Not a chatbot bolted onto your website. An assistant built into your own system that can look up any record, draft the email, build the summary and prepare the next action, with a permission system that lets it read freely but write only with your approval. It works your data, on your terms.
The problem
Copying data into a chatbot and copying answers back out is not automation, it is a new kind of typing. For AI to earn a seat, it has to operate the actual system, safely, with the same permissions and audit trail as a person.
That is what we build. The assistant sits inside your system with a toolset of real actions, look up a client, summarise a job, draft the reply, prepare the invoice. Reads run freely. Writes pause for a human yes. Destructive actions ask every single time. Every action it takes is logged like any staff member's.
In production today, an assistant like this runs scheduled routines each morning, catches things that need attention, drafts responses for review, and hands work back as tasks. Its token spend is metered per user, so the bill is never a surprise.
This is a module of our custom ERP platform, not a standalone product. Start with just this module and it already sits on the full platform, accounts, security, admin and API included, so the rest of the system can arrive stage by stage, whenever you are ready.
What you get
Dozens of gated actions across your records, not a script with a personality. Ask in plain language, watch it look things up and prepare the work.
Looking things up happens instantly. Anything that changes data pauses for your approval, and the risky category asks every time, no exceptions.
Every weekday at 7am: check overnight enquiries, flag stalled jobs, draft the follow-ups. Results arrive by email, with anything needing judgement handed back as a task.
Docked beside every screen, aware of the record you are viewing, and reachable by replying to its emails when you are away from the desk.
Every AI call is tracked with its cost, per user and per conversation, with monthly limits you set. The bill is a dial, not a shock.
Content from forms and emails is treated as data, never as instructions, so a cleverly-worded enquiry cannot trick the assistant into acting on it.
Proof
This Canberra inspection firm runs every booking through five teams and four outside parties. Osher Digital replaced their legacy booking system with a portal that carries the whole process: parallel team checklists on every job, route-aware scheduling, the shared mailbox filed against jobs, and in-house AI assistants that answer from the firm's own documents.
This Adelaide practice sells arboricultural reports, and the reports were slow to make. Osher Digital built a portal that runs the job from enquiry to paid PDF, a report engine that composes six report types from one shared content library, and an offline-first Android app that captures the tree data on site.
See it
An in-house assistant set in production, answering from the business's own documents with the sources cited.
AI native
Every module ships on a platform with a built-in MCP server, which means AI assistants like Claude and ChatGPT can securely read and operate your system with the same permissions as a staff member. Ask where a job is up to, get a client summary before a call, or have tomorrow's follow-ups drafted, from the chat window you already use.
FAQs
Pairs well with
This page is one module of a larger system. Everything below runs on the same platform and the same records, so the modules combine without integration projects, and you can add them in any order.
The assistant drafts, the report engine formats and protects.
Learn more
Client summaries and follow-up drafts from live records.
Learn moreDrafts land in the outbox for review, grounded in the real thread.
Learn more
Ask which jobs have stalled, get the list and the draft follow-ups.
Learn moreHave it propose tomorrow's run, then approve it.
Learn more
See the whole platform your assistant would operate.
Learn moreBook a free 15-minute call. Tell us the questions your team answers all day, and we'll tell you what a build costs.
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