The things that never make it off your to-do list
Two reviews came in this month. Both nice. Neither answered. A voicemail you’ve listened to the first four seconds of, twice. The page for the new offer, which right now is a line in your email signature. And the newsletter. You know which one.
You’ve already got AI in your working life. You’ve pasted a customer’s question into a chat window, tidied up what came back, and pasted it into the reply. It worked. It also took about as long as writing the reply would have, because the AI was in one tab and the customer was in another.
Some of that list is work the AI in your own account can take on, in the same tab as the customer. Which parts, how far it gets to go, and what it costs to run are the three things worth knowing before you switch any of it on.
Separate AI tools, each with its own job
None of this is one product. It’s separate tools doing separate jobs, and most people only ever want two or three of them. Pick the ones that are on your list.
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It can answer the people who message you. The “do you do this?”, the “how much is it?”, the “can I get in this week?” It answers the questions you’ve answered a hundred times, works out whether somebody’s a fit, and books them in. Where those messages land
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It can answer your business line when you can’t. You’re with a client. It picks up, takes the details, books the appointment, or passes the call through to you. The business line itself
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It can reply to reviews as they come in. Drafted for you to look over, or posted on its own. That’s a setting, and it’s yours. More on that just below. Asking for the review in the first place
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It can draft the post, the email, or the headline you keep rewriting in your head. Images too. What comes back is a first version to argue with, which is a very different job from a blank box. Batching a month of posts Writing to your list
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It can build a page or a section from a description of what you want. You say what the page is for and roughly what belongs on it, and it lays one out for you to change. Websites Funnels
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It can answer a question about your own account, in plain words. Who hasn’t heard from you in a while. What came in this week. You ask the way you’d ask a person, and it goes and looks.
Three smaller ones. Your phone camera can read a business card straight onto a contact record — that one belongs over here. An AI step can sit inside an automation, in the middle of a sequence that otherwise needs none — the sequences themselves are here. And there’s a builder in your own account that works by conversation, for the times you’d rather describe a thing than lay it out yourself.
How far the AI goes is your call
For anything it writes to a customer — a message, a review reply — you pick one of two settings. It writes the reply and waits for you. Or it answers on its own.
The phone one talks, because that’s what it’s for. It’s yours to switch on, and what it does when it picks up — take a message, book the appointment, hand the call to you — is what you set it up to do.
Most people start on the cautious setting and move it later, once they’ve read enough of what it writes to know how it does. There’s no rush to get there, and no prize for it.
It answers from what you give it: your own documents, the questions you already answer in writing, and what’s on that person’s record. The record it’s reading
And none of it is running right now. Every one of these is off until you turn it on.
Part of your account, and billed by what you use
One of these comes with the account: the page-or-section builder, the one you give a description to. The rest bill by what you use. Nothing goes on your bill until you switch one on, and after that you pay for what that one uses; that includes the builder that works by conversation. Your $10 a month toward sending is for texts, emails, and calls, not for any of this.
What you’ve spent shows in your account.
The rest of your account doesn’t depend on any of this. Everything you already pay for works exactly the same whether you turn one of these on or never do. The AI is an addition to a working account, not the thing holding it up.
What the AI costs
The account all of this lives in is $127 a month, and whatever you switch on runs on top of that. Set it up yourself, or put it in your queue: working out what it should know, and how far it should go, is exactly the kind of thing the team takes on.
Questions people ask about the AI
Is the AI included in my $127?
Most of it, no. It’s available in your account rather than included in the price, and billed by what you use. Nothing bills until you switch something on, so what it’s costing you right now is nothing. What bills by usage
Will it talk to my customers without me seeing it?
Only if you set it to. For anything it writes, you choose between two settings: it drafts the reply and waits for you, or it answers on its own. Either one is your call, and you can change your mind whenever you like. The phone one answers calls, because that’s the job, and it stays off until you decide otherwise.
Will it sound like me, or like a robot?
It answers from what you give it: your own documents, the answers you already write out, and what’s on that person’s record. On the setting that waits for you, you read every reply before it goes. Somebody paying close attention may still be able to tell. What it says comes from your material, not from thin air.
Do I have to use any of it?
No. Your account works exactly the same without it, and none of it switches itself on. Plenty of people run everything else here and never turn a single one of these on.
Other features that work with the AI
One inbox
Where the messages any of this would answer actually land, and the saved replies you can lean on in the meantime.
Calls and texting
The business line it answers on, and what happens to a call you miss.
Reviews and reputation
Asking for the review in the first place, and putting it where people are already looking.
Automations
The follow-up that runs on its own, and the part of this that needs no AI at all.