01 Services

AI automation services that do the swivel-chair work.

Chatbots and back-office agents that answer from your documents, draft the email, extract the invoice, and escalate when a person should take it. You work with me. One workflow at a time.

Problem

The work is stuck in the inbox.

Most teams do not have an automation problem. They have a copy-paste problem. The same questions hit WhatsApp, email, and the website. The same PDFs get retyped into a sheet. The same lead waits until someone is free.

Buying a chatbot widget does not fix that. If the bot cannot see your policies, your product list, or your CRM, it guesses. If it cannot hand off, it traps the customer. That is worse than no bot.

The useful version is narrower: one loop, your tools, answers from your knowledge, and a person when the loop breaks.

  • Repetitive questions across web chat, WhatsApp, and email
  • Invoice and PDF fields retyped into Sheets or the accounting tool
  • Outreach and follow-ups that stall until someone drafts them
  • No clean handoff when the answer is not in the knowledge base

Who

Who this is for.

Teams whose bottleneck is repetitive work in chat, email, or documents — not a missing chatbot widget.

  • 01

    Founders in the inbox

    The same questions hit WhatsApp, email, and the site. You are still the one answering them.

  • 02

    Ops retyping documents

    Invoices and PDFs get keyed into a sheet or the accounting tool. That loop should not need a person.

  • 03

    Support that must hand off

    You will take a bot that escalates. You will not take a wall that traps the customer.

  • 04

    Stores at volume

    Order status and stock replies are copy-paste. That work lives on the e-commerce page.

Examples

What this looks like in practice.

Scenarios, not invented case studies. One loop at a time.

  • Inbox triage with approval

    The agent drafts replies from your SOP and parks them for a person. Nothing sends until someone says yes.

  • WhatsApp from your catalog

    Product and policy answers come from the documents you provide. If it is not in the knowledge, it hands off.

  • Invoice fields out of PDFs

    Extraction into Sheets or the accounting tool you already run. No retyping. A person reviews exceptions.

  • Follow-ups that do not stall

    Outreach drafts wait on a queue instead of on whoever remembered. The CRM gets the tagged lead, not a chat dump.

Process

How the work runs.

Nothing starts in production. The first delivery is one reliable workflow, not a platform rewrite.

  1. 01

    Map the loop

    We name the bottleneck, the systems that already hold the data, and where a person must stay in the chain.

  2. 02

    Ground the agent

    Answers come from your documents, FAQs, and tools. Not from a generic model improvising as the brand.

  3. 03

    Wire the stack

    WhatsApp, email, HubSpot, Sheets, or the inbox you already live in. Test the ugly cases before anyone relies on it.

  4. 04

    Launch with a fallback

    Go live on one channel. Watch the misses. Escalate to a person. Optional retainer after that. No lock-in.

Integrations

Wired to what you already run.

We plug in. The workflow does not wait on a new stack.

  • WhatsApp
  • Web chat
  • Gmail / Outlook
  • HubSpot
  • Google Sheets
  • PDFs & invoices
  • Slack
  • Helpdesk inboxes

Outcomes

What changes when it ships.

  • 01

    Hours back each week

    The repetitive replies and data entry leave the founder and the floor team.

  • 02

    Answers that match the business

    The agent only speaks from the knowledge you provide. No invented policy.

  • 03

    A human is still reachable

    Escalation is designed in. The bot is not a wall.

  • 04

    Your stack, not a new one

    We plug into what you already run. The workflow does not wait on a migration.

Enquire

Tell us where the friction is.

Write where the work is stuck. I read it and reply. No build commitment.

Request

Request a workflow audit

I reply to every inquiry within 24 hours.

You get a written read on the bottleneck, whether it is worth automating, and a first step.

I reply from contact@forgentstudio.com

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