Setup & Guardrails
We connect your chosen workflow and test edge cases with your team.
Zero Software Fatigue
From zero to live AI teammate in 3 simple steps.
No complicated node builders, no endless development cycles, and no new dashboards for your team to babysit. Start with a 14-day free pilot and approve every action in 1 tap on your phone.
01
Step 1 · Pick the job
Choose your autonomous AI teammate role.
Select the repetitive administrative bottleneck stealing the most time from your revenue producers:
🏠 Real Estate Concierge
Speed-to-lead qualification under 45 seconds, showing coordination, and buyer pre-approval verification.
🛡️ Insurance Policy Sentinel
Automated 45-day renewal reviews, loss run checks, rate delta summaries, and carrier comparison sheets.
⚖️ Legal Intake Guard
Instant consultation triage, conflict check preparation, and automated client intake form collection.
💼 Professional Services SOW
B2B lead enrichment, proposal drafting, and new client onboarding checklists.
02
Step 2 · 2-minute connection
Connect your existing inbox & CRM.
You don't need to replace your software. Your AI teammate hooks directly into the tools your team already uses every day:
- Email & Calendar: Google Workspace (Gmail, Calendar) or Microsoft 365 (Outlook).
- CRM & Pipeline: Follow Up Boss, AMS360, Clio, HubSpot, Salesforce, or spreadsheets.
- Guardrails & Rules: We pre-configure your company tone, pricing bounds, and escalation triggers.
03
Step 3 · Zero dashboard fatigue
Supervise in 1 tap on your phone.
Your AI teammate runs 24/7 in the background. When an action is prepared—like a showing confirmation or renewal quote:
📱 WhatsApp & SMS Alerts
Receive a clean summary with one button: [Approve & Send]. Tap it from your phone between client meetings. Done in 3 seconds.
✉️ 1-Click Email Approvals
Tokenized, secure buttons embedded in your notification email. Review the draft, hit approve, or type a quick reply to adjust.
🔒 Immutable Audit Trail
Every single trigger, input, draft, and approval timestamp is permanently recorded for E&O and compliance protection.
Our 14-Day ROI Guarantee
Test live on your real workflows. $0 risk.
We believe you should see real hours saved before paying a single dollar.
Live Supervised Execution
Watch response times plunge and admin work vanish with 1-tap sign-offs.
Continue or Walk Away
If you love the time saved, continue at $199/mo. If not, cancel with $0 owed.
Ready to eliminate repetitive admin?
Connect your first autonomous teammate in 15 minutes. Start your 14-day free pilot today.