Find answers in your documents and records, with people in control.
An assistant that knows your policies, price lists and connected records. It answers with sources and prepares routine work, within limits you set.
Choose what the assistant can read, what it can prepare and what always needs approval. Then test those limits.
Answers come with the exact policy or record they came from, so your team can check them.
Can an annual member pause for a month?
Yes, once a year for up to 4 weeks, with 7 days notice.
Membership terms v3 · Section 4Drafts and tasks are prepared from the relevant records. Nothing is sent just because it was prepared.
Which enquiries need a reply today?
Three enquiries have no reply after 2 days.
CRM · Shared inboxIf a record is missing or unclear, the assistant says so rather than inventing a result.
What did we invoice Harbour Services last month?
Two invoices, $8,800 in total. One credit note has no invoice reference.
Accounts ledgerThe gap is flagged, not filled with a guess.
We check the tools, APIs, permissions, records and approval rules your workflow needs. Existing features come first. Scope, testing and support are agreed before implementation.
Give every enquiry an owner and every opportunity a next step.
Fill the calendar, reduce no-shows and keep members coming back.
Answer routine calls and messages, and hand over when a person is needed.
Turn conversations into accurate records and next steps.
Reduce repeated admin without losing the checks that matter.
Put updates, ownership and recorded work in one place.
See the numbers, the source and what needs attention.
Build the connection, portal or tool your business is missing.
Tell us where work gets held up. We will look at your tools and what could work better.
We become the AI layer behind your business. We connect the systems you already run on, give you AI that tells you what is going on across them, and set up AI that does the routine work, like follow-ups, bookings, bill matching and updates.
If you have a team, several tools and admin that keeps landing on your people, it usually will. Gyms, clinics, trades, salons, retailers and professional firms all have the same pattern underneath. We confirm the fit on the first call.
No. We work around the tools you already use and connect them. Where something is genuinely missing, we build it to fit alongside what you have.
It depends on what we build. We start with one workflow that is costing you time, scope it properly and give you a clear price before any work starts.
We start with one workflow rather than a big project, so you see it working early. We tell you the timing up front once we know your tools.
No. You decide what it can read, what it can prepare and what needs a person to approve. Payments, record changes and outbound messages can always wait for your sign-off.
We talk through your business, your tools and where work gets held up. If there is a good fit, you get a clear scope and price before anything is built.