AI Agents Connected to Your Business Software
AI agents that work inside your job, practice or order system
A typical AI agent can answer questions and drop a booking into a calendar. Your customers ask for more than that: where their technician is, what they owe, whether their order shipped, whether they can move Tuesday to Thursday. Those answers live in your field service, practice management, legal, dealer or order system. We build phone and chat agents that are connected to that system, so they can look up the real record, make the change your rules allow, and hand anything else to a person with the full context.
- 01
Customers get real answers about their own job, order or account, at any hour
- 02
Bookings, reschedules and cancellations made directly in your system of record
- 03
Your staff get fewer status calls and more complete handoffs
- 04
Every action the agent takes is logged against the customer record
What it covers
Two-way connections
Read and write access to tools like ServiceTitan, Jobber, Housecall Pro, Dentrix, Open Dental, Clio, Salesforce, Shopify or your own database, limited to the actions you approve.
Phone and chat
The same agent on your phone line, website chat, text messages and WhatsApp, with one set of rules and one history per customer.
Real scheduling
Bookings made against real technician, provider or room availability, including travel time, skills and job length, not a separate calendar.
Identity checks
Callers verified before account details are shared, using the checks you choose, such as a code by text or details on file.
Clean handoffs
When a person is needed, the agent transfers or creates a task with a summary, the customer record and what was already tried.
What lands in your hands
Everything is built on your accounts and handed over with documentation. You own it from the first day.
- 1A phone and chat agent connected to your system of record
- 2A written list of what the agent may read, change and never touch
- 3Test calls and chats run against real scenarios from your business before launch
- 4A dashboard of conversations, actions taken and handoffs
Asked before we start
Many do have one that is not well known. When there truly is none, we can work through the software’s screens with a browser agent, or through its database with your vendor’s approval.
More in Advanced AI
All 21 services →What would you hand over first?
Book a free 30-minute call about the work. You get an honest read on what we would build and a written quote.