Reply drafting (email, web, chat)
Drafts replies in your business's voice; staff reviews and sends.
Forge AI Now · What we install
Everything we can install
A menu of the systems we build into service businesses — grouped by where the work lives. Every one ships with a person reviewing output before it goes out. That's not caution; it's the only honest way to run these tools — it's what keeps a confident-but-wrong answer from ever reaching your customer.
Reliable to install todayViable with guardrails + human fallbackAdvanced / higher-touch
Customer communication
Reliable to install today
Inbound triage & routing
Classifies, prioritizes, tags, and routes every inquiry.
Knowledge chatbot on your docs
Answers policy, pricing, and FAQ questions grounded in your own documents.
Review responses (Google, Yelp)
Drafts on-brand responses to reviews for you to approve.
Live customer chatbot
Handles routine chat with a clean handoff to a human.
Review requests after every job
An automatic ask goes out post-job in your voice; you approve the template. Handles the occasional bad one before it sits unanswered.
Phone & voice
Voicemail → summary / ticket
Transcribes voicemails into structured summaries or tickets.
Call transcription & summaries
Turns calls into notes and action items.
Outbound reminders & confirmations
Automated appointment reminders and confirmations.
AI voice agent (inbound calls)
Answers calls for booking, FAQs, and routing, with a human handoff path.
Missed-call text-back
A missed, busy, or after-hours call triggers a text within 30 seconds that books against your real calendar and lands in your CRM.
Intake & scheduling
Structured intake (web & phone)
Turns messy inquiries into clean, routed intake records.
Booking, rescheduling & recall
Handles appointment booking and reactivation campaigns.
Lead qualification → CRM
Qualifies leads and creates CRM records automatically.
Sales
Proposal & quote drafting
Job notes in; a formatted, priced proposal out.
Follow-up & outreach drafts
Personalized follow-up sequences, drafted for your review.
Meeting notes → CRM
Notes, next steps, and CRM updates from your calls.
Lead scoring
Prioritizes leads by fit and intent signals.
Documents & back office
Data extraction (invoices, forms, PDFs)
Pulls structured data from invoices, receipts, forms, and contracts.
Document summarization
Condenses long documents down to what matters.
Data → your systems
Pushes extracted data into your accounting, CRM, or sheets.
Contract & lease review
Abstracts terms and flags clauses for a human to review.
Finance & bookkeeping (assist)
Invoice capture & categorization
Captures and codes invoices and expenses; you confirm.
Receipt & expense capture
Turns receipts into categorized expense records.
Reconciliation prep
Matches transactions and flags discrepancies for review.
Internal operations & knowledge
SOP generation & upkeep
Builds and maintains SOPs from recorded walkthroughs.
"Ask the docs" internal assistant
Staff get instant answers from your own knowledge base.
Meeting notes & action items
Transcribes meetings into notes and follow-ups.
Onboarding & training assistants
Guides new hires through your processes.
Report generation
Drafts recurring reports from your data.
Marketing & content
Social, blog, email & ad copy
Drafts on-brand content for your review and edit.
Content repurposing
One asset into many formats and channels.
SEO & local-SEO assist
Supports content and local-search optimization.
AI-search visibility
Structured data, answerable pages, and open crawler access so AI assistants can read and cite you when customers ask.
Local listing & NAP cleanup
Name, address, and phone made identical everywhere, plus the markup that decides who ranks in the local map.
Data & reporting
Automated reports & trends
Scheduled reports and surfaced trends from your data.
Natural-language data queries
Ask questions of your business data in plain English.
Hiring & HR
Job descriptions & candidate comms
Drafts postings and candidate correspondence.
Interview scheduling
Coordinates and books interviews.
Resume-screening triage
Sorts and summarizes applicants; a human decides.
Custom
Custom multi-step agents & integrations
Bespoke workflows wired across your existing tools, scoped in the assessment.
Built for your vertical
HVAC
Proposal & quote drafting, dispatch & scheduling, after-hours call capture, and job follow-ups for heating and cooling shops.
Plumbing
Quote & estimate follow-up, dispatch coordination, missed-call text-back, and review requests.
Electrical
Estimate drafting, scheduling, customer comms, and job follow-ups for residential and commercial electricians.
Roofing
Inspection-to-estimate drafting, lead follow-up, scheduling, and storm-season call overflow.
Home & field services
Booking & dispatch coordination, quote & estimate follow-up, review requests, and customer comms for cleaning, landscaping, pest-control, and handyman shops.