Eliminate Manual Busywork with Practical AI Automation
Your highest-paid people shouldn't spend hours copying data, triaging inbox requests, or chasing status updates. We engineer production-grade AI workflows and deterministic automations that read documents, qualify inbound requests, draft responses, and trigger actions across your software stack—with human-in-the-loop guardrails where they matter.
Why off-the-shelf tools fail at AI & Automation
- [✓]Teams buried in PDFs, invoices, utility bills, or intake documents
- [✓]Service businesses needing instant 24/7 lead qualification and booking
- [✓]Operations relying on fragile Zapier chains that break silently
- [✓]Companies wanting domain-specific AI assistants grounded in their own data
Hours Lost to Manual Document & Email Triage
Staff open attachments, read utility bills or work orders, and manually key fields into your database one record at a time.
Unstructured inputs (emails, PDFs, photos, voice notes) aren't connected to structured operational pipelines.
Fragile No-Code Zapier Spaghetti
You have dozens of multi-step Zaps that fail silently on edge cases, hit rate limits, and nobody knows how to debug.
Critical business logic outgrew glue-tools and needs code-level retries, validation, and observability.
Slow Response Times to Inbound Leads & Customers
After-hours inquiries wait until the next morning, costing you high-intent bookings to competitors who respond first.
Lead qualification, FAQ handling, and appointment slot lookup depend entirely on manual human availability.
From fragmented busywork to one unified flow
- 01Coordinator downloads PDFs and types line items into the system by hand
- 02Inbound leads wait hours for a call back to confirm basic service eligibility
- 03Broken webhook or Zapier task drops records with no alert or retry queue
- 04Team searches across folders and chats to answer routine policy questions
- 01AI vision & document pipelines extract, validate, and populate records in seconds
- 02Instant AI intake qualifies scope, checks territory, and books the calendar 24/7
- 03Durable background workflows with dead-letter queues, audit logs, and retries
- 04Domain-grounded AI copilot surfaces exact answers from your SOPs and live database
Production deliverables you own 100%
Automated Document, PDF & Image Ingestion
Structured extraction from invoices, contracts, utility bills, and field photos directly into validated database records.
Customer-Facing & Internal AI Copilots
RAG-powered assistants and tool-calling agents grounded in your real inventory, pricing, and company knowledge base.
Durable Event-Driven Workflow Engine
Code-level automations with schema validation, automatic retries, human approval gates, and error alerting.
Automated SMS, Email & Voice Follow-Up
Intelligent speed-to-lead, appointment reminders, and status notifications triggered by real operational events.
Systems shipped with this capability
Sozo CRM
A bespoke CRM and operational command center built for solar and field sales organizations—replacing disconnected lead sheets, rep trackers, and install handoff spreadsheets.
Angler IQ
An AI-powered mobile and web platform that synthesizes live weather, barometric pressure, water conditions, and historical catch data into actionable real-time patterns for anglers.
Elevate Solar
A conversion-engineered web platform and lead qualification pipeline that educates homeowners, captures utility usage profiles, and routes qualified solar consultations directly into operations.
Questions about AI & Automation
How do you prevent AI hallucinations in business-critical workflows?
We never let an LLM free-wheel on critical data. We combine deterministic code rules, strict JSON schema validation, citations against your database, and confidence thresholds that route uncertain items to a fast human approval queue.
Is our company data used to train public AI models?
No. We use enterprise API endpoints with zero data retention policies so your proprietary business data, customer records, and documents are never used to train third-party models.
Can you replace our expensive Zapier or Make workflows?
Yes. We regularly consolidate dozens of brittle no-code Zaps into a single version-controlled, observable workflow service with proper error handling and zero per-task surcharges.
Ready to build your ai & automation platform?
Available for businesses across Shreveport, LA, Benton, LA, Marble Falls, TX, Austin, TX, Hughes Springs, TX, Longview, TX, Commerce, TX, Kansas City, MO, and remote nationwide.