Agents that create business decisions, not chatbot output.
Each agent produces a trigger, decision, evidence, confidence, draft, and guardrail. The owner approves, dismisses, or turns the output into work from one inbox.
Move-out proposal ready for Rosa Vega
$4,800
Recovery note for Northstar Dental
58% risk
Photos missing before Summit HOA invoice
2 gaps
Review request from finished proof pack
draft
Every crew has a trigger, a decision, and a guardrail.
This is what makes the automation valuable instead of dangerous. Each crew knows what it may draft and where the owner stays in control.
Front Desk Agents
Trigger
Missed calls, forms, old quotes, inbox replies, and walkthrough requests
Decision
Urgency, service fit, value, qualification question, booking prompt, and next reply
Guardrail
No message sends until the owner approves the draft
Revenue Agents
Trigger
Open leads, stale quotes, underpriced clients, route pockets, and proof-ready jobs
Decision
Expected value, close probability, confidence, owner action, and sequence priority
Guardrail
No discounts, offers, or pricing changes without approval
Growth Agents
Trigger
Completed jobs, happy clients, cold leads, service areas, and local demand
Decision
Review request, reply draft, local SEO suggestion, referral ask, group-safe post, or Marketplace listing
Guardrail
No auto-posting to Google, Facebook Groups, or Marketplace
Field Agents
Trigger
Scheduled jobs, proof gaps, client preferences, cleaner reliability, and quality issues
Decision
Cleaner packet, checklist focus, proof requirement, issue note, recovery move, and coaching habit
Guardrail
Escalates complaints, unclear photos, and proof-sensitive clients
Owner Brain Agents
Trigger
Daily start, cash risk, capacity pressure, churn risk, or a what-if question
Decision
War room moves, simulation impact, evidence references, confidence, and recommended action
Guardrail
Every answer shows evidence and keeps risky moves in the Agent Inbox
Revenue Machine
the money desk
Lead Value Score
Ranks active leads by stage, service, value, urgency, and proof fit.
Speed to Lead
Drafts callback, SMS, and email replies for the highest-value inquiry.
Quote Follow-up
Turns open proposals into proof-backed close sequences.
Pricing Scientist
Finds underpriced accounts and frames owner-approved price tests.
Expansion
Creates add-on and frequency-upgrade asks for healthy clients.
Route Density
Builds neighborhood offers around zones where crews already work.
Commercial Hunter
Drafts outreach angles for clinics, offices, cafes, property managers, realtors, HOAs, and hosts.
Lost Deal Winback
Reopens cold leads with proof samples and fresh walkthrough asks.
Revenue Forecast
Turns open revenue actions into a confidence-weighted weekly target.
Proof to Sales
Converts finished proof packs into sales assets and trust language.
Business Autopilot
the operating desk
AI Receptionist
Captures missed calls, web forms, emails, and SMS into qualified owner-approved intake.
Deal Rooms
Gives each lead a quote range, objections, close probability, and next action.
Client Portal
Packages proof, quotes, invoices, reviews, and add-ons into a client-facing packet.
Cleaner Field App
Creates mobile job packets with checklist, access notes, proof requirements, and coaching.
Quality Memory
Keeps allergies, preferences, recurring complaints, praise, and proof requests attached to the next job.
Cashflow Autopilot
Forecasts 30-day cash and drafts payment nudges, invoice cleanup, and payroll-risk moves.
Offer Lab
Creates proof-backed offers for deep cleans, offices, turnovers, route pockets, and referrals.
Trust Vault
Turns proof packs into proposal inserts, testimonial asks, local SEO copy, and review prompts.
Owner War Room
Builds the daily top-five moves to win revenue and prevent fires.
Recipe Builder
Creates approval-safe automation rules for leads, jobs, invoices, reviews, and churn risk.
Public growth stays draft-first.
Google review replies, Facebook group posts, Marketplace listings, referrals, reactivation, and local SEO suggestions all become approval items.
See plansA review request built from a completed proof pack and a happy client signal.
Draft reply and request only. Google Business actions require approved connector access.
Facebook Groups
Owner approvalA neighborhood-safe post for move-out cleans, offices, clinics, or HOA referrals.
No scraping and no auto-posting. The owner approves and posts manually in v1.
Marketplace
Owner approvalA service listing with title, price framing, proof photo checklist, and inquiry replies.
Listing content stays draft-only until an official Meta path is configured.
Email and SMS
Owner approvalWinbacks, payment nudges, quote follow-ups, referrals, and reactivation offers.
Outbound sends require owner approval and channel compliance checks.