AI agents for small business

An AI agent is software that can work through a task in several steps, such as answering an enquiry, checking your calendar and offering a booking. For a small business it suits jobs that follow a clear pattern. We set one up for a single job, limit what it can do and keep a person able to step in.

One assistant, one job, clear limits

An AI agent is software that works through a job in several steps. It can answer an enquiry, check your calendar and offer a booking, then hand over to a person when it is unsure.

That makes an agent more useful than a chatbot, and more risky. So we set one up for a single, clear job. It works only from answers and facts you approve, and it only gets the access that job needs.

Customers are told they are dealing with an AI assistant. Every conversation is logged so you can read what it said. A person can step in at any point.

At a glance

  • One agent set up for one clear job
  • Works from answers and facts you approve
  • Hands over to a person when unsure
  • Customers told they are dealing with AI
  • Every conversation logged for you to review
Ask us about AI agents

What is included with your agent

Every agent we set up includes these basics, and connections to your calendar, forms or customer system are scoped in your proposal.

A defined job

We agree exactly what the agent handles, such as missed calls, common enquiries or booking requests, and what it must leave alone. The job is written down before anything is built.

Approved answers

The agent works from a set of answers and business facts you have checked: services, areas, hours and booking rules. It is instructed not to guess when the answer is missing.

Handover to a person

When a question falls outside its job, or a customer asks for a person, the agent takes the details and passes the conversation to your team with a summary.

Clear AI disclosure

Customers are told at the start that they are dealing with an AI assistant. It does not pretend to be a staff member, and it offers a way to reach a person.

Conversation logs

Every conversation is recorded for you to review. In the first weeks someone on your team reads them, so wrong or awkward answers are found and corrected quickly.

Testing before launch

We test the agent with real examples from your business, including difficult and off-topic requests, before any customer meets it. You try it yourself and approve the go-live.

How an agent helps a small team

An agent earns its place when it takes a routine job off your team without taking control away from them.

Fewer missed enquiries

An agent can respond when your team is on a job, with a customer or closed for the day. The enquiry is captured and passed on, instead of going to voicemail.

Consistent answers

Customers get the same approved information about services, areas and hours each time. That takes pressure off whoever usually answers the phone or inbox between other jobs.

Your team stays working

Routine questions and booking requests are handled first by the agent. Your people pick up the conversations that need judgement, a quote or a personal touch.

A record of every conversation

Logs show what customers ask and how the agent replied. That is useful for fixing the agent, and often for improving your website and your own answers too.

Limited by design

The agent only has the access its one job needs. It cannot take payments, issue refunds or give legal or medical advice, because we do not give it those abilities.

Room to grow carefully

Once the first job is working and reviewed, a second job can be added. Growing one step at a time keeps the risk and the checking manageable.

What owners say about working with us

These clients are describing website projects with our team, not this service.

After trying to build a website myself, it just wasn’t professional and detailed enough for what I wanted. The team built a customised website for me and it was exactly how I explained what I wanted and how I envisioned it! I couldn’t be happier with the outcome. I am even getting feedback from my patients saying how easy it is to navigate.

Michelle Dodd, MD Cosmetic InjectionsMichelle DoddOwner, MD Cosmetic Injections

From start to finish, I experienced nothing but prompt communication including, so much information that was very easy to understand which made every step of the web development process, so simple!

Chad Fellows, TBC SuppliesChad FellowsGeneral Manager, TBC SuppliesRead the story

The team were incredibly patient taking us step by step through the process and continually offered support and feedback to help improve on our vision. They not only created a website that looks great but one that is user-friendly and functions well.

Brad Chapman, BIC ConstructionBrad ChapmanOwner and Project Manager, BIC Construction

How it works

From first message to launch in four steps, with a local team in Sydney and Melbourne.

  1. 1

    Tell us what you need

    Send a short enquiry about your business, your current website and what is getting in the way.

  2. 2

    Discovery call

    Our team calls to understand your customers, your goals and which package fits.

  3. 3

    A proposal written for you

    You get a written proposal with a clear scope and quote before any work starts.

  4. 4

    Build, review and launch

    We build, you review and approve, and we launch together. Then we show you how to edit it.

  • Least access needed for one job
  • Written rules for what the agent may do
  • No payments, refunds, legal or medical advice
  • Your team can pause it or take over
  • Privacy and data check for each tool

Limits, privacy and a person in charge

An agent talks to your customers, so the limits matter as much as the abilities. We give it the least access it needs, write down what it may and may not do, and check the data settings of each tool it uses. Your privacy obligations depend on your business, so check the OAIC guidance for your situation.

We recommend the accounts sit in your name, with ownership recorded in the proposal. A person on your team can pause the agent or take over a conversation. With ongoing care, we review conversations, improve answers and fix the agent when a tool or your process changes.

AI agents packages

Three ways to start. Pick the one that fits and we will quote it.

SmallBiz Launch

One agent for one job

You want an AI assistant handling one clear job, such as missed calls or common enquiries.

Scoped after a short call

Get a quote
  • One agent set up for one job
  • Works from answers and facts you approve
  • Hands over to a person when unsure
  • Customers told they are dealing with an AI assistant
  • Every conversation logged for you to review
  • Tested with real examples before it goes live

SmallBiz Growth+

Agent plus ongoing care

You want the agent monitored, tuned and extended over time.

Ongoing

Get a quote
  • Everything in Design+
  • Conversations reviewed and answers improved regularly
  • Fixes when a tool or process changes
  • A plain-English report on calls, replies and bookings handled
  • New jobs added when the first one is working
  • A named person to call

No prices here on purpose. Every business is different, so we quote after a short discovery call and send a written proposal.

Who an AI agent suits

A good fit if

  • You miss calls or enquiries while you are on a job.
  • The same questions come in again and again.
  • The job follows a clear pattern with known answers.
  • Someone can review conversations in the first weeks.
  • You are comfortable telling customers they are talking to AI.

Probably not yet if

  • Your enquiries need expert judgement or sensitive advice each time.
  • You do not yet have settled answers, hours or booking rules.
  • You want it to handle payments, refunds or complaints.

Good to know before you start

The practical detail owners ask about once they are serious.

What an AI agent does that a chatbot does not

A chatbot answers a question. An agent can take the next steps as well: look something up, fill in a form, send a message or hand over to a person. That makes it more useful and more risky, so the limits matter as much as the abilities.

Good first jobs for an agent

Start where the steps are the same every time: answering missed calls and taking a message, replying to common enquiries, qualifying a quote request, booking or rescheduling appointments, and chasing a follow-up. Avoid anything involving payments, refunds, legal or medical advice.

How we keep it safe

The agent only gets the access it needs for its one job. It works from facts you have approved. Anything it is unsure of goes to a person. Every conversation is logged so you can check what it said. Customers are told they are dealing with an AI assistant.

What it needs from you

A clear description of the job, your approved answers and prices if you want them quoted, the calendar or system it should use, and someone who reviews its work in the first weeks. An agent is only as good as the information it is given.

How we judge whether it is working

Before it goes live we agree what success looks like: calls answered, enquiries replied to within a set time, bookings made without a person. We compare that with how things were before. If it creates more checking than it saves, we simplify it or switch it off.

AI agents: common questions

Straight answers. If yours is not here, ask us directly.

What is the difference between an AI agent and a chatbot?

A chatbot answers a question. An agent can also take the next steps, such as looking something up, checking a calendar, filling in a form or passing the conversation to a person. That extra ability is why we limit each agent to one job and keep a person in charge.

What jobs can an agent do for a small business?

Good first jobs follow the same steps each time. Examples are taking a message from a missed call, replying to common enquiries, gathering details for a quote, booking or rescheduling an appointment and sending a follow-up. We avoid payments, refunds, complaints, and legal or medical advice.

Will customers know they are talking to AI?

Yes. The agent tells customers at the start that it is an AI assistant, and it offers a way to reach a person. We do not build agents that pretend to be staff. Being upfront is fairer to your customers and protects trust in your business if the agent gets something wrong.

What happens when the agent does not know the answer?

It hands over. The agent is set up to work only from answers you have approved. When a question falls outside those, it takes the customer's details and passes the conversation to your team. AI can still make mistakes, which is why conversations are logged and reviewed, especially in the first weeks.

Which tools does it run on, and who owns them?

Agents are built on an AI model such as Claude or ChatGPT, connected to your calendar, forms or customer system where the job needs it. We choose the tools to suit the job and list them in your proposal. We recommend the accounts sit in your business name, with ownership recorded in writing.

How is customer information kept safe?

The agent gets only the access and information its job needs. We check the data settings and terms of each tool, and we record what the agent may and may not do. Your privacy obligations depend on your business, so we suggest checking the OAIC guidance for your situation before launch.

How long does it take to set up?

It depends on the job and what the agent connects to. A single job using approved answers is simpler than one tied into your calendar and customer system. After a discovery call you receive a written proposal with scope and timing. Nothing starts until you approve it.

Ready to talk about AI agents?

Send a short enquiry. We will book a discovery call and send a written proposal. Nothing starts until you approve it. Please do not send passwords or customer records.

Get a quote