Skip to content
automate5

Services / Automate

AI agents and automation that give your team hours back.

AI receptionists, voice assistants, CRM automation and AI agents for support and back office. We find the workflows worth automating, build them and measure the result.

Book a callWays to start

Who it's for

You'll recognize yourself here.

Operators drowning in busywork

Your team spends hours a week on copy-paste, triage and follow-up.

Service businesses missing calls

Every missed call or slow reply is a customer who went somewhere else.

Leaders asked for an AI plan

You need results you can measure, not another tool subscription.

What you get

Concrete deliverables, not vague support.

AI receptionist and voice

  • An AI receptionist that answers every call, 24/7, on your existing number
  • Voice assistants that book appointments, answer FAQs and qualify leads
  • Call summaries and transcripts logged straight to your CRM

CRM

  • CRM setup, cleanup and migration: HubSpot, Salesforce, Pipedrive, Zoho
  • Lead capture, routing, enrichment and instant follow-up
  • Outreach, proposal and quote automation

Support and back office

  • Support chat and email triage that resolves the common questions
  • Document processing: invoices, contracts, forms
  • Knowledge assistants over your docs and tickets

Running it well

  • Evals and quality monitoring
  • Guardrails and human handoff
  • Cost tracking per task, not per month

How it works

A clear path from first call to results.

  1. 01

    One workflow, one number

    We pick the workflow with the clearest payoff and agree on the metric that proves it worked.

  2. 02

    Pilot in 30 days

    A production agent on real traffic, with a human in the loop until the numbers say otherwise.

  3. 03

    Scale what works

    Expand to the next workflow, or hand the system to your team with docs and dashboards.

Related work

What this looks like in practice.

Where to start

The usual first step.

Pilot

AI Agent Pilot

30 days · Fixed fee

Pricing

Fixed fee

Quoted after a 30-minute call, based on your scope.

Book a call about this

Teams with one repetitive workflow that's eating hours every week.

One workflow, live in 30 days: support triage, lead qualification, document processing or a voice receptionist.

What's included

  • Workflow mapping and a success metric agreed on day one
  • A production agent with guardrails and human handoff
  • Evals and a dashboard for quality, volume and cost
  • Everything built in your accounts. No platform lock-in.

You walk away with

A working agent and a measured result, so the next decision is easy.

FAQ

Common questions.

What if the AI gets something wrong?

Every agent ships with guardrails, confidence thresholds and a human handoff. We measure error rates before we widen its scope.

Can the AI receptionist use our current phone number?

Yes. Calls forward from the number your customers already use. The assistant answers, books or takes a message, and hands off to a person whenever you want it to.

Which CRMs do you work with?

HubSpot, Salesforce, Pipedrive, Zoho and most others with an API. If none of them fit how you sell, we build a custom CRM.

Which tools and models do you use?

Whatever fits: OpenAI, Anthropic or open-source models, plus tools like n8n or custom code. We build in your accounts, so you're never locked in.

How is our data handled?

We sign an NDA before we see anything sensitive, work with least-privilege access inside your accounts, and never use your data to train models.

Start with a conversation

Tell us what you're building.

30 minutes, no pitch deck. You'll leave with a clear next step, even if it isn't us.

Book a callor email [email protected]