05 · Custom AI agent

A custom AI agent that helps you run your business.

An AI agent set up for your company. It works inside your email, calendar, records and files, answers questions about your business, and does the work you would hand an assistant, asking before anything goes out. For owners and operators of small and mid-size companies.

We run SAIDA on one.

Team chatIllustration
What is still open with the Henderson job?You
Two things. Their deposit cleared Monday. The revised quote they asked for is in your drafts, ready to send. Want me to add a follow-up for Friday if they go quiet?Your agent · from your records
Yes, send the quote.
Sent. Follow-up set for Friday 9:00.Nothing went out until you said yes
What it does

The work you would hand an assistant.

Message it the way you would message a colleague, in your team chat. It works inside the email, calendar, records and shared files you already use. Nothing has to be replaced.

  • Answers from your own records

    Ask it how things stand and it answers from your records, not from memory. Ask it to look something up and it comes back with the answer and where it found it.

  • Sorts the inbox

    It reads what lands, sorts what needs you from what does not, and flags the urgent one first.

  • Drafts, you send

    It writes the reply, the quote or the payment reminder and leaves it as a draft for you to check and send.

  • Follows up

    It keeps track of what is still open and drafts the follow-up before anyone has to remember it.

  • Tells you what needs you

    Every morning it can tell you what needs you today, and it tells you how the week went whenever you ask.

  • Learns how you work

    It keeps notes on how your business works, so you do not explain the same thing twice.

  • Asks first

    Nothing goes out and no money moves until you say yes.

  • Set up and kept working by SAIDA

    We connect your tools, write its instructions around how you work, and tune it as you go.

Also on the phone

Our agent on the phone is Katie.

For practices, the phone has its own agent: Katie answers every call and books the patient. The two work side by side.

  • Built on Claude.
  • Works in your team chat, email, calendar, records and shared files.
  • Only sees what you connect, and access can be taken away at any time.
Questions

Questions owners ask first

Only what you connect, and access can be taken away at any time. It reads your email, calendar, records and shared files to answer you and draft for you. Nothing goes out and no money moves until you say yes.

No. It drafts, you send.

It drafts and follows up, so your people spend their time on the work only they can do. It is not a chatbot on your website, and it does not place phone calls.

A fixed price in the written quote.

Tell us what you would hand an assistant.

Thirty minutes with Tom. You leave knowing what yours would do on day one.

Book a 30-minute call Thirty minutes with Tom. No deck, no pressure, and you keep the plan either way.
Book a 30-minute call