New-client onboarding
Talk through the new customer once; the agent creates and fills out the whole record in your CRM — no typing.
Every cumbersome form, now a conversation.
Anything your CRM lets you do through its API, an AI agent can do by voice — you just talk, it does the clicking. Here's where owners usually start.
Tasks owners hand off first
Job write-ups & notes
Call from the truck after a visit and walk through it. The agent logs clean, complete notes — spelling included.
Estimates & proposals
Describe the work out loud; the agent drafts the estimate in your system, ready for you to send.
Invoices
Walk through the job and the invoice gets created right then — not left in the "I'll do it later" pile.
Scheduling & dispatch
"Move the two o'clock to Thursday." Reschedule, assign, and update jobs by voice — no app, no desk.
Ask your CRM anything
"Who's behind on payments? What's on for tomorrow?" Real answers on a phone call — read-only, zero risk.
Don't see your task? That's the point.
If your CRM can do it through its API, we can put it on a phone call. Tell us the one job you'd most like to stop doing by hand.