Three Ways To Work With Us
Accountants, insurance brokers, practice consultants
Referral Partners
You already know which of your clients is drowning in phone calls. Send them to us and stay in the room — you keep the relationship, we do the work behind it.
Agencies and IT shops serving one trade
Implementation Partners
You know the trade, its software and its exceptions. We provide the agent and the runtime; you configure, deploy and hold the account.
Booking systems, CRMs, practice management
Platform Partners
Your customers ask you for an AI receptionist. Rather than build one, put ours behind your product — it reads and writes your system of record instead of replacing it.
How It Runs
We meet the business you bring
Same intake as any customer: we map the workflows, the tools and the exceptions before anything is switched on.
You stay in the loop
You see what the agent is doing for your client, and you hear about a problem from us before you hear about it from them.
The account stays yours
We do not sell around you. The client you introduced is a client you introduced, for as long as they are with us.
Terms are set per partner, in writing, before the first introduction. Tell us what you have and what you want out of it.