The team

Five AI staff. One defined job each.

Each staff member covers a specific part of the work — the phone, the new enquiries, the quotes already sent, the invoices, the reviews. Pick who you want to speak with and you can start talking to them now.

Not a tool you operate. A worker who works.

Start here

Talk to your team

Pick the staff member you want to speak with. You will see what they do before anything starts.

Where the job stops

Each job, and where it stops

Each staff member has a clear edge to their role. This is not fine print — it is the reason you can hand the work over and still be the one in charge.
SAM, Personal Assistant / Office Manager

SAM

Personal Assistant / Office Manager

SAM is the one you talk to. He helps you stay across the administrative work, the information sitting in your business, the follow-up that needs doing, and the general flow of the office.

Ask him where a job is up to, what is outstanding, who needs chasing, or what happened while you were on site. He keeps the office side moving so you are not holding the whole business in your head.

What SAM handles

  • Keeps you across jobs, clients and outstanding work
  • Looks up and updates information you ask him for
  • Keeps follow-up moving so things do not sit
  • Helps coordinate the general flow of the office
  • Brings the things that need your attention back to you

Where the job stops

SAM works to your instructions and your approved information.

  • Does not make commercial decisions on your behalf
  • Does not make financial, legal or technical calls
  • Brings anything outside his approved scope back to you
Emma, Personal Receptionist

Emma

Personal Receptionist

Emma answers inbound enquiries and picks up the calls that would otherwise ring out — the ones that land while you are under a house, on a roof, or halfway through dinner.

She works out why someone is ringing, takes down the information you would want taken down, and routes or books the next step where you have set that up.

What Emma handles

  • Answers inbound enquiries
  • Captures missed calls so they do not disappear
  • Works out why the person is calling
  • Collects the basic information you need
  • Routes or books the next step where configured
  • Handles ordinary receptionist-level questions

Where the job stops

Emma works to your business rules. Reception, not the technical call.

  • Does not give technical advice
  • Does not scope jobs
  • Does not create pricing or give quotes
  • Does not negotiate
  • Does not make commitments outside your approved rules
Emily, New Jobs & Quotes

Emily

New Jobs & Quotes

Emily picks up new enquiries while the person is still keen, collects the basic qualification information, and helps arrange the next step.

She also follows up the quotes you have already sent — the ones from a fortnight ago that you keep meaning to ring about — so opportunities do not quietly go cold.

What Emily handles

  • Follows up new enquiries
  • Collects basic qualification information
  • Helps arrange the next step
  • Follows up quotes you have already sent
  • Keeps opportunities from going cold

Where the job stops

The role name is New Jobs & Quotes, and it is worth being exact about what that means. Emily follows quotes up. She does not produce them.

  • Never writes a quote
  • Never sends a quote
  • Never scopes technical work
  • Never sets or changes pricing
  • Never offers discounts
  • Never negotiates commercial terms
  • Never promises work you have not approved
Carol, Invoices & Payments

Carol

Invoices & Payments

Carol follows up invoices and sends the payment reminders you have approved. She checks where payments are up to and keeps accounts follow-up moving.

She has the same conversation on the fourth attempt as she did on the first — which is the part most owners would rather hand over.

What Carol handles

  • Follows up invoices
  • Sends approved payment reminders
  • Checks payment status
  • Keeps accounts follow-up moving

Where the job stops

Carol does not independently make financial decisions. She escalates to you:

  • Disputes
  • Discounts and write-offs
  • Payment plans and refunds
  • Changes to commercial terms
  • Sensitive or unusual account matters
Jenny, Reviews & Referrals

Jenny

Reviews & Referrals

Jenny checks in after the job to find out whether the customer is actually satisfied. Where the experience has been a good one, she asks for a review.

She also helps identify referral opportunities. If someone is not happy, the review request does not happen — the customer comes back to you.

What Jenny handles

  • Checks customer satisfaction after the job
  • Requests reviews when the experience has been positive
  • Helps identify referral opportunities
  • Routes unhappy customers back to the business

Where the job stops

Satisfaction comes before asking for a public review — in that order.

  • Does not ask for a review when a customer is unhappy
  • Does not handle complaints on your behalf
  • Hands unhappy customers straight back to you

Talk to one of them and see how it goes.

A short conversation tells you more than a feature list. If it is a fit, book a demo and we will set them up around your business.
Book a demo

Or ring +61 468 199 598 — Emily answers LeadAI’s own line.

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Talk to your team