Small & medium business
Building an agent is no longer the hard part. Whether you are a two-person trade or a 150-person business across several sites, the difference between a novelty and a hire is supervision: a scorecard, a named owner, a halt switch, and a monthly review. This page is how we recommend running agents in an Australian small or medium business — first job, running discipline, then growth.
Four handovers cover most businesses, at any size. Each one keeps a person on the outcome and gives the agent the drafting work.
Front door
The repeated jobMissed calls and after-hours enquiries
What the agent doesAnswer, capture the job details, then save a call summary for you to review.
Where you stay in controlEvery booking confirmed to you before the customer is told.
Quoting
The repeated jobRepeat quotes off a price list
What the agent doesDraft the quote from the enquiry and your past pricing, ready for one-tap send.
Where you stay in controlNothing leaves without owner approval. Non-standard jobs are held.
Debtors
The repeated jobChasing overdue invoices
What the agent doesPolite reminders on a schedule, escalating to you at a threshold you set.
Where you stay in controlNo discounting, no payment plans, no legal language. Ever.
Compliance
The repeated jobLicences, insurances and certificates
What the agent doesTrack expiry dates, chase the document, file it where it belongs.
Where you stay in controlReads and requests only. It never signs or submits on your behalf.
Running it
None of this needs a technical team. It needs a named owner and about ten minutes a day. If you cannot answer who owns an agent and how to stop it, it should not be live.
Growing it
One agent, one job
Month 1Pick the noisiest repeated job. Rehearse it against your own past work until the scorecard is boring.
Prove the number
Month 2Track what the agent actually did and what it cost to run. If it is not worth it to you, fix or retire it.
Add the neighbour
Month 3Hire the agent next door to the first — quoting after front door, scheduling after quoting — so context is shared.
Promote by version
OngoingWhen you correct an agent, re-check it against your own past jobs before you rely on the change.
The agents are the same. What changes is who owns them, how many run at once, and how the approvals are split up.
1–10 staff
10–50 staff
50–250 staff
No. The trigger is repetition, not headcount. A sole trader can run one agent, and a 200-person business can run a floor of them — one named owner per agent, department-level packs, and an approval queue for each manager.
The job that interrupts you most and has the lowest cost of being wrong — usually missed calls, repeat quoting, or invoice chasing. Leave anything involving legal commitments, pricing exceptions or dispute handling with a person.
Starter US$89, Growth US$199 or Scale US$399 a month (in Australia A$139, A$309 or A$619 incl. GST), with 5,000 to 50,000 credits. Voice and SMS provider usage may cost extra.
Usually, the repeated keyboard work goes first, and the people stay on the work that needs a human — judgement calls, relationships, and the messy jobs. We do not monitor or score your staff, by design.
The Work Audit maps every repeated task in your business, costs it at the hourly rates you give us, and hands you a ranked build plan you keep either way. The fee is credited in full against a build session booked within 60 days.