Map the live workflow
We trace calls, forms, inboxes, calendars, reviews, and staff handoffs to find the highest-leverage automation point.
We trace calls, forms, inboxes, calendars, reviews, and staff handoffs to find the highest-leverage automation point.
The first agent gets a defined job, a clear escalation path, and concrete success metrics before anything expands.
Owner feedback, customer replies, recovered leads, response speed, and review flow health guide the next automation.