AI that fits your work

Follow-ups and admin eat your day. We set it up around how you already work so you can tweak it, and we update it every month.

Start your intake See how setup and monthly drops work
Monthly
New AI that fits your work
Set up
For you, around your workflows
Sales
And service companies, too
Companies Carlos runs or works with
Use cases

New AI, pointed at
the work you do today

Each kind of team has its own daily work. We pick the newest agents and tools that fit the role and set them up in your accounts. They stay inside the limits you choose.

Agent at work
Realtors
An AI agent drafts first replies to portal inquiries and prepares CRM updates from calls and texts. Listing copy and past-client check-ins wait in a review queue. Drafts stay on the property and the next step. You approve anything a client will see.
See realtor workflows Realtor page
$ agent: open house sign-ins loaded (sample)
✓ Contacts matched to the listing you tagged
✓ CRM updated, follow-up prepared in your tone
✓ Fair Housing language check ready for your review
→ Waiting for your approval. Nothing goes out yet
3 tasks waiting
Sales professionals
After a call or demo, an agent logs the notes in your CRM and builds the recap. The next step is queued for you. A computer-use agent can fill the CRM screens you would rather skip.
See sales workflows
Recap · Northwind call
ready
Quiet thread · quote sent Friday
needs you
CRM update · discovery call
queued
Booking · Thursday 2 pm
approved
Your review queue 4 of 7 reviewed
Sample data
Pipeline view
Sales leaders
Ask where deals sit and which follow-ups are late, and get the answer in plain language. An agent reads your CRM and call notes, writes the weekly pipeline review, and flags stalled deals for you to chase.
See leader workflows
intro
18
demo
11
quote
7
follow-up
4
close
2
Sample deal counts
After hours
Local and service companies
Voicemails and call recordings become transcripts and job summaries, with a callback prepared for you. Voice agents that talk to customers stay off until you write the limits together. Suggested times come from your calendar, inside the limits you set. Quotes and review replies wait for your approval.
See service workflows
AFTER HOURS
5 pm sample overnight view 8 am
Paperwork queue
Construction companies
Agents track open bids, RFIs, and submittals, chase sub quotes, and draft change orders and daily logs from site notes. A person approves each document before it leaves your company.
See construction workflows
RFI 14 · past due
needs you
Quote follow-up · remodel
ready
COI request · electrical sub
queued
Sample data
After hours
Home service businesses
Handyman, cleaning, landscaping, HVAC, plumbing. Voicemails and form fills become summaries, and the setup prepares quote follow-ups, reminders, review requests, and rebooking notes for your approval.
See home service workflows
$ voicemail: missed call 5:48 pm (sample)
✓ Transcribed and summarized
✓ Two visit windows suggested from your calendar
→ Held for your approval. Nothing sent yet
Written limits for each agent
Each agent gets written limits: what it can read, what it can change, who it can contact, and what needs your sign-off. Anything a client or customer will see waits for a person on your team to approve it.
How limits work
AI agentsVoiceComputer useNew modelsCRMCalendarText messagesCall summariesPipeline reviewsListing contentQuote chasingScheduling
Set up for you

We handle the new tools for you

We do the setup and teach you to run it. You decide how far each agent is allowed to go.

Setup
We choose the agents and tools that fit your role. They connect to your inbox, calendar, CRM, and phone. We test them on your real workflows before you rely on them.
Done by us
Training
A live walkthrough covers what each agent does, how to read what it produced, how to correct it, and what to do when it gets something wrong. You get a short written guide to keep.
Built for non-technical people
Limits
Each agent has written guardrails: what it may read, what it may change, who it may contact, and what waits for you. Anything a client will see is a draft until a person approves it. Realtor setups are written to stay on property facts and next steps, with a Fair Housing language check.
What waits for your sign-off
How it works

From intake to a setup that
stays current each month

You tell us how you work. We set up the AI that fits and train you on it. Monthly check-ins bring the next drop.

01
Tell us how you work
A guided intake covers your tools and the tasks that consume your week.
Guided intake
02
We set it up for you
We pick the newest agents and tools that fit. We connect them to your accounts and write down your limits.
Done for you
03
We train you on it
A hands-on session shows you what each agent does, how to review its work, and how to change its limits.
Training
04
Monthly check-in and drop
We review how it went, then add new tech and new agents that apply to your business.
Every month
your setup · sample
PR MODE ON
3
Agents live
8
Limits written
2
Waiting for you
Agent activity · 24h
Recent activity · sample
Agent · logged call in CRM 2m ago
Waiting · quote follow-up for you 8m ago
Next drop · new tool, tried on samples first 14m ago
Monthly drops

A check-in and a drop,
every month

Each month we sit down with you. We look at what your agents did. Then we bring in the new tech that applies to your business.

A
The check-in
What ran, what you edited or rejected, what you wished it did, and whether any limit should move.
A live check-in with Carlos
B
The drop
One or two new things that fit your work: a new agent, a new model, a voice or computer-use tool. Each comes set up, with a short note on how to use it and what its limits are.
Set up for you
C
Your call
Keep it, change it, or switch it off. Nothing new goes live in your business without your say.
You decide
monthly drop Illustrative
Check-in notes · example
Call notes agent: you rewrote 2 of 9 summaries
Limit change: allow after-hours text replies, drafts only
This month's drop · example
New: voicemail summary flowtrial
Upgrade: newer model behind your pipeline reviewswap
Skipped: screen-recording agent, no fit for you yetlater
Illustrative example. Real drops depend on your business and on what ships that month.
Pilots

Businesses Carlos works with

Sample plans for three businesses Carlos runs or works with. No results are claimed.

VASCO Design LLC
A business Carlos runs or works with.
Sample plan, not a client result
Read the sample plan
ARCO
A business Carlos runs or works with.
Sample plan, not a client result
Read the sample plan
Metalsistem USA
A business Carlos runs or works with.
Sample plan, not a client result
Read the sample plan
FAQ

Plain answers

Questions to settle before you start.

PR MODE sets up AI that fits your work. We build it around your own workflows with the newest agents, voice tools, and computer-use tools, and you can tweak it as your work changes. We train you, set limits, and update the setup every month.
We hold a check-in to see what your agents did and where they fell short. Then we add one or two new things that apply to you, such as a new agent or a newer model, already set up with its limits. You choose what stays.
Whatever fits the job at the time. That can mean new language models, agents, voice, and computer-use tools. The mix changes as the field moves, which is why the monthly check-in exists.
Inside limits you approve, yes, for internal work like logging notes or sorting a queue. Anything a client or customer will see waits for a person on your team to approve it. You can edit or reject it.
Realtors, sales professionals, sales leaders, local and service companies, construction companies, and home service businesses. We set up work like follow-up, scheduling, notes, and pipeline checks.
Fill out the guided intake. It is a conversation about your tools and your day. We follow up by email to plan the setup with you.
Realtor setups write about the property and the next step. Steering or screening by race, color, religion, sex, disability, familial status, national origin, or any other protected class under federal, state, and local law is prohibited, and that rule is written into the agent's instructions. A person reviews what clients see. Fair Housing compliance stays your responsibility.
No. We set up tools and keep them current. We do not promise more leads, listings, or sales. Your judgment and your compliance duties stay with you.
Email [email protected].Carlos replies by email.

Get AI that fits
your work.

Start the intake. We build it around your workflows and train you on it. Every month we add what is new.

Start your intake Email Carlos
Built around your work · Updated monthly