One agent your team and customers can reach by phone, text, email or chat. It works in your software, follows your rules and gets the job done. We build it around your work, then host it, run it and keep it working.
Call it, text it, email it, or message it in Slack or Teams. It's one agent with one memory of your business, however it's reached.
| Person | Role | Can |
|---|---|---|
| Pat | Owner | Everything. Approves anything over $1,000. |
| Dana | Manager | Change prices and hours, book vendors, approve under $1,000. |
| Front desk | Staff | Look things up, send in requests. |
| Customers | Public | Book, report a problem, ask a question. |
Marco · Change menu pricesAllowed · Manager
Every person gets exactly the access you give them, checked before every action. A customer can book a visit. Only a manager can change a price.
Access you grant, see and can take back.
QuickBooks, Google Workspace, Microsoft 365, Shopify, Square, Procore and the rest of what you already use, with access you control and can take back.
Anything that spends money or changes a record gets read back and approved by text. Routine work runs on its own. Everything is logged.
Most businesses start with the job that hurts most. Once it's running, the same agent takes on the next one, with the people, permissions and systems already in place.
Call or text one change. The agent updates Square, and Square syncs it to DoorDash, Uber Eats and Grubhub.
Residents call, text or email a repair. The agent sorts emergencies, opens the work order, sends the vendor and follows up until it's closed.
Before a sub gets paid, the agent collects the lien waiver and current COI, checks the amounts, and won't mark the payment ready until both are right.
The agent fills the payer's form from the clinical notes, faxes it, tracks every reply and chases denials so procedures don't slip.
A checklist per client from last year's return. The agent requests documents, reads what arrives, checks items off and keeps chasing what's missing.
A client needs a COI for a job site today. In Momentum AMS the agent checks the policy, issues the certificate with the right holder and sends it.
An email asks to change where you pay a vendor. The agent holds it, calls the vendor at the number on file, and only then marks it verified for your bookkeeper.
The agent answers calls you can't take, asks your intake questions, books appointments, puts urgent callers through and texts back anyone who hangs up.
Email any invoice, contract, form or receipt to your agent. It pulls out the details, enters them where they belong, files it, and tells the right person.
Book a free 15-minute call. Tell us the job that eats your week and we'll tell you how an agent would handle it and what it would cost.