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The processes we install for local business & smb teams — each with a price, a free template and the tools it runs in — and, below, a guide to choosing tools when you would rather buy software than have the process automated.
AI Agent Starter Guide for Local Businesses
What we automate in local business & smb
Each is a standard automation — what arrives, what happens, who approves — with a free template, a kit from $49, an install for $249, or run for you as a subscription with setup and maintenance included. The free audit tells you which first — no call.
Free audit for local business & smbThe highest-return automation a practice or service business runs: confirmations, reminders, reschedules, waitlist.
Every Google review answered within hours, in your voice, with the bad ones routed to you first.
Website and phone enquiries answered in minutes, in your voice, with one question that matters — then booked.
Every enquiry classified, the facts extracted, the engagement letter drafted for your approval — the same day.
Supplier bills into QuickBooks or Xero with a one-tap approval, no re-keying.
Choosing tools instead
The buying guide: which kinds of AI software fit this industry and where teams usually start — for when you would rather buy a tool than have the process automated.
Local businesses don't need a complex agent stack—but they need the right one. A voice agent catches calls you'd otherwise miss. A local business agent manages your Google reviews and business profile. A social media agent keeps your pages active. Most local businesses start with just one agent type and the ROI shows within the first month. This page helps you choose which one to start with based on your business type.
Agent types to consider
Each links to a detailed page with tools, comparisons, prices and use cases for that agent type.
All agent typesWhite-label AI chatbots and automation for local businesses—emails, bookings, support, and listings. Build once, reskin, charge monthly.
View full guide →voiceAnswer phones, book appointments, and handle support 24/7 with AI voice agents—no code required.
View full guide →social mediaSchedule posts, generate content, engage followers, and analyze performance across social platforms.
View full guide →Popular use cases
FAQ
A voice agent for handling reservation calls and after-hours inquiries. Missed calls are the #1 revenue leak for restaurants. Add a local business agent for review management as a second step.
A voice agent to catch leads from missed calls—contractors miss 40-60% of incoming calls while on job sites. A local business agent for GBP management and reviews comes next.
Next
Tell us about your use case and the free audit sends a one-page plan on the page and by email in minutes with a straight answer: managed workflow, custom build, or not worth automating yet — with the price.