Specialty Retail use case
Specialty Retail Operations Hub
We build and run the revenue engine for specialty retail and service shops where phone volume, repair work, claims, and trade-up programs all sit in separate silos. An AI voice receptionist, a guided recommendation engine, and POS-aware automation feed one customer record, so the owner sees calls, sales, service, and customer health in a single view.
What we heard
The problem
The patterns we hear before a build starts. Each one is a place revenue leaks while the team works around it by hand.
Heavy daily call volume answered by hand with nothing logged and nothing measured
Customer history scattered across the point of sale, an email tool, paper files, and staff memory
Technicians pulled off the floor to answer phones, at real hourly cost
Warranty and insurance claims worked manually with no central record and no status to point to
Trade-up and seasonal programs tracked from memory, so the follow-up that drives repeat revenue never fires
No single place to see calls, sales, service, claims, and customer health together
What we build and run
The solution
The engine we stand up and then operate. Everything below shares one customer record, so the whole business reads from one truth.
AI voice receptionist answering around the clock, booking appointments, handling common questions, and logging every conversation to the customer record
Automated messaging for repair-ready alerts, appointment confirmations, and seasonal campaigns
One customer hub holding purchases, service records, calls, messages, and email engagement
Digital claims intake with structured forms, photo uploads, and auto-generated report documents
Trade-up and loyalty tracking that fires upgrade reminders at the right interval, without anyone remembering to
Condition-triggered campaigns that launch seasonal outreach when the moment is right
Guided product recommendation flow with branching questions and a live inventory check
Installment plans offered at checkout so price stops being the reason a high-ticket sale walks
Two-way point-of-sale sync with sale-event triggers driving the next touch
An AI Quarterback brief and an executive agent that surface what needs attention and handle the back-office follow-through
Open stack
Integrations
These are capabilities the engine runs. If your stack uses a different tool in the same category, we scope it during discovery.
Point-of-sale and inventory sync
Retail operations
How it meets your stack:Connects to your existing retail POS so sales and stock flow both ways
Email and campaign delivery
Marketing outreach
How it meets your stack:Keeps your current email audience and sending in step with the customer record
Installment plans
Money rails
How it meets your stack:Split a large purchase into scheduled payments at the counter, no separate app to log into
Business messaging
Communications
How it meets your stack:Sends and receives text on your business line, fully logged
Conversational voice AI
AI operations
How it meets your stack:Answers, qualifies, and books on the line you already publish
Live condition data feed
Automation triggers
How it meets your stack:Pulls real-world signals to time seasonal outreach
Do not see your tool? We scope custom integrations during discovery. If your platform has an API or webhook layer, we can connect it.
How we deliver
Phased rollout
We ship in phases, not in one risky drop. Timing is tailored to your scope and tooling, and we confirm it in the discovery call.
Foundation
Voice Agent Launch
Core Automations
Point-of-Sale Integration
Advanced Features
Optimization & Review
Why it works
Outcomes
What the engine delivers once it is running. No fabricated stats, just the work that stops being manual.
Phone-handling time recovered as the AI receptionist absorbs a meaningful share of inbound calls
Technician and service-floor productivity protected, with no phone interruptions
Trade-up and loyalty revenue captured that customers would otherwise forget
Guided online discovery that converts browsers into buyers instead of bouncing them
One view replacing the tab-switching between point of sale, email tool, paper claims, and voicemail
Want something built and run like this?
Every build is scoped to your stack, your processes, and your team. Book a discovery call and we will map exactly how we would build and run it for your business.
Built in Canada. Every engagement scoped to your business.
One platform for the work you
keep paying six tools to do.
Book a discovery call and we will map exactly how we would build and run it for your business. No sales gauntlet, no obligation.
Built in Canada. Every engagement scoped to your business.