Use cases

The newest AI, set up for how you sell

We bring agents, voice, and computer use into your business, train you on them, write down the limits, and add what is new each month. Here is how that looks in six lines of work.

Overview

The newest AI, set up for you and kept current monthly

We learn how you work, then set up agents, voice tools, and automations inside the tools you already use. You get training and written limits. Each month we check in and ship a drop with the newest tools that fit your business. Open the section that matches your work.

01

Realtors

Inquiry agents plus listing drafts from a walkthrough voice note.

See the workflows
02

Sales pros

Call capture into the CRM, account research agents, quote follow-up drafts.

See the workflows
03

Sales leaders

Pipeline review prep, team digests, and call review for coaching.

See the workflows
04

Local and service companies

Missed-call intake, voice notes to job summaries, quote follow-up drafts.

See the workflows
05

Construction companies

Bid and RFI tracking, change order drafts, COI chasing, daily logs, AR follow-up.

See the workflows
06

Home service businesses

Missed-call replies, quote follow-up, booking, review requests, rebooking.

See the workflows
Set up for you
We build it around your tools and your week.
Training included
You learn what it does and where its limits sit.
Monthly check-in and drop
Your setup takes on new agents and tools that apply.
Guardrails
Messages a client will see wait for your approval. Setups are written to avoid steering or targeting by protected class.
01 · Realtors

Newest AI for listing work, set up around showings

You spend the day in cars, at showings, and across a closing table. Buyers and sellers write while you are away. Your AI setup keeps working while you are out, and it picks up newer agents as they arrive.

Where the time goes
  • New inquiries sit while you are at a showing.
  • Open house visitors and past clients go quiet because nobody had time to write.
  • Listing descriptions and social posts get written late at night.
  • Notes from calls and texts do not make it into the CRM.
Sample view
Waiting for review
$ agent: new inquiry from listing page
✓ Matched to the listing you tagged (sample)
✓ Reply prepared from property facts you supplied
✓ Fair Housing language check ran on the text
→ Held for your approval. Nothing sent yet
Sample: inquiry from a listing page. Example data only.
Workflows

6 workflows we set up for you

01

Inquiry agent

A portal or website inquiry arrives. An agent matches it to the listing, pulls the facts you supplied, and prepares a first reply with two showing times. You approve it before it goes.

02

Showing scheduling

The agent checks your calendar and proposes windows. Confirmations and reminder texts wait for your approval. Conflicts get flagged for you.

03

Open house follow-up

Give it the sign-in sheet. It prepares a short note for each visitor that mentions the home they saw and offers a next step.

04

Listing content from voice notes

Talk through a property on your phone after a walkthrough. The setup turns it into a listing description and captions. A language check flags phrases that describe who a home is for.

05

Transaction coordinator agent

You enter the inspection, appraisal, and closing dates. An agent tracks each deadline and prepares reminders for clients and vendors.

06

CRM upkeep by computer use

An agent works inside your CRM screens the way an assistant would, logging calls and preparing contact updates. You review the changes before they are saved.

A day, before and after

A sample day with your setup running

Before
  1. 7:30Scroll overnight inquiries on your phone. Reply to the easy ones.
  2. 9:00Showing. Two new leads wait.
  3. 12:30Type CRM notes from memory.
  4. 3:00Write the new listing description.
  5. 6:30Text open house visitors one by one.
  6. 10:00Write social posts.
After
  1. 7:30Overnight inquiries have replies prepared. Edit, approve, move on.
  2. 9:00Showing. New inquiries get replies prepared while you are out.
  3. 12:30Call notes arrive as CRM updates for your check.
  4. 3:00The listing description is ready for your edit.
  5. 6:30Open house notes are prepared per visitor. You approve the ones you like.
  6. 10:00Social posts wait in the queue.
Sample day. Example only. It is not a customer result and sets no expectation of time saved.
What stays human
  • Pricing advice and market opinions
  • Negotiation, offers, and contract language
  • Approving anything a client will see
  • Calls and conversations with clients
  • Fair Housing judgment and your brokerage compliance rules

Language stays on the property facts you provide and the next step. Setups are written to avoid describing a neighborhood by who lives there or suggesting where someone should or should not live, and a person reviews what clients see. Federal Fair Housing law protects race, color, religion, sex, disability, familial status, and national origin. State and local law can add more classes. Your brokerage rules still apply.

Tools it connects to
EmailText messagesCalendarCRMWebsite and portal inquiriesListing details you provideOpen house sign-insTransaction checklistsVoice notes

We confirm your exact tools during intake. If we cannot connect one, we tell you up front.

Kept current

Monthly check-in and monthly drop

Each month we check in with you and add agents and tools that fit listing work. An example drop: a newer agent that works through your transaction checklist, or a new method for turning walkthrough voice notes into listing content. Example only, since each drop depends on your business.

Set this up for your real estate business
Start your intake Email Carlos
02 · Sales pros

Newest AI on the work around your calls, CRM, and quotes

Selling happens on calls and in meetings. The paperwork around it happens after hours, if it happens. Agents take the first pass at each piece, and your setup picks up newer agents as they ship.

Where the time goes
  • Form fills sit while you are on calls.
  • Call notes get typed later, or not at all.
  • Quotes and proposals go quiet after the first send.
  • Follow-up depends on what you remember on Friday afternoon.
Sample view
3 items waiting
Recap email · Northwind call
ready
Nudge · quote sent Friday
needs edit
CRM note · discovery call
queued
Confirm · Thursday 2 pm
approved
Sample: review queue. Example data only.
Workflows

6 workflows we set up for you

01

Call capture into the CRM

Call transcripts and voice notes turn into the recap, the CRM field updates, and the agreed next step. You check them before anything is saved or sent.

02

Account research agent

Before each call an agent reads the account, recent news, and your earlier threads, then hands you a short page of context and open questions.

03

Inbound lead agent

A new form fill or message triggers an agent that researches the contact and prepares a reply with a question you specify and your calendar link. You sign off before it goes.

04

Follow-up sequences

Each step is prepared per contact and refers to what you discussed. Nothing goes out until you approve it, so a stale step stays in the queue.

05

Quote follow-up

After the interval you choose, the agent prepares a nudge that cites the quote and asks one easy question. You decide whether to send it.

06

Scheduling and no-show recovery

Confirmations and reminders are prepared for you. When someone misses a call, the agent prepares a reschedule offer.

A day, before and after

A sample day with your setup running

Before
  1. 8:00Check the inbox for new leads. Answer a few.
  2. 10:00Back-to-back calls.
  3. 1:00Scribble recap emails from handwritten notes.
  4. 3:30Try to remember which quotes are still open.
  5. 5:30Update the CRM in one rushed batch.
After
  1. 8:00Lead replies wait in the queue. Approve or edit.
  2. 10:00Back-to-back calls. Voice notes go into the tool as you talk.
  3. 1:00Recap and CRM updates are ready for your review.
  4. 3:30A list of open quotes with follow-ups, ready to edit.
  5. 5:30CRM updates from the day’s calls wait for your check.
Sample day. Example only. It is not a customer result and sets no expectation of time saved.
What stays human
  • Discovery conversations and demos
  • Pricing and discount decisions
  • Deciding which accounts to pursue and which to drop
  • Approving anything a client will see
  • Relationships that took years to build

The setup stays inside the limits you write. A lead hears from you only after you approve the message.

Tools it connects to
EmailCalendarCRMCall notes and transcriptsText messagesWeb formsQuote and proposal documents

We confirm your exact tools during intake. If we cannot connect one, we tell you up front.

Kept current

Monthly check-in and monthly drop

Each month we check in and add what applies. An example drop: a newer research agent for account prep, or a new way to capture call details into the CRM. Example only, since each drop depends on your tools and your pipeline.

Set this up for your pipeline
Start your intake Email Carlos
03 · Sales leaders

Pipeline review prep from the CRM you already use

Your forecast is only as good as the notes behind it. Agents read open deals and prepare the review pack before you meet each rep. Monthly drops add newer inspection tools when they fit your team.

Where the time goes
  • Pipeline reviews run on stale CRM data.
  • Reps log activity in different ways, so the same field means different things.
  • Coaching moments sit unheard inside call recordings.
  • Weekly reporting takes a big piece of Friday.
Sample view
Review prep
Northwind · no activity in 14 days
stalled
Harbor Co · close date passed
check date
Pine Street · no next step logged
needs step
Alder Group · meeting booked
on track
Sample: pipeline review flags. Example data only.
Workflows

4 workflows we set up for you

01

Pipeline review prep

It reads open deals and flags missing next steps, passed close dates, and quiet accounts. You get an agenda for each rep before the meeting.

02

Weekly team digest

An agent prepares the weekly summary of activity, stalled deals, and open questions. You edit it and send it under your name.

03

Shared follow-up standards

You set the tone and template rules once. Each agent works inside those rules, and you can see how many items are waiting for approval.

04

Call review for coaching

From call transcripts you supply, an agent prepares a summary of questions asked, next steps agreed, and moments worth discussing in a one on one.

A day, before and after

A sample day with your setup running

Before
  1. MonAsk each rep for a pipeline update by message.
  2. WedOpen the CRM and find half the notes missing.
  3. ThuBuild the review deck by hand.
  4. FriWrite the weekly summary from memory and chat threads.
After
  1. MonReview prep arrives with flags per deal.
  2. WedGaps are listed per rep, so the questions are short.
  3. ThuThe agenda is prepared. You adjust the order.
  4. FriThe digest is ready for your edit and your send.
Sample day. Example only. It is not a customer result and sets no expectation of time saved.
What stays human
  • Forecast calls
  • Coaching conversations
  • Hiring, pay, and territory decisions
  • Deal strategy and escalations
  • Approving anything your team or clients will see

Call reviews go to you first. You choose what to share with a rep and when.

Tools it connects to
CRMCalendarCall transcriptsEmailTeam chatSpreadsheets and reports

We confirm your exact tools during intake. If we cannot connect one, we tell you up front.

Kept current

Monthly check-in and monthly drop

Each month we check in with you and add what applies. An example drop: a newer agent for pipeline inspection, or a new format for team digests. Example only, since each drop depends on your team and your CRM.

Set up pipeline review agents for your team
Start your intake Email Carlos
04 · Local and service companies

Missed-call intake and quote follow-up, set up for a service company

The owner is on a job site, the office is one person, and the phone rings anyway. Voicemails are transcribed and summarized so you can call back, and voice agents that talk to customers come only after the limits are written together. Your setup adds newer tools as they prove useful.

Where the time goes
  • Calls and forms that arrive after hours wait until the next day.
  • Estimate requests pile up in voicemail and text threads.
  • Quotes go out and nobody follows up.
  • Reviews pile up without a reply.
Sample view
After hours
$ voicemail: missed call 6:42 pm (sample)
✓ Transcribed and summarized: gutter repair
✓ Reply asks for address and a photo
✓ Two appointment windows suggested from your calendar
→ Held for your approval in the morning
Sample: missed call turned into a job summary. Example data only.
Workflows

6 workflows we set up for you

01

Missed-call intake

A missed call, form, or text is picked up by an agent that transcribes it and collects the address, the type of job, and a photo. A reply waits for your approval.

02

Voice notes to job summaries

Voicemail, voice notes, and texts are turned into a job summary the estimator can read.

03

Quote follow-up

At the interval you set, the agent prepares a check-in that refers to the quote. You choose which ones go out.

04

Booking and reminders

The agent suggests windows from your calendar, inside the limits you set. Confirmations and reminders wait for your approval.

05

Review requests and replies

After a finished job an agent prepares a review request for the customer. It also prepares replies to new reviews for you to edit.

06

Seasonal rebooking notes

For recurring work, an agent prepares a reminder when a customer is due for service again.

A day, before and after

A sample day with your setup running

Before
  1. 7:00Listen to voicemails in the truck.
  2. 11:00Reply to texts between jobs.
  3. 2:00Wonder if the roof quote ever got an answer.
  4. 5:30Type up estimate notes.
  5. 8:00Check reviews. Reply to none.
After
  1. 7:00Voicemails are transcribed. Replies wait for approval.
  2. 11:00Approve or edit the replies between jobs.
  3. 2:00Open quotes show up with follow-ups ready to edit.
  4. 5:30Estimate summaries are written for you to check.
  5. 8:00Review replies wait for your edit.
Sample day. Example only. It is not a customer result and sets no expectation of time saved.
What stays human
  • Pricing and estimates
  • Site visits and the work itself
  • Safety and licensing questions
  • Customer complaints and refunds
  • Approving anything a customer will see

Anything that sounds like a complaint, a safety concern, or a price question is flagged for you to answer.

Tools it connects to
Voicemail and call transcriptsText messagesEmailWeb formsCalendarCustomer list or job trackerReview sites

We confirm your exact tools during intake. If we cannot connect one, we tell you up front.

Kept current

Monthly check-in and monthly drop

Each month we check in and add what applies. An example drop: a voice agent tested under the limits you set, or an agent that reads job photos for estimate intake. Example only, since each drop depends on your company.

Set this up for your company
Start your intake Email Carlos
05 · Construction companies

Bids, RFIs, and paperwork chased by agents, set up around your jobs

General contractors, subs, remodelers, and specialty trades run on paper trails. The estimator is on a site walk, the PM is on a call, and the phone keeps ringing. Agents take the first pass at the chasing and the filing, and your setup picks up newer tools as they ship.

Where the time goes
  • Estimates go out and nobody follows up until the bid is lost.
  • RFIs and submittals sit in email with no one tracking the due dates.
  • Change order paperwork gets written after the work is done.
  • Certificates of insurance and vendor paperwork expire without a reminder.
Sample view
Waiting for review
Quote follow-up · kitchen remodel
ready
RFI 14 · response past due
needs you
COI request · electrical sub
queued
Daily log · Tuesday
approved
Sample: paperwork review queue. Example data only.
Workflows

9 workflows we set up for you

01

Estimating follow-up

After an estimate goes out, an agent prepares a check-in at the interval you set. It cites the scope and asks one easy question. You decide which ones go out.

02

Bid and quote chasing

An agent tracks open bids and sub quotes, flags the ones with no reply, and prepares a note to each sub or supplier for your edit.

03

RFI and submittal tracking

Log each RFI and submittal once. The agent watches due dates and prepares reminders to the architect, the owner, or your own team.

04

Change order paperwork

Notes from a site call or a text become a change order draft with the scope, the reason, and the parties. A person reviews the wording and the numbers before anyone sees it.

05

Crew scheduling

The agent reads your calendar and job list and proposes a crew plan for the week. Crew texts and confirmations wait for your approval.

06

COI and vendor paperwork

An agent keeps a list of insurance certificates, licenses, and W-9s by vendor, notes expiration dates, and prepares requests when one is coming due.

07

Daily log summaries

Voice notes and photos from the field turn into a daily log draft. The superintendent edits it and files it.

08

Lead intake from calls and forms

Voicemails and form fills are transcribed and summarized, and a reply is prepared for your approval. Voice agents that talk to customers come only after the limits are written together. Form leads follow the same path.

09

AR follow-up

An agent reads your open receivables list and prepares reminders in your tone. It flags anything that touches a dispute so you handle it yourself.

A day, before and after

A sample day with your setup running

Before
  1. 6:30Check voicemails in the truck. Reply to a few.
  2. 9:00Site walk. Two new bid requests wait.
  3. 12:00Dig through email for the RFI that was due last week.
  4. 3:00Write up a change order from memory.
  5. 5:30Wonder which sub quotes are still open.
  6. 8:00Type the daily log.
After
  1. 6:30Voicemails are transcribed. Replies wait for your approval.
  2. 9:00Site walk. New bid requests are logged with the details collected.
  3. 12:00Open RFIs and submittals show with due dates and reminders ready.
  4. 3:00The change order draft is ready for your check.
  5. 5:30A list of open sub quotes, with nudges ready to edit.
  6. 8:00The daily log draft waits for your edit.
Sample day. Example only. It is not a customer result and sets no expectation of time saved.
What stays human
  • Estimates, bids, and pricing
  • Contract terms and change order amounts
  • Safety, code, and licensing decisions
  • Disputes, claims, and lien questions
  • Approving anything an owner, sub, or vendor will see

The setup stays inside the limits you write. Anything that sounds like a dispute, a safety issue, or a price question is flagged for you. A person approves each document before it leaves your company.

Tools it connects to
EmailText messagesCalendarEstimating and project softwareSpreadsheetsVoicemail and call transcriptsWeb formsAccounting exportsField photos and voice notes

We confirm your exact tools during intake. If we cannot connect one, we tell you up front.

Kept current

Monthly check-in and monthly drop

Each month we check in and add what applies to your trade. An example drop: an agent that reads plan sets and drawings to pull items for a takeoff review, or a voice agent tested under the limits you set. Example only, since each drop depends on your company and your software.

Set this up for your construction company
Start your intake Email Carlos
06 · Home service businesses

Missed calls and quotes get a drafted next step, set up for the crew you run

Handyman, cleaning, landscaping, HVAC, plumbing, and similar trades work from a truck or a client home. The phone rings while your hands are busy. Agents prepare the first reply, the reminder, and the follow-up for your approval, and your setup adds newer tools as they prove useful.

Where the time goes
  • Missed calls and web forms wait until the evening.
  • Quotes go out and the customer never hears from you again.
  • No-shows and reschedules eat the day.
  • Past customers are due for service and nobody reminds them.
Sample view
After hours
$ voicemail: missed call 5:48 pm (sample)
✓ Transcribed: water heater not heating
✓ Reply asks for address and a photo of the unit
✓ Two visit windows suggested from your calendar
→ Held for your approval. Nothing sent yet
Sample: missed call turned into a booking request. Example data only.
Workflows

9 workflows we set up for you

01

Missed-call and form lead replies

Voicemails and form fills are transcribed and summarized, and a reply is prepared. You approve it before it goes. Voice agents that talk to customers come only after the limits are written together.

02

Quote follow-up

At the interval you set, the agent prepares a check-in that refers to the quote. You choose which ones go out.

03

Booking and reminders

The agent suggests windows from your calendar inside the limits you set. Confirmations and day-before reminders wait for your approval.

04

Review requests

After a finished job, an agent prepares a review request. It also prepares replies to new reviews for you to edit.

05

Rebooking and recurring service

For gutter cleaning, lawn care, filter changes, and other repeat work, an agent prepares a reminder when a customer is due again.

06

Crew dispatch notes

Job details, gate codes you choose to share, and customer notes are assembled into a short note for each crew lead the night before.

07

Voice notes to job summaries

Voicemails and notes you speak after a job become a clean job summary that the next visit can use.

08

Photo-based estimate intake

Customers send photos of the problem. An agent files them with the address and job type so the estimator has the full picture before the visit.

09

Invoice reminders

An agent reads your list of unpaid jobs and prepares friendly reminders in your tone. Anything with a complaint attached is flagged for you.

A day, before and after

A sample day with your setup running

Before
  1. 7:00Listen to voicemails in the truck.
  2. 10:30Text customers back between jobs.
  3. 1:00Wonder if the water heater quote ever got an answer.
  4. 4:30Write the next day crew notes by hand.
  5. 7:30Chase unpaid jobs from memory.
After
  1. 7:00Voicemails are transcribed. Replies wait for approval.
  2. 10:30Approve or edit the replies between jobs.
  3. 1:00Open quotes show with follow-ups ready to edit.
  4. 4:30Crew notes for tomorrow are assembled for your check.
  5. 7:30Invoice reminders wait for your approval.
Sample day. Example only. It is not a customer result and sets no expectation of time saved.
What stays human
  • Pricing and estimates
  • The work itself and the site visit
  • Safety, licensing, and warranty questions
  • Complaints, refunds, and disputes
  • Approving anything a customer will see

Anything that sounds like a complaint, a safety concern, or a price question is flagged for you to answer. Setups are written to avoid deciding who gets service based on protected classes under federal, state, and local law.

Tools it connects to
Voicemail and call transcriptsText messagesEmailWeb formsCalendarCustomer list or job trackerReview sitesAccounting exports

We confirm your exact tools during intake. If we cannot connect one, we tell you up front.

Kept current

Monthly check-in and monthly drop

Each month we check in and add what applies. An example drop: a voice agent tested under the limits you set, or an agent that reads job photos for estimate intake. Example only, since each drop depends on your business.

Set this up for your home service business
Start your intake Email Carlos

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