Skip to content
Maor KertsmanMaor Kertsman

AI Assistants & Integrations

From a long message to a clear next step.

Illustration: asking an assistant about today's stuck leads, a structured answer by owner, and a person who checks it.

The information arrived. Now someone has to make sense of it.

A voice message, free-text inquiry or long thread may contain everything you need, but someone still has to read and organise it. I build AI assistants that connect to business data, summarise and suggest actions. We define what the assistant can do, what needs approval and when a person takes over. Steps with clear rules use straightforward automation. Lead warming and personalised landing pages are shown on this site as concept demonstrations.

Example workflows

Structured intake through conversation

  1. A customer writes or sends a voice message
  2. The assistant understands the intent and asks for what's missing
  3. Structured fields are written to the CRM
  4. A person reviews anything ambiguous before it moves on

Operational summaries and task extraction

  1. Calls, threads and notes from the day are collected
  2. The assistant drafts a short summary and lists proposed tasks
  3. The owner accepts, edits or discards each proposal
  4. Accepted tasks are created in the CRM with the source attached

AI lead warming over WhatsApp (concept)

  1. A new lead receives a guided conversation in the business's tone
  2. Qualifying answers and voice messages are understood and recorded
  3. Follow-up continues under clear stop rules
  4. A person takes over with the summary at the agreed moment

What an engagement can include

  • Assistants connected to your CRM and business data through tools
  • Intent handling and structured task extraction
  • Summaries of calls, conversations and daily activity
  • Internal questions answered from your business information
  • Explicit rules for what is automated, proposed, or decided by a person
  • Logging and review of every assistant action
  • Deterministic automation wherever a rule does the job better

Connected tools

Fireberry, WhatsApp Business Platform, Google Sheets, Make, Webhooks and custom APIs

Tool names identify compatible tools and do not imply endorsement.

What information needs making sense of?

Tell me about the conversations, messages or summaries taking up your team’s time. We’ll look at where an AI assistant could fit.