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.
Talk to Nina at Bramblegate Law Group
Bramblegate Law Group is made up. Nina is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
From the example New-client intake line.
Want one like this for your business? Book a call with Sam
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
Answers new-client calls day and night, runs the firm's intake questions and books a first meeting with the right attorney.
Matter update inbox
Replies to "where is my matter at?" emails from the matter records, and routes everything else to the responsible attorney.
Settlement and closing updates
Texts and calls clients at each milestone of a commercial property closing, so the real estate team stops fielding "has it closed yet?" calls.
New client onboarding: identity checks and engagement letter
Walks new clients through the firm's identity checks and engagement letter, tracks what's missing and tells the partner when work can start.
Unbilled time and WIP chaser for partners
Reminds partners about unbilled time and pre-bills before each billing run, nudges timekeepers for missing time, and records the partner's decisions.
Precedent and knowledge search for lawyers
Helps the firm's lawyers find the right precedent and practice note in seconds, and sends clause changes to the partner who owns the precedent.
Overdue fee collection calls
Calls clients' accounts payable teams about overdue invoices, fixes whatever is holding payment up and records the promised date.
Overdue fee reminders
Follows up overdue invoices by email and a polite call, sets up the firm's standard payment plan and sends the client services manager a weekly summary.
New client onboarding and anti-money-laundering documents
Guides new business clients through the engagement letter and anti-money-laundering identity documents, tracks what is missing and tells the partner when work can start.
Monthly results briefing for advisory clients, by voice
Calls each advisory client when the month's management report is approved, walks them through the headlines and books time with their advisor.
Payroll query desk for outsourced payroll clients
Answers pay questions from the employees of outsourced payroll clients: payslips, leave balances, pay dates and cut-offs, by phone, chat or text.
Partner daily briefing
Gives each partner a short morning briefing on their day and the firm's numbers, answers follow-up questions and books time with colleagues.
Fixed-rate expiry reminders
Contacts existing clients before their fixed rate ends and books a refix review, so the adviser keeps the relationship.
Client question inbox
Answers routine client emails from the account records, and passes anything that needs advice or moves money to the right adviser with a summary.
Know-your-customer document chaser
Chases every new account's missing identity and ownership documents by portal message, text and phone, so accounts can be funded on time.
Loan settlement status updates for clients
Tells home and commercial borrowers where their loan is at each step to settlement, chases what's outstanding and passes date changes to the adviser.
Investor enquiries inbox for a wealth manager
Answers fund investor emails about capital calls, statements and tax documents from the investor records, and sends performance questions and anything suspicious to investor relations.
Adviser file compliance checker
Checks any client file against the firm's file standards when an adviser asks, lists what's missing and sends the client the forms to fix it.
Application status inbox
Replies to "any news on this visa?" emails from HR teams and private clients using the case file, in their language, and routes new information to the consultant.
Policy renewal calls
Calls commercial clients before their policies renew, explains what the insurer has changed and books a review with their account executive.
Claims status inbox
Replies to "any news on our claim?" emails from the claim file, and hands anything that needs judgement to the claims advocate.
Commercial client onboarding
Calls each new commercial client once they sign with the brokerage, explains what is needed to take their program to market and tracks every document.
Certificate of insurance requests inbox
Issues standard certificates of insurance from the policy records, usually within the hour, and passes anything that needs a policy change to the account team.
Timesheet and expenses chaser
Reminds consultants about missing timesheets and expense receipts, answers their questions from the records, and tells finance who is holding up billing.
Tender and RFP response assistant
Answers the bid team's questions about a tender pack, checks the requirements against the firm's cleared case studies and drafts answers from the approved library for review.
Client project status inbox
Replies to client "where are we at?" emails from the project tracker, and passes anything that needs a partner to the right person.
Permit and approval status inbox
Replies to "where is our permit?" emails from the project records, and passes design and site questions to the right person.
Tender document questions for bid teams
Answers the bid team's questions about a tender pack, checks the requirements against the firm's project references and keeps every deadline in view.
Leasing inspection booker
Answers business enquiries about vacant office, retail and industrial space from the listing records, and books inspections with the leasing team.
Tenant enquiry inbox
Answers commercial tenants' emails about lease dates, options, rent reviews, outgoings and consents from the lease records, and passes decisions to the right property manager.
Rent arrears calls
Calls commercial tenants whose rent invoice is overdue, records when it will be paid, sends the invoice details and hands disputes and hardship to a person.
Commercial listing enquiry line
Answers calls about the brokerage's office, industrial and retail listings from its own listing data, and books tours with the listing broker.
Trial follow-up
Follows up trial workspaces based on what each team has actually done, and books help for the ones that have stalled.
Customer support inbox
Answers customer emails and chats about seats, settings and workflows from the help docs and each customer's account, and hands bugs to the support team.
Renewal and save calls
Calls customers whose renewal is close and whose usage has dropped, finds out why, and offers the agreed fixes before they cancel.
Helpdesk triage line
Answers the service desk line, checks who is calling, sets the priority and pages an engineer straight away for anything urgent.
Ticket status inbox
Replies to update requests on open tickets straight from the ticketing system, and records approvals and new requests on the right ticket.
Contract renewal calls
Calls clients before their managed services contract ends with their year in numbers, and books a renewal review with the account manager.
Client status inbox
Replies to "where are we at?" emails from the project tracker, and routes new requests to the account director.
Trade account order desk
Takes orders and reorders from trade accounts by phone and email at contract pricing, checks stock and books the delivery window.
Delivery status inbox for trade customers
Answers where-is-my-order emails from trade customers with live truck, stop and arrival details, backorder dates and proof of delivery.
Credit control calls for trade accounts
Calls accounts payable contacts about overdue trade invoices, records promises to pay and passes disputes to the credit manager.
Sales rep morning briefing
Calls each outside sales rep at 7am with the accounts to focus on, quotes about to expire, stock alerts and progress to target.
Enrolment assistant
Answers programme, date and fee questions from the course schedule, and walks individuals and company sponsors through enrolling.
Student support helpdesk
Answers current learners' everyday questions from their learner record, including what their employer sponsor sees, and passes the rest to the right person.
Ask your business data by voice
Executives call a number, ask a question about the group and get the answer from the finance, sales and project systems.
Owner daily briefing call
Calls the chief executive at a set time each morning with the numbers and issues that matter, then takes questions.
Overdue invoice chaser
Works through overdue client invoices in your accounting system with polite emails and calls, and logs every promise to pay.
Work logging by voice
Consultants call in after client work and talk. The agent writes the timesheet, expenses and follow-ups into your systems.
Supplier inbox triage
Sorts the accounts payable inbox, matches supplier invoices to purchase orders and flags anything that doesn't line up.
IT service desk for staff
Takes IT problems from staff by voice or chat, checks known outages and the asset register first, then logs the ticket and books desk-side help.
New starter onboarding guide
Guides new starters from signed offer to day one, answers their questions at any hour and tells them exactly which forms are still outstanding.
Expense and travel policy desk
Answers staff questions about flights, hotels, meals and rebillable costs from your expense and travel policy, before the money is spent.
Purchase request intake
Takes purchase requests from staff in plain words, checks the catalogue, budget and approval rules, and raises the request with the right approver.
Board pack questions, answered from the numbers
Board members ask about the board pack by voice or chat and get answers from the pack and the ledger behind it, with the page reference.
CRM updates by voice after client meetings
Directors and account managers call after a client meeting and talk it through. The agent updates the opportunity, contacts and next steps in the CRM.
Month-end close status
The financial controller asks where the close is at any time and hears which tasks are done, which are late and what is holding them up.
Contract and renewal register questions
Answers staff questions about supplier contracts from the contract register, including renewal dates, notice periods and who owns each contract.
Cash and debtor-days briefing for the finance lead
Calls the CFO every Monday with cash, debtor days, the accounts driving them and the low point in the 13-week forecast.
Client meeting prep brief for account managers
Account managers ask for a brief before a client meeting and get delivery status, money owed, contract dates and open opportunities in one place.
Security questionnaire answers for enterprise deals
Drafts answers to prospects' security questionnaires from the approved answer library, and sends the questions it can't answer to the security lead.
Member services inbox for a professional body
Replies to member emails about certificates, renewals and CPD hours from the member records, and routes billing, certification and complaints to the right person.
Corporate travel change inbox
Replies to business travellers' and arrangers' change requests from the booking record, with the real costs and the client's policy, and hands confirmed changes to the consultant.
Retailer order desk for supermarket and trade buyers
Answers calls and emails from supermarket, distribution centre and trade buyers, takes orders and changes, checks stock and cut-offs, and confirms by email.
Promotions and trade spend questions for key account managers
Answers key account managers' questions on trade budgets, the promotion calendar and how past promotions performed, and drafts promotion requests for approval.
Store visit logging by voice for field reps
Field reps finish a store call and talk. The agent logs shelf, stock, display and follow-up details into the retail execution system.
Territory morning briefing for field reps
Calls each field rep before their first store with the day's route, the store issues that matter and progress to target.
Category review prep for key account managers
Turns scan data, market share and rate of sale into the talking points a key account manager needs before a retailer's category review.
Retail execution questions, answered from store audit data
Answers sales managers' questions about displays, planograms and shelf availability straight from store audit data, and turns gaps into rep actions.
Stock and demand position questions for planners
Answers planners' questions on stock, cover and whether supply will meet a promotion, from the planning and ERP systems.
Retailer claims and deductions inbox
Reads retailer remittances and claims, matches every deduction to promotions, price files and proof of delivery, and disputes the ones that don't match.
Co-packer and ingredient supplier onboarding
Guides new co-packers and ingredient suppliers through onboarding, collects documents, explains what is still missing and books the quality site visit.
Client kickoff coordinator: documents, access and first meeting
Contacts each new client after signing, collects what the team needs to start, sets up access and books the kickoff meeting.
Quarterly account health check calls
Calls each customer's workspace admin every quarter with their account numbers, asks the health check questions and books the customer success manager when something needs attention.
Quarterly business review prep from account data
Builds the draft quarterly business review pack for a customer success manager from the account's own usage, support and contract data.
Service request intake for business clients
Takes service requests from retainer clients by chat, email or phone, checks them against the service catalogue and the days left, and logs them for the account manager.
Service level and ticket status questions from clients
Answers clients' questions about service levels, breaches and open tickets from the live figures, and books the service delivery manager for anything contractual.
Escalation triage for account managers
Takes calls and emails from unhappy clients, checks the engagement record, sets the urgency and gets the right partner and account manager on it with a summary.
Renewal risk outreach before contracts lapse
Reaches customers whose contract is close to lapsing with a risk flag, like an unsigned renewal or a main contact who has left, and gets the renewal back on track.
Change request intake for project clients
Captures client requests to change a project's scope, checks them against the agreed statement of work and logs a change request for the engagement manager to price.
Monthly client report, explained by voice
Walks clients through their monthly performance report by phone or chat, explains what changed and why, and passes decisions to the account team.
First-week guide for new employees
Tells new employees what's on each day of their first week, where to go and what's due, straight from their onboarding plan.
IT setup and access requests for new starters
Sets up laptops, accounts and system access for new starters by role, and gets the extra approvals in before day one.
Manager onboarding checklist nudges
Reminds hiring managers about their onboarding checklist, helps them close each item on the spot and keeps HR informed.
Contractor onboarding and induction
Tells contractors what their crews need before starting on site, checks the documents, books induction sessions and explains the site rules in their language.
New vendor setup: bank details, insurance and terms
Sets up new vendors by collecting registration, bank details, insurance and terms, and tells staff exactly what is holding a vendor up.
Partner and reseller onboarding
Walks newly signed partners and resellers through their onboarding checklist, answers program questions and books their enablement session.
Company knowledge search: templates, policies and past work
Finds templates, policies and past work across the company's documents, and only shows what each person is allowed to see.
Who knows what: find the right colleague
Tells staff who in the firm has done similar work, speaks the right language and is free to talk, from the expertise directory and project records.
What did we decide? Meeting and decision search
Answers 'what did we decide?' from meeting minutes and the decision log, with the owner, the actions and only the detail each person may see.
Data and reporting skills coach for staff
Coaches staff on reading and using the company's own reports, with short exercises on real dashboard figures and instant feedback.
Continuing education tutor for licensed advisers
Quizzes advisers on their continuing education modules by voice or chat, explains what they got wrong and keeps their hours up to date.
Project status updates by voice
Takes each engagement manager's weekly status update by phone, updates the project tracker and puts any decision needed on the partners' list.
Staff and resource scheduling requests
Takes staffing requests from partners and managers, suggests consultants with the right skills and availability, and places a hold for the resourcing manager to confirm.
Approval chaser for purchase orders and contracts
Chases approvers for waiting purchase orders and contracts, explains each one in a sentence and records the decision.
Meeting notes into actions and owners
Turns meeting notes into clear actions with owners and due dates, sends each owner their part and follows up on what's still open.
Weekly KPI check-in calls with team leads
Calls team leads each Monday about last week's KPIs, asks about anything off target and writes their explanation into the weekly pack.
Sales pipeline review by voice for the sales director
The sales director asks about coverage, stalled deals and owners by voice and gets the answers straight from the CRM.
KPI alert explainer: why did this number move?
When a KPI crosses its alert line, leaders ask why and get the causes from the systems behind the number.
Leave and payroll questions for staff
Answers staff questions about leave balances, payslips and pay dates from their own records, and routes pay problems to payroll.
Performance review prep for managers
Prepares managers for performance reviews by pulling goals, results, feedback and 1:1 notes into a short brief, without suggesting a rating.
Policy attestation reminders and questions
Reminds staff who haven't finished their annual policy attestation, answers what they're confirming and passes anything that needs a disclosure to compliance.
Incident and near-miss reporting line
Staff report incidents and near misses by phone or chat at any hour. The agent records the facts, logs a reference and alerts the risk team straight away.
Audit evidence requests to process owners
Contacts process owners about open audit evidence requests, explains exactly what is needed and tracks every item until it's uploaded.
New starter IT access requests
Takes new starter and access requests from managers, checks the role's standard access and the approvals it needs, and gives a clear ready date.
Site office IT support line
Answers IT calls from remote site offices, checks known outages first, walks staff through simple fixes and sends everything else to an engineer with the details.
Info session registration and reminders
Answers questions about free info sessions, books places, and sends a reminder with directions or the joining link the day before.
Brochure download follow-up
Follows up every brochure download within a working day, answers questions, and offers an info session or a call with the programme adviser.
Alumni event RSVPs and questions
Takes RSVPs for alumni events, answers questions about guests, venue and dietary needs, and runs the waitlist when an event is full.
Trade show lead follow-up
Contacts everyone scanned at the stand after a trade show, finds out who has a project, and books a meeting with the right rep or sends the brochure.
Customer open day registrations
Takes registrations for customer open days, answers questions about sessions, parking and site safety, and sends reminders.
Customer case study requests
Contacts customers whose projects finished well, asks if they would be a case study, explains what is involved, and books the interview with marketing.
Subcontractor insurance and licence chaser
Tracks every subcontractor's insurance, licence and safety agreement, chases updates before they expire, and checks what comes back before compliance verifies it.
Gifts and hospitality declarations
Answers staff questions about the gifts and hospitality policy, records declarations in the register, and sends approvals and unclear cases to the right person.
Dangerous goods booking checks
Checks that every dangerous goods booking has its documents before the dangerous goods officer reviews it, and tells the customer exactly what is missing.
Privacy request intake
Takes requests to see or correct personal information, checks identity against the records, and logs each one for the privacy officer with the legal deadline.
Shift absence line for production staff
Takes calls and texts from staff who can't make a shift, tells the supervisor straight away, records the absence and starts filling the shift.
Filling open shifts from the casual pool
Texts casual staff who hold the right skills about an open shift, shares hours fairly, and books the first person who says yes.
Reference check calls for shortlisted candidates
Contacts the referees of shortlisted candidates, books a short call at a time that suits them, asks the hiring manager's questions and writes up the answers.
Licence and training renewal reminders
Tracks forklift licences, food safety and first aid certificates, reminds staff before they expire and books them into the next refresher course.
Probation check-ins for new starters
Checks in with new starters during probation, passes on anything they raise, and books the probation review with their manager on time.
Daily production briefing for plant managers
Sends plant managers a short morning summary of yesterday's output, downtime, waste and late orders, and answers follow-up questions from the production systems.
Software licence requests and approvals
Takes requests for survey, drafting and office software, checks which licences are free, sends the request to the right director and logs it.
IT checklist for staff who are leaving
Runs the IT leaver checklist when someone resigns: books the device return, makes sure accounts and licences are switched off on the last day, and confirms each step to the manager.
Driver licence and medical expiry chaser for trucking firms
Reminds drivers before a licence, medical or dangerous goods ticket runs out, collects a photo of the new card, and tells dispatch when someone cannot be rostered.
Incident and near miss report line for trucking firms
Takes the first report of a crash, load shift, injury or near miss from a driver, checks everyone is safe, tells the right people and opens the incident record.
Pre-start defect reporting for trucking fleets
Takes faults found in drivers' pre-start checks, logs them with the workshop, tells the driver whether the vehicle can go under the workshop's rules, and tells dispatch.
Customer site induction tracker for transport companies
Keeps track of which drivers hold a current induction for each customer site, reminds them before one expires, and tells dispatch who can be sent where.
Supplier invoice query line for multi-venue hospitality groups
Answers suppliers who ask whether their invoice has arrived, been approved and which payment run it is in, collects missing invoices, and passes disputes and bank detail changes to the financial controller.
Invoice approval chaser for restaurant and pub groups
Chases venue managers and head chefs to approve supplier invoices before the weekly payment cut-off, records why an invoice is wrong, and tells accounts payable what is stuck.
Month-end close and cost pack desk for hospitality groups
Reminds every venue of its month-end tasks, collects stocktake counts and uninvoiced deliveries, tells the group accountant what is missing, and gives venue managers their food, drink and wage cost once the pack is out.
Staff expense claims desk for restaurant and bar groups
Takes staff expense claims by text with a receipt photo, checks they have the details the policy asks for, sends them to the venue manager to approve, and tells staff when they will be paid.
CPD and mandatory training tracker for allied health clinics
Tracks each clinician's CPD hours and mandatory training, reminds them before anything expires, books in-house sessions, and sends external course requests to the education lead for approval.
Stock and price lookup for wholesale sales reps
Answers sales reps on the road about stock on hand at each warehouse, incoming stock dates, pack sizes, substitutes and a customer's price tier, and sends special price requests to the sales manager.
Maintenance request line for restaurant and bar groups
Takes reports of broken fridges, beer lines, lights and doors from venue staff, logs each job with a photo and urgency, passes it to the facilities coordinator, and tells the venue when a tradesperson is booked.
Stock transfers between venues for hospitality groups
When a venue runs short, finds which venue has spare stock, asks that manager to agree, records the transfer at cost so both stock counts are right, and books it on the runner van.
Corporate event client onboarding for function venues
Sets up new corporate function clients once they accept a quote: collects contacts, billing details, guest numbers, dietary needs and the run sheet, and tells the events sales manager what is still outstanding.
Delivery exception line for road freight companies
Takes drivers' reports of deliveries that cannot be completed, with photos and the consignment number, logs them in the transport system, alerts the dispatcher on duty, and passes dispatch's decision back to the driver.
Truck and trailer repair requests for freight fleets
Takes fault reports on trucks and trailers from drivers and depot staff, logs the job with fleet number, odometer and photos, books an overnight workshop slot, and puts drivers on the road straight through to the duty workshop supervisor.
New customer account setup for freight companies
Collects what a new business customer needs to give before their first booking, from ABN and credit application to pickup sites, opening hours and typical freight, and tells the customer accounts manager what is missing.
Subcontract carrier onboarding for freight companies
Collects insurance certificates, registrations, licences, the signed agreement and bank details from new subcontract carriers, and tells the subcontractor coordinator what is outstanding before they can be given work.
Liquor licence and RSA certificate expiry tracking for restaurant groups
Tracks every venue's licence items and every staff member's RSA, food safety supervisor and first aid certificate, sends reminders before they expire, files the renewed copies, and tells the compliance manager what is still missing.
Allergen enquiry line for restaurant groups
Takes guests' allergy and intolerance questions before they book or on the day, records them on the booking, and passes each one in writing to the head chef, who confirms with the guest.
Food safety incident logging for restaurant groups
Takes reports of temperature problems, pest sightings, foreign objects and unwell guests from any venue, records each one word for word with photos, and alerts the executive chef and venue manager straight away.
Privacy request intake for restaurant and bar groups
Takes requests from guests, staff and applicants to see, correct or delete their personal information, confirms them in writing, opts people out of marketing the same day, and passes the rest to the privacy officer.
Supplier certificate and spec sheet chasing for restaurant groups
Checks every food supplier's food safety certificate, insurance and allergen specification sheets each week, emails suppliers whose documents are about to expire, and tells the compliance manager who is missing what.
Staff IT help line for allied health clinic groups
Answers clinic staff IT questions from the IT guide, logs anything it cannot fix as a ticket with the details the support team needs, and phones the IT manager when a whole clinic cannot work.
Password reset and access requests for allied health clinic groups
Sends staff the right password reset steps, checks the request comes from their own account, and sends every new access request to the manager and IT manager to approve.
Device and software licence requests for allied health clinic groups
Takes requests for laptops, headsets, screens and software licences, checks what the person already has in the register, and sends each request to the right approvers with the details attached.
Leaver IT offboarding checklist for allied health clinic groups
Starts the IT checklist the moment a leaver is recorded, reminds the manager to collect equipment, and tells the IT manager the day after which accounts and devices are still outstanding.
Suspicious email reporting for allied health clinic groups
Takes reports of suspicious emails, texts and calls from any clinic, tells staff not to click or pay, logs each one, and phones the IT manager straight away if anyone already clicked.
Daily owner briefing for allied health clinic groups
Sends the owner and operations team a short briefing every weekday at 7am: yesterday's appointments by clinic, cancellations, today's booked hours and anything the practice managers flagged.
Weekly KPI briefing for allied health clinic groups
Sends the owner and managers a Monday briefing with last week's appointments, revenue invoiced, new patients, utilisation by clinic and service, and the week before for comparison.
KPI questions desk for allied health clinic managers
Answers managers' questions about the management figures from the Power BI reports and Cliniko, says which report and dates it used, and passes anything not in the reports to the finance manager.
Board pack preparation for allied health clinic groups
Asks each manager for their board pack section ten business days ahead, chases late sections, fills in the standard figures from Power BI, and sends the assembled draft to the chief executive.
Month end figures check for allied health clinic owners
At month end, lays the owner's key figures side by side for the month and year to date, flags where Cliniko invoicing and Xero revenue do not match, and passes the gaps to the finance manager.
Driver sick and absence line for freight companies
Takes sick and absence notices from drivers and warehouse staff at any hour, phones the dispatcher when a run starts soon, and logs every absence for the people manager to decide on.
Shift swap and cover finder for freight depots
Finds staff at the same depot with the right licence who are free and rested, texts them fairly, and sends the swap to the operations manager to approve.
Reference checks for new truck drivers
Contacts each shortlisted driver's referees with the candidate's consent, asks the standard questions, records the answers word for word, and sends them to the people manager.
Driver licence and training expiry reminders for freight firms
Tracks each driver's licence class, endorsements, medical certificate and training, reminds them before anything expires, and tells the health and safety manager on the day it does.
Customer open day RSVPs for freight and logistics firms
Takes RSVPs for the depot open day, asks who wants the cold store tour, sends confirmations, reminders and directions, and runs a waiting list when it fills.
Trade show lead follow-up for freight and logistics firms
Thanks every person met at a trade show within 2 business days, sends the brochure they asked for, records what they ship, and passes anyone who wants to talk to the sales manager.
Freight quote request follow-up for logistics companies
Gathers everything the sales manager needs to quote chilled or frozen freight, tells the business when the quote will arrive, and follows up after it is sent.
Customer newsletter sign-ups for freight and logistics firms
Takes newsletter sign-ups from the website, events and email, sends a confirmation, adds people to the list only once they confirm, and removes anyone who unsubscribes the same day.
Customer review requests for freight and logistics companies
Asks every active customer the same way how things are going and invites a Google review, and passes any problem they mention to the sales manager the same day.
Staff training records tracker for property management firms
Tracks each staff member's refresher training and certificates, reminds them before anything is due, books in-house sessions, and sends external course requests to the training lead for approval.
Owner statement and payment query line for property managers
Answers property owners who ask what is on their statement and when they will be paid, resends statements, and passes corrections, fee queries and bank detail changes to the finance manager.
Contractor invoice approval chaser for property management firms
Chases property managers to approve contractor invoices before the weekly payment cut-off, checks the owner's approval is on file, records why an invoice is wrong, and tells the accounts officer what is stuck.
Trust account month-end desk for property management firms
Sends each property manager their unallocated rent receipts and month-end tasks, chases them until they are clear, and tells the finance manager what is still open before the trust reconciliation.
Property file and key register lookup for property managers
Answers property managers on the road about a property's keys, owner maintenance limit, next inspection date and contractor history from the property file, and passes key and file problems to the operations manager.
Maintenance job updates for rental property owners
Tells property owners where a repair on their rental is up to, which contractor has it, whether it is within their maintenance limit, and passes anything urgent or disputed to the senior property manager for that area.
Inspection report follow-up for rental property owners
Sends owners their routine inspection report, answers questions about what was found and when the next inspection is due, and passes repairs that need the owner's approval to their property manager.
Repair quote approval chaser for rental property owners
Chases owners to approve repair quotes over their maintenance limit, records the approval or the owner's question against the job, and tells the property manager what has come back.
Owner concern and complaint routing for property management firms
Takes concerns from property owners, checks the property file, writes up what happened, and passes it to the senior property manager for that area with a reply time, so no owner complaint sits in one person's inbox.
System access for new starters and role changes
Takes access requests for new starters and role changes, works out what each role needs in the DMS and other systems, sends it to the right approver and logs it.
Morning sales and stock briefing for dealer principals
Sends the managing director and site managers a short morning summary of vehicles sold, gross, aged stock and enquiries, and answers follow-up questions from the DMS.
Workshop numbers on request for aftersales managers
Answers the aftersales manager's questions about hours sold, bookings, jobs waiting on parts and comebacks across every workshop, straight from the DMS.
Technician sick and absence line for car dealerships
Takes sick and absence notices from technicians, service advisors and sales staff at any hour, tells the service manager in time to move bookings, and logs each absence for the manager to approve.
Workshop shift cover for car dealer service departments
When a technician or service advisor is off, checks the cover list for people who are free and qualified for the booked work, messages them, and tells the service manager who said yes.
Licence and certification expiry reminders for car dealerships
Reminds staff and their managers before a driver licence, refrigerant licence, inspector appointment or training record runs out, collects the renewed copy and updates the register.
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 →