Sign inBook a call
Menu
Boilerplates
LeadsAsk & KnowledgeAI spendModel accessDepartment harnesses
Services
Toolkit setupSafe AI rolloutAI exposure reviewBook a call
Resources
Website formLeads by emailAI spend setup guideSecurity overviewIntegrations & data accessAll resources
PricingSign in

An AI toolkitbuilt aroundyour business.

Ready-made AI tools we call boilerplates. We switch on the ones your business needs and set them up with your files, your rules and your wording.

Build my toolkitSee the boilerplates

Live today: lead follow-up, answers from your own files, and AI spend. Works with Claude, ChatGPT, Microsoft 365 and Google Workspace.

Fits the tools your business already runs on.

  • Any websiteLeads: your inquiry form
    Gmail & OutlookLeads: lead emails forwarded in
  • 1 minfrom a website inquiry to your first follow-up
  • HubSpotLeads: contacts and notes
    SlackAlerts
  • Per businesseach boilerplate switched on only where it's needed
  • OneDrive & SharePointAsk: answers from your files
    Microsoft Entra IDSign-in
  • Building your toolkit?Book a call
  • AnthropicAI spend: usage and cost
    OpenAIAI spend: usage and cost
  • 1 switchcuts AI off from company files
  • Google sign-inSign-in
    OktaGroups become teams
  • 0prompts or completions read to track AI spend

The boilerplates.

Ready-made AI tools, each one set up for your business. Start with one, or put several together.

Every inquiry answered in a minute.

Leads from your website, lead platforms and email land in one inbox. AI reads each inquiry, your own rules score it, and the follow-ups you approved go out until they reply, book or opt out.

Leads · InboxIllustrative data
18
new this week
1 min
to the first reply
6
booked
  • Dana R. · Driveway and patioWebsite form · RepliedHot
  • Marcus T. · Roof soft washLead email, Angi · Follow-up 2 of 3Warm
  • Priya S. · House washWebsite form · First reply sentWarm
  • Owen K. · Fence cleaningLead email, Thumbtack · No email givenCold
Hot lead: Dana R.82

Budget over $5,000, starting this week, in your service area. Your first follow-up went out a minute after she asked.

  • Website form, lead emails and imports in one inbox
  • Your scoring rules, your approved emails
  • Sent from your own mailbox, or as your business

One toolkit per business.

Each business gets its own set of boilerplates, switched on for what it needs and set up with its own files, rules and wording. Everything else stays out of sight.

Pick an example business

Examples to show the idea, not customers.

Toolkit · exterior cleaning companyIllustrative data

1 boilerplate on. Everything else stays out of sight for this business.

  • LeadsIts own quote form on its website, Angi and Thumbtack emails forwarded in, and every inquiry answered within a minute in the owner's words.
  • Ask & Knowledge
  • AI spend
  • Safe AI rollout
  • Model accessNext
  • Department harnessesNext

From a call to a working toolkit.

We do the setup with you, then keep tuning it as your business changes.

  1. 1

    Tell us how you work

    Where your time goes, the tools you already use and where your files live. Thirty minutes, and we'll suggest the boilerplates that fit.

    Where the time goes
    • Answering quote requestsLeads
    • Finding the latest price listAsk
    • Guessing what AI costsAI spend
  2. 2

    We build your toolkit

    We switch on your boilerplates and set them up with your context: your forms and follow-up wording, the folders each team can use, your budgets. You approve anything that goes out in your name.

    • Leads
    • Ask & Knowledge
    • AI spend
    • Department harnessesNext
  3. 3

    We keep tuning it

    A monthly check-in on what's working, changes as your business changes, and new boilerplates when you're ready for them.

    This month's check-in
    • Follow-up wording updated
    • Two folders added for Sales
    • Lead emails from Yelp forwarded in
Build my toolkitSee example toolkits

What would you hand to AI first?

We'll talk it through on a 30-minute call, about your own business.

Security

Safe by default, in every boilerplate.

Built by security engineers, for the people who approve vendors.

Read the security overview

  • Your people's permissions

    Ask reads files as the person asking, only in folders an admin approved, and never stores what's in them.

  • Nothing goes out unapproved

    Only follow-up emails you approved are sent, and they stop when a lead replies, books or opts out.

  • Off until you say so

    Each boilerplate is switched on per business, and company knowledge sits behind a kill switch.

  • Your sign-in

    Microsoft or Google work accounts with your own MFA, or invited personal addresses with one-time links.

  • Encrypted keys, full audit log

    Keys are encrypted with AES-256-GCM, and every change to access lands in an audit log.

Get started.

Get new boilerplates as they launch.

New boilerplates, new connectors and the occasional note on putting AI to work. No spam.

We only use your email to send product updates.

Tell us how you work. We'll build your toolkit.

A 30-minute call about where your time goes, the tools you use and which boilerplates fit.

Book a callSee the boilerplates