AI agent overview

How the AI agent works — from first enquiry to loyal customer.

Your AI-powered system doesn't just reply once. It runs a complete customer communication loop — from the moment someone enquires, through booking and delivery, all the way to follow-up and rebooking.

The full loop

Six steps from first contact to closed loop

01Inbound

Customer submits an enquiry

A potential customer fills out a form on your website — a quote request, contact form, or booking page. Their details are captured instantly into your dashboard.

Works via website form, email, or SMS. No manual data entry.

02Processing

AI reads and understands the request

The agent analyses the customer's name, service type, preferences, urgency, and any notes they provided. It understands context — not just keywords.

Powered by OpenAI. Works across all your industries and service types.

03Drafting

AI drafts a personalised reply

A tailored message is written for that specific customer — referencing their service request, property details, or preferences. Not a template. A real reply.

Under 120 words. Friendly and professional. Matches your business tone.

04Review

You review and send — or it goes automatically

The draft appears in your operations dashboard. You can send it as-is, edit it, or configure the system to send automatically for routine enquiries.

One click to send. Full audit trail in the inbox.

05Automated

Agent follows up on schedule

After the first reply, the agent keeps working. Appointment reminders go out 24 hours before. Post-service upsells trigger after job completion. Rebooking nudges go at the right interval.

Set once. Runs forever. Every customer gets followed up.

06Closed loop

Customer replies route back into the inbox

When customers respond — by email, SMS, or web — their reply lands in the unified inbox, linked to the original conversation and customer record.

Full conversation history. No lost threads.

The agents

Four specialised agents — each with a clear job

📥

Quote & Enquiry Agent

Handles all inbound enquiries. Reads the request, generates a reply draft, and routes the lead into the pipeline.

Triggers when

New website form submission

Email enquiry received

SMS from new number

What it does

Personalised reply draft

Lead record created

Status set to contacted

🔔

Reminder Agent

Monitors upcoming appointments and sends timely reminders to customers with the right details — team, time, access instructions.

Triggers when

Job scheduled within 24 hours

Seasonal service date approaching

Booking confirmed

What it does

Appointment reminder sent

Access instructions included

Customer can reply to update details

Follow-up & Upsell Agent

Fires after a job is marked complete. Confirms the work was done, invites feedback, and suggests one relevant add-on based on customer preferences.

Triggers when

Job status set to complete

Service cycle reached

Post-visit interval passed

What it does

Completion confirmation sent

Review request included

Upsell suggestion personalised to customer

📅

Rebooking Agent

Tracks client visit cadence and sends a warm rebooking nudge when the expected return window arrives — without being pushy.

Triggers when

Time since last visit threshold

Loyalty interval reached

Service cycle reminder

What it does

Personalised rebooking message

Suggested next service included

Response routes to booking flow

Ready to get this for your business?

We build and deploy this for you — on your domain, your server.

One-time setup. Small monthly hosting fee. Your own AI-powered operations system running 24/7.