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 .
