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AI Assistants and AI Teams
AI that knows
your business.
Assistants that answer from your own policies, prices and contracts and show the source, plus AI team members that sort your inbox, prepare your reports and get you ready for meetings.
Options
Start small. Add roles as you see results.
AI tool setup
Already paying for Microsoft Copilot, ChatGPT or Claude? We set it up properly: your company knowledge, connections to your tools, saved instructions for common jobs, and approval rules.
Custom AI assistant
Answers staff or customer questions from your own documents, cites the source, respects who can see what, and hands off to a person when unsure.
Inbox Assistant
Every morning, your inbox sorted and routine replies drafted in your voice. Only what you approve gets sent.
Weekly Report
Last week's key numbers in one message every Monday: sales, unpaid invoices, new leads and money saved.
Meeting Prep and Scout
A one-page brief before every call, and a morning summary of what competitors changed and what customers keep asking.
Templates and workshops
Ready-made assistant templates and a hands-on workshop so your team can build its own, safely.
AI teams
One handbook. Many roles.
- Every role reads the same handbook about your business, so each new one is faster to add.
- Each role gets only the tools its job needs.
- Each role sends a short daily report: what it finished, what it couldn't do and what it needs from you.
- When you correct it, it remembers the rule for next time.
Private option
Sensitive documents? Keep them in the building.
For law and medical offices, contractors and anyone who can't send documents to a cloud AI, we can run the assistant on your own computer or server with self-hosted models. Smaller models are less capable, so we'll tell you honestly whether it fits your needs.
Common questions
Can't we just upload our files to ChatGPT?
For a handful of documents, maybe, and our AI tool setup may be all you need. The AI model is the brain, but on its own it can't open your files, check your records or send anything. What we build is everything around it: connections, permissions, memory and checks.
Will it make things up?
Any AI can. That's why ours answer only from your documents, show the source, and say "I don't know" when the answer isn't there. Before launch, each assistant must pass a test of questions with known answers.
Can an email trick it?
An AI that reads email can be targeted by messages with hidden instructions. We test for this, and anything involving money, contracts or new contacts waits for a person.
How much does it cost?
AI tool setups and first AI team roles are fixed-price packages. Custom assistants are quoted after a free assessment.