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How it works

You don't learn AI. We build it around how your business already works.

We start with a free audit of the software you already run. Then we design the agents, connect them, test them with your team and keep them running. You stay in charge, and a dashboard comes with every build.

Service team meeting in the shop before the day starts
Start with a free audit
We look at your software, the busywork, and where jobs and follow-ups stall.
Keep your software
Agents work inside the tools you already pay for. Nothing gets replaced.
Your team stays in charge
Agents handle the repetitive steps. People make the calls that matter.

The process

Audit. Design. Build. Deploy. Manage.

We learn how your business runs before we automate anything. Every build starts with the work AI can realistically take off your team.

  1. 01
    Audit

    Map where AI belongs.

    We find the work that slips through in the software you already run. No lesson in how AI works. Highest-value jobs first. You don't have to understand the models.

  2. 02
    Design

    Design the system.

    Which agents, which systems, what they may do automatically, and what requires a person.

  3. 03
    Build

    Connect and build the agents.

    CRM, field software, accounting, ads, calendar, phone. Your systems of record stay. Agents work across them. The dashboard ships in the same build.

  4. 04
    Deploy

    Test with your team.

    Permissions, testing, and training for the people who work next to the agents. A person approves what matters.

  5. 05
    Manage

    Keep the system reliable.

    Models change. APIs change. Your business changes. We keep the agents, integrations, and workflows working as intended.

Included

One dashboard instead of five logins.

Every build comes with a private dashboard for your operations, marketing and money numbers, pulled from the software you already run.

Cortex / Operator

Private

CommandOperationsMoneyDemandShops

Exceptions today

  • Aging jobsOperations · Field software
  • Unsold estimatesSales · CRM
  • Unbilled completed workFinance · QuickBooks
  • Spend vs bookedMarketing · Ads

Operations

  • Board load
  • Stalled work
  • Capacity exceptions

Finance

  • Unbilled work
  • A/R aging
  • Memberships

Marketing

  • Spend vs booked
  • Reviews
  • Lead sources

Feeds from CRM, field software, books, ads, and reviews. Least privilege. Not a master login.

  • One board

    Operations, marketing, finance, and the shops. Exceptions and numbers from the stack you already pay for.

  • Least privilege

    Each view and each agent gets the systems it needs. Not a master login to the company.

  • Systems stay

    Shop software, CRM, books, ads remain the system of record. The dashboard reads them. It does not replace them.

What you get from the first project

  1. 01

    Audit the work

    How the company runs, what software it already uses, and where people still copy, check, and chase. You see the opportunities before we build anything.

  2. 02

    Design the system

    Which agents, which systems, what they may do automatically, and what requires a person. A secure dashboard is included in the same build.

  3. 03

    Build and connect

    Agents built for those jobs, connected to the CRM, field software, ads, inbox, and books you already use.

  4. 04

    Deploy with your team

    Permissions, approvals, testing, training. Agents take the repetitive work. Your team keeps the decisions that require judgment.

  5. 05

    Manage it

    Monitoring, connector upkeep, model updates, and improvements as the business changes.

Find out what AI could take off your plate.

Start with a free 30-minute audit. You don't need to understand AI. We'll show you what's worth building into the software you already run, and what isn't.