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One AI assistant across your entire front office

Call answering, sales follow-up, marketing, billing and collections, operations and daily reporting, delivered by a single AI assistant that works under your team's approval.

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Six capabilities, one assistant

For each capability: what the assistant handles, the features included, and the controls your business retains.

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AI Receptionist

Answers every call in English or French, qualifies the caller, schedules callbacks, takes messages, transfers urgent calls with a brief announcement, and follows up missed calls by text.

Features

  • VoicemailIncluded
    Callers can leave a message any time, and you see it in one place.
  • Missed-call follow-upIncluded
    When a call is missed, the caller receives a text from your business number.
  • Call menuIncluded
    A one-level "press 1 for…" menu, set up in plain words.
  • AI ReceptionistIncluded
    Answers every call, identifies itself as an AI, takes messages and answers questions from your business profile.
  • English and French callsIncluded
    The receptionist hears which language the caller speaks and answers in it.
  • Urgent call escalationIncluded
    Dissatisfied callers, unanswered questions and high-value requests are escalated by message or transfer, with a text alert.
  • Call announcement before transferIncluded
    Before a call is transferred, you hear a brief announcement of the caller and the reason for the call.
  • Call summariesIncluded
    A short summary and transcript of every call the assistant takes.
  • Voicemail triageIncluded
    Each voicemail is marked as a lead, a support call or spam, with a reply drafted for you to approve.
  • Automated call-backs to missed callersOn our roadmap
    The assistant calls back a missed caller, where they've agreed to it.

Your controls. You define the greeting, business hours and escalation rules. Callers are always told they are speaking with an AI and can ask for a member of your team.

9-1-1 on an internet (VoIP) phone line works differently from a traditional landline. Read our 9-1-1 notice

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Sales Follow-up

Follows up new leads by text, prepares a draft quote from each qualifying call, and sends callers your booking or quote link.

Features

  • Lead follow-up by textIncluded
    After a missed call, the assistant carries on by text to take the caller's details.
  • Links sent by text during callsIncluded
    During a call, the assistant texts the caller your booking, quote or payment link.
  • Quote from a callIncluded
    A draft quote from what the caller asked for, ready for you to check and send.
  • Contacts and activityIncluded
    Calls, texts, leads, quotes and invoices on one timeline per customer.

Your controls. Quotes remain drafts until you approve and send them. Prices always come from your own price list.

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Marketing

Sends review requests to the customers you select, drafts Google Business Profile posts and a social media calendar, and runs CASL-compliant email campaigns.

Features

  • Review requestsIncluded
    Ask customers for an honest Google review by text or email after a job, when you choose.
  • Review repliesIncluded
    Replies to your reviews, drafted for you to approve before they're posted.
  • Google Business Profile postsIncluded
    Your hours kept up to date and posts drafted for your Google Business Profile.
  • Social postsIncluded
    A calendar of social posts written for you, each one approved by you.
  • Email campaignsIncluded
    Campaigns sent only to people who agreed, with unsubscribe and your details, as CASL requires.
  • Consent remindersIncluded
    A warning before a contact's permission to receive your emails or texts runs out.

Your controls. You select who receives review requests and approve every post and campaign before publication.

A calm desk with a laptop, a calculator and a stack of paperwork

Billing & Collections

Prepares invoices from accepted quotes with the correct sales tax for each province, sends payment reminders and accepts payment online.

Features

  • QuotesIncluded
    Send quotes your customers accept online, in English or French.
  • InvoicesIncluded
    Invoices drafted from accepted quotes, with PDFs sent by email.
  • Canadian sales taxIncluded
    GST, HST, PST or QST worked out by your customer's province, plus US sales tax.
  • Online paymentsIncluded
    Customers pay an invoice by card or bank debit from a link.
  • Recurring invoicesIncluded
    Invoices that go out on a schedule for regular work.
  • Invoice remindersIncluded
    Polite reminders with the payment link, on a schedule you choose.
  • Receipts to your accountingOn our roadmap
    Photos of receipts sent to QuickBooks or Xero.
  • Interac e-Transfer requestsOn our roadmap
    Ask for payment by Interac e-Transfer.

Your controls. No invoice or reminder is sent without your approval, and you set the reminder schedule.

A bright desk by a window with a laptop, a notebook and a cork board of blank notes

Operations

Keeps your website, hours and services aligned with your business profile, monitors domain renewals and email deliverability, and tracks the setup checklist.

Features

  • Website synchronized with your profileIncluded
    Your website's hours and services come from your business profile, the same as the assistant's.
  • Setup checklistIncluded
    Business details, domain, website, email and phone number, each ticked off as it's done.
  • Renewal and health alertsIncluded
    A warning before a domain renewal, an email setup problem or your website going down.
  • Profile import from your current siteIncluded
    Your business profile pre-filled from your current website and Google profile, for you to check.
  • Acting on other websitesOn our roadmap
    The assistant books and fills in forms on other sites for you.
  • Meetings from your emailOn our roadmap
    "Meet Thursday at 2" in an email becomes a calendar entry.
  • Email-to-memory forwardingOn our roadmap
    Forward an email and each fact becomes a suggested change to your business profile.

Your controls. Your business profile is the single source of truth, and every change to it is made or approved by you.

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Daily Reporting

Delivers a morning summary and an end-of-day report covering new leads, bookings and calls handled, by text or email.

Features

  • Morning summaryIncluded
    Missed calls, unpaid invoices and what's waiting for you, by text or email.
  • End-of-day reportIncluded
    The day's leads, bookings and the calls the assistant handled, by text or email.

Your controls. You choose the delivery channel and the time of each report.

Your team approves every action

  • The assistant proposes and your team approves. It never sends, purchases, publishes or deletes anything without authorization.
  • It operates only within your account, on your calls, customers and invoices.
  • On every call it identifies itself as an AI, and callers can ask for a member of your team at any time.
What callers hear first:

You've reached an AI assistant for Birchgrove Plumbing. This call may be recorded to make sure we get your details right. Say 'agent' to reach a person.

Birchgrove Plumbing is a fictional business used for illustration.

Pricing

The AI assistant is offered on its own monthly plans. Each plan provides that amount of assistant usage per month; beyond it, usage draws on your AI credit.

  • Basic

    $30 per month

    $30 of AI assistant use every month

    3 months free with Standard

  • Power User

    $100 per month

    $100 of AI assistant use every month

    Included with Pro

  • Max

    $200 per month

    $200 of AI assistant use every month

AI features use AI credit, which can be topped up at any time. Standard starts with $100 of AI credit and Pro with $150, one time.

Prices in Canadian dollars, plus applicable taxes.

Compare all plans

Built to a high standard

Related

See the assistant configured for your business

A 20-minute consultation with a specialist: we review your operations and recommend which capabilities to deploy first.

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