AI-CHATBOT / ENTERPRISE AI
Put AI agents to work across your business. Support customers, follow up with leads, manage routine administrative tasks, and help your team focus on the work that matters most.
Plan Your Small Business AI ProjectStart with one business challenge and a focused AI solution.
INTELLIGENT SUPPORT FOR YOUR BUSINESS
AI for Small Business
Helpful AI agents for your everyday business needs
Your Business
Your customers, your tools, and your AI agents
One AI foundation. More support for your business.
Conceptual illustration, not a product screenshot.
THE OPPORTUNITY
Small business owners and employees often handle many responsibilities at once. They answer customer questions, schedule appointments, prepare invoices, manage records, and look for new opportunities.
AI agents can help with routine work by connecting to approved business information and tools. An agent can assist with customer questions, help organize appointments, prepare marketing drafts, and support administrative workflows.
Start with one task that takes time each week, then add capabilities as your business becomes comfortable with the technology and identifies new opportunities.
Illustrative small business AI workflow
Products and services
Business information
Approved software tools
Define each role
Set permissions
Choose review steps
Customer questions
Scheduling and follow-up
Business administration
KEY CAPABILITIES
Configure agents for specific responsibilities while keeping your team in control of important decisions.
Help customers find answers about your products, services, hours, and business policies.
Support appointment booking, calendar coordination, and reminders through compatible tools.
Assist with invoicing, bookkeeping preparation, expense tracking, and other routine tasks.
Help your team follow up with leads and prepare marketing content for review.
FRONT OFFICE AND CUSTOMERS
Give customers and prospects another way to reach your business and get useful information.
Help customers find information about your products, services, hours, and policies using approved business content.
Focus: accessible customer information.
Support follow-up with prospective customers and collect information your team needs for the next step.
Focus: staying connected to prospects.
Help customers book or manage appointments using compatible scheduling and calendar tools.
Focus: easier scheduling.
FINANCE AND ADMINISTRATION
AI agents can assist with the preparation and organization of financial information while your team and advisors review important records and decisions.
Assist with transaction categorization and preparation of information for bookkeeping review.
Help prepare invoices and identify accounts that may need payment follow-up.
Help organize receipts and expenses so information is easier to review and manage.
Assist with organizing financial information and preparing cash-flow estimates for review.
Help organize approved information used in payroll preparation through compatible business tools.
Prepare draft quotes and estimates for your team to review and approve.
Your business remains responsible for reviewing financial records, approving transactions, and working with its accountant or other professional advisors.
MARKETING AND GROWTH
Use AI assistance to prepare content, organize information, and support the activities that help your business grow.
Prepare draft social posts, email content, and promotional copy in your business’s preferred voice.
Help monitor customer feedback and prepare draft responses for your approval.
Organize approved sales and operational information into reports your team can review.
Help track stock information, identify low inventory, and prepare reorder lists for review.
Help new team members find approved procedures, training materials, and workplace information.
Help organize next steps for inquiries and routine business activities using your approved workflows.
AI AGENTS FOR YOUR BUSINESS
Each agent can be configured around a specific task, approved information, and the permissions your business establishes.
Helps answer common questions about your business, products, and services.
Helps customers book and manage appointments through compatible tools.
Helps prepare invoices and organize payment follow-up for review.
Helps prepare promotional content and customer communications.
BUSINESS TOOL INTEGRATIONS
Plan integrations with compatible accounting, sales, marketing, scheduling, and workplace platforms.
Discuss connections to compatible platforms such as QuickBooks, Xero, Square, Stripe, and PayPal.
Plan integrations with supported tools such as HubSpot, Shopify, Mailchimp, and Canva.
Discuss compatible connections to Google Workspace, Microsoft 365, Gusto, DocuSign, and Calendly.
CONTROL AND FLEXIBILITY
Choose the deployment, access, and support approach that fits your business and its technology requirements.
Focus on one useful task, evaluate the experience, and add capabilities as your needs develop.
Discuss managed hosting or deployment in your own infrastructure based on your requirements.
Decide what information agents can use and which activities require a person’s review or approval.
GETTING STARTED
Start with a clear business need and build from there.
Choose a task such as customer questions, appointment scheduling, or invoice preparation.
Review the information, tools, permissions, and approval steps the agent will need.
Gather feedback, review the results, and decide where additional AI support could help.
FREQUENTLY ASKED QUESTIONS
It is an approach to using AI agents to support customer service, scheduling, administration, marketing, and other business activities using your approved information and tools.
You can discuss a managed setup and begin with a focused use case. The technical requirements depend on the integrations and deployment approach your business selects.
Yes. Agents can be configured around approved information such as your products, services, hours, policies, and other business resources.
The platform supports connections to compatible accounting, payment, sales, marketing, scheduling, and workplace tools. Your specific applications can be reviewed during planning.
Available actions depend on the connected systems and permissions configured for your business. You can plan review and approval steps for activities that require a person’s authorization.
Data handling depends on your deployment, connected systems, access controls, and selected AI model providers. Your requirements can be reviewed as part of the project.
Yes. Starting with one agent and one workflow can help you evaluate how the solution works for your business before adding more capabilities.
Pricing can be discussed based on your business’s selected platform, deployment, integrations, and support requirements.
LET'S GET STARTED
Explore how AI agents can help your team support customers, manage routine tasks, and focus on growing your business.
Discuss Your Small Business AI ProjectWe can discuss your business goals, software tools, AI opportunities, and deployment options.
