Perseus AI Agent

Perseus

It answers your phone and books the work. Then it answers your questions about the business.

Perseus

HOW IT WORKS.

01Ask

Type the question.

Plain English. Set a date range or location first to narrow it.

02. Reads

It checks your records.

Appointments, crews, calls, clients, stock, tasks, and Wallet. Whatever the question needs.

03. Answers

You get the number.

One fact, a short list, or a full report you can download as a PDF.

04. Acts

You finish the job.

It links you to the page to fix it, and works your leads without leaving the chat.

Perseus

Two jobs. It works your phone, and it works your dashboard.

On the phone

  • Knows the caller by number, and creates the client record when the booking lands.
  • Checks your service area before promising anyone anything.
  • Offers real openings from the same schedule your office uses, as an arrival window.
  • Re-checks before booking. Qualified, free, not on time off. Any failure stops it.
  • Reschedules and cancels, with dispatch following along.
  • Transfers on your rules, and never says "connecting you" until the line goes through.
  • Handles emergencies separately. Safety response first, never a transfer attempt.
  • Loses nobody. A caller who doesn't book becomes a lead with the call attached.

In the dashboard

Ask what needs attention and get today's jobs, missed calls, callbacks owed, unassigned work, low stock, and open work orders. Or ask about anything:

  • Appointments, schedules, and conflicts
  • Calls, transcripts, and outcomes
  • Clients, leads, and memberships
  • Stock, suppliers, and reorder points
  • Money, read live from Stripe
  • Tasks, estimates, and uninvoiced jobs

Then act on it

  • Work your leads without leaving the chat. Create, move, assign, convert.
  • Build a report with charts and download the PDF.
  • Jump to the page that fixes the problem.
  • Review any call. Tone, transcript, recording, and whether it actually booked.

Every answer is scoped to your role and locations. Card and bank data never comes back.

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