Automate With Agents

01

Gatekeeper

24×7 Lead Capture

Every website visitor is a potential customer. If they don’t get answers or can’t find the information they want they leave. Gate Keeper engages with them personally and captures, names, emails or phone numbers so you can follow up on a real prospect. It emails you the information so you don’t have to monitor it.

chatbot
02

Operator

Respond to Missed Calls

If you don’t have a website, and rely on phone calls to capture new leads and potential customers, the Operator Agent can help.

Customers speak to the agent, like a live human being knowledgeable about your business. You get notified about the call.

phone
03

Bundle

Get it All

Combine both features from gatekeeper and operator in one. The agent will be able to chat on the website with visitors as well as answer calls and speak with them.

This option allows website visitors to chat with your agent and learn more or request a service.

ai agent back office

Speak to someone now (816) 337-3375

Master Operating Handbook

The Brains Behind the Crew

Generic chatbots fail because they guess, make up answers, and make promises you can’t keep.

Before we launch your agent, we work directly with you to build your company’s Master Operating Handbook. Think of it as a comprehensive digital playbook containing your exact business rules, service standards, and pricing guidelines.

Every agent you run connects directly to this handbook—ensuring they represent your business with 100% accuracy, 24×7. It’s just documents for training a new employee.

master operating handbook

Why It Matters to Your Business

  • Zero Hallucinations, Only Facts: Your agents never invent prices, promise unrealistic arrival times, or offer services outside your area. If it’s not approved in your handbook, they don’t say it.
  • You Own the Asset: This isn’t locked inside proprietary software you can’t control. You own the handbook and its underlying knowledge structure forever. It becomes an operational asset that adds real enterprise value to your company.
  • Update Once, Sync Everywhere: Changed your dispatch fee? Added a new service territory? Adjusted your emergency call policy? Simply update the handbook once, and all of your agents adopt the new rules instantly.
  • Built by Pros, Run by You: We handle the heavy lifting during setup—extracting your SOPs, policies, and workflows into a clean, modern knowledge format so you can focus on running your jobs

The Single Source of Truth: Your crew in the office, your technicians in the field, and your automated agents all operate from the exact same playbook. No dropped balls. No conflicting answers. Just consistent, reliable operations.


Frequently Asked Questions

Don’t people hate speaking to robots?

Maybe a year ago, but with rapid AI adoption this is changing. Customers would rather get answers and service on a Sunday night than have a call go to voicemail.

I only miss a few calls, how is that a problem?

It can be significant. It comes down to simple math. The monthly loss is [number of missed calls ] x [% of calls converted] x [average job value]. So 10 missed calls, and a 5% conversion rate with $3000 average job value, means you are closing $1500 a month from those missed calls.

What if my agent says the wrong thing or promises something I can’t deliver?

You get to train your agent on what it should know. Nothing more. It doesn’t make anything up, if it doesn’t know, it says so. It also cannot promise anything or provide quotes without your approval. Keeping Human In The Loop (HITL) is important to maintaining business integrity. You have full control over what the agent does – more so than you have with an employee.

\Won’t this make me look unprofessional or less personable?

Many owners are surprised that customers care more about getting a fast accurate response than about who gave it. Being able to get service after hours is even more important to most.

It sounds expensive and I don’t know if it will pay off?

Compare the cost to one recovered job per month, or to a receptionist or answering service. It’s easy to see how many jobs get booked that may have otherwise been lost. One job will probably exceed the monthly cost. Try it for free and see.

What if I don’t have time to set it up and train it?

All that’s needed is an intake call and providing company information. After that we setup everything and the agent is live in a week or two. Your web administrator may have to make minor updates. We guide you through everything.

What if I don’t know anything about AI?

That’s the whole point – you don’t have to. We will set it up and guide you through the portion you have to do. This is what some of the setup fee is for..

What if I change service software?

No problem and this is the advantage of a standalone agent. It is independently serving your customers. If you change any office software the agent can be taught to integrate to the new system. Most systems are become very agent aware nowadays.

I’ve been burned by tech vendors before, how is this different ?

Try it for a month and see if it works for you, else we refund your money – no problem

If I start with Gatekeeper and upgrade later, do I have to start over ?

No you don’t, in fact we will credit you the MOH setup. There is some additional setup, configuration and training required.


Our Agent is the Same Agent as what Will Be on Your Site.

This is a simple try before you buy.

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