Serving Central Texas & Beyond

AI Agents

Custom AI Agents that work 24/7, handle repetitive busywork, follow up with leads, support customers, schedule appointments, create content, and turn business data into smarter decisions.

What’s Included at This Price

AI agents come with MySmartDash Pro, $797/month ($897 for HVAC and roofing):

  • Voice AI receptionist that answers calls, qualifies callers, books appointments, and transfers when needed
  • AI agent trained on your services, prices, hours, and rules
  • AI text and chat replies that book
  • 60-minute kickoff and agent training
  • Everything in Growth: speed-to-lead follow-up, reminders, quote follow-up, reactivation campaigns, unlimited calendars, and monthly reporting

One-time setup fee: equal to one month ($797, or $897 for HVAC and roofing). Covers your account build and training the agent on your business.

Usage: texts, phone minutes, email sends, and AI usage are billed separately from a prepaid wallet in your account, based on what you use.

Need a custom agent for content, reporting, or another workflow? We scope and quote those separately. Compare MySmartDash plans.

What You Can Expect

  • Custom AI Agent strategy for one high-value business workflow
  • Agent prompt design, role definition, and action planning
  • Lead follow-up, customer support, scheduling, content, or reporting workflow buildout
  • Integration planning for CRM, calendar, forms, inbox, website chat, and other business tools
  • Testing, launch support, and optimization based on real performance

Problems This Service Solves

  • Missed leads because follow-up takes too long
  • Repetitive admin work eating into owner and team time
  • Support questions that keep interrupting the day
  • Manual scheduling and appointment back-and-forth
  • Content and reporting tasks that never get done consistently
  • Growth that stalls because the team cannot handle more volume

How This Service Works

  1. Identify the right task: We pick repetitive, time-consuming work with a clear payoff.
  2. Define the goal: We map the desired outcome, rules, tone, and handoff points.
  3. Build your AI Agent: We design and train the agent for your business process.
  4. Integrate and automate: We connect the agent to the tools and workflows it needs.
  5. Monitor and optimize: We track results, improve performance, and expand capability over time.

Before We Start

  • A clear business workflow you want to improve
  • Access to the tools the agent may need, such as your CRM, calendar, website forms, inbox, or chat platform
  • Examples of how your team currently handles the task
  • A defined escalation path for anything the agent should hand to a human

What an AI Agent Actually Is (in Plain English)

An AI agent is a digital team member built to do one job really well. Answering calls. Following up with leads. Booking appointments. Answering the same customer questions for the hundredth time. Pulling reports together. It works 24 hours a day, it doesn't forget, and it doesn't get tired of repetitive work.

The difference between an AI agent and a basic chatbot is that an agent can take action. It can check your calendar and book the appointment, update your CRM, send a follow-up text, or hand the conversation to a person when it hits something it shouldn't handle.

Why Small Businesses Need This Now

Here's the reality I see every week. Small businesses lose customers not because they do bad work, but because they can't keep up with everything around the work. The phone rings while you're on a job. A lead fills out a form at 9 p.m. A patient calls with an insurance question while the front desk is slammed. Every one of those is a chance to lose a customer.

You can hire more people, and sometimes you should. But for a lot of that repetitive work, an AI agent can handle it faster, cheaper, and around the clock, so your people can focus on the parts that actually need a human.

The AI Agents We Build Most Often

AI receptionist

Answers calls, handles common questions, captures details, books appointments, and transfers urgent calls. Great for medical practices, salons, and home service companies that miss calls during busy hours.

Lead follow-up agent

Responds to new leads in seconds by text or email, asks qualifying questions, and books the ones that are ready. Pairs with our lead generation service.

Booking agent

Handles scheduling, rescheduling, and reminders by text and chat. See AI appointment booking.

Insurance verification and intake agent

For medical practices, collects patient details and helps with insurance verification before the visit, so staff aren't stuck on hold. See our medical practice solutions.

Content and reporting agents

Draft social posts, blog outlines, and review replies, or pull your marketing numbers into a weekly summary so you can see what's working.

How We Keep AI Agents Safe and On-Brand

An AI agent should sound like your business and follow your rules. We define its role, tone, and limits before it ever talks to a customer. It knows what it can answer, what it can't, and when to bring in a person. We test it with real scenarios, watch the conversations after launch, and keep tuning it.

We build on proven tools including our MySmartDash CRM, voice AI platforms, and automation tools like n8n and Make, and connect them to the systems you already use.

Start With One Job

The smartest way to start is with one clear, repetitive task that's costing you time or money right now. Get that working, see the results, then expand. We'll help you pick the right first agent.

We build AI agents for businesses in Killeen, Temple, Belton, Harker Heights, Waco, Dallas-Fort Worth, and beyond. Let's talk about the first job you'd hand off.

Frequently Asked Questions

What can an AI Agent do for my business?

An AI Agent can handle focused workflows such as lead follow-up, appointment booking, customer support, content drafting, data cleanup, reporting, and internal reminders. We start with the work that saves the most time or creates the clearest revenue impact.

Is an AI Agent the same as a chatbot?

No. A chatbot usually answers questions. An AI Agent is built around a goal and can follow a workflow, use connected tools, and trigger next steps with guardrails.

Will it replace my team?

The goal is to remove repetitive busywork so your team can spend more time on sales, service, strategy, and relationship-building.

How do we choose the first AI Agent to build?

We look for repeatable tasks with clear rules, frequent volume, and measurable outcomes. Good first agents often handle lead response, scheduling, customer questions, or reporting.

How much do AI agents cost?

AI agents that answer calls, qualify leads, and book appointments come with MySmartDash Pro: $797 per month, or $897 per month for HVAC and roofing, plus a one-time setup fee equal to one month that covers training the agent on your business. Custom agents for other workflows, like content or reporting, are quoted separately.

Can an AI agent answer my phone?

Yes. A voice AI agent can answer calls, answer common questions, capture caller details, book appointments, and transfer to a person when needed.

Is my customer data safe?

We connect agents only to the tools they need, set clear rules on what they can and cannot do, and build handoff points to a human for sensitive situations. For medical practices, we design workflows with patient privacy in mind.

Ready to make AI Agents work for your business?

We’ll talk through your goals, your current setup, and the cleanest path forward.

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