Crest & CrucibleClarity before complexity.

Agentic Solutions

AI agents that do real work.

Not a single chatbot, and not another app for your team to learn. We build AI agents that handle real tasks across your front office, back office and day-to-day operations, built around the tools and habits you already have. A person stays in the loop on what matters, and we train your team until they run it themselves.

10+ years in product and technology including at Waymo and Workday.

Based in Loomis, CA. Serving Rocklin, Roseville, Granite Bay, Auburn, the Sacramento area, and remote.

Book a free consultation See everything we build

Spotlight

A virtual assistant that knows your business.

Call or text it the way you would text your office. It answers from your own schedule, jobs and quotes, so you get the answer without digging through apps or calling someone back.

Your virtual assistant

Call or text it. It knows your business.

Example
What time is the next job?
Next up is 1:30 this afternoon, the water heater replacement on Oak Street.
What did I quote that property management company last spring?
You quoted them for exterior repairs on two buildings in April. Want me to send you the quote?
Where is the Johnson job?
Waiting on the permit. The crew is penciled in for the day after it clears.

01 · Front office

Every customer gets an answer.

The calls, messages and bookings that come in while you are busy doing the work.

01

Phone answering

An AI voice agent answers the calls you cannot get to, handles routine questions, books visits and takes clear messages. Anything it is unsure about goes to you.

02

Missed-call text-back

When nobody can answer, the caller gets a text right away and the agent finds out what they need, so you call back ready.

03

Website chat assistant

Answers common questions on your website day or night, from your own information, and books appointments or passes the lead to you.

04

Review requests

After each finished job, the customer gets a polite request to share their experience, so steady, genuine reviews become routine.

05

Intake

New inquiries get the right questions asked up front, and arrive organized in one place with everything you need to decide next steps.

06

Scheduling

Customers book into open times on your real calendar, with reminders, and reschedule by text instead of phone tag.

07

A virtual assistant that knows your business

Call or text it like you would text your office. It knows your schedule, your jobs and your quotes, and answers in plain English.

"What time is the next job?" "Where is the Johnson job?"

Person in the loop: the agent handles routine questions and booking. Anything unusual, upset or high-stakes is handed to you or your team, with the details already gathered.

02 · Back office

The paperwork gets done.

The quoting, billing, reporting and email that pile up at night and on weekends.

01

Quote drafts and follow-up

First drafts built from how you have priced similar work before, ready for you to review, adjust and send. Then polite follow-ups go out until the customer answers.

02

Invoicing and payment follow-up

Invoices go out when the work is done, and polite reminders follow on schedule, so you are not the one chasing payment.

03

Reports

The numbers you check every week, pulled together automatically and written up in plain English.

04

Inbox triage

Incoming email sorted, summarized and flagged, with suggested replies for the routine ones, so the important messages do not get buried.

Person in the loop: quotes, invoices and replies are drafted for you. Nothing goes out with a price or a promise until someone on your team approves it, unless you decide otherwise.

03 · Technical operations

Everyone knows where things stand.

The tracking, records and know-how that keep the business running smoothly.

01

Job and project tracking

One clear, up-to-date view of every job: what stage it is in, what is waiting, and who is on it, updated as work happens.

02

Data cleanup

Duplicate customers, mismatched addresses and messy spreadsheets cleaned up and kept clean, so the rest of your systems can rely on them.

03

An internal knowledge assistant

Your team asks a question and gets an answer from your own procedures, price lists and past jobs, instead of interrupting you.

"How do we handle a warranty callback?"

Person in the loop: the agent proposes changes to your records and flags anything it is unsure about. Your team reviews the changes that matter before they are made.

Before and after

What a normal day can look like.

Before

You answer customer calls between jobs, write quotes at night, chase invoices when you remember, and get interrupted every time someone needs to know where a job stands.

After

Missed callers hear back right away, quote drafts and payment reminders are waiting for your OK, and you or your team can text a question and get an answer from your own records.

An illustration of the kind of change we aim for, not a promise of specific results.

How we work

We build it, then stay until your team runs it.

We build agents around how you already work, then stay until your team trusts them and uses them every day.

01

Learn how you work

We start with a conversation and a look at how work actually moves through your business today: the calls, the spreadsheets, the shortcuts.

02

Build around it

We build the system to fit the tools and habits you already have, and only change what needs changing.

03

Train until it sticks

We work alongside your team, answer questions, and adjust the system until using it is just how the work gets done.

04

Hand it over

Your team runs it on their own. Ongoing support is optional, and only for the things you cannot do yourselves.

Start with a conversation

Tell us what eats your week.

In a free 30-minute consultation, tell us which tasks take up the most time. We will tell you plainly which ones an AI agent can take on, and which ones it should not.

Book a free consultation (925) 330-3510info@crestandcrucible.com

Related