57% of small businesses are now investing in AI

Stop Losing Leads.
Start Automating Growth.

Custom AI automation that responds to your leads in minutes, eliminates repetitive work, and cuts operational costs by 20-40%.

Powered by industry-leading AI & automation tools

Anthropic Claude OpenAI Pinecone Voyage AI ManyChat Zapier Make n8n
0%
of small businesses now investing in AI
(up from 36% in 2023)
20-40%
productivity gains reported
from AI automation
0%
of businesses struggle to
implement AI on their own
< 5 min
lead response time vs.
the industry avg of 4-6 hrs

You're losing money every day
you don't automate.

Lead follow-ups, DM funnels, customer support, onboarding, scheduling, reporting — all of it can run on autopilot with AI.

Leads Going Cold

A lead fills out your form, comments on your post, or sends a DM at 9pm. You respond at 10am. By then, they've moved on. AI responds in seconds — 24/7.

🔄

Manual Everything

DM follow-ups, email sequences, data entry, scheduling, invoice reminders, review requests — you're doing it all by hand when AI could handle every one of them.

📈

Can't Scale Without Hiring

More clients = more work. Without automation for intake, onboarding, support, and reporting, growth means hiring — and that kills your margins.

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 Follow-Up Automation

New lead comes in? AI responds within minutes, qualifies them, and books the hot ones on your calendar. Works 24/7 while you sleep.

  • Instant response to form fills & DMs
  • AI qualifies leads automatically
  • Hot leads booked to your calendar
  • Works nights, weekends, holidays
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

Custom n8n Workflows

Connect your apps, automate your processes, eliminate manual data entry. If it's repetitive, we automate it.

  • CRM updates & data sync
  • Invoice & proposal generation
  • Review request sequences
  • Custom integrations between any apps
New Lead AI Qualify Update CRM Send Email Book Call
🚀

Business Process Automation

Client onboarding, scheduling, review requests, reporting — we find the bottlenecks and build systems that eliminate them.

  • Automated client onboarding flows
  • Appointment scheduling & reminders
  • Post-service review requests
  • Weekly reports delivered automatically
Client Signs Welcome Email Intake Form Schedule Kickoff Project Created
🌐

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
🤖

AI Chatbot & Customer Support

Give your customers instant answers 24/7. Our AI chatbots handle FAQs, troubleshoot issues, and route complex questions to the right person — so your team only handles what matters.

  • 24/7 instant responses to customers
  • Handles FAQs & common requests
  • Smart escalation to your team
  • Learns your business over time
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
📊

Smart Reporting & Analytics

Stop building spreadsheets by hand. AI pulls data from your CRM, ads, email, and more — then delivers clear weekly reports with actionable insights straight to your inbox.

  • Automated weekly & monthly reports
  • Pulls from all your tools automatically
  • AI-generated insights & trends
  • Delivered via email, Slack, or dashboard
CRM Data AI Analysis Weekly Report Inbox

What automation actually delivers.

Real numbers from businesses that implemented AI automation.

4-6 hours
< 5 min
Lead Response Time
🕐
15+ hrs/week
2-3 hrs
Time on Repetitive Tasks
💰
Manual & inconsistent
20-32% 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

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.