Custom AI applications and automation, built around the tools you already run

How we work

Every SergeBot project follows the same few rules, whatever the size of the business.

• One path at a time. We start with the job that repeats every week, starts from a clear event, and still drops balls when someone is out.
• Your tools stay. The CRM, inbox, calendar and invoicing tools you already use stay in place. The work carries the details between them instead of a person.
• A stop and an owner. Every workflow has a trigger, the middle steps, stop conditions, a failure path to a named person, and a test pass on real examples.
• AI where it earns its place. Sorting, extracting, drafting and looking things up, with a clear line where a person takes over.
• Straight answers on fit. If a path is not worth automating, the discovery call says so.

Custom AI applications

Sometimes connecting your existing tools is enough. Sometimes the work needs its own front door or a small tool of its own. That is where a custom AI application comes in: purpose built for one path in your business, and writing into the systems where your work already lives.

• A front door that starts work. An intake page or form that creates the CRM record with the source tagged, turns free text into structured fields, and pings the right owner with the details already filled in.
• An AI step inside a workflow. A model that reads inbound messages, sorts them into a short list of categories with a named owner each, and hands anything unclear to a person.
• A small internal tool. A review screen, a queue or a status view that shows your team what is live, what is waiting and what needs a human.

Every AI step comes with a written stop list: what it may complete on its own, what it must hand to a named person, and how you can see what it costs to run.

Workflow automation and the scoped pilot

Workflow automation is the connection layer between the tools you already pay for. A form submission, a status change, a payment or a date starts the path, and the boring steps happen in order: create the record, send the message, make the folder, book the slot.

Common first paths include client intake, quote follow-up, appointment reminders, job closeout, invoice follow-up and shared inbox triage.

The scoped AI automation pilot

Most AI and automation work starts as a scoped pilot: one workflow, live in your own tools, in 2 to 6 weeks from kickoff. The scope is agreed in writing before the build starts, including what the pilot leaves out.

1. Discovery call. We walk through one path as it ran last week, including the messy exceptions.
2. Scope in writing. The trigger, the steps, the stop conditions, the failure path and the named owner, all agreed before any build.
3. Build, test, hand off. We build on your tools, test on real examples, and hand off with a plain account of what is live, what is still manual and who owns what.

Read more: what a scoped AI automation pilot includes and what a first build looks like.

AI chat and voice assistants, when intake is the problem

Chat and voice assistants are an optional part of what we do, not the headline. They make sense when the painful path is customer intake or qualification: the same questions on every inquiry, leads arriving when nobody is free, and a clear point where a person should take over.

When we build one, it collects what your team actually needs, writes it into your CRM as structured fields, and hands off to a person with the full context. Prices, exceptions and complaints go to a human by default. If your real problem is the work behind the form, we will tell you, and build that instead.

Websites

We build websites so the contact button starts work instead of sending one more email to a shared inbox. A public page and the process behind it should share one trigger and one owner.

• Starter build. A focused one page site, or a light refresh of the site you already have, with a clear call to action wired to your intake.
• Fuller build. A multi page site for businesses that need room for services, locations or more detail, built on the same idea: every call to action starts the handoff.

If your current site already looks credible and gets found, we would rather keep it and fix the wiring behind the call to action. Read why in the website that does not convert.

Monthly care plans

Once a site is live, someone has to own it. Our monthly plans give it a named owner and a steady routine.

• Care. Hosting, SSL, uptime monitoring, and security and software updates. Before every change we make, we take a backup of your site and keep a versioned copy off the server, so any update can be rolled back. Email support within 2 business days.
• Care + Support. Everything in Care, plus a monthly allowance of small edits such as text, images and minor fixes. Replies within 1 business day.
• Grow. Everything in Care + Support with a larger allowance that covers small automation or AI updates, monitoring of one automation or chatbot, and a short monthly report. Replies by the next business day.

Optional daily backups add-on

If your site changes often, you can add daily backups to a monthly plan. It is opt in only: it is never bundled into Care or any other plan, and it is only added if you choose it.

Google Business Profile setup

A one time package to get your Google Business Profile set up properly, so people searching for what you do can find you. It covers your categories, business description, services, service areas, hours and photos you supply, plus a first post, and we walk you through the verification step, which Google itself controls.

Who you work with

SergeBot is a small studio based in Toronto, serving clients worldwide. You work directly with Karim Ragab, SergeBot's founder, from the discovery call through hand off.