AI AgentsConfigured Build

AI agents that run the operational work your team shouldn't have to.

AI agents that take over the manual operations work running through your team — member and customer tracking, scheduling, automated messaging, billing follow-up, internal reporting. Wired into the tools you already use (CRM, calendar, Stripe, WhatsApp, spreadsheets) so the agent works inside your stack, not alongside it.

Customer trackingSchedulingAutomated messagingBilling follow-upTool integration
AI Agents for Operations

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Revenue MTD

$0

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MemberTierLast seen
Morgan LeeProToday
Priya ShahStandard2d ago
Dana RuizPro5h ago
Tom NakamuraTrial1w ago
Chloé MartinProToday
Alex OkonkwoStandard3d ago

The Problem

Hours per week lost to admin that should be running itself.

Operations work in most small and mid-size businesses runs across a patchwork of tools — a CRM here, a calendar there, Stripe for payments, WhatsApp for customer messages, a few spreadsheets stitching it all together. Every task means context-switching between tabs and copy-pasting data from one tool to the next.

The drudgery scales with the business. More customers means more manual tracking, more scheduling work, more invoices to chase, more messages to send by hand. Hours each week disappear into work that doesn't move the business forward — it just keeps the lights on.

Off-the-shelf operations platforms try to consolidate everything into one product, but they never quite fit. You end up bending your workflow to the tool, ignoring half the features, and still doing manual work in the gaps.

The Solution

An agent layer wired into the tools you already use.

We build AI agents that wire into the stack you already run. The agent reads from and writes to your CRM, calendar, Stripe, WhatsApp, and spreadsheets — taking over customer tracking, scheduling logistics, payment follow-up, and outbound messaging without you switching tools.

Each agent is configured for the specific operational shape of your business. The work it takes off your plate, the rules it follows, the data it surfaces — all tuned to how your team actually operates, not a generic ops template.

The result is the same operational throughput with a fraction of the manual work. Customized to your operation, live in weeks, fixed monthly pricing, and a dashboard so you always know what the agent is doing.

Key Capabilities

What it does.

Customer & Member Tracking Agent

Keeps your customer database current — logging interactions, updating statuses, surfacing who needs attention.

Scheduling Agent

Handles bookings, reschedules, reminders, and calendar coordination across your team and customers.

Outbound Messaging Agent

Sends triggered and scheduled messages via WhatsApp, SMS, or email — reminders, updates, follow-ups, campaigns.

Billing Follow-up Agent

Tracks invoices, chases overdue payments, and handles the routine billing comms your team would rather not.

Tool Integration Layer

Direct connections to your CRM, calendar, Stripe, WhatsApp, and any internal data — no copy-paste required.

Operations Dashboard

Real-time view of what the agent is doing, what's been handled, and what needs human attention.

Architecture

How it works.

Data Sources
Customer Database
Stripe
Processing
Workflow Engine
WhatsApp API
Intelligence
Scheduling Logic
Operations Agent
Output
Real-Time Data
Notifications
Dashboards

Ready to put an AI agent on the operational work?