CAPABILITIES

If the workflow matters, we can build around it.

These are examples of the kinds of systems we ship. If your need is adjacent, we scope the custom build instead of forcing you into a menu.

Wedge

AI Readiness Audit Bot

Productized self-serve audit. Prospect fills a structured intake; the agent returns a scored 4-6 page report and books the follow-up call. Human-review tier adds analyst markup and a recorded debrief within 5 business days.

Sales & Lead-gen

Missed-Call Responder

Captures missed inbound calls, fires a personalized SMS within 90 seconds, and routes the lead to your CRM. Works on overflow, after-hours, and weekends. No staff required. Pairs with Voice Receptionist for full call coverage.

Sales & Lead-gen

Review Responder

Monitors Google, Yelp, and Facebook for new reviews. Drafts brand-voice replies, escalates 1-3 star reviews to Slack for human review before posting. Keeps average response time under 4 hours without touching your calendar.

Sales & Lead-gen

Meeting Scheduler Agent

Reads inbound scheduling requests, checks calendar availability, proposes times, and confirms the meeting — all by email or SMS. No Calendly link required. Handles reschedules and no-shows with follow-up cadence.

Sales & Lead-gen

Appointment Scheduler

Embeds a qualification-aware booking flow on your site. Routes by service type, provider, and availability. Sends confirmation and prep instructions automatically. Handles cancellations and sends rebook nudges.

Sales & Lead-gen

Lead Intake

Captures leads from web forms, email, and SMS. Runs qualification questions, scores the lead, and writes the record to your CRM with tags and owner assignment. Hot leads ping Slack in real time.

Sales & Lead-gen

FAQ Chatbot

Site chatbot grounded in your own content. Cites its sources. Captures intent and pings hot leads to Slack or SMS within seconds.

Sales & Lead-gen

Referral Tracker

Identifies referral source at intake, attributes new business back to the referrer, and triggers thank-you messages and status updates on conversion. Feeds a monthly referral-ROI report to the owner.

Sales & Lead-gen

SMS Concierge

Runs a full two-way SMS conversation from first contact through booking confirmation. Handles FAQs, price questions, availability, and appointment requests in the client brand voice. Escalates edge cases to a human on demand.

Sales & Lead-gen

Proposal Generator

Takes discovery call notes or a completed intake form and produces a branded proposal with scope, pricing, timeline, and e-sign. Reduces proposal turnaround from days to hours. Plugs into the CRM deal stage on send.

Sales & Lead-gen

Cold Outbound Engine

Pulls target accounts from a list or Clay/Apollo, researches each company, writes a personalized first email, and queues it in your sending tool. Tracks replies, hands warm threads to a human, and feeds pipeline into CRM.

Sales & Lead-gen

Quote Builder

Client fills a structured intake; the agent applies your pricing rules and generates a line-item quote PDF with your branding. Handles material costs, labor rates, and margin floors. Sends for approval and tracks status.

Sales & Lead-gen

Voice Receptionist

Answers inbound calls in real time with a natural-sounding voice agent. Qualifies callers, answers FAQs, and books appointments directly into your calendar. Hands off to a human on escalation triggers. Covers overflow and after-hours.

Ops & Back-office

Competitor Watch

Monitors competitor websites, Google Ads, and review profiles on a schedule. Detects pricing changes, new service pages, and review volume shifts. Delivers a weekly digest to Slack or email with highlighted deltas.

Ops & Back-office

Meeting Notetaker

Joins video calls, transcribes, extracts decisions and action items, and pushes them to your CRM and task manager. Sends a structured summary to attendees within minutes of the call ending. Works with Zoom, Meet, and Teams.

Ops & Back-office

KPI Snapshot

Pulls metrics from your CRM, accounting tool, and ops systems on a schedule. Formats a concise owner brief with trend lines and anomaly highlights. Delivers to Slack, email, or both. No dashboard login required.

Ops & Back-office

Expense Categorizer

Ingests receipts from email, SMS, or upload. Uses your chart of accounts to classify each line item and writes the entry directly to QuickBooks or Xero. Flags uncategorized items and ambiguous vendors for one-click review.

Ops & Back-office

Inbox Zero Bot

Reads your inbox, labels and prioritizes threads, drafts replies in your voice for review, and unsubscribes from noise. Works as a daily digest or continuous background process. Owner approves before anything sends.

Ops & Back-office

Knowledge Onboarding

Indexes your SOPs, Drive, Notion, and Slack into a vector store. New hires ask questions in plain English and get cited answers. Ramp goes from months to weeks.

Ops & Back-office

Invoice Chaser

Monitors your accounting system for overdue invoices. Sends escalating reminder messages by email and SMS in your brand voice. Stops automatically on payment. Logs every touchpoint and reports DSO trend to the owner weekly.

Ops & Back-office

Multi-System Sync

Maps fields across your CRM, EHR, PM system, and accounting tool. When a record changes in one place, the agent reconciles the delta and writes it everywhere else. Eliminates duplicate data entry and catches sync failures before they compound.

Ops & Back-office

Admin Assistant

Handles scheduling, document drafting, internal Q&A, and routine staff requests via Slack or email. Routes tasks to the right person, follows up on blockers, and keeps the owner out of the day-to-day. Self-hosted path available for data-sensitive clients.

Ops & Back-office

Contract Redliner

Reads inbound MSAs, SOWs, and NDAs against your playbook. Flags non-standard clauses, suggests fallback language, and produces a clean redline for attorney review. Cuts first-pass contract review time by 60-80%.

Ops & Back-office

Compliance Binder

Monitors policy versions, tracks employee acknowledgments, and assembles compliance evidence packages on demand. Sends renewal alerts before deadlines. Generates audit-ready binders for SOC 2, HIPAA, and state licensing requirements.

Vertical-specific

Listing Writer (Real Estate)

Pulls listing data from your MLS feed and generates a branded property description, social captions, and email blast copy. Respects fair housing language rules. Produces copy for all channels in one run — no rewrites for each platform.

Vertical-specific

Quote Itemizer (Residential Contractor)

Accepts photos and a voice memo from the job site. Matches materials and labor against your catalog. Produces an itemized estimate with margin floors applied. Exports to Buildertrend, JobTread, or a PDF for client delivery.

Vertical-specific

Med Spa Intake & Triage

Runs a structured intake collecting medical history, treatment interest, and contraindication flags. Routes clean leads to booking, flags clinical holds to the injector via Slack, and writes the intake record to your EHR. HIPAA-covered on AWS Bedrock.

Vertical-specific

Tenant Comms (Property Management)

Handles inbound maintenance requests with triage and vendor dispatch, runs a rent-late reminder ladder using state-specific notice language, and sends lease renewal outreach 90-60-30 days out. Writes every touchpoint back to AppFolio, Buildium, or Yardi.

Vertical-specific

Patient Follow-up (Physical Therapy)

Sends post-visit recaps and home exercise program reminders keyed to each patient plan. Runs no-show recovery sequences and routes NPS responses to Google review requests. Writes outcomes back to WebPT or Prompt EMR. HIPAA-covered on AWS Bedrock.

Vertical-specific

Case Summarizer (Law)

Ingests case documents, deposition transcripts, and correspondence. Produces a structured chronology, key-facts memo, and exhibit index. Flags privilege hits and sends the package to the supervising attorney for review. Built for litigation and transactional firms.