Your helpers
AI helpers (some call them agents) that do the everyday chores in your app, so you don't have to.
What a helper is
A helper is an AI with a name and a job. Judy runs your front desk; Grace keeps your calendar and sheets up to date; another helper might follow up on late payments. Each one works only inside your app, with your records and the tools you've connected, and only on the jobs you've given it.
You're in charge
- She asks first. While a helper is new, she shows you each email before it goes. When you're happy, you can let her send by herself, one job at a time. Before you do, she tells you plainly what you'd stop checking.
- Pause any time. One switch pauses a helper, or just one of her jobs.
- Limits on spending. A helper that uses AI has a daily limit, so an unusual day can't run up costs.
- You see everything. Everything a helper does shows in Activity.
Meet the team
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Gregory
Lead assistantGregory builds your app from a conversation, changes it when you ask, and looks after your helpers. Want a helper for something new? Tell Gregory.
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Judy
Front deskJudy comes with every app. She looks after your customers' email and forms, each job with its own switch.
- Answer customer email sent to your app, from your documents. She hands you anything she isn't sure of, and can send forms or set up a request for you to approve.
- Welcome and goodbye emails when someone joins or leaves. She asks you before each goodbye.
- Forms: sends them before a visit, chases unfinished ones, says when one is due for renewal, sends a copy, and tells you when one is done.
You approve each email's wording once. After that, no AI and no extra cost. Answering email uses AI.
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Grace
Office managerGrace comes with every app. She uses only the Google Calendar or Google Sheet you share with your app.
- Keep your Google Calendar up to date: each booking goes on, moves when it changes, and comes off when it's cancelled.
- Today's run-down: each morning, the day's bookings by email, to you or to each staff member.
- Keep a sheet up to date: a row for each record, kept current, with the columns you choose.
No AI and no extra cost. Changes made in Google aren't copied back into your app.
Joining soon
Helpers we're getting ready. Their names and jobs may still change before they start.
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Quinn Joining soon
BookkeeperKeeps your QuickBooks matching your app: each charge as a QuickBooks invoice, and each payment recorded against it. He asks you before each new invoice until you trust him.
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Rosa Joining soon
SchedulerWhen someone cancels, offers the free time to the people on your waiting list, and books the first to say yes.
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Mae Joining soon
ReviewsAfter a visit, asks happy customers for a review, and brings anyone who wasn't happy to you first.
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Theo Joining soon
NewsletterA short monthly update to the customers who asked for one, written from what's new in your business, for you to approve.
A helper of your own
Got a chore that isn't covered? Describe it to Gregory in your own words, and he builds a helper for it. Your helper can:
- work on a schedule: every morning, every Monday, on the 1st of the month;
- start when something happens in your app: a new customer, a changed booking, a cancelled order;
- use your records: who owes what, whose appointment is tomorrow, what's overdue;
- write and send emails: asking you first while she's new;
- follow up until it's done: and hand it to you when it needs a person;
- use the tools you've connected and, when you allow it, look things up on the web;
- use AI where it helps: writing a friendly message, sorting enquiries, summarising notes.
Like the rest of your app, she's tested and checked before she starts.
Not yet
Helpers read only email sent to your app's own address, never your personal inbox. They send email, not text messages. And they keep your other tools up to date one way: changes made in Google or QuickBooks aren't read back into your app.