Quotations & estimates
Prepare quotes using your approved prices and rules, with review where needed.
Custom implementation
Custom Business Automation Services
Extend your customer journey through workflows configured around your business tools and approval rules.
Extended capabilities
From enquiry to follow-through.
These are scoped projects. Available integrations and delivery time depend on your systems.
Lead routing & CRM
Collect the right details and send enquiries to the right person or system.
Follow-ups & reminders
Connect agreed reminders and follow-ups to your customer journey.
Content workflows
Connect research, drafting, review, publishing and reporting.
Your central workspace
Keep information connected.
We can scope Notion workspaces and workflow integrations for shared customer records, task tracking and operational visibility.
Business knowledge
Organise the information your assistants and team need.
Connected records
Connect agreed systems so customer information reaches the next step.
Review & approval
Build in approval points for quotes, content and other business decisions.
Start with the task that costs you the most time.
Tell us how enquiries arrive and what should happen next. We’ll help you scope a practical first step.
Custom Business Automation Services FAQs
What is included in the setup?
We agree the call types, approved business information, routing, and supported integrations before implementation. Your team reviews the configuration and tests the handoff before launch.
What are the published voice plan allowances?
General receptionist plans list $29 for 80 minutes, $99 for 280 minutes, and $199 for 650 minutes per month. Confirm features and top-ups during onboarding. WhatsApp and custom automation are quoted separately.
Can appointments and transfers be configured?
Supported calendar booking, appointment requests, and transfers are configured according to the selected plan and integration. If a request cannot be confirmed, it should be routed to staff for follow-up.
How are sensitive workflows handled?
Medical arrangements list $199 and $349 tiers with agreed BAA and data-handling scope. Review the actual services, access, retention, and contracts. Administrative assistants do not provide clinical, legal, tax, or other professional advice.
How can we evaluate the service?
Review a live demo and agree a pilot with realistic calls, staff ownership, and acceptance criteria. A seven-day trial is advertised for receptionist packages; activation and account terms are confirmed during onboarding.
For an independent reference on evaluating AI risks, see the NIST AI Risk Management Framework.