Agents15 jobs to hand over

Hand the busywork to an agent. Keep the judgment.

An agent takes one job off your plate and does it within limits you approve, then hands anything sensitive to a person. Start with the job that costs you the most.

01

Where the money leaks

Calls go to voicemail after hours. Estimates sit unquoted and unchased. The inbox fills with things only you can sort. Invoices get typed in twice. Orders get re-keyed from an email. Each one is small. Together they are the evening you spend catching up.

02

What an agent is

It is not a chatbot and not a general assistant. Each agent does one job, inside rules you approve, and hands anything outside those rules to a person. The phone agent is the one you can try today. What an agent can do is set by what you hand it, not by a script: your documents, your help articles, your calendar, your order system, your tools. The guardrails are there by default. It cannot do anything you did not tell it to do, and anything outside its rules goes to a person. Try it nowopen the assistant

  • and ask it to call your phone.
  • It places a demo call to the number you type.
  1. 01

    Takes the call

    Answers live, says it is an AI, and listens to what the caller needs.

  2. 02

    Checks the calendar and books

    Books within the permissions you approved, and texts the confirmation.

  3. 03

    Hands off when it should

    Anything sensitive or outside the rules goes straight to you or your team.

03

The jobs

Priced jobs are live today. Everything else is on the build list; ask about it in the free hour and it moves up. Phone pricing detail and how the phone agent works: AI phones.

Phone and front desk

01Answer every callNo call goes to voicemail. Every caller gets a booked time or a callback.$1,500 setup, from $499 a month02Chase every estimateEvery open quote gets a follow-up by phone and text, so no job is forgotten.$900 setup, from $299 a month03Missed-call text-backThe entry level. A text goes out the moment a call is missed, so the enquiry does not go cold.$400 setup, from $149 a month04Front desk after hoursReservations and intake for hospitality and professional firms, after the desk goes home.Coming next, ask in the free hour

Website

01Answer questions on your websiteAnswers sales and service questions from whatever you give it: your site, your price list, your help articles, your booking calendar, your order system. It books, quotes, checks an order status and hands off to you by text when it should not answer. Not the button-menu chatbot of the early 2020s: it reads, it acts within the rules you set, and it says when it does not know.Coming next, our own site is the live demo

Inbox

01Triage the inboxSorts what came in, flags what needs you, and drafts replies for you to approve.Coming next, ask in the free hour02Route emails to the right personBookings to the desk, invoices to the bookkeeper, complaints to you, without anyone forwarding.Coming next, ask in the free hour03Answer quote requests by emailLogs the request, asks the missing questions and sends the first reply within the hour.Coming next, ask in the free hour

Paperwork

01Save every invoice and receiptPulls attachments and photos into the bookkeeping folder and posts them to QuickBooks for review.Coming next, ask in the free hour02Enter orders from order formsReads emailed or photographed order forms and enters the order, with anything unclear flagged for you.Coming next, ask in the free hour03Chase overdue invoicesA polite reminder at 7, 14 and 30 days, in your name, with the awkward ones left for you.Coming next, ask in the free hour

Field and schedule

01Confirm tomorrow by textReminders 48 hours and 2 hours before, with a monthly no-show report.Coming next, ask in the free hour02Collect reviews after the jobA text the evening the job is done, with the link to the review page.Coming next, ask in the free hour

Run the business

01A second brain for the businessOne place that captures how the business actually runs: processes, checklists, decisions, who does what. The agent helps write it down as you go, keeps it current and answers the question every new hire asks.Coming next, ask in the free hour02A project manager that never loses the threadRuns from the second brain. It breaks a project into steps, chases the people who owe them, updates the plan when things slip and tells you what needs a decision. It learns your way of working and keeps the playbook up to date.Coming next, ask in the free hour
04

What you can trust

Guardrails by default
: it starts with no permissions. Every thing it can say, book, file or send is one you switched on, and it cannot do anything you did not want it to do.
Says it is an AI
whenever it speaks or writes to a customer.
Agreed limits
it can only say, book, file and send what you approved, and handoff rules are agreed before it goes live.
A human, inside a minute
handoff rules put a caller with your team fast.
You own the number
the line, the accounts and the rules belong to you.
Transcripts kept 90 days
then deleted.
Canadian law followed
PIPEDA for privacy and CASL for any text or email it sends.
05

Bring your own AI assistant

If you already use an AI assistant that speaks MCP, give it https://headwaydigital.ca/api/mcp. It can read our services, check free-hour availability and book the hour for you. Once it has the URL, ask it to book a free hour. It asks a few short questions one at a time, and you can answer out loud with your assistant microphone if you prefer.

    Add it to your own assistant

    • Claude (Settings, Connectors, Add custom connector, paste the URL; paid plans).
    • ChatGPT (Settings, Connectors, developer mode, add the URL).
    • Cursor: one-click install.
    • VS Code: one-click install.
    • The URL is https://headwaydigital.ca/api/mcp .

    Nothing to sign up front. The assessment terms are shared when you decide to go ahead.

    Chris Patten, founder of Headway

    One senior partner behind all of it.

    I'm Chris Patten: eighteen years leading technology, a finance and accounting background, and experience building and selling my own company. You work directly with me. When the scope needs specialist help, we agree who is involved and what it costs.

    18 years
    leading technology as VP, IT and CIO
    Built and sold
    my own company, 2023
    Simcoe County
    based, working across Simcoe & Grey Counties