Works in the browser, on your phone and on your desktop
A clean pipeline: catches duplicates and stale records
Works by hand anytime, even with AI paused
18
Set up in days
Works with what you already use.
Learns your business from your website
Moving from HighLevel, Salesforce, HubSpot or Pipedrive? Bring your contacts
Test-drive it before it talks to a real customer
Gmail, Outlook, Google Calendar and Microsoft 365
Stripe, QuickBooks, Xero and Google Business Profile
Reads Slack, Teams, Drive, OneDrive, Notion, DocuSign and Shopify; Zapier and an open API
Ready-made packs for 11 industries
Sell it under your own brand (agencies)
19
Safe, compliant, always on
Built to be trusted with a business.
Your data stays yours: walled off from every other business, exportable anytime
Two-factor sign-in, with passkeys coming soon
Consent, do-not-call lists and opt-outs checked before every call and text
Tells people it’s an AI where the law requires
Treats emails, files and websites as information, not instructions, to guard against hidden commands
Keeps private data out of AI memory and logs
Duplicate-send guards, and it stops when it spots an auto-reply loop
Backup AI and voice paths if a provider goes down, watched from outside around the clock
Powered by Anthropic and OpenAI, with stronger models only when the job needs them
20
Growth advisor
It doesn’t just run your business. It grows it.
Finds your real bottleneck before you spend more on leads: response, booking, no-shows, closing, delivery, collections or retention
Shows which customers actually make you money, counting refunds, rework and the ones who left
Designs offers your team can actually deliver: packages, options and prices checked against your capacity
Maps the whole offer journey (first purchase, upgrades, smaller options, payment plans, renewals) with the money at each step
Builds a useful first step that brings in the right customers: a checklist, a diagnostic or a sample
Tests one change at a time, with a budget and a stop rule, and keeps what works
Turns happy customers into verified case studies, only with their approval
Shows which referral partners and agencies bring profitable customers
Tells you what stage your business is at and what to fix next
Trains your team on your procedures and checks they’ve got it
Protects time for the work that matters most
Writes only true claims: real deadlines, real availability, no invented scarcity
What’s live today
The parts above describe the whole platform. This is what a business can rely on right now: what’s on for everyone, what works once you connect your accounts, what’s in pilot and what’s still to come. Your activation plan confirms what’s live for your business.
Available nowOn for every business today.
Needs setupWorks once you connect your account or number. We do it with you during activation.
PilotBuilt, and switched on business by business while we prove it. Ask for it.
Coming soonNot available yet.
Workflows
Answer calls, qualify and bookLive once your phone number is connected.Needs setup
Sell on the call: qualify, handle objections, close on a booked slotLive once your phone number is connected. Prospects get sold, customers get care.Needs setup
Quotes and signed agreementsBuilt-in signing and a sealed copy for both sides.Available now
Owner chat with your Manager in the appAvailable now
Approve actions by textEach approval is bound to the exact action.Pilot
Meeting briefsConnect your calendar.Needs setup
Take paymentsConnect your Stripe account.Needs setup
Appointment reminders and confirmationsPilot
Missed-call text backPilot
Outbound calls and speed-to-lead callsOnly with consent.Pilot
Overdue invoice follow-upPilot
Review requestsPilot
Morning briefingPilot
Goals that run for weeks, and task threadsPilot
Weekly performance review and learningPilot
Google and Meta adsPilot
Social postingPilot
Sell it under your own brand (agencies)Scoped with each agency.Pilot
Evening briefingComing soon
Using websites for you on its own computerComing soon
Channels
Phone callsKeep your number or get a new one.Needs setup
Text messages (SMS)Comes with your phone number.Needs setup
EmailConnect Gmail or Outlook.Needs setup
Website chatWith the AI notice where the law requires it.Available now
iMessageComing soon
WhatsAppComing soon
Connectors
Gmail and Google CalendarNeeds setup
Outlook and Microsoft 365 calendarNeeds setup
StripeNeeds setup
QuickBooksReads invoices and payments, exports your books.Needs setup
XeroReads invoices and payments.Needs setup
Google Business ProfileReads reviews and publishes replies.Needs setup
Slack, Teams, Google Drive, OneDrive, Notion, DocuSign and ShopifyRead-only for now.Needs setup
Import from HighLevel, Salesforce, HubSpot, Pipedrive or a spreadsheetNeeds setup
Open API and webhooks (and Zapier through them)Pilot
Import from ServiceTitan, Housecall Pro or JobberBring a spreadsheet export meanwhile.Coming soon
Security
Two-factor sign-inAvailable now
Consent, do-not-call and opt-out checks before every call and textAvailable now
Duplicate-send guards and auto-reply loop detectionAvailable now
Daily AI spending cap on chat and textAvailable now
Passkey sign-inComing soon
Last checked 21 October 2026 against our production switches and connectors.
Just say the word.
Tell your Manager what you need, by text, voice or chat. It does the work, then shows you what it did.
Live actions depend on your setup, the tools you connect and the permissions you approve. To see what you can test in the free demo today, read what the demo provides.