AI business platform

A branded chat workspace connects staff with the tools and information they are allowed to use.

• Streaming replies, specialist routing, conversation history, and file uploads with instructions.
• Answers from company documents with source references and confidence indicators.
• Searchable knowledge sources in platform storage or Google Drive, refreshed on a schedule.

Contacts, companies, and activity live in a shared record that other modules can update.

• Contact types, tags, search, filters, CSV imports and exports, and archive/restore workflows.
• Company records, linked contacts, company merging, and activity timelines.
• Chat-driven contact updates and notes, plus contacts created from bookings and waitlist requests.

An email agent evaluates a dedicated business inbox and routes messages for a reply, review, or no action.

• Gmail, Google Workspace, or IMAP/SMTP connections, with paused, AI, and forward-only modes.
• Optional automatic replies based on configured business information; draft replies can instead be forwarded to a person by email.
• Thread context, escalation rules, categories, connection health, and an optional daily digest.

Staff manage their own iCloud calendars through plain-language requests.

• Create, move, and cancel events; check availability and conflicts; prepare repeating events.
• Confirmation prompts and approval steps for specified calendar actions.
• Daily agendas and, when SMS is enabled, opted-in invitations, reminders, and text RSVP.

A public booking flow connects customer appointments to a staff scheduling workspace.

• Service and provider selection, available time slots, day/week/month views, and customer rescheduling links.
• Configurable intake questions, document versioning, typed or drawn signatures, and signed PDF copies.
• Optional repeating appointments and waitlists, plus reminders and follow-up sequences after completed visits.

Turn rough notes, supported documents, or enabled voice briefs into formatted proposals, estimates, invoices, and filled PDF forms.

• Template-based output, repeating line items, work-area subtotals, and totals calculated by application code.
• Price checks against the supplied input, with Word/PDF or Google Drive output according to the storage setup.
• Progress, input/output links, completion notices, and optional voice transcription.

Prepare image-informed captions and branded posts, with configurable owner review.

• Image libraries, caption revisions, hashtags, carousels, Stories, and recurring folder schedules.
• The platform-storage Studio adds one-off scheduling, a phone preview, video publishing, and a cover-frame selector.
• Upcoming and published views, approval tied to the reviewed draft version, and attention states for uncertain results.

A Twilio-connected inbox supports conversations and messages from CRM, calendar, scheduling, and voicemail workflows.

• Threaded conversations, delivery status, scheduled messages, and reusable templates.
• CRM-selected campaigns with recipient-by-recipient delivery visibility.
• Opt-out handling across modules, STOP/START/HELP processing, and review of uncertain delivery outcomes.

Missed calls become records that staff can review, assign, and follow through.

• Recordings, English transcripts, optional AI summaries and urgency classification, notes, and callback activity.
• Optional delayed missed-call texts, scenario-based responses, and limited AI text follow-up with staff takeover.
• CRM contact creation, after-hours reports, and a settings preview that does not send messages.

Each business gets a branded workspace and its own AWS server, with modules configured for its needs.

• Operator, business-admin, and staff roles; per-user agent permissions; MFA and account recovery.
• Files, notifications, module analytics, health checks, and approvals for supported social and calendar actions.
• Encrypted backups, monitored background jobs, versioned releases, and an installable mobile web experience (PWA).