From free demo to daily answers.
Here’s exactly what happens, what you control, and what the assistant can and can’t do.
Your sales, bookings, and Google activity live in different apps. Hunting for a simple answer means logging into three places or guessing, while you’re busy with customers. We set up one assistant on your device that reads those apps for you, so you ask in plain English and get the answer in seconds.
The process
Step 1: Free demo on your own numbers
We pick a time that suits you. On your device, you connect one of your own tools (like your payment or booking app) through its official sign-in and permission screen. Then you type a real question, like “How much did we bring in last week vs. the week before?” It takes about ten to fifteen minutes.
If an answer looks off, we check it against your app’s own dashboard together. If a tool asks you to share a password instead of using a permission screen, we stop.
Step 2: Pick a package
If you like what you see, choose Starter, Growth, or Full Setup. No pressure, and nothing is set up until you say so.
Step 3: We set it up on your device, with your own logins
We install the assistant on your device. You create or sign in to your own AI account and pay the provider directly. You sign in to each tool yourself. We give the assistant standing instructions: read-only, never send anything without your approval, label every forecast as an estimate, and say so when data is missing.
Setup is typically done in a single visit or session. More tools or locations can take longer.
Step 4: Training
We show you (and your team, with Growth and Full Setup) what to ask, how to read the daily or weekly summary, and how to review and approve a drafted text.
Step 5: Check-in and optional support
With Full Setup, we meet after two weeks to look at real usage and adjust. Any package can add a month-to-month support plan for fixes, prompt updates, and a phone call when something goes wrong.
Your device, your email, your accounts.
Your passwords stay yours
You log in with your own passwords on your own device. We never ask for, see, store, or keep them.
Read-only where possible
Tools are connected through their official permission screens, choosing read-only access wherever it’s offered. The assistant looks at your numbers. It doesn’t change them.
You approve every text
The assistant only drafts messages. Nothing goes out until you read it and approve it.
Only opted-in customers
Promo and follow-up texts are only for customers who agreed to get texts from you. If opt-in can’t be confirmed, the assistant says so.
You can disconnect any tool, cancel support, or stop working with us at any time. You keep the assistant, the accounts, and the setup.
Your history makes answers more useful over time.
Each week adds context
The assistant reads each new day of sales, bookings, and results from your apps. A promo that worked, a quiet Tuesday, a packed Saturday — that becomes context for the next question you ask.
Estimates, not promises
You can ask “what if” and busy-day questions. Answers are estimates from your own past data. They get more useful as history grows. With optional support, we tune prompts and notes from real usage — the model itself isn’t retrained on your business.
Works best with a few months of history. Always check important numbers before you act.
What the assistant can and can’t do
It can
- Answer questions about your sales, bookings, and customers from the tools you connect
- Compare days, weeks, and months
- Spot customers who haven’t been back in a while
- Send you a daily or weekly summary (Growth and up)
- Draft promo and follow-up texts for you to review
- Give estimates, like how busy a day might be, labeled as estimates
It can’t
- Change, delete, or refund anything in your accounts (it’s set up read-only where possible)
- Send any message without your approval
- Text customers who haven’t opted in
- Guarantee forecasts or results. Predictions are estimates and can be wrong
- Know things your tools don’t track
- Replace your accountant, lawyer, or your own judgment
About forecasts: forecasts are estimates, not guarantees. They’re a smarter starting point than guessing, based on your own past numbers. Check important numbers before you act on them.