Take a task off my plate
AI intake automation FAQ

Straight answers, owner to owner

Everything owners ask us before starting — no hedging, no fine print surprises.

Getting started
One named outcome — your most-hated task, automated. Collections chased, intake answered, estimates drafted, closeout filed. Flat fee, live in about 30 days. You buy the result, not a consulting engagement or an “AI roadmap.”
No separate audit to buy. We always assess before we build — it’s simply how the build begins, and it’s baked into the flat fee. For larger builds across your whole operation, a paid scoping engagement comes later, once the first win has proven itself.
About two hours of conversation in week one, listening to a few test calls, and approving go-live. Your part is small on purpose — the whole point is taking work off your plate, not adding a project to it.
If it’s a service business and the task is repetitive, there’s a good chance we can make it gone. Tell us the task — we’ll say honestly whether it’s a fit.
How it works
Almost certainly. We build around the leading field-service, case-management, and practice-management platforms — lead data, transcripts, and appointments land in your CRM automatically, with no manual re-entry. Connecting a disconnected stack is half of what we do.
Custom triage logic, built to your rules. Routine inquiries get qualified and booked; emergencies get identified by intent and routed instantly to your on-call person. The agent never guesses on judgment calls you’ve reserved for humans.
It replaces their worst hours, not their jobs. The AI handles the repetitive tier-one intake and paperwork around the clock, so your people can do the work that actually needs a human — closing sales, managing jobs, dealing with the person at the counter.
If they ask, it tells them. What callers actually notice is that the phone got answered on the first ring at 7pm and their appointment was booked before they hung up.
We do. You don’t log into anything or babysit a dashboard. We watch performance, tune the system, and report what changed — that’s the operations-partner part.
Pricing & terms
Flat and predictable: a one-time flat fee for the build, and a flat monthly retainer to run and improve it. No per-call metering, no usage surprises in month three. Exact numbers come after a short call about your volume.
The retainer is month-to-month. Cancel anytime. We stay because we keep finding and removing your next bottleneck — not because you’re trapped in a term.
Then you cancel — that’s the point of month-to-month. And if we don’t think your operation is a fit, we’ll tell you on the first call instead of taking the build.
Data & reliability
It goes where it always did — your CRM and your systems — just without the manual typing. We collect the minimum needed, hand it off encrypted, and never sell or share it. Healthcare builds follow HIPAA-conscious design with BAAs where required.
Every interaction is logged and transcribed, escalation rules put humans in the loop where you want them, and we review edge cases as part of the retainer. When something’s off, we fix the rule — permanently.
No. Fallback routing sends calls to your existing lines or answering flow if anything upstream fails. Worst case looks like your business before us — never worse.

Still have a question?

Ask it on a 15-minute call — you’ll get a straight answer either way.

Take a task off my plate