Custom AI Chatbot & Auto-Bot

Most chatbots read from a script. This one is trained on your actual business and can read a document, pull the right fields, and take the next step correctly.

Generic chatbot widgets frustrate customers because they can't handle anything outside a narrow script. An Auto-Bot is different: it's trained on your specific business, your services, your pricing logic, your intake forms, so it can actually resolve what a customer needs instead of routing them in circles.

This also covers document intake: dropping in a contract, a form, or an intake sheet and having the bot read it, extract exactly what your systems need, and enter it automatically, no manual retyping.

This is especially high-leverage for salons & med spas businesses, but it applies to any small business fielding repetitive calls or requests. See the full list of AI automation services we build, or how they apply across every industry we serve.

What it does

Built with

Custom LLM agents (OpenAI / Claude) Website chat widget Zapier Make

Great for these industries

Beyond the standard setup

1

Email triage and drafting

The bot reads incoming email, drafts a reply in your voice, and queues it for a one-click approval instead of a blank inbox waiting for someone to respond.

2

Voice-to-structured-data

A technician calls in and talks through a job report; the bot turns it into a properly formatted entry in your job system, no typing required.

3

Pre-visit intake

Customers or patients fill out intake and insurance information through a conversational form before they ever walk in, cutting front-desk time per visit.

4

Multi-step task completion

Instead of just answering a question, the bot can actually complete the task: reschedule the appointment, update the invoice, and notify the tech, all from one request.

Frequently asked questions

How is an Auto-Bot different from a generic chatbot widget?

Generic widgets stick to a narrow script. An Auto-Bot is trained on your services, pricing logic, and intake forms, so it can resolve what a customer needs instead of routing them in circles.

Can it read documents and forms?

Yes. It can read intake forms, contracts, and documents, extract the structured data, and send it into your CRM or spreadsheet.

What happens when a request is outside what it should handle?

It escalates to a human the moment a request falls outside its scope, instead of guessing.

How much does it cost, and how long does setup take?

Every plan can be live in under two weeks. Plans start at $199 a month for the Virtual Receptionist alone, $499 a month adds Lead Follow-Up Automation and Review & Reputation Management, and the complete system starts at $799 a month. Final pricing depends on call volume and business needs, and we confirm exact numbers on your first call.

Where we work

We build and support these systems for small businesses across the Triangle:

Raleigh Cary Durham Chapel Hill Apex Morrisville Wake Forest Garner Holly Springs Knightdale Fuquay-Varina

Have a document-heavy process?

Show us the form or document you deal with most and we'll show you what an Auto-Bot could automate.

Talk to us

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