Your Own AI Agent, Built for Your Business

Connect Your AI

• You use your own AI assistant
• Works inside your Flo Omni account
• Starts automations you already have
• You ask, it acts

Custom AI Agent

• We build and set up the agent for you
• Works across your email, Flo Omni, and other tools
• We build brand-new automations
• Runs on a schedule, even when you don't ask

An Inbox That Organizes Itself

Your agent works in your Gmail or Outlook. It sorts and labels incoming email, flags what's urgent, and drafts replies for you to review, so you open your inbox to what matters.

For example: Every quote request gets labeled, a reply is drafted, and you get a heads-up if a customer is waiting.

Follow-Ups That Run Without You

We build new automations around how your business actually works: lead follow-up, appointment reminders, review requests, and win-back messages for past customers.

For example: A customer who got an estimate but didn't book gets a friendly check-in 2 days later, then again at 7 days.

A Daily Briefing Before Your Day Starts

Every morning your agent sends you a short summary by text or email: new leads, today's appointments, payments received, and anything that needs your attention.

For example: 3 new leads overnight, 5 jobs on today's schedule, 1 unpaid invoice from last week.

Your Tools, Working Together

We connect your agent to the other software you use, such as Google Drive, Slack, QuickBooks, or Jobber, so information moves between them without copying and pasting.

For example: When a job is booked, the customer's details are added everywhere they need to be.

Strategy call

We learn how your business runs and where you're losing the most time.

Custom plan and quote

We map out exactly what your agent will do and send you a clear quote.

We build and connect it

We set up the agent, connect your tools, and test everything before it goes live.

It goes to work

Your agent starts handling tasks, and you choose how much ongoing support you want.

Build & Hand Off

We build your agent, connect your tools, and train you on how to use it. You run it from there, and extra help is available whenever you need it.

Build & Manage

We build your agent and keep managing it every month: monitoring, fixing issues, and improving it as your business grows.

You approve what it can do

Your agent only has access to the accounts and tasks you agree to.

Review before it sends

You decide which messages go out automatically and which wait for your OK.

Local support

You work directly with a Montgomery-based team you can actually call.