AI Business Assistant Agent

Get a straight answer from your CRM and your accounts.

Ask about your business in plain English. The AI Business Assistant Agent answers from your CRM and accounts together, and does tasks for you. Risky actions wait for your approval.

Works in the tools you already useAnswers across all of them at onceRisky actions wait for your approval

The problem

Your numbers live in too many places.

Any question that needs your CRM and your accounts together means exports, spreadsheets and waiting.

“Someone builds the weekly numbers by hand.”
“I can't get a straight answer from our CRM and accounts together.”

What it does

Ask in plain English. Get an answer, or get it done.

  1. 1

    Ask about your business

    Ask questions in plain English, the way you'd ask a colleague.

  2. 2

    One answer from all your tools

    It looks across your CRM, accounting and other tools, so you get one answer, not five exports.

  3. 3

    Have it do the task

    It does tasks inside those tools for you, not just answers.

  4. 4

    Approve what's risky

    Anything risky, like a change to your records, waits for you to approve.

Built to be safe

It works for you, and you stay in control.

Works inside your tools

The agent connects to the CRM, email, calendar and other tools you already use. Your team doesn't learn a new platform.

You approve what's risky

Routine work happens on its own. Anything risky waits for a person on your team to approve.

Your system, your data

The agent runs in your own cloud account. You own the system and the data, and you can see what it's doing.

How it works

We do the building. You get an agent that works.

  1. 1

    Step 1

    Discovery call

    We learn how your business runs, show you the agent and agree what it should do with your tools.

  2. 2

    Step 2

    Setup

    We connect the agent to your tools, set it up in your own cloud account and test it with your team.

  3. 3

    Step 3

    Go live

    The agent starts working, and anything risky waits for your approval.

  4. 4

    Every month

    We run it for you

    Monitoring, fixes, updates and small changes, so it keeps working as your business changes.

What you get

Set up once. Run for you every month.

There's a one-time setup and a monthly fee for running it. We'll walk you through pricing on the call.

Setup

  • A discovery session on how your business runs
  • Connection to the tools you already use
  • Set up in your own cloud account
  • Testing with your team and training

Every month

  • Monitoring, so problems are caught early
  • Fixes and updates
  • Small changes as your business changes

You pay for hosting and AI usage directly on your own accounts.

FAQ

Questions we get on every call.

Zoho, HubSpot, Salesforce, QuickBooks, Xero and other tools businesses run on. Tell us what you use on the call and we'll say honestly whether we can connect it.

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Ask your business a question and get a straight answer.

Book a discovery call. We'll look at the tools you run on, show you the assistant and walk you through pricing.