01 / Input
A new service inquiry
“Can someone look at our shop sink this week?”
AI agents & custom tools
Give AI a
specific job.
An assistant for a defined task, using approved information and clear review points.
Try a workflow ↓A small example, a clearer picture
See a workflow take shape.
Pick a task. Follow the four steps.
02 / Proposed AI action
Prepare a useful reply
Ask for the address and issue details. Suggest a team.
03 / Human review
Check before sending
Check wording, service area and routing before sending.
04 / Next step
Continue the conversation
After approval, continue through the agreed CRM workflow.
Fictional example. No live AI, messages, appointments or account connections.
Custom business workspaces
See what needs attention.
Owner workspace conceptFICTIONAL DATA
Needs review 01
INQUIRYShop sink request
Check the draft reply
Service teamReady for a decision 02
PROPOSALIntake workflow
Confirm scope and access
Business ownerNext step 03
RENEWALService agreement
Review upcoming renewal
Account ownerIllustrative custom workspace, not a live product or the planned Vexflow executive dashboard. Connections depend on scope.
Available to scope
Built for the people using it.
Draft & organize
Turn notes into a proposal or prepare a customer reply.
Find & explain
Answer internal questions with sources the team can check.
Route & summarize
Organize requests and prepare owner summaries.
Review & hand off
Agree on permissions, test examples and document operation.
Software connections depend on capabilities, access and project scope.
Useful answers
Before we build.
What can a custom AI assistant do?
Task-specific assistants and custom business tools that draft, organize, find information, route requests and prepare summaries for review.
Can an assistant use our existing tools?
Connections depend on your software, account access and project scope. We agree on supported connections before building.
Who reviews the work?
Your team reviews the agreed decisions and outputs. Permissions, exception handling and human review points are defined before launch.
Start with a conversation
What would make work
a little less complicated?
Bring a process, a question or an idea. We’ll find a useful place to start.