Run Your Business by Just Asking
Connect Claude, ChatGPT, or your favorite AI assistant to your Flo Omni account. Tell it what you need in plain English, and it gets done inside your business.
What Your AI Can Do For You
Ask in plain English. Your AI handles it inside your Flo Omni account.
Never Forget a Follow-Up
Your AI finds leads that went quiet and writes follow-up texts or emails for you to approve.
“Find everyone who asked for a quote last week but never booked, and draft a friendly follow-up.”
A Week of Social Posts in One Message
Write, schedule, and publish posts to your connected Facebook, Instagram, and Google Business Profile.
“Write 5 posts about fall HVAC tune-ups and schedule them for 9 AM each weekday.”
Blog Posts That Help You Get Found
Draft and publish blog posts on your Flo Omni website to help you show up in local search.
“Write a blog post about signs your roof needs repair after an Alabama storm.”
An Organized Inbox and Pipeline
Tag contacts, move deals to the right stage, and see who needs attention, all in your Flo Omni inbox.
“Show me every open deal over $1,000 and tag anyone I haven't talked to in 14 days.”
Start Your Automations With a Sentence
Add contacts to the follow-up and review-request automations already set up in your account.
“Add everyone from today's jobs to my review request automation.”
Know Your Day Before It Starts
Get a quick summary of appointments, new leads, and payments.
“What's on my calendar tomorrow, and did anyone pay their invoice this week?”
How It Works
Three simple steps. No coding required.
We connect it for you
On a free setup call, we securely connect your Flo Omni account to the AI assistant you already use.
You ask in plain English
Type or talk to your AI like you would an assistant. No codes or commands to learn.
You stay in control
Your AI asks for your approval before sending messages to customers or making changes.
Safe, Private, and In Your Control
Your data stays yours
The connection only works with your business account and your information.
Approval before action
Your AI asks before sending texts, emails, or making changes.
Turn it off anytime
You can disconnect in seconds.
For Tech-Savvy Teams
Already using AI tools? Here are the details.
- Protocol: Model Context Protocol (MCP)
- Works with: Claude, ChatGPT, Cursor, Windsurf, and other MCP-compatible clients
- Authentication: Private Integration Token plus your location ID, scoped to your account
- Capabilities: contacts, conversations (SMS and email), calendars, opportunities and pipelines, payments and orders, blog posts, email templates, and social media posting
- Setup: Free guided setup call, or step-by-step instructions for your team
Need something more custom? Explore our Custom AI Agent service.
Questions About Connecting Your AI
Ready to Put Your AI to Work?
Book a free setup call and we'll connect your AI assistant to your business and show you the requests our clients use most.
Book a Free Setup Call