💬 AI Integration & Assistants

AI Assistants That Fit Into How You Already Work

Your team already uses WordPress, a CRM, and a calendar. We don't move any of it — we add AI on top. A chatbot that handles bookings. A knowledge base you can actually talk to. Assistants that live inside Slack. Built for your business, not a generic template.

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Integrates with your current stack
No platform migration required
Live in 3–4 weeks

6 AI Assistant Systems
For Your Business

We train each one on your actual content — your FAQs, policies, pricing, case library. Then wire it into whatever you already use.

🤖
AI Chatbots for Service Businesses
Most chatbots are glorified contact forms. This one actually knows your business — your services, pricing, availability. It answers real questions, books appointments, and drops the lead into your CRM. No handoff needed unless the conversation gets complicated.
  • Trained on your services & FAQs
  • Multi-language support
  • 24/7 lead capture via GHL integration
  • Human handoff with full conversation context
OpenAI GPT-4Custom RAGWordPress APIGHL
📅
AI Booking Agents
Someone texts "I need an appointment Thursday afternoon" at 11 PM. The agent checks your calendar, offers two slots, confirms one, and sends an SMS — nobody on your staff touched it. We built exactly this for a medical practice that now handles 50+ bookings a week this way.
  • Natural language scheduling
  • Google Calendar real-time sync
  • Automated SMS confirmations & reminders
  • Rescheduling & cancellation handling
Claude APIGoogle CalendarTwilio SMSn8n
📚
RAG Knowledge Systems
Upload your contracts, case history, policy docs, or internal procedures. Your team asks questions and gets answers with the exact source paragraph cited. Law firms use it for precedent research. Clinics use it for protocol lookups. No more digging through PDFs to find the one line you need.
  • Ingests PDFs, Word docs, web pages
  • Cited answers with source references
  • Private & secure — your data never leaves your system
  • Custom permission layers per user role
OpenAI EmbeddingsPineconen8nWordPress
✉️
AI Email & Document Assistants
Give it three bullet points and it writes the follow-up email. Give it a 90-minute call transcript and it returns a clean summary with action items. Give it a contract and ask "does this have an auto-renewal clause" — it finds it and quotes the section. Saves more time than you'd expect.
  • Email draft generation from bullet points
  • Meeting transcript summarization
  • Contract Q&A and clause extraction
  • Gmail & Outlook integration
OpenAI GPT-4ZapierGoogle Docs API
🤝
Slack & Teams Copilots
Type a question in Slack and get an answer pulled from your own internal docs — not a web search. Useful when someone needs a quick answer during a client call, or when you're onboarding a new hire and don't want to answer the same questions twenty times.
  • Internal knowledge base Q&A
  • Trigger n8n workflows from chat
  • Slash command interface
  • Role-based access control
Slack APITeams APIOpenAIn8n
💼
AI Client Onboarding Systems
Client signs the contract. Within minutes they get a welcome email, a link to their intake form, and instructions on what to upload. The AI reads the form responses and fills in your CRM. By the time you have your kickoff call, most of the admin is already done.
  • Smart intake forms with AI extraction
  • Automated welcome email sequences
  • Document collection & processing
  • CRM auto-population
n8nWordPressGHLZapier

AI Assistants Built for
Your Industry

🏥

Medical & Healthcare

  • Patient intake chatbot that captures symptoms and history before the appointment
  • AI booking agent handles scheduling without front desk involvement
  • RAG system answers patient FAQ from clinic policies (no PHI stored)
  • Post-visit follow-up sequences automated via n8n
⚖️

Legal & Law Firms

  • Case law RAG system: chat with your entire document library
  • Client intake assistant collects matter details before consultation
  • Contract analysis bot flags key clauses and risks
  • AI email drafting for client correspondence
🏢

Professional Services

  • Sales qualifier bot for inbound leads — asks, scores, routes
  • Slack copilot for internal team knowledge base Q&A
  • AI onboarding flow: welcome, intake, document collection, CRM entry
  • Meeting summary bot emails action items post-call

From Discovery to
Live in 3–4 Weeks

01
Discovery Call
We map your current tools, workflows, and pain points. Identify the highest-ROI integration.
02
Training & Build
We ingest your documents, train the AI on your data, and build the integration layer.
03
Testing & Refinement
Thorough QA testing. We validate every response path and integration endpoint.
04
Launch & Monitor
Go live with monitoring. Monthly performance reviews and continuous optimization.

Common Questions About
AI Integration

Usually not complex. We connect to your existing tools via API — your CRM, calendar, WordPress, Slack. Nothing gets ripped out or replaced. The only cases that get messy are older systems with no API at all, and we'll flag that in the first call before you've committed to anything.
For most clients, 3–5 hours of their time is enough. You give us your docs, FAQs, and policies, and we handle the rest. Law firms with large document libraries take closer to two weeks. The AI is only as good as what you feed it, so we don't rush this part.
It goes into your own private database — not shared with anyone. For healthcare, we specifically avoid storing anything that qualifies as patient data in third-party AI systems. We'll walk through the exact setup in the discovery call since it depends on what you're building.
For knowledge systems, the AI only answers from the documents you gave it and cites the source so you can verify. It'll say "I don't know" rather than guess. For booking agents, there's no creative answer involved — it checks the calendar and confirms a slot. Very different risk profile from a general-purpose chatbot.
Yes. It detects the user's language and responds in kind — no extra setup. Spanish and French come up most often. Others are doable but tell us upfront so we can test it properly before launch.
$200–$500/month depending on usage. That covers API costs, monitoring, and updates when your services or docs change. If something stops working the way it should, fixing it is part of what the retainer is for — not an extra charge.
💬 Let's Build Your AI Assistant

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