A.I. Agents & Skills

A.I. teammates that work alongside your Staff

Hand routine decisions and client messages to an Agent, and stay in control of every one

An Agent has its own name, Manager and Voice. Skills are the jobs you give it: choosing which Auto-Template runs, or writing a secure message to the person an automation is about. Every run is graded and recorded, and held for approval whenever you want a person to decide. Run it all on the A.I. Service, or on your own key from the provider you already use.

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A.I. Connections: default model, providers, Skills and Agents

Decision Skills: the right Auto-Template, every time

Describe each situation in plain business language and point it at an Auto-Template you already built. The A.I. grades every condition and runs the best match, so the outcome is always something you wrote and approved.

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Consolidate your workflows & save BIG on software costs

Every tile below is a complete tool that already works with the others, so a new Client flows from your CRM into onboarding, the portal, proposals and invoicing without a single copy and paste. Turn on what you need today and the rest as you grow, with UNLIMITED Staff and Clients on one flat price.

Automated CRM

Onboarding

Client Portal
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EXTREME White Label

Digital Marketing
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Appointment Scheduling
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Digital Dynamic Proposals

Billing + Packages

Contracts & eSignature
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Project & Task Management

Payments + Subscriptions

File Exchange
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Learning Management (LMS)
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Support Tickets
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Interactive Community
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Secure Messaging