workhiiv

Your AI Workforce

Twelve employees. Zero salaries.

A custom AI workforce for your business. Each one trained on what you do, plugged into your stack, and ready to handle the work your team can't get to.

Get a demo→Book a call

How we get it right

Six layers of discovery before a single agent ships.

Most agents fail because they sound generic. We spend 2-3 hours mapping your business before we build anything, so the AI sounds like you, not a chatbot.

  1. 01

    Business identity

    Your voice, your story, your customer's actual experience. The agent has to sound like you, not a generic bot.

  2. 02

    Services and pricing

    Every service you offer, every price, every package, every exception. Quoted right or not at all.

  3. 03

    FAQ library

    The 50 questions you answer every week. Pulled from your inbox, your call notes, your knowledge base.

  4. 04

    Calendar and booking logic

    Hours, availability, buffers, travel time, blackout dates. Booking right means the right person at the right time.

  5. 05

    No-show and escalation rules

    Confirmations, reminders, deposit requirements, when to bump to a human. Built around how your business actually works.

  6. 06

    Integrations and handoffs

    CRM, calendar, invoicing, dispatch, reviews. Every system the agent needs to read and write, wired up before launch.

Why this matters: the agencies losing on this work are the ones that connect a phone number to a generic greeting and call it done. Two days later the AI quotes the wrong price and the client cancels.

ROI Calculator

Run the numbers on your business.

Every agent has its own math. Pick one, plug in your numbers, see what it'd recover for you in a year.

Pick an agent to run the math

Riley

Riley

Receptionist

Annual revenue recovered

$481K

Per month

$40.1K

ROI multiple

19.2x

The roster.

Twelve specialists. Each one trained on your business, each one plugging a specific leak. Click any card to dive in.

Riley, AI Receptionist agent

Riley

Receptionist

→

Answers every call, qualifies the caller, books the job. 24/7.

$126K/yr lost to missed calls (avg SMB)
Cole, AI Lead Closer agent

Cole

Lead Closer

→

Responds to inbound web leads in under 60 seconds.

7x more qualifications with sub-5-min response
Ava, AI Scheduler agent

Ava

Scheduler

→

Confirms, reminds, reschedules. No-shows go to zero.

38-50% no-show reduction with SMS reminders
Marcus, AI Collector agent

Marcus

Collector

→

Chases unpaid invoices. Polite. Persistent. Paid.

Paid 5 days faster with automated reminders
Maya, AI Support Agent agent

Maya

Support Agent

→

24/7 customer service across web chat, SMS, and email.

70% of tickets auto-resolved
Quinn, AI Quote Closer agent

Quinn

Quote Closer

→

Sends quotes, follows up, recovers ghosted deals.

20-30% of ghosted quotes recovered
Reese, AI Onboarder agent

Reese

Onboarder

→

Walks every new customer through the first 30 days.

30% higher retention with structured onboarding
Sage, AI Reviewer agent

Sage

Reviewer

→

Asks every customer for a review. At the right moment.

5x more reviews with automation
Drew, AI Dispatcher agent

Drew

Dispatcher

→

Routes incoming work to the right person, fast.

Cuts dispatch admin by 60-80%
Beck, AI Bookkeeper agent

Beck

Bookkeeper

→

Categorizes, reconciles, flags weirdness. Daily.

Replaces 10-15 hrs/week of admin
Indi, AI Marketer agent

Indi

Marketer

→

Content, social, email campaigns. In your voice. At 5x output.

5x output for a fraction of agency cost
Owen, AI Reporter agent

Owen

Reporter

→

Daily business dashboard, delivered to your inbox.

Turns a 4-hour Monday into 4 minutes
Riley, Receptionist

Receptionist

Meet Riley.

Answers every call, qualifies the caller, books the job. 24/7.

Riley picks up the phone the moment it rings. She asks the right questions, looks up your calendar, and books the appointment before the caller has a chance to try the next contractor on Google. Every missed call becomes a captured job.

What Riley handles

  • Picks up calls 24/7, even during dinner
  • Qualifies leads on budget, timeline, location, service type
  • Books straight into your live calendar with the right time slot
  • Sends confirmation text and email automatically
  • Texts you a summary so you walk into every job prepped
  • Escalates to a human when the call truly needs one

Hooks into

TwilioElevenLabsClaudeGoogle CalendarJobberServiceTitan

How it works

Inbound call hits Riley's number. She greets the caller in your business voice, runs through 4-6 qualifying questions, checks your live calendar, and books the slot. A summary text fires to you within 60 seconds, and the booking lands in your CRM with all context attached.

Riley's ROI for your business

Annual revenue recovered

$481K

Per month

$40.1K

ROI multiple

19.2x

Build Riley into your business in 2-4 weeks.

Book this build→
Cole, Lead Closer

Lead Closer

Meet Cole.

Responds to inbound web leads in under 60 seconds.

Cole is the first responder for every form fill, chat, or lead source. The second a lead lands, he's already replying in your voice with the right question, the right context, and the right next step. Response time goes from hours to seconds.

What Cole handles

  • Replies to inbound web leads in under 60 seconds
  • Personalizes every message using the form data + your CRM
  • Books qualified calls straight into your calendar
  • Runs multi-touch follow-up across email, SMS, and voicemail drop
  • Logs every interaction in your CRM with deal stage updates
  • Hands warm leads to you with a one-line summary

Hooks into

ClaudeHubSpotPipedriveTwilioGmail APISlack

How it works

New lead comes in. Cole pings them within 60 seconds with a personalized message, qualifies, books a call or hands a hot lead to you. He runs follow-up sequences across email, SMS, and voicemail drop until the lead converts or formally opts out.

Cole's ROI for your business

Annual revenue recovered

$28.8K

Per month

$2.4K

ROI multiple

1.2x

Build Cole into your business in 2-4 weeks.

Book this build→
Ava, Scheduler

Scheduler

Meet Ava.

Confirms, reminds, reschedules. No-shows go to zero.

Ava runs the calendar like a hawk. Day-before confirmations, morning-of reminders, and the second a customer says they can't make it she finds them a new slot before they ghost. Booked-to-completed ratio jumps.

What Ava handles

  • Confirms appointments 24 hours and 2 hours out
  • Reschedules anyone who says they can't make it
  • Fills cancelled slots from your waitlist automatically
  • Sends prep instructions so customers show up ready
  • Flags repeat no-shows so you can deposit-gate them
  • Keeps your live calendar perfectly clean

Hooks into

Google CalendarCalendlyTwilioClaudeJobberAcuity

How it works

Every booking enters Ava's queue. She fires a 24-hour confirmation, a 2-hour reminder, and an immediate reschedule flow if anyone replies that they can't make it. Empty slots auto-fill from your waitlist. You see only the customers showing up.

Ava's ROI for your business

Annual revenue recovered

$72.9K

Per month

$6.1K

ROI multiple

2.9x

Build Ava into your business in 2-4 weeks.

Book this build→
Marcus, Collector

Collector

Meet Marcus.

Chases unpaid invoices. Polite. Persistent. Paid.

Marcus runs the AR follow-up your bookkeeper doesn't have time for. Day 1 friendly nudge, day 7 firmer reminder, day 14 escalation with a payment link. He recovers cash you'd otherwise write off and shrinks DSO.

What Marcus handles

  • Tracks invoice age across QuickBooks, Xero, and Stripe
  • Sends graduated reminder sequences automatically
  • Embeds one-click payment links in every message
  • Escalates to phone-call summaries when text fails
  • Reports weekly on AR recovered and what's still out
  • Flags invoices likely to go to collections

Hooks into

QuickBooksXeroStripeClaudeTwilioGmail API

How it works

Marcus watches your invoicing system. The moment an invoice ages past your terms, he kicks off a graduated reminder sequence with one-click payment links. By day 14 he escalates with a phone-call summary. Paid invoices auto-close in your books.

Marcus's ROI for your business

Annual cash flow benefit

$2.3K

Per month

$194

ROI multiple

0.1x

Build Marcus into your business in 2-4 weeks.

Book this build→
Maya, Support Agent

Support Agent

Meet Maya.

24/7 customer service across web chat, SMS, and email.

Maya handles the customer service queue your team can't keep up with. She answers FAQs from your real knowledge base, processes refunds and returns, books rescheduling, and escalates only when a human truly needs to step in.

What Maya handles

  • Replies on web chat, SMS, email, Instagram, Facebook
  • Answers FAQs from your real knowledge base
  • Processes refunds, returns, and rescheduling end-to-end
  • Tags every conversation by category and sentiment
  • Escalates to a human only when it actually matters
  • Hands off with full context attached

Hooks into

ClaudeIntercomGorgiasZendeskTwilioStripe

How it works

Maya watches every channel where customers reach out. She answers in your brand voice using your actual knowledge base, handles routine asks (refunds, rescheduling, status updates) end-to-end, and tags + escalates the gnarly ones with full context attached so your team isn't reading from scratch.

Maya's ROI for your business

Annual labor cost saved

$13.4K

Per month

$1.1K

ROI multiple

0.5x

Build Maya into your business in 2-4 weeks.

Book this build→
Quinn, Quote Closer

Quote Closer

Meet Quinn.

Sends quotes, follows up, recovers ghosted deals.

Quinn takes the quotes that went out and never came back. She runs a multi-week follow-up sequence built from what's actually closed your past deals, surfaces objections, and pulls ghosted prospects back into the pipeline.

What Quinn handles

  • Drafts and sends quotes from your pricing rules
  • Runs 30-day multi-touch follow-up automatically
  • Pulls in case studies and social proof relevant to the deal
  • Surfaces objections and answers them with your real data
  • Pings you when a ghosted deal goes warm
  • Reports weekly on recovery rate and revenue closed

Hooks into

ClaudeHubSpotPipedriveDocuSignGmail APIStripe

How it works

Every open quote hits Quinn's queue. She runs a 30-day follow-up sequence: day 2 nudge, day 7 value reminder, day 14 case study, day 21 incentive, day 30 final. Each touch is personalized using the original quote details and any past communication.

Quinn's ROI for your business

Annual revenue recovered

$210K

Per month

$17.5K

ROI multiple

8.4x

Build Quinn into your business in 2-4 weeks.

Book this build→
Reese, Onboarder

Onboarder

Meet Reese.

Walks every new customer through the first 30 days.

Reese owns the first 30 days. She welcomes every new customer, walks them through setup, checks in at the right milestones, and surfaces issues before they become churn. The customers who stick around are usually the ones who got onboarded right.

What Reese handles

  • Welcomes new customers within minutes of signup
  • Walks them through setup with a personalized sequence
  • Checks in at day 3, day 7, day 14, day 30
  • Surfaces friction before it turns into churn
  • Captures NPS at day 30 and routes feedback
  • Hands warm advocates to your reviews flow

Hooks into

ClaudeHubSpotCustomer.ioLoomStripeNotion

How it works

New customer signs up. Reese kicks off a 30-day onboarding sequence: welcome message, setup walkthrough, day-3 check-in, week-1 milestone, week-2 value moment, day-30 NPS. She flags any customer going cold and pings you with context.

Reese's ROI for your business

Lifetime retention value protected

$86.4K

Per month

$7.2K

ROI multiple

3.5x

Build Reese into your business in 2-4 weeks.

Book this build→
Sage, Reviewer

Reviewer

Meet Sage.

Asks every customer for a review. At the right moment.

Sage asks every customer for a review the moment they're happiest. She times the ask perfectly, sends through whichever channel they prefer, and routes negative feedback to you privately before it lands on Google.

What Sage handles

  • Sends review requests 24 hours after job completion
  • Times the ask to when the customer is happiest
  • Routes 5-star feedback to Google, lower to a private survey
  • Reminds non-responders once at the 7-day mark
  • Replies to reviews on your behalf in your voice
  • Reports weekly on review velocity and average rating

Hooks into

ClaudeBirdEyeTwilioGoogle Business ProfileJobberGmail API

How it works

Job completes. Sage fires a thank-you message and a review request 24 hours later via the customer's preferred channel. Five-star feedback flows to Google, four-and-under gets routed to a private survey so you can fix things before they go public.

Sage's ROI for your business

Annual review-driven revenue

$28.8K

Per month

$2.4K

ROI multiple

1.2x

Build Sage into your business in 2-4 weeks.

Book this build→
Drew, Dispatcher

Dispatcher

Meet Drew.

Routes incoming work to the right person, fast.

Drew triages every incoming job. He looks at location, skill required, tech availability, and customer priority, then routes it to the right person in seconds. Dispatch goes from a full-time job to a background process.

What Drew handles

  • Routes jobs by location, skill, and crew availability
  • Sends ETAs and arrival windows automatically
  • Reroutes when a crew runs late or a job overruns
  • Balances load across the team daily
  • Flags emergency jobs and bumps them to the front
  • Reports daily on jobs run, ETA accuracy, utilization

Hooks into

ClaudeServiceTitanJobberGoogle Maps APITwilioSlack

How it works

Job lands in your system. Drew checks location, scope, required skill, and current crew availability. He assigns the right tech with the right ETA, pings the customer with arrival window, and updates everyone if anything shifts mid-day.

Drew's ROI for your business

Annual labor cost saved

$11.8K

Per month

$980

ROI multiple

0.5x

Build Drew into your business in 2-4 weeks.

Book this build→
Beck, Bookkeeper

Bookkeeper

Meet Beck.

Categorizes, reconciles, flags weirdness. Daily.

Beck handles the bookkeeping grind. He categorizes transactions, reconciles accounts, flags anything that looks off, and keeps your books month-end ready every single day. Your accountant gets clean data, your CPA bill drops.

What Beck handles

  • Pulls and categorizes transactions daily
  • Reconciles invoices, payments, and receipts
  • Flags duplicates, miscodes, and anomalies
  • Produces month-end ready books all month long
  • Hands clean data to your accountant
  • Cuts your accountant bill by 30-50%

Hooks into

ClaudeQuickBooksXeroPlaidStripeNotion

How it works

Beck pulls transactions daily from your bank, cards, and payment processors. He categorizes using your past patterns, reconciles against invoices and receipts, flags any anomaly (duplicate, miscoded, suspicious), and produces a daily summary in your inbox.

Beck's ROI for your business

Annual labor cost saved

$25.0K

Per month

$2.1K

ROI multiple

1x

Build Beck into your business in 2-4 weeks.

Book this build→
Indi, Marketer

Marketer

Meet Indi.

Content, social, email campaigns. In your voice. At 5x output.

Indi runs the content engine. Blog posts, social, email campaigns, ad copy, review replies. She writes in your voice using your actual brand voice doc, ships on schedule, and measures every piece against real conversions.

What Indi handles

  • Drafts blog, social, email content in your voice
  • Ships on a fixed publishing schedule
  • Runs A/B tests on subject lines and hooks
  • Replies to comments and DMs in your voice
  • Measures every piece against real conversions
  • Reports weekly on what's working and what's not

Hooks into

ClaudeBeehiivMailchimpBufferCanva APINotion

How it works

Indi works from a monthly content plan you sign off on. She drafts posts, schedules them, and runs A/B tests on subject lines and hooks. Every Sunday she ships a content report: what got engagement, what converted, what's queued next week.

Indi's ROI for your business

Annual incremental marketing value

$154K

Per month

$12.8K

ROI multiple

6.1x

Build Indi into your business in 2-4 weeks.

Book this build→
Owen, Reporter

Reporter

Meet Owen.

Daily business dashboard, delivered to your inbox.

Owen pulls every number that matters every morning. Revenue, jobs booked, jobs completed, AR aging, lead source ROI, customer NPS. He delivers the dashboard at 6am so you walk into your day already knowing what's up.

What Owen handles

  • Pulls daily metrics from CRM, books, calendar, ads
  • Compares to last week and last year automatically
  • Flags anomalies and trends worth attention
  • Ships a one-page dashboard at 6am every morning
  • Sends a weekly deep-dive every Monday
  • Surfaces the 2-3 things you should actually do today

Hooks into

ClaudeMetabasePostgresStripeQuickBooksGmail API

How it works

Every morning at 6am, Owen pulls live data from your CRM, accounting, calendar, and ad platforms. He runs the metrics, compares to last week and same period last year, flags anomalies, and ships a one-page report to your inbox before coffee.

Owen's ROI for your business

Annual owner-time recovered

$37.4K

Per month

$3.1K

ROI multiple

1.5x

Build Owen into your business in 2-4 weeks.

Book this build→

Ready to see yours?

15-min discovery call. We'll look at your Jobber, walk through sample agent conversations in your voice, and quote you flat. You own everything we build for you.

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