Specialized text agents
Define knowledge, tone, questions and escalation rules around your service workflow.
Service operations
Give every request a connected next step.
Let’s design an operation where service, quoting and follow-up share context. A scoped text-agent pilot connects your process, team and business systems.
For service businesses, hospitality, telecom, brokers and customer-facing operations teams.
Text-agent and integration pilots with tailored scope and pricing.
Context → next stepInboxCRMTasksAI
Sam ParkerWebsite inquiry → quote request
Context summary · pilot
Requested a proposal for their business. Service type is confirmed. The advisor will review scope and availability.
Draft for review
Hi Sam, we have the context for your request. What time works to review the scope with your advisor?
Next task: confirm the agreement
Your morning, in context
Start your day knowing what comes next.
Every conversation adds context. Your pilot connects summaries, drafts and tasks to your team’s process, keeping follow-up visible.
A day with clear next steps
- 01Review context and priorities↗
- 02Prepare the next reply↗
- 03Follow up on the customer agreement↗
How the pieces connect
From first interest to coordinated work.
- 01
Request
The customer shares a need and the workflow collects agreed context.
- 02
Action + owner
The text agent classifies the request within the pilot scope and prepares a response or team handoff.
- 03
Follow-up
The team keeps agreements, tasks and request status connected in the CRM.
- Request
- Scope reviewSam ParkerOwner and next task assigned
- Quote
Context to move forward. AI to support the work.
Connected requests and quotes
Design the path from inquiry to authorized information, proposal and accountable owner.
Your systems, shared context
Evaluate private APIs, customer portals and permissions to connect relevant information.
Voice agents
Another way to support conversations and carry context into the team’s next steps.
Connect the channels and systems behind your business.
WhatsApp Flows
Evaluate a guided experience as part of a separately scoped and configured pilot.
Business APIs and systems
Map authentication, authorized data and actions before defining the integration.
Email, scheduling and people
Design around owners, confirmations and human service handoffs.
Your process shapes the pilot.
Map your business
Goals, channels, data and the way your team works.
Agree on scope
Agent actions, integrations, owners and review criteria.
Quote and validate
A tailored pilot with agreed deliverables and next steps.
Contact Sales
A scope designed for your workflow.
We map needs, systems, integrations and success criteria to prepare a tailored pilot and proposal.
Let’s plan the next step.
How is a pilot priced?
We first map your workflow, volume, channels, systems and goal. Then we agree on deliverables, integrations, validation and a tailored quote.
How is a custom agent prepared?
We work with authorized information and business rules. Together we define its actions, team review points and pilot evaluation.
What should we bring to the first call?
A sample request, your channels and your current process. Booking questions help us focus the conversation.
Ideas for your next conversation.
Daily / Service operations
Let’s talk about your business, not a template.
Book a demo to explore your needs, map the process and scope the next step.
Book an operations demo