If a role is hard to hire, hard to keep, or produces inconsistent results, it’s a candidate for system ownership.


Problem 1: Inbound Volume + Inconsistent Handling

Problem 2: CRM Hygiene Decay

Problem 3: Cross-System Work Leaking Back to Humans

Problem 4: Reporting That Drifts or Shows Up Late

Problem 5: No Guardrails, No Accountability

Automation only scales when it is predictable. Every AI employee we deploy runs under doctrine, a defined playbook that controls what it can say, what it can do, and what it must escalate.
• Authority boundaries and “no-go” zones for sensitive actions
• Explicit escalation rules and human handoff paths
• Approved sources of truth, no guessing off random context
• Scenario testing before launch
• Structured outputs, required fields, consistent formatting
• Execution logs, what ran, what changed, what was produced
Analyst and Reporting Employee (Daily or Weekly)
A managed reporting role that pulls approved data, computes what changed, detects exceptions, writes the narrative, and delivers on schedule with an audit trail.
Operations Coordinator (Workflow Ownership Across Tools)
A managed operations role that coordinates multi-step work across your tools, enforces SLAs, handles exceptions, and escalates approvals when required.
AI Inbound Employee (Intake + Scheduling + CRM Hygiene)
A managed inbound role that answers calls, captures structured intake, schedules next steps, routes by policy, and keeps CRM records clean.

Most teams do not need a new stack. They need their stack to execute the workflow the same way every time.
Integration layers include:
CRMs (GoHighLevel and others via API/webhooks)
Calendars (Google, Outlook)
Email and SMS
Forms and web leads
Spreadsheets and file-based inputs
Databases and APIs
For multi-step or mission-critical workflows, we run the system through our managed execution layer so scheduling, state, retries, logging, and escalation work reliably, even when third-party automation tools hit limits.
You do not maintain this layer, we operate it for you.


Systems, Not Scripts
Doctrine and Guardrails
Execution Engine Included
Managed Operations
Works With Messy Reality

Fewer missed calls, faster qualification, cleaner CRM records

Daily reporting delivered on time, every time, with an audit trail

Less manual routing and coordination, clearer ownership and SLAs

More work completed without additional headcount

Consistent intake, fewer errors, fewer back-and-forth cycles


Included:
✅ Role definition, doctrine, authority boundaries, escalation rules
✅ Workflow mapping with definitions of “done,” edge cases, approvals
✅ On-brand language constraints (when customer-facing)
✅ Integrations across CRM, calendar, email, docs, sheets, databases/APIs as needed
✅ Scenario testing, failure-mode hardening, and go-live stabilization
✅ Monitoring, incident response, and controlled improvements over time
✅ Logging and auditability, what ran, what changed, what it produced
Submit a callback request and we will scope the role, recommend the right configuration, and quote based on your actual workflow.
We review your inquiry and our intake agent will reach out during business hours (Mon–Fri) to confirm what you need and schedule a consult if it’s a fit. A human reviews every intake.
Managed service. We design, deploy, and operate doctrine-bound AI employees and workflows around your process, then manage reliability and improvements over time.
An automation executes a predefined action chain, “if X, then do Y.”
An AI employee is assigned a role with doctrine, it can handle conversations, interpret intent, follow your policies, and escalate edge cases, while still using automations underneath to execute tasks.
In practice: automations are the engine, AI employees are the role-level interface and decision layer.
Absolutely. If your bottleneck is internal ops, reporting, routing, CRM hygiene, or back-office workflows, we can deploy automation-only systems.
Voice is for customer-facing roles. Automation-only is great when the work is operational execution, not conversation.
Not if it’s deployed correctly. Every AI employee runs under doctrine: defined authority boundaries, approved sources, structured outputs, and escalation rules.
If something falls outside bounds, is sensitive, or requires human judgment, it escalates. We also log what happened so it’s reviewable, not mysterious.
Zapier-style tools are fine for single-step triggers. They tend to break when workflows need state, sequencing, retries, exceptions, escalation, or auditability.
We build role-grade operational systems: monitored, stateful, retriable, logged, and designed to run reliably when the real world gets messy.
Usually, yes. Most businesses are messy. We start with what you already use, connect the essentials first, then expand.
If something is too brittle or too manual to integrate safely, we’ll say so and propose the simplest structural fix.
Two parts:
One-time deployment (scope, build, integrations, testing, go-live)
Ongoing managed operations (monitoring, maintenance, improvements)
If voice is included, minutes are billed separately as a consumable, not the value driver.
We can support HIPAA-oriented setups for eligible businesses. Requirements and pricing depend on your needs and configuration.
No. We can work with your existing number or provision a new one depending on your setup.
Yes. We can provide visibility into usage, call volumes, and minutes, plus operational metrics like outcomes, dispositions, escalations, and completion rates.
If you want, we can also deliver a weekly or monthly summary report.
