Quoting and invoicing
Owner operator
- Produce a quote or an invoice in your own format, from a conversation
- Keep the numbers consistent with your records instead of retyping them
- Send it out, with attachments, from your own address
← All industries
Industries
Professional services
For engineering firms, consultancies and similar. The agent picks up the admin that keeps the owner at a desk in the evening.
The jobs we cover
Winning work
Sales
- Source prospects, verify the details, and send a first approachIn pilot
- Follow up on a schedule and notice when someone repliesIn pilot
- Hold every outbound message for approval until you say otherwiseIn pilot
Deliverables and portals
Ops, admin
- Check a deliverable for what is actually wrong with it, including the layout
- Drive a real browser on a real desktop for the portal with no integration
- Run overnight and report what happened in the morning
The base
Every agent starts here
These run the same way whatever the trade. They are the base an industry agent is built on.
Front desk
Whoever answers first
- Take an enquiry, ask the qualifying questions, and book it into the calendar
- Answer the questions customers actually repeat, in your own words
- Recognise who is asking from your own staff list, and refuse instructions from anyone else
- Stay quiet unless it has something worth saying, on your instruction
Money out and in
Owner, bookkeeper
- Produce a quote or an invoice in your own format, from a conversation
- Send it from your own address, with attachments
- Pull the bank and card feed into one ledger
- Chase what is unpaid on a schedule you set
The admin nobody has time for
Owner, office
- Check a document for what is actually wrong with it, including the layout
- Drive a real browser on a real desktop for the portal that has no integration
- Send a morning brief and an end of day summary
- Run overnight and report what happened by the time you open
- Build the owner's day and protect the time that mattersIn pilot
- Source prospects, verify them, and send a first approach held for your approvalIn pilot
Channels
It works where you already work
No new app to open, no dashboard to learn. The agent lives in the tools your team already has open.
WhatsAppTelegramDiscordEmailWeb chat on your own siteSMSIn pilotPhone callsExploring
By industry
A page for each one
The same catalogue, split out so you can read only yours.