PERSONALIZED AI AGENTS · WORKFLOWS & INTEGRATION

Put AI to work on a clear task.

Answer questions, prepare follow-up or turn your knowledge into content. Each agent works with your approved information, your tools and a clear handoff to your team.

These are examples of workflows we can build. The conversations below are illustrative, not live agents.

01 / ANSWER CUSTOMER QUESTIONS

Front Desk

Included in Connect and Grow

Help visitors understand your business and collect the details your team needs. Start with approved information and one clear inquiry route.

The job

Answers approved FAQs, asks agreed qualifying questions, and prepares an inquiry summary.

When your team takes over

Unclear answers, sensitive requests, prices outside the approved scope and commitments go to a person.

Setup & integrations

What you provide

Your services, FAQ answers, qualification rules, privacy wording and an agreed handoff destination.

Tools we connect

One agreed form or business-tool integration is included with Connect and Grow. Additional calendar or CRM connections are quoted separately.

02 / SUPPORT YOUR FOLLOW-UP

Follow Through

Added in Grow

Help your team keep track of the next agreed action. Design a follow-up sequence around consent, timing and human review.

The job

Drafts recaps, flags missing details and supports reminders for existing, permitted inquiries.

When your team takes over

No purchased contact lists or unsolicited automated outreach. Opt-outs stop the sequence. Offers and commitments require approval.

Setup & integrations

What you provide

Approved messages, timing, consent records, stop rules and a named person for escalation.

Tools we connect

One agreed source of inquiries and one destination, such as a CRM or task board.

03 / CREATE CONTENT DRAFTS

Content Co-pilot

Separately scoped AI workflow

Turn your approved business knowledge into useful content drafts. Keep your voice, check the claims and approve the final version.

The job

Creates draft captions, FAQ content and content outlines from approved source material.

When your team takes over

Does not invent customer stories or results. No automatic publishing without the agreed approval step.

Setup & integrations

What you provide

Brand voice, audience, approved facts, topics to avoid and a clear content reviewer.

Tools we connect

An agreed content workspace. Scheduling and platform access are separately scoped.

Choose the task first.

Connect includes one Front Desk workflow and one integration. Grow adds one follow-up workflow, for two workflows total. Content Co-pilot is a separate optional setup; Grow’s social content service does not include a third AI agent.

We agree permissions, usage costs, test cases and human handoff before launch.

Workflow scopes updated .