An assistant that can actually do the work
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
AI that cannot touch your systems is a toy
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
A colleague, with a permission slip
It operates the real system
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.
Reads free, writes approved
Looking things up happens instantly. Anything that changes data pauses for your approval, and the risky category asks every time, no exceptions.
Scheduled routines
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.
Meet it where you are
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.
Metered, not mysterious
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.
Guarded against manipulation
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.
AI native
Run it from Claude or ChatGPT
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
AI assistant questions, answered
Pairs well with
The assistant works whatever the modules know
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.
AI report writing
The assistant drafts, the report engine formats and protects.
Learn more
CRM
Client summaries and follow-up drafts from live records.
Learn moreEmail and SMS
Drafts land in the outbox for review, grounded in the real thread.
Learn more
Jobs and workflow
Ask which jobs have stalled, get the list and the draft follow-ups.
Learn moreScheduling and dispatch
Have it propose tomorrow's run, then approve it.
Learn more
The full custom ERP
See the whole platform your assistant would operate.
Learn moreGive your system a colleague
Book 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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