Uses your price book and policies. Plugs into your CRM and calendar. No made-up internet answers.

Estimate your revenue leak

SMB internal ops

Your SOPs,
answered on Slack and email.

Internal “how do we…?” questions should not live in one person’s head. Ship grounded answers from your playbooks and route the rest to the right owner.

Small team at laptops — internal how-to questions answered on Slack and email from your playbooks

Internal copilots with source citations — Slack, CRM, and ticketing writeback your ops team controls.

The problem

Tribal knowledge slows everyone down

The same SOP and tool questions interrupt your best people. New hires wait days for answers that should be self-serve.

Whiteboard covered in notes — tribal knowledge stuck in one person’s head slows everyone else
Internal documentation on screen — SOP and tool how-tos grounded in Notion, Confluence, or your wiki

The solution

Your playbooks, on demand

  • Ground answers in Notion, Confluence, or approved docs — with citations.
  • Write activities to HubSpot, Salesforce, or Slack when an ask needs follow-up.
  • Route escalations to the right channel with structured context.

ROI

Ops teams measure time back

Track self-serve answer rate, ticket volume, and time-to-resolution—not vanity chat volume.

Operations dashboard — self-serve answer rate and ticket volume by team

Higher self-serve answer rate for internal asks.

Less interrupt-driven work for senior staff.

Faster onboarding for new hires.

Internal knowledge

Your wiki. Answered instantly.

Notion, Confluence, and internal playbooks — RetrievIQ cites the source so ops teams stop pinging the same expert twice.

Next step

See how SOP grounding, Slack routing, and CRM writeback fit your internal workflows.

What happens next

What happens next.
Step by step.

Clear steps so investing in your front desk feels predictable — not a mystery.

01

Free AI revenue audit

We align on your calls, missed revenue, and what success looks like — no generic pitch deck.

02

Custom front-desk demo

See how answers, booking, and phone fit your real scenarios — using what we run for other shops.

03

14-day implementation plan

A practical rollout plan with scope, milestones, and ROI checkpoints your team can approve.

Get started

In thirty days, know what to buildand what it is worth.

One working session: your calls, your tools, your numbers on the table. You leave with a plan you can fund — or hand to whoever signs the check — not just slides. See what the audit includes.

Request your free revenue audit

Share your stack, call volume, and goals. We reply within one business day.

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