Services / AI Agents
AI AgentsRooted Square Technologies builds AI agents and tool connections for Greater Charlotte businesses ready to stop losing leads to slow follow-up, day or night. They work with your website, bookings and back office, taking approved actions and passing the result to you.
Once your business has a real website, local visibility and a working back office, the last gap is usually speed: how fast you respond to a new lead before they call the next business on the list.
Custom quoteBook a call for pricing
For businesses ready to connect their tools and let AI do approved work.
Includes:
AI agents that follow up on every inquiry the moment it lands, deeper connections between the systems you already use, workflow automation linking web forms, your CRM, invoicing and a notification to your phone, a knowledge base built from your operations, and a monthly report on what the automations did and saved you. Agents take approved actions, with your sign-off where it counts.
Not with us. The AI agents are a product we build for your customers, so your business can answer them at 2am. Our own relationship with you still runs through a named local partner you can reach directly once you're a client. We sell AI agents; we don't use one as our own support desk.
It's built on a knowledge base captured during onboarding: your services, pricing approach, service area, and the questions customers actually ask you. It isn't a generic script with your logo on it; it's configured specifically for how your business operates.
You decide in advance what an agent may do on its own, such as sending a follow-up message or creating a record in your CRM, and what needs your sign-off first, such as anything involving money or a commitment. Anything outside those rules is routed to you instead of guessed at.
The target we design toward is a 35% improvement in lead capture efficiency within 60 days of going live, driven by responding to every inquiry instantly instead of whenever someone gets around to it. Results depend on your lead volume and current response time, which the consultation call establishes.
A customer comparing a few local businesses usually books with whoever answers first, not necessarily whoever answers best. By the time a human gets back to a 9pm inquiry the next morning, the lead has often already hired someone else. An AI agent collapses that gap to seconds instead of hours. It isn't about replacing judgment; it's about never losing a winnable lead to timing.
A lead fills out a form, the follow-up goes out automatically, that record lands in your CRM, an invoice gets scheduled against it when the job is done, and you get a phone notification at each meaningful step, all without anyone manually moving information between four different tools. Your website, booking and back-office tools are what this plugs into; the agent handles the routine steps, and anything it can't handle is routed to you.
Yes. Our online-store packages include an AI chat that answers common customer questions from your own business information, with no custom connections needed. Agents that take actions across your tools are the larger step.
AI agents work best on top of a solid website and booking setup, but you can start with them. Once they're live, a care plan keeps hosting and updates handled. Local and AI search are their own monthly plans, and agent tuning is quoted with your agents.
One phone call is a good way to find out whether modernizing would pay for itself in your business. It is free, and there is no obligation.
Rooted Square Technologies