57% of small businesses are now investing in AI

Your AI Workforce.
Built for Your Business.

AI agents that answer your phones, triage your email, recover no-shows, close outbound leads, process documents, and run your back-office — so you can focus on the work that matters.

Powered by industry-leading AI & automation tools

Anthropic Claude OpenAI Twilio Vapi Google Calendar Slack Pinecone ManyChat n8n
11
AI-powered workflows
ready to deploy
24/7
your AI agents work
nights, weekends & holidays
< 60s
calls answered, emails triaged
& leads captured
20-40%
operational cost savings
reported by clients

You're running a business.
Not a call center.

But that's what it feels like — answering phones, chasing leads, triaging emails, rekeying data, chasing no-shows. AI handles all of it.

📞

Missed Calls & Slow Follow-Up

The phone rings while you're with a client. A lead fills out a form at 9pm. An Instagram DM goes unanswered. Every missed touchpoint is revenue lost to a competitor who responded first.

📋

Drowning in Admin Work

Emails to triage, invoices to process, contracts to review, no-shows to reschedule, proposals to write — your day is eaten by tasks that don't require your expertise.

📈

No Pipeline Without Hustle

Inbound leads are inconsistent. Cold outreach takes hours. You know you should be prospecting, but who has the time? AI builds and works your pipeline 24/7 while you focus on closing.

Built for businesses that are
growing faster than their team.

🔨

Contractors & Home Services

You're on the job site all day — leads call, nobody picks up, and they move on to the next guy.

🛒

E-Commerce & DTC Brands

You're getting engagement but not converting it. Comments, DMs, and cart abandons are leaving money on the table.

💼

Agencies & Consultants

Client work keeps you busy, but your own pipeline suffers. You need systems that sell while you deliver.

🏥

Med Spas & Clinics

No-shows, missed follow-ups, and a front desk that can't keep up. You need patients booked and retained automatically.

🏠

Real Estate & Property

Leads come in from 10 different places. Half go cold before you even see them. Speed to contact wins deals.

🎓

Coaches & Course Creators

You're creating content and getting attention, but manually DMing buyers doesn't scale past a few sales a day.

AI automation tailored to
your business.

No generic templates. Every workflow is custom-built for how your business actually operates.

Lead Capture & Follow-Up

Form fills, DMs, comments — AI responds in seconds, qualifies the lead, and books the hot ones on your calendar. Works 24/7 across every channel.

  • Instant response to forms, DMs & comments
  • AI qualifies & scores every lead
  • Automated follow-up sequences
  • Hot leads booked to your calendar
Hi, I'm interested in your services. Do you have availability this week?
9:47 PM
Hey! Thanks for reaching out. I'd love to help. What type of project are you looking at? I have openings Thursday and Friday.
9:47 PM · AI Auto-Reply
📞

AI Voice Agent

Never miss a call again. AI answers your phone with a natural, human-like voice — handles FAQs, captures leads, books appointments, and routes urgent calls to your team.

  • Answers calls instantly — no hold music
  • Books appointments on your live calendar
  • Captures caller info as CRM leads
  • Warm-transfers urgent calls to staff
Call In AI Answers Classify Intent Book / Route
📨

Email Triage & Auto-Response

AI reads every incoming email, classifies intent, drafts contextual responses, and routes intelligently — in under 60 seconds. Your team only touches what matters.

  • Auto-classify by sender, intent & priority
  • AI drafts responses in your brand voice
  • Auto-send low-risk, queue high-risk for review
  • Spam & newsletters archived automatically
Email In AI Classify Draft Reply Send / Queue
🤖

AI Chatbot & Customer Support

A knowledge-powered chatbot trained on your business data. Answers customer questions 24/7 using RAG — retrieval from your docs, FAQs, and website content.

  • Trained on your actual business knowledge
  • Handles FAQs, pricing & scheduling questions
  • Smart escalation to your team when needed
  • Embeds on any website in minutes
Do you offer same-day appointments?
11:32 PM
Yes! We have openings tomorrow at 10am and 2pm. Want me to book one for you?
11:32 PM · AI Chatbot
📅

Appointment No-Show Recovery

Missed appointment? AI sends a warm rebooking text within minutes — with live calendar slots. Recovers revenue you'd otherwise lose, without guilt-tripping anyone.

  • Auto-detects no-shows with grace period
  • Sends empathetic rebooking text with slots
  • Handles replies — books, reschedules, or escalates
  • Tracks repeat no-shows & flags for review
Hey Sarah! We missed you at your Facial today. No worries — want to rebook? Reply 1, 2, or 3 for available slots.
2:10 PM · AI Recovery
1
2:12 PM
📬

Multi-Channel Inbox

Instagram, Facebook, SMS, WhatsApp, email, web chat, Google Business — all flowing into one AI brain that normalizes, deduplicates, classifies, and responds.

  • 7 channels unified into one inbox
  • AI drafts channel-appropriate responses
  • Contact dedup across all platforms
  • Auto-respond to FAQs, queue leads for review
IG FB SMS Email AI Brain Respond
📄

Document & Contract Processing

Drop in a PDF, invoice, contract, or receipt — AI extracts every field, validates the data, and routes it to the right system. Zero manual data entry.

  • Extracts data from PDFs, images & scans
  • Classifies invoices, contracts, receipts & forms
  • Math verification & duplicate detection
  • Routes to QuickBooks, CRM, or Google Sheets
Upload PDF AI Extract Validate Route

Internal Ops & Back-Office

Employee onboarding, purchase order approvals, inventory alerts, AP/AR automation — your back-office runs 24/7 without anyone copy-pasting between systems.

  • Automated onboarding checklists & task routing
  • PO approvals with smart threshold routing
  • Inventory monitoring & reorder alerts
  • Invoice matching & AR reminder sequences
Trigger Classify Execute Notify
💡

Call Intelligence & Proposals

AI listens to your sales calls, extracts key details, scores the lead, and auto-generates a custom proposal — ready to send before the call is even cold.

  • Transcribes & analyzes every call
  • Extracts scope, budget & timeline
  • Auto-generates branded proposals
  • Logs everything to your CRM
Call Ends AI Analyze Generate Proposal Send
🚀

Outbound Sales Agent

AI finds your ideal prospects, writes hyper-personalized emails referencing their business, sends on autopilot, handles every reply, and books meetings on your calendar.

  • Auto-finds prospects via Google Maps + email
  • AI writes emails from their reviews & website
  • 3-email sequences with A/B/C testing
  • Classifies replies & books meetings
Find Leads AI Write Send Book Meeting
🌐

Website & Landing Page Creation

Need a professional web presence that actually converts? We build fast, modern sites designed to capture leads and make a strong first impression.

  • Mobile-responsive modern design
  • Built for speed & SEO
  • Lead capture forms & CTAs
  • Hosting & domain setup included
yourbusiness.com

What automation actually delivers.

Real numbers from businesses that implemented AI automation.

📞
60%+ missed
0% missed
Phone Calls Answered
4-6 hours
< 60 sec
Lead Response Time
📨
Manually reading all
Auto-triaged
Email Processing
📅
Lost revenue
40-60% rebooked
No-Show Recovery
🚀
0 outreach/week
600+ prospects/mo
Outbound Pipeline
💰
15+ hrs/week manual
20-40% saved
Operational Costs

Three steps to getting
your time back.

1

Audit

We map your current workflows, find the bottlenecks, and identify the highest-ROI automation opportunities.

2

Build

We build custom automation tailored to your exact processes. No cookie-cutter templates. Goes live in 2-4 weeks.

3

Launch

We test everything, train your team, and provide 30 days of support. You start saving time from day one.

Case Studies

See It In Action

Real automation workflows we build for businesses. Click a tab to explore how each one works.

1
💬
Someone Comments a Keyword
Instagram
A follower comments "PAINT" on a reel or post. ManyChat instantly triggers and sends them a DM with the product link — all within seconds.
2
Webhook Fires to AgentSurge
ManyChat → Server
When they tap the link, ManyChat fires a webhook to your backend. A new lead is created with their handle, keyword, and product — and follow-up DMs are automatically scheduled.
3
🤖
AI Generates Personalized DMs
Claude AI
After 24 hours, Claude AI writes a warm, on-brand follow-up DM using your custom prompts. A second follow-up fires at 48 hours. Each DM includes a branded tracking link through your custom domain.
4
📊
Click Tracking & Analytics
Custom Domain
Every link goes through go.yourdomain.com — you see exactly who clicked, when, and which DM performed best. A/B test different prompt variants and watch your CTR in real-time.
5
💰
Purchase Detected
Zapier → Stan Store
When they buy, Zapier sends the purchase to your server. The system auto-matches by price, cancels remaining follow-ups, and schedules a cross-sell DM for the next product up — 72 hours later.
6
📱
White-Label Dashboard
Client Portal
Your client gets their own branded dashboard to view leads, edit AI prompts, preview DMs, track conversions, and manage products — all without touching any code. Weekly email reports included.
100%
Hands-Free
A/B
Testing Built-In
24/7
Always Running
Products & Clients

Live Client Dashboard

Real leads. Real DMs. Fully automated.

AgentSurge ManyChat Dashboard
AI Generated DM Preview
1
Capture

Customer Fills Out Form INSTANT

A potential customer visits your website and submits a quote request — name, phone, email, service needed, project details.

Website Form Any Device 24/7
2
AI Classify

AI Analyzes the Lead AUTOMATED

Claude AI instantly reads the request and classifies it — urgency level, estimated job value, service category, and generates a summary + talking points for your callback.

🟢🟡🟠🔴
Urgency Rating
💲💲💲
Value Estimate
💡
Talking Points
3
Notify

You Get Notified Instantly < 10 SEC

A professional email hits your inbox with everything you need — customer details, AI summary, and one-tap buttons:

📞
Call Customer
💬
Text Customer
📅
Schedule Job

The preferred contact method is highlighted based on what the customer selected.

4
Confirm

Customer Gets Confirmation AUTOMATED

The customer immediately receives a branded email from your business name — "Thanks for reaching out! We'll be in touch within 2-4 hours." Professional, warm, instant.

Your Branding Click-to-Call Business Hours
5
Schedule

You Call & Schedule the Job

You call the customer from the email, discuss the project, agree on a date. Then tap "Schedule Job" right in the email — pick the date/time on a simple page. No app, no login, 10 seconds.

6
Remind

Automatic Job Reminders AUTOMATED

The system sends you reminders so you never forget a job:

🌙
Night Before
6 PM reminder
☀️
Morning Of
7 AM reminder
📍
Address + Directions
One-tap Maps
7
Follow Up

Never Lose a Lead AUTOMATED

If you haven't contacted a lead yet, the system nudges you automatically:

4 Hours
Gentle reminder
⚠️
24 Hours
Warning
🚨
72 Hours
Going cold

Live Client Dashboard

Every lead captured, classified, and tracked — all in one place.

AgentSurge Lead Dashboard

Also Included

📊
Client Dashboard
Track all your leads & stats
📅
Job Calendar
Add & manage all jobs
📧
Weekly Summary
Leads, wins, conversion rate
⚙️
Full Control
Customize everything
System Architecture
🌐
Your Website
💬
Chat Widget
🧬
Voyage AI
Embeddings
🌳
Pinecone
Vector DB
🧠
Claude AI
(LLM)
Accurate
Answer
📄
Step 1

Upload Business Knowledge

Add your business info through the admin dashboard — paste text, upload PDFs, add FAQ pairs, or scrape your website URL. The system accepts any content format and processes it automatically.

Text PDF FAQ URL Scrape
✂️
Step 2

Intelligent Chunking

Content is automatically split into optimized chunks with overlapping context windows. FAQ pairs are preserved as individual units for precise retrieval.

500-word chunks 50-word overlap Context preserved
🧬
Step 3

Vector Embeddings

Each chunk is converted into a high-dimensional vector using Voyage AI's embedding model — capturing the semantic meaning of your content, not just keywords.

Voyage AI Semantic Search 1024-dim vectors
🌳
Step 4

Stored in Pinecone Vector DB

Vectors are stored in Pinecone's managed database, organized by tenant namespace. Each client's knowledge is completely isolated with millisecond similarity search.

Pinecone Multi-tenant Namespace isolation
💬
Step 5

Customer Asks a Question

A visitor clicks the chat widget and types a question. Fully customizable — your brand colors, welcome message, and lead capture fields. Works on any website with a single script tag.

Embed anywhere Custom branding Lead capture
🔍
Step 6

RAG Retrieval — Find Relevant Knowledge

The question is embedded into a vector and searched against Pinecone. The top 5 most semantically similar knowledge chunks are retrieved — even if the customer uses different words.

Cosine similarity Top-K retrieval < 100ms
🧠
Step 7

AI Generates a Grounded Response

Retrieved knowledge is injected as context into Claude AI along with the question. The AI generates a natural, conversational response grounded in your actual business info — no hallucinations.

Claude AI Grounded answers Lead detection
24/7
Always Online
<3s
Response Time
100%
On-Brand Answers
Scalable Tenants

Client Dashboard

Manage knowledge, preview conversations, and embed on any site.

AI Chatbot Preview & Demo
RAG Pipeline Processing Knowledge Base Sources

Explore More Workflows

See exactly how each AI automation works — step by step.

Common questions.

Most single-workflow automations go live within 2-4 weeks. We start with a discovery call to map your processes, then build and test before going live. You'll see progress throughout — not just at the end.
Projects typically range from $1,500 to $5,000 depending on complexity. Every project includes a free strategy call where we scope the work and provide a fixed quote — no surprises. Most clients see ROI within the first month.
Not at all. We handle everything — design, build, testing, and training. You just tell us what's eating up your time and we'll figure out the best way to automate it. We also provide training so your team can manage day-to-day operations.
We build with Anthropic's Claude AI, OpenAI, Pinecone (vector databases), Voyage AI (embeddings), ManyChat, Zapier, Make, and n8n. We also integrate with whatever tools you already use — HubSpot, Google Workspace, Slack, Stripe, Calendly, Stan Store, Shopify, and more. We pick the best tool for the job, not a one-size-fits-all approach.
Every project includes 30 days of post-launch support. We also build monitoring and error alerts into your workflows so issues get caught early. After the support period, we offer optional maintenance plans to keep everything running smoothly.

Ready to stop doing work
a machine should handle?

Book a free 30-minute strategy call. We'll audit your workflows and show you exactly where automation will save you time and money.

Book Your Free Strategy Call
Free consultation. No commitment. Real recommendations you can use.