AI automation

Describe the automation. It builds it.

An AI receptionist that answers and books. A workflow builder that turns a sentence into a running automation, with payments-aware steps our editions add. An office assistant that acts on command. All of it inside the platform that holds your calendar, your contacts and your payments.

Get a free quote See the platform it runs on

Receptionist · answers and booksWorkflow builder · plain EnglishOffice assistant · acts on commandUsage billed from a wallet

AI assistant

Text everyone who hasn't rebooked in 6 weeks, offer 10% off, book them into the first open slot

Plan: find clients with no booking in the last 42 days → send a text with a 10% code and a booking link → when they reply, offer the first open slot with their usual stylist → if no reply after three days, send one reminder, then stop.

✓ Workflow built: "Win-back 6 weeks". 41 clients match. Turn it on?

Illustrative.

Three capabilities

Answers, builds, acts

Three layers of AI. Each one works from the same calendar, contacts and payments, so it books real slots and chases real invoices.

AI receptionist & follow-upAnswers texts, web chat and calls around the clock, in your voice, from your own FAQ. It books into real open slots and sends the confirmation. It chases unpaid invoices on the schedule you set, requests reviews after good visits and wins back clients who have gone quiet. Anything it cannot answer goes to a person with the transcript attached.

AI workflow builderDescribe the automation in plain English and the platform builds it: if a quote is not accepted within three days, text them, then call Friday. It assembles the workflow from the platform's blocks (triggers, delays, conditions, messages, tasks, payments), names it, shows every step and asks before switching it on. Our editions add payments-aware steps: failed-payment retries, balances, contracts, receipts.

AI office assistantActs across the whole account on command. Move Tuesday's appointments to Wednesday and tell everyone; send the November statements; add a late fee to invoices over 30 days. It drafts the change, you approve, it executes. Anything that moves money always waits for a person.

On its own

What it does while you work

Eight automations that ship with the editions, written the way the business would describe them. All timings are defaults you can change.

Failed payment recoveryA card declines on a membership. Day 0: a text with a secure link to update the card. Day 3: a second text and the retry. Day 7: a call task on your desk with the history attached.

New inquiry answered in secondsA parent fills out the tuition inquiry form at 9pm. The receptionist replies with answers from your FAQ, offers two tour slots and books the one they pick.

Standby list fills an open seatA camper cancels. The first family on the standby list gets a text with a payment link. When they pay, the roster and the ledger update and the next family moves up.

Invoice chaseAn invoice goes out with a pay link. Unpaid at 3 days: a friendly text. At 7 days: email and text. At 14 days: a call task, with the message already drafted.

Review request after a 5-star visitAn hour after a visit rated five stars, the client gets a text asking for a public review. When one lands, the reply is drafted and waiting for your approval.

After-hours callsA call comes in at 7pm. The receptionist answers, takes the booking or the question, texts the caller a confirmation and leaves you a two-line summary.

No-show rebookingSomeone misses an appointment. Within 10 minutes they get a text with the next two open slots, and your no-show policy is applied if you have one.

Monthly statementsOn the 1st, every family or client with a balance gets a statement by email with a pay link. Partial payments and payment plans are reflected without anyone touching a spreadsheet.

Want it built for you? Custom builds from $1,999. We map how your office runs, then build the pipelines, forms, automations, AI assistant and payment flows to match. Written scope and fixed quote before we start; delivered in weeks; yours to keep on any plan. See custom builds →

Guardrails

Fast where it should be. Careful where it must be.

Asks before it acts on moneyRefunds, new charges, fee changes and bulk messages are drafted, then wait for a person to approve.

Every action loggedEach message, booking and change is written to the contact's timeline, with who or what did it and when.

Human hand-offWhen it is unsure, it hands the conversation to your team with the transcript, not a dead end for the client.

Your data stays yoursYour contacts and conversations are not used to train anyone's model, and you can export everything at any time.

Usage pricing

Included on Pro. Usage from the wallet.

The receptionist and the workflow builder are part of Pro. Conversations and voice minutes are billed from the same transparent usage wallet as SMS and calls. Rates are shown in your account before you switch anything on, and there is no forced AI subscription.

Businesses that run the receptionist on the phone all day usually take AI Unlimited at $127/mo, a flat price with no per-conversation charge. WhatsApp is $19.99/mo per line plus usage.

Pay for what you use; top up the wallet by any amount or set auto-refill
Rates visible in the wallet before you turn a feature on
AI Unlimited at $127/mo flat when usage would cost more
Pro is $299/mo, or $249/mo billed annually, and is credited back at higher processing volumes; talk to us

What AI costs on Pro

Pro plan$299/moAI receptionist & workflow builderIncludedAI conversations & voice minutesFrom the walletAI Unlimited (optional)$127/moWhatsApp line (optional)$19.99/moPro at higher processing volumesCredited back; talk to us

Illustrative. Usage rates are shown in your account; AI Unlimited is a flat add-on.

Why not a DIY automation tool?

Generic automation tools don't hold the money

Connector tools and agent builders are good at moving data between apps. They do not own the calendar, the phone line or the payment. Every step is a connection that can break, and nothing can act on a balance.

What you need	Generic connector or agent builder	Merch FinTech
CRM, calendar and inbox inside the tool	—	Yes
Business phone line, texting and chat inside	—	Yes
Payments, invoices and card on file inside	—	Yes
Retries a failed card and updates the ledger	—	Yes
Builds a workflow from plain English	Some	Yes
Asks before acting on money	—	Yes
Who fixes it when a connected app changes	You	We do
What it costs	Per-task fees, plus every app it connects	Included on Pro; usage from the wallet

Illustrative comparison of the generic tool category. Products differ; check any vendor's current site.

FAQ

What owners ask about the AI

What does the AI do?

Three things. The AI receptionist answers texts, chat and calls, books appointments and chases unpaid invoices; it is included on Pro. The AI workflow builder turns a plain-English description into a running automation, with payments-aware steps added by our editions. The AI office assistant acts across the whole account on command, drafting the change for you to approve.

Can the AI make a mistake with a client's money?

It cannot move money on its own. Refunds, new charges, fee changes and bulk messages are drafted and wait for a person to approve. Every action is logged on the contact's timeline, and you can pause any workflow in one click.

Will it sound like a robot to my clients?

It answers from your own FAQ, in the tone you set, and it says what it is if asked. When it is unsure it hands the conversation to your team with the transcript. You can read every conversation.

What does the AI cost?

The receptionist and the workflow builder are included on Pro ($299/mo, or $249/mo billed annually; Pro is credited back at higher processing volumes; talk to us). Conversations and voice minutes are billed from the usage wallet at rates shown in your account, or take AI Unlimited at $127/mo flat. Pricing and add-ons →

What if I want it built for me?

Custom builds start at $1,999 one-time. We map how your office runs, then build the pipelines, forms, automations, AI assistant and payment flows to match, with a written scope and fixed quote before we start. Delivered in weeks, documented, and yours to keep on any plan. Custom builds →

Can I build automations without the AI?

Yes. Every edition ships with its automations already built. The visual workflow builder is there for anything custom, and our onboarding team sets up your first sequences with you.

Hear the receptionist answer your phone

Book a demo and we will set the AI up on your own FAQ before the call. Test it with the questions you get every day.

Get a free quote Have it built: custom builds from $1,999

305-954-7362 · [email protected]