A WhatsApp agent that answers customers
Reads the message, looks the customer up in the CRM, replies, enriches the lead, and pings a person only when it needs one.
- Claude
- Dynamics 365
- Teams
Tell our agent what you want to build
Claude Certified Partner
Bubble.io Partner
Power Platform
Azure
Lovable
FigmaTell our agent what you want to build
The systems a business runs on, the portals its clients use, and the AI that does the repetitive work in between.
Founded in 2020 out of the transformation team of a financial services business, we know how opaque this world looks from the client side. So we work in the open: trust, transparency, and a team that stays personal.
Reads the message, looks the customer up in the CRM, replies, enriches the lead, and pings a person only when it needs one.
Invoices, statements, forms. OpenAI pulls the fields out, the record is written, and anything low-confidence lands in a review queue.
An email becomes a priced quote, a job on the shop floor, and an invoice on completion. Late jobs flag the team.
Statements collected, lines reconciled, the dashboard refreshed and the client pack sent. Exceptions go to Teams.
When the platform is not the answer: client portals, operational tools and whole products built to spec, with the same AI layer underneath.
Reads the message, looks the customer up in the CRM, replies, enriches the lead, and pings a person only when it needs one.
Invoices, statements, forms. OpenAI pulls the fields out, the record is written, and anything low-confidence lands in a review queue.
An email becomes a priced quote, a job on the shop floor, and an invoice on completion. Late jobs flag the team.
Statements collected, lines reconciled, the dashboard refreshed and the client pack sent. Exceptions go to Teams.
When the platform is not the answer: client portals, operational tools and whole products built to spec, with the same AI layer underneath.
Thirty seconds, six questions, a straight recommendation.