Internal operations · Worked example
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.
The problem
Getting a simple number, like this month's sales or how many jobs are overdue, means logging into three systems or asking someone to run a report. Decisions wait for the answer.
How it works
- Connects to your Command Centre, accounting, CRM and job systems
- Answers questions asked in plain words, by phone or in the browser
- Only answers from the data each person is allowed to see
- Says where each number came from, so it can be checked
- Texts or emails a follow-up table when the answer is too long to hear
What it connects to
- OwnerHow much did we invoice last month, and how does that compare to the month before?
- AgentLast month you invoiced 184 thousand dollars, up from 161 thousand the month before. That's from Xero.
- OwnerWho's our biggest overdue account?
- AgentThe largest overdue balance is 12,400 dollars, 45 days past due. Want me to text you the full aged debtors list?
- OwnerYes please.
Illustrative conversation. Names, numbers and details are made up.
Live demo of this agent
A demo version of this agent is on our list to set up. Until then, book a call and we will walk you through it with your own scenarios.
Related examples
More like this one.
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.
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.
Want this agent in your business?
Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.
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