AI Solutions
Practical AI that answers, books and follows up.
Voice agents, assistants and workflow automation connected to the tools you already use — with clear handoffs to your team.
Try it
Hear a call. Ask a question. Run a follow-up.
Interactive demos with a sample business. These are scripted simulations — nothing is recorded or sent.
Incoming call · Sample clinic
AI receptionist
- Press play to hear a sample call.
01
Customer conversations
Answer calls, chats and questions quickly — and hand off well.
3 solutions · open one to see how it works
AI voice agentsA plumbing company’s phones ring after hours. The voice agent answers, captures the address and urgency, and offers the next open slot.
- The problem
- Calls go to voicemail outside office hours or when the team is busy — and callers ring the next company.
- What triggers it
- An inbound call to your business number, at times and in conditions you choose.
- Information it uses
- Your approved services, hours, service areas and calendar availability.
- What it produces
- A booked appointment or a call summary with the caller’s details, sent to your team.
- Systems it connects
- Your phone system or call-forwarding, calendar and CRM.
- When a person steps in
- Emergencies, complaints and anything outside the approved script transfer to a person or create an urgent task.
- What we measure
- Answered-call rate, bookings from calls, missed-call rate.
The agent identifies itself as an AI assistant. Call recording and disclosure follow the rules where you and your callers are located.
Inbound enquiry handlingA clinic receives website forms, Facebook messages and emails. Each one gets an immediate, accurate reply and lands in one inbox.
- The problem
- Enquiries arrive in several places and wait hours for a first reply.
- What triggers it
- A new form submission, message or email.
- Information it uses
- The enquiry text and your approved answers.
- What it produces
- An instant acknowledgement, a tagged and summarised enquiry, and a task for the right person.
- Systems it connects
- Website forms, Meta inbox, email, CRM.
- When a person steps in
- Your team reviews and replies to anything the assistant is not confident about.
- What we measure
- Time to first response, enquiries handled within an hour.
Customer-support assistantsAn online store answers order, delivery and returns questions on its website chat around the clock.
- The problem
- The same questions take up support time every day.
- What triggers it
- A customer opens the website chat or sends a support email.
- Information it uses
- Your help content, policies and — with permission — order status.
- What it produces
- An answer from approved content, or a handoff with the conversation summarised.
- Systems it connects
- Website chat, help desk, ecommerce platform where an integration is available.
- When a person steps in
- Refunds, complaints and account changes go to a person.
- What we measure
- Questions resolved without a ticket, handoff rate, customer satisfaction.
02
Leads and appointments
Respond, qualify, book and keep the CRM accurate.
4 solutions · open one to see how it works
Lead response and qualificationA renovation company asks every new enquiry three questions — project type, budget range, timing — before an estimator calls.
- The problem
- Sales time goes on enquiries that were never a fit.
- What triggers it
- A new lead in your CRM or inbox.
- Information it uses
- The enquiry plus your qualification criteria.
- What it produces
- A fit score with a short summary, and the lead routed to the right person or nurture list.
- Systems it connects
- CRM, forms, email and SMS (with consent).
- When a person steps in
- Your team sets the criteria and reviews borderline leads; nobody is rejected automatically without a person able to review.
- What we measure
- Qualified-lead rate, time saved per lead, close rate by score.
Appointment scheduling and remindersA dental practice lets new patients book consultations online and sends reminders that reduce no-shows.
- The problem
- Booking back-and-forth slows things down, and missed appointments waste capacity.
- What triggers it
- A qualified lead, a booking request or an upcoming appointment.
- Information it uses
- Real calendar availability and your booking rules.
- What it produces
- A confirmed booking, calendar invite and timed reminders.
- Systems it connects
- Calendar, booking tool, CRM, SMS and email.
- When a person steps in
- Your team can override, reschedule and approve special requests.
- What we measure
- Bookings, show rate, reschedules.
CRM updates and routingA law firm’s enquiries are sorted by practice area and assigned to the right intake person, with the CRM updated automatically.
- The problem
- Records are incomplete and leads sit with the wrong person.
- What triggers it
- A new enquiry, call summary or stage change.
- Information it uses
- Enquiry details and your routing rules.
- What it produces
- An updated record, the correct owner and the next task created.
- Systems it connects
- HubSpot, GoHighLevel, Salesforce and similar CRMs, where APIs allow.
- When a person steps in
- Owners confirm stage changes that affect billing or contracts.
- What we measure
- Records complete, routing accuracy, time in each stage.
Human-reviewed outbound prospectingA B2B services firm researches target accounts and drafts personalised first emails that a salesperson reviews before sending.
- The problem
- Research and first drafts take hours away from conversations.
- What triggers it
- A new account added to a target list by your team.
- Information it uses
- Public company information and your messaging guidelines.
- What it produces
- Account notes and draft messages for a person to edit and send.
- Systems it connects
- CRM and email.
- When a person steps in
- A person approves every message before it is sent.
- What we measure
- Research time saved, reply rate, meetings booked.
Outreach follows anti-spam and calling laws (such as CASL, CAN-SPAM, TCPA and GDPR where they apply): consent or a lawful basis, clear identification and a working opt-out. We do not run unsolicited bulk messaging or automated cold calling.
03
Operations and knowledge
Take repetitive admin and searching off your team’s plate.
3 solutions · open one to see how it works
AI workflow automationA property manager turns maintenance emails into categorised work orders assigned to the right contractor.
- The problem
- People copy information between emails, spreadsheets and systems.
- What triggers it
- A new email, form, file or record that follows a pattern.
- Information it uses
- The incoming content and your rules.
- What it produces
- Records created, tasks assigned and notifications sent.
- Systems it connects
- Email, spreadsheets, CRM and project tools through APIs or automation platforms such as n8n, Make or Zapier.
- When a person steps in
- Exceptions and low-confidence items go to a review queue.
- What we measure
- Hours saved, processing time, error rate.
Internal knowledge assistantsNew staff at a home-services company ask an assistant about procedures, pricing rules and warranty terms — and get answers with the source document.
- The problem
- Answers live in people’s heads and scattered documents.
- What triggers it
- A team member asks a question.
- Information it uses
- Approved internal documents, with access limited to the right people.
- What it produces
- An answer citing the document it came from.
- Systems it connects
- Shared drives, help centres and wikis your team already uses.
- When a person steps in
- Answers point to sources so staff can check them; policy questions go to a manager.
- What we measure
- Time to answer, onboarding time, repeated questions to managers.
Access controls mirror your existing permissions. Sensitive documents can be excluded.
Document processing and extractionAn accounting firm extracts totals, dates and supplier names from invoices into its bookkeeping workflow.
- The problem
- Re-keying information from PDFs and forms is slow and error-prone.
- What triggers it
- A document arrives by email or upload.
- Information it uses
- The document and the fields you need.
- What it produces
- Structured data in your system, with low-confidence fields flagged.
- Systems it connects
- Email, storage, spreadsheets and accounting or CRM tools.
- When a person steps in
- A person checks flagged fields before anything is filed or paid.
- What we measure
- Documents processed, correction rate, time saved.
04
Insight and custom systems
See what’s working, and connect the tools you already use.
2 solutions · open one to see how it works
Reporting dashboards and analyticsA multi-location clinic sees leads, bookings and cost per booking by location every Monday — with a short written summary.
- The problem
- Reports take hours to assemble and still don’t answer what to do next.
- What triggers it
- A schedule (weekly or monthly) or a change worth flagging.
- Information it uses
- Ad platforms, analytics and CRM data you connect.
- What it produces
- A dashboard and a plain-language summary of what changed.
- Systems it connects
- Google Ads, Meta, GA4, CRM and Looker Studio.
- When a person steps in
- Your account lead reviews summaries before decisions are made on them.
- What we measure
- Reporting time saved, decisions made from reports.
Custom AI agents and connected systemsA retailer connects its store, inventory and email platform so an agent can prepare restock alerts and draft promotions for review.
- The problem
- Useful data sits in tools that don’t talk to each other.
- What triggers it
- Defined events across your systems.
- Information it uses
- Only the data sources you approve.
- What it produces
- Agreed actions: drafts, alerts, updates or reports.
- Systems it connects
- Your systems through their APIs. We assess compatibility before committing to a build.
- When a person steps in
- Every agent has a defined owner, approval steps and a way to switch it off.
- What we measure
- Agreed with you before the build, based on the workflow’s purpose.
Disclosure
Voice agents and chat assistants say they are AI. Customers can always reach a person.
Consent and opt-outs
Messaging and outreach follow consent rules such as CASL, CAN-SPAM, TCPA and GDPR where they apply, with working opt-outs.
Approved knowledge
Assistants answer from content you approve. They don’t give medical, legal or financial advice.
Data and access
Each integration gets the least access it needs, sensitive data stays out where possible, and activity is logged.
Human review
Every workflow has an owner, a review step for exceptions and a way to switch it off.
Honest scope
We check compatibility with your systems before committing, and we don’t promise perfect accuracy.
AI works best on top of solid marketing and follow-up. See What We Do
Ready to put AI to work?
Tell us where time is lost today. We’ll show you what we’d automate first.
We typically respond within 2–3 business days.