Two agents. One console. One audit trail.
One is answering calls in production today. The other is being built on the same console and the same record. We would rather tell you which is which than let a feature list imply otherwise.
- Console
- One operator view
- Audit trail
- Every action, one log
- Consultant
- Named, senior, reachable
- Languages
- English and Spanish
- Controls
- Approve, override, coach
Esmi — Virtual Receptionist
24/7 call handling that books appointments, routes urgent calls, and works in English and Spanish — an AI receptionist, not a person. Every call ends with a full transcript and a reason.
- Availability
- Nights, weekends, and holidays — the line is never unattended
- Languages
- English or Spanish; switches mid-call
- Booking
- Google Calendar live book/reschedule, on the call
- Routing
- After-hours emergencies go to the on-call person instead of a voicemail box
- Record
- Every call ends with a transcript, a reason, and a disposition
- Tuning
- Coachable by editing a document — no engineer required
Melu — follow-up calls
Esmi answers the calls that come in. Melu makes the ones that should go out: she calls new leads back within minutes, in English or Spanish, books them on your calendar, and only calls people who asked to hear from you.
- Speed
- Calls a new lead within minutes, while they still remember asking
- Languages
- English and Spanish from the first sentence; stays in the caller's language
- Booking
- Offers two real slots from your Google Calendar and books the one they pick
- Calendar
- The booking lands on your live Google Calendar during the call
Melu Win-back — bring past customers back
Finds the customers who haven't been back, texts them in English and Spanish with an offer you approve, and lets Esmi book the ones who answer. Every text is checked for consent first.
- Find
- Pulls lapsed customers from your booking calendar, or from a spreadsheet export
- Timing
- Skips anyone who already booked or came back since their last visit
- Message
- One bilingual text from your own number; the word they reply with picks the language
- Booking
- Esmi answers every reply and books on your real calendar
Northledger — bookkeeping your firm approves
Clients email their bank statements as they do now. Northledger reads them, categorizes every line, checks each amount against the bank's own running balance, and holds it for a bookkeeper to approve before anything reaches Sage 50. Paper receipts are read the same way, and HST is read off the page, never estimated.
- Intake
- Statements by email from Canada's major banks, plus scanned receipts
- Check
- Every amount tied to the statement's running balance
- Approval
- A person approves each entry; unclear lines wait for review
- Ledger
- Approved entries post to Sage 50, with a record of every step
On the same console — in development
Revenue-Ops Agents
Qualify every lead, follow up on time, and keep the pipeline moving while your team runs the conversations that matter.
- Intake
- Web forms, inbound calls, paid social, and referral links in one pipeline
- Scoring
- A defensible score built from fit, intent signals, and account history
- Follow-up
- Email and call cadences written in your voice, not a template
- Hand-off
- Your reps inherit a brief with talking points, not a blank record
- CRM
- Hand-off into the CRM you already use — wiring scoped per engagement (roadmap, not a native connector catalog)
- Reporting
- A Monday scorecard: what moved, what stalled, and why
Revenue-Ops is in development. The capabilities above describe what it is being built to do, not what is running in your account today. If your setup depends on it, say so and we will tell you honestly where it stands.
How a deployment runs
Every agent ships the same way: one workflow mapped by a senior consultant, live in fourteen days, and audited from the first action onward.
- Day 1
- A consultant writes the workflow. You keep the document.
- Day 14
- The agent goes live in your tools.
- Ongoing
- Every action logged, reversible, and attributable.
- When ready
- Add the next agent — same console, same consultant.
Start with one workflow
Try Esmi free for 14 days: up to 25 calls, no credit card needed. After-hours answering, live Google Calendar booking, English and Spanish included.