AI agent implementation for service businesses

AI agents that do the work. Connected to your tools, data, and team.

Not another chatbot bolted onto your docs. Genie Services connects your systems, workflows, and approvals so AI can answer, route, draft, update, and escalate inside the way your company already works.

agent-control.genie
AI COO Operating Layer

Monitors, routes, governs, and learns across the business.

01Recruiting Agent
02Call Center Agent
03Marketing ROI Agent
04Finance Agent
05Ops Agent
06HR / Payroll Agent
Company chat Role permissions Audit logs
10,000+ hrs hands-on AI build experience
90 days to prove measurable value
0 risk if the pilot does not deliver
SAM.gov BOS Lightning NOAH Corban Agent Dave PatientShow

The offer

A proven 4-phase system. Operational in 30 days.

Start with a free AI readiness assessment. If the value is real, the pilot turns into a governed operating layer your team can actually use.

Phase 01Week 1

Free AI Readiness Assessment

We map workflows, manual work, systems, and the first agent worth building.

  • Workflow map
  • ROI estimate
  • First-agent plan
Phase 03Weeks 5-8

Governed Data Layer

We add permissions, source links, logging, shared definitions, and approvals.

  • Connected data
  • Approval gates
  • Audit trail
Phase 04Weeks 9-12

Operator Training

Your team learns how the workflow runs and what to build next.

  • Operator enablement
  • Strategy calls
  • Next-win roadmap

Your AI team

More than ChatGPT with connectors.

Chat answers a prompt. An agent operating layer reads the same source data, respects permissions, triggers the next step, and leaves an audit trail.

Q

Chat interface

Answers one question.

to
A

Agent layer

Works across tools with rules.

Source links Approval gates Shared metrics Workflow updates Escalation rules Permission checks

Proof: projects shipped

Same pattern. Different industries. Real outcomes.

The service is not a generic chat window. The implementation changes around each customer's systems, team, data, and highest-friction workflow.

SAM.gov

Opportunity research agent

Contract discovery, proposal targeting, and procurement workflow support.

BOS

Executive operating layer

Project status, task routing, client updates, and source-linked answers.

Lightning

Company brain

Knowledge capture, workflow agents, and no/low-code internal automation.

Agent Dave

Call intelligence agent

Call tracking, campaign ROI, coaching notes, and missed-opportunity alerts.

Example projects

Agent systems that become real operating software.

These are examples of the kinds of systems Genie Services builds: practical products around workflows, data, permissions, and day-to-day execution.

Live project orchestrate-ops.com

Orchestrate Ops

A business operating system for project teams: templates, proposals, installations, operational task routing, and AI assistance around the real work.

  • Operational workflow software
  • Role-aware project execution
  • Agent support inside the product
Placeholder Scope this build

Field Service Agent

A dispatcher and technician support layer that turns calls, jobs, inventory, photos, and customer updates into one governed workflow.

  • Dispatch triage
  • Customer updates
  • Job closeout summaries
Placeholder Scope this build

Revenue Ops Agent

A sales and account operating layer that watches pipeline changes, drafts follow-ups, highlights stalled deals, and connects next steps to source data.

  • Pipeline monitoring
  • Follow-up drafts
  • Forecast context

Standard agent system

Want the standard Genie agent system first?

If you want the default Genie workspace instead of a custom services build, start at GenieOS. It gives you the standard agent system and a ready path into your own AI operating environment.

Try GenieOS
OK

The guarantee

If we do not save you $60,000 in the first three months, your money back.

Start with the free assessment, then hold the pilot to a clear, measurable savings target.

Get my assessment

Apply

Ready for your free AI assessment?

Send the first details. We will map the money leaks, identify the first agents to build, and show what the 90-day pilot should be worth before asking you to commit.

FAQ

Common questions. Straight answers.

Is the assessment really free?

Yes. It is the fastest way to find the highest-value AI opportunity before anyone commits to a build.

Do I need technical skills?

No. Genie Services handles the technical design, integrations, rollout, and team training.

What is included in the pilot?

A focused first agent or automation, connected to the systems it needs, with approvals, logging, and a measurable savings target.

Can I just hire a developer?

You can, but most AI failures happen before coding starts. The hard part is mapping workflow, data, permissions, and business value correctly.

How long will it take?

The assessment is fast, and pilots are designed around a 90-day value window. Smaller automations can often ship sooner.