Put AI to work.

From everyday tasks to intelligence that connects your whole business.

follow-up assigned

Better service. Less waiting.

Handle routine calls and questions. Give your team the exceptions.

see a workflow
  1. A customer calls

    Capture the request and use approved business information to answer routine questions.

  2. The next step is clear

    Check live availability before booking. Route exceptions to a person with the conversation attached.

  3. The loop gets closed

    Record the outcome and track unfinished follow-up. Judge the pilot by resolved requests, not just answered calls.

Explore customer-service experience
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follow-up prepared

Keep every lead moving.

Qualify leads, prepare outreach, and keep follow-up moving.

see a workflow
  1. A lead comes in

    Gather the inquiry and available customer context, then identify the right owner and next action.

  2. The message fits

    Prepare outreach and marketing content using your offer, brand voice, and approved customer information.

  3. Follow-through stays visible

    Coordinate agreed follow-ups across your CRM and communication channels. Track replies, appointments, and handoffs.

Explore Relay for voice conversations
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ready for review

Skip the retyping.

Turn forms, emails, and documents into reviewed records and next steps.

see a workflow
  1. The paperwork arrives

    Collect the documents and identify required fields, missing information, and conflicting records.

  2. A draft is prepared

    Use your rules and source records to prepare the entry, quote, or claim package. Flag gaps instead of guessing.

  3. Your team stays in control

    Approve material commitments and submissions. Automate routine steps only within agreed permissions, with a record of changes.

See Aerie’s administrative workflows
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finding to review

See what needs attention.

Review photos, plans, and scans. Surface issues and questions worth investigating.

see a workflow
  1. Bring the visual evidence

    Start with site photos, drawings, or scans and the question your team needs to answer.

  2. Find what matters

    Identify relevant details, compare observations with available records, and flag uncertainty for review.

  3. Make the finding useful

    Attach the source image to the finding. Prepare a task, update a record, or ask the right person to investigate.

Explore Ralph’s visual intelligence
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updated knowledge · sourced answers

Your knowledge, kept current.

Connect records, decisions, and expertise. Keep answers current and sourced.

see a workflow
  1. Connect what your team knows

    Bring approved documents, operational records, and decisions into a shared knowledge system with source permissions intact.

  2. Ask and trace the answer

    Return relevant sources alongside answers. Make conflicting or missing information visible.

  3. Keep the memory alive

    Bring in new records, reviewed corrections, and lessons from resolved problems. Assign owners to keep the knowledge trustworthy.

Explore Jarvis and connected knowledge
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contextagenttools + action

An assistant that takes action.

Use your context, call connected tools, and follow through—with agreed permissions.

see a workflow
  1. Connect your context

    Choose the email, calendar, notes, and accounts your assistant may use. Keep work and personal boundaries explicit.

  2. Put your tools to work

    Find an agreement, prepare a reply, create a task, or update a connected system using the tools you authorize.

  3. Keep control of the follow-through

    Review messages and material changes before they happen. Check action results and bring corrections back into the assistant’s context.

Explore Sonny, Jarvis, and Groot
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knowledgereviewedoutcomesinsighttool actions

Insight that leads to action.

Connect signals and lessons from past problems. Put shared intelligence to work.

see a workflow
  1. See the connections

    Combine operational records, visual findings, and past decisions. Surface recurring issues and explain the sources behind each insight.

  2. Move from insight to action

    Recommend a next step, assign an owner, or call a connected tool within agreed permissions. Check what actually happened.

  3. Learn from the outcome

    Review the result and correct the explanation when needed. Add the lesson to shared knowledge so the next decision has better context.

Explore Jarvis and executive operations
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Your next move starts here.

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