AI Front Desk + Operations Assistant

Stop Losing Customers to Missed Messages.

TrueGuide AI Systems builds simple AI-assisted workflows that capture inquiries, organize follow-ups, and give local business owners a clear view of what needs attention.

No risky AI promises. No full business replacement. Just simple systems with human-approved workflows.
The problem

Local businesses lose leads in the gaps between tools.

The first offer is intentionally narrow: find the missed-message bottleneck, build one starter workflow, and keep the owner in control.

customers message after hours and disappear
staff forget to follow up
leads are scattered across email, Instagram, website forms, and phone notes
no CRM or lead tracker
no review request process
the owner has no weekly summary
admin work steals time from serving customers
The system

AI Front Desk + Operations Assistant

A practical operations layer for capturing inquiries, reminding owners what to do next, and documenting the work.

lead capture

A focused module that can be added only after the scope, copy, and approval points are clear.

instant reply

A focused module that can be added only after the scope, copy, and approval points are clear.

owner notification

A focused module that can be added only after the scope, copy, and approval points are clear.

follow-up tracker

A focused module that can be added only after the scope, copy, and approval points are clear.

review request workflow

A focused module that can be added only after the scope, copy, and approval points are clear.

weekly summary

A focused module that can be added only after the scope, copy, and approval points are clear.

simple dashboard

A focused module that can be added only after the scope, copy, and approval points are clear.

Demo workflow

The starter workflow is simple on purpose.

This is the Missed Lead Recovery System: enough to be useful, small enough to deliver safely.

01Customer submits inquiry
02System sends instant reply
03Lead saved to tracker
04Owner gets notification
05Follow-up reminder created
06Weekly report generated
Packages

Simple packages for the first $2k/month path.

Final pricing depends on workflow complexity and tools required. No production promise is made until scope is reviewed.

Starter System

The beginner-safe missed lead recovery workflow.

$299 setup+$299/month
  • inquiry form
  • automatic reply
  • lead tracker
  • owner notification
  • follow-up reminders
  • weekly summary
  • monthly check-in

A local business with scattered inquiries and no simple lead tracker.

Growth System

Adds review and quote follow-up workflows after the starter loop is stable.

$699 setup+$499/month
  • everything in Starter
  • review request automation
  • quote follow-up workflow
  • simple dashboard
  • two workflow automations
  • monthly optimization

A business that already has steady inquiries and needs more operational visibility.

Ops Pro

Custom operating workflows for teams with recurring admin and reporting needs.

from $1,200 setup+$799/month
  • everything in Growth
  • SOP assistant
  • daily/weekly report workflows
  • staff/admin workflow
  • custom dashboard
  • priority support

A service business that needs staff workflows, reporting, and priority support.

First 3 clients can start with a discounted setup in exchange for feedback and a truthful testimonial only if they choose to provide one.
Risk controls

Automation with owner approval, not risky autopilot.

The agency operating system is built around scope control, privacy limits, and manual approval before important actions.

human-approved automations
clear scope before work starts
no revenue guarantees
simple refund promise if the agreed starter workflow cannot be delivered
no sensitive data automation without proper review
client owns their data and accounts
FAQ

Plain answers before the first call.

Is this fully automated AI?

No. The MVP is a human-supervised workflow system. AI may help draft, organize, or summarize, but sensitive actions and customer-facing workflows require approval.

Will this replace my staff?

No. It is designed to help staff see inquiries, reminders, and follow-ups more clearly. It should support people, not replace them.

Do you guarantee more sales?

No. The workflows are designed to reduce missed inquiries and improve follow-up consistency, but sales outcomes depend on the business, offer, market, and execution.

What if I already have a website?

The starter system can usually connect to an existing website form or run as a separate form link while your current site stays unchanged.

What tools do you use?

The first version can use simple tools such as website forms, Google Sheets, Airtable, Supabase, email drafts, Make.com, Zapier, or client-approved equivalents.

How long does setup take?

A starter workflow usually targets 7-10 business days after scope, access, and approved copy are ready. Timelines are confirmed manually before work starts.

Can I cancel?

Monthly support can be cancelled according to the written agreement. The client keeps their own accounts and data.

Is customer data safe?

The MVP uses data minimization, simple consent, and client-owned tools. Sensitive data is excluded unless a proper compliance review is completed first.

Do you work with clinics?

Small clinics can be reviewed for non-patient admin workflows first. Patient data, symptoms, diagnosis, treatment, billing, and regulated workflows are excluded at the MVP stage.

What is not included?

Autonomous outreach, revenue guarantees, sensitive data workflows, payment handling, staff replacement, legal advice, medical advice, and unapproved third-party account changes.

What happens if an automation breaks?

The support process includes testing, owner notification, and a documented fallback. Critical customer-facing workflows should have manual backup steps.

Free audit

Get a focused automation audit for your business.

Submit your business details and TrueGuide will manually review where a simple workflow may reduce missed inquiries and follow-up confusion.

What you get

  • One starter workflow idea
  • Risk notes and exclusions
  • Recommended package fit
  • No automatic signup or risky promise
Get Free Automation Audit