The next step
Show matching job records, assigned staff and the last recorded update. If a source is unavailable, identify the missing information.
Example only. This page does not access records or send messages.
AI Business Assistant
Ask your business a question. Get the records behind the answer.
Look up connected business records, capture notes and find decisions from an assistant configured for your team. Text and voice-note access depend on the channel selected for your project.
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How the work moves
- Choose the records and people the assistant can access.
- Ask a question or send a note through the agreed channel.
- Review the source information or confirm the note was saved.
A good fit for
Owners and teams who need answers across customer, inventory and job records.
What we need to connect
Approved data sources, staff access, record identifiers and the questions your team needs answered.
The decisions that stay clear
Answers depend on connected records and their freshness. Changes to prices, payments or customer commitments need an agreed approval step.
Can it work with information we already have?
Yes, where your software provides a supported interface or usable export. We map your records and permissions before connecting them.
We confirm scope, access, setup, support and usage costs before proposing a build. Examples on this page are demonstrations, not live customer tools.
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AI Business Assistant is scoped and priced individually. We confirm the selected features, supported connections, setup, monthly support and usage charges in your quote. Additional services are quoted separately.