Omni Agents · Your data
Agents that answer from your own systems.
A generic agent can tell a caller your opening hours. An agent on your data can tell them where their matter is up to, when their settlement lands and what they still owe.
What it does
The difference between a chatbot and a colleague.
Most agents only know what is in a handful of uploaded documents. That covers the FAQs, and nothing about the person on the other end.
We connect your agents to the systems where your business actually runs: practice management, CRM, accounting, job and booking databases. They answer with real, current records and write their work back.
Capabilities
What "on your data" really means.
Reads your live records
Looks up clients, matters, jobs, bookings and balances in your own database while the conversation happens.
Connects to your apps
Works with more than 700 business apps, from accounting and CRM to practice management and calendars.
Writes back, too
Creates leads, logs notes, updates records and drafts documents during or after the conversation.
Only what it should see
Each agent gets access to the records it needs and nothing else, set per agent.
Knowledge that stays current
Documents, websites and videos are re-read on a schedule, so answers change when your content does.
Built on your Command Centre
If you run an Omni Command Centre, your agents start with your clients, workflows and numbers already connected.
Live demo: ask a demo agent about a sample client
A demo agent on a sample firm's database is being set up. Ask it about a fictional client's file and hear it look up the answer.
Worked examples
Agents that work from real records.
Status updates, listings, renewals, trial activity, invoices and internal reporting, all answered from live data.
New-client intake line for a law firm
Answers new-client calls, runs the firm's intake questions and books a first consult with the right lawyer.
Matter update inbox for a law firm
Replies to "where is my matter at?" emails from the practice management system, and routes everything else to the right lawyer.
Settlement day updates for a conveyancing team
Texts and calls buyers and sellers at each settlement milestone, so the team stops fielding "has it settled yet?" calls.
Fixed-rate expiry reminders for a mortgage broker
Contacts existing clients before their fixed rate ends and books a review, so the broker keeps the relationship.
Application status inbox for an immigration practice
Replies to "any news on my visa?" emails from the case file, in the client's language, and routes real questions to the adviser.
Tenant maintenance request line for a property manager
Logs tenant maintenance requests any time of day, sorts urgent from routine and gets the right tradesperson moving.
Rental viewing booker for a property manager
Answers questions about vacant rentals and books prospective tenants into viewings.
Listing enquiry line for a real estate agent
Answers calls about any listing from the agency's own listing data, and books private viewings with the listing agent.
Enrolment assistant for a training provider
Answers course, date and fee questions from the course database and walks people through enrolling.
Trial follow-up for a software company
Emails and calls trial users based on what they've actually done in the product, and books help for the ones who are stuck.
Membership renewals for a sports club
Reminds members to renew, answers fee and grade questions from the member database and keeps volunteers out of the chasing.
Ask your business data by voice
Owners and managers call a number, ask a question about the business and get the answer from their own systems.
Daily briefing call for a business owner
Calls the owner at a set time each morning with the numbers and issues that matter, then takes questions.
Overdue invoice chaser from your accounting data
Works through overdue invoices in your accounting system with polite emails and calls, and logs every promise to pay.
Voice job logging for field teams
Field staff call in at the end of a job and talk. The agent writes the job notes, hours and materials into your database.
Supplier and accounts inbox triage
Sorts the accounts inbox, matches supplier invoices to purchase orders and flags anything that doesn't line up.
Other channels
Voice agents
Answer your phone line and website voice calls, book, hand off and summarise.
Web chat agents
A chat and voice widget on your website that answers, qualifies and books.
Email agents
Triage the inbox, draft or send replies from your knowledge, escalate the rest.
Outbound and SMS
Call leads back in minutes, send reminders and follow up by text.
Internal agents
For your own team: ask the business anything, log work, chase money.
Tell us what your phone and inbox look like.
Thirty minutes with Sam. Bring the calls you miss and the emails you answer every week, and we will show you which agent to build first.
Book a discovery call →