Tell us how your business runs. We'll show you what can run itself.

Pinn agentFront desk ยท 6:58 am

Call answered

Booked the 9 am slot for a no-cooling call

Done
Example of a day with Pinn agents

One connected AI platform, built around your business.

  • Custom integrations

    We connect the AI to the tools you already run: CRM, calendar, phone, email, accounting, help desk. If a tool has no ready connector, we build one.

  • Your knowledge, searchable (RAG)

    Your documents, policies and price sheets go into a private search index, so every answer comes from your own information, with the source shown.

  • Custom AI agents

    Agents built around how your business works, that take multi-step jobs from start to finish and hand over when a person is needed.

  • Cloud or your own server

    Run it on Claude and other leading models in the cloud, or on open models on hardware in your office when data can't leave.

How we use AI

AI agents for every department, and an assistant for every employee.

Start with the team that loses the most time. Add the rest when it pays for itself.

What it does

  • Answers every call and website chat, day or night
  • Replies to new leads in under a minute
  • Books appointments and follows up on quotes

How it works

Connects to your phone number, website, calendar and CRM. Urgent calls go straight to a person.

When it makes sense

Calls go to voicemail, new leads wait hours for a reply, and quotes go cold.

More on front desk and sales
Agent at workExample

Comes inA homeowner calls at 8pm because the AC stopped working.

The AI answers in your company name and says it's an AI.

It asks your intake questions and checks whether it's an emergency.

It finds the next open slot in your schedule and books it.

The caller gets a text confirming the time.

ResultThe job is on tomorrow's schedule with every detail, and nobody had to pick up the phone.

What it does

  • Answers common questions by email, chat and text
  • Looks up orders, bookings and account details
  • Hands tricky cases to a person with the full conversation

How it works

Connects to Gmail or Outlook, your help desk, and your store or booking system.

When it makes sense

The same questions fill your team's day, and replies slow down whenever you get busy.

More on customer support
Agent at workExample

Comes inA customer emails to ask where their order is.

The AI reads the email and finds the order.

It checks the live tracking status.

It replies with the delivery date and a tracking link.

If the package looks lost, it passes the case to your team with the order details.

ResultThe customer gets an answer quickly, and your team only sees the cases that need a person.

What it does

  • Sends schedule, dispatch and job updates
  • Runs reminders and follow-ups on its own
  • Moves information between your tools and sends a daily summary

How it works

Connects to your field-service or project tools, calendars and spreadsheets.

When it makes sense

People copy and paste between systems, and things fall through the cracks.

More on operations
Agent at workExample

Comes inA job is marked complete in your field-service tool.

The AI sees the job close and pulls the details.

It sends the customer a thank-you and a short survey.

It creates the invoice draft in your accounting tool.

It adds the job to tomorrow morning's summary for the manager.

ResultThe paperwork after each job happens on its own, and nothing is typed in twice.

What it does

  • Reads and files invoices and receipts
  • Chases overdue payments politely
  • Prepares month-end summaries for your accountant to check

How it works

Connects to QuickBooks or Xero, your email and your document storage.

When it makes sense

Invoices pile up, and payment reminders depend on someone remembering.

More on finance and admin
Agent at workExample

Comes inAn invoice reaches 30 days past due.

The AI checks your accounting tool to confirm it's still unpaid.

It sends a polite reminder with a payment link.

If there's still no payment, it sends a firmer follow-up on the schedule you set.

If the customer replies with a question, it passes the email to your team.

ResultOverdue invoices get chased on time, and your team only handles the replies that need a person.

What it does

  • Answers policy and benefits questions from your handbook
  • Walks new hires through onboarding
  • Sorts applications against criteria you set; a person makes every hiring decision

How it works

Reads your handbook and policies, and connects to your HR tool and email.

When it makes sense

The same HR questions come up every week, and new hires wait days for answers.

More on hr and people
Agent at workExample

Comes inA new hire accepts an offer.

The AI sends a welcome email with the forms they need to complete.

It reminds them about anything still missing before their first day.

It tells the manager when the paperwork is done.

In their first week, it answers their questions from your handbook.

ResultNew hires start with their paperwork done, and your office isn't answering the same questions for each one.

What it does

  • Drafts social posts and emails in your brand voice for you to approve
  • Asks every customer for a review and drafts replies to every review
  • Brings back past customers with timely, personal follow-ups

How it works

Connects to your CRM, email tool, Google Business Profile and social accounts. Nothing is posted without your approval.

When it makes sense

Marketing happens only when someone has a spare hour, and reviews go unanswered.

More on marketing
Agent at workExample

Comes inA customer's job is marked complete.

The next day, the AI sends a short note asking for a review.

When the review comes in, it drafts a reply in your voice.

You approve or edit the reply, and it's posted.

If the review is unhappy, it alerts you right away.

ResultEvery customer who agreed to hear from you is asked for a review, and every review gets a reply you approved.

What it does

  • Answers how-to questions about your tools from your own guides
  • Walks people through resets and common fixes
  • Logs access and equipment requests and routes them for approval

How it works

Works in Slack, Microsoft Teams or email, reads your internal guides, and connects to your ticketing tool if you have one.

When it makes sense

Your office manager or one tech-savvy employee has become the help desk by accident.

More on it and help desk
Agent at workExample

Comes inAn employee asks in Teams how to connect to the office printer.

The AI finds the answer in your internal guides.

It walks them through the steps one at a time.

If it still doesn't work, it logs a ticket with what was tried.

Your IT person picks up the ticket with the full history.

ResultCommon questions get answered on the spot, and your IT person only sees the problems that need them.

What it does

  • Sends check-ins after a job, visit or purchase
  • Reminds customers about renewals, service plans and next visits
  • Spots unhappy replies and alerts your team right away

How it works

Connects to your CRM, booking or billing tool, and sends by email or text to people who agreed to hear from you.

When it makes sense

Customers drift away quietly, and renewals depend on someone remembering.

More on customer success
Agent at workExample

Comes inA customer's maintenance plan tune-up is due next month.

The AI sends a reminder with a link to book.

If there's no reply, it follows up once more.

When the customer replies, it books the visit or answers their question.

If the reply sounds unhappy, it alerts your team right away.

ResultPlan customers get their visits on time, and your team hears about problems early.

What it does

  • Sends a short summary of yesterday every morning
  • Answers questions about sales, jobs and cash in plain words
  • Flags what needs a decision, like overdue invoices or a slow week

How it works

Reads from your CRM, booking or field-service tool, accounting and phone system. It reports and changes nothing.

When it makes sense

Your numbers live in five tools, and you only hear about a problem at month-end.

More on owners and managers
Agent at workExample

Comes inIt's Monday morning, before the owner gets in.

The AI pulls last week's jobs, sales and calls from your tools.

It compares them with the week before.

It writes a short summary and lists what needs a decision.

It sends the summary to your email or team chat.

ResultYou start the week knowing where things stand, without opening five dashboards.

What it does

  • Gives each person an assistant that knows your company's documents and tools
  • Drafts, summarizes, researches and prepares reports in minutes
  • Custom agents that run multi-step jobs across your systems

How it works

Built on Claude, OpenAI or Grok and connected to your systems, with each person seeing only what they already have access to. For strict privacy, it can run on a private server in your office.

When it makes sense

Your team spends hours searching for information or rewriting the same documents.

More on every employee
Agent at workExample

Comes inA project manager asks for a status report before a client call.

The AI pulls the latest tasks, hours and emails for that client.

It writes a one-page summary of progress, open issues and next steps.

It links each point to where it came from.

The manager edits it and sends it.

ResultThe manager starts from a draft instead of digging through three tools.

Works with the tools you already use.

See all integrations
  • Pinn.Media CRM
  • Google Calendar
  • Gmail
  • ServiceTitan
  • Google Drive
  • Google Sheets
  • Google Meet
  • Jobber
  • Shopify
  • WooCommerce
  • Squarespace
  • Housecall Pro
  • Wix
  • WordPress
  • Webflow
  • Pipedrive
  • QuickBooks
  • Xero
  • Stripe
  • Klaviyo
  • Square
  • PayPal
  • HubSpot
  • Clio
  • Zoho
  • Calendly
  • Zendesk
  • Mindbody
  • Intercom
  • MailChimp
  • WhatsApp
  • Follow Up Boss
  • Facebook
  • Instagram
  • Messenger
  • Open Dental
  • Zoom
  • Dropbox
  • Box
  • NexHealth
  • Notion
  • Airtable
  • Trello
  • Asana
  • ClickUp
  • Zapier
  • Make
  • n8n
  • Gusto
  • Yelp
  • TikTok
  • Typeform
  • Outlook
  • Microsoft Teams
  • Slack
  • Salesforce
  • Twilio

While you're on the job, it handles the rest of the day.

One example day. Each line is a job someone on your team does today, or never gets to.

  1. A call before you open

    Answered, asked what was wrong, and booked the 9 am slot.

    AI receptionist
  2. "Where's my order?"

    Looked up the tracking and replied in the same email thread.

    AI customer support
  3. A call nobody could pick up

    Texted back within a minute with a booking link. They booked.

    Missed-call text back
  4. An invoice hits 30 days overdue

    Sent a polite reminder with the payment link and noted it in QuickBooks.

    Workflow automation
  5. A 40-page contract lands

    Summarized it for the partner, with the clauses that need a look marked.

    Assistant for every employee
  6. An emergency after hours

    Recognized it was urgent and rang your on-call phone instead of taking a message.

    AI receptionist

How it goes from chat to running.

  1. 1

    Tell the chat how your business runs

    Two minutes, in your own words. You get a written plan by email.

  2. 2

    Review the plan with us

    A free 30-minute call. We check which of your tools we can connect to and give you a fixed quote.

  3. 3

    We build, test and run it

    We test it on real scenarios with you before it goes live, then review it and tune it every month.

When your files can't leave the building, the AI comes to you.

For law firms, clinics, accounting and finance teams, we set up a private AI server in your office. It reads, summarizes and searches your documents on your own hardware. Nothing is sent to an outside AI company.

How private AI works
  • Runs on your hardware

    A server in your office or your private cloud. You own it, we look after it.

  • Works on long, sensitive documents

    Summaries, search across files, drafting, and side-by-side comparisons of contracts and records.

  • Follows the same rules

    It shows where each answer came from, and a person reviews anything that matters.

What clients say, in their own words.

Read the case studies
  • โ€œBetween the automated follow-ups, AI chatbot, and AI receptionist, we can respond to inquiries and keep communication moving while focusing on our clients. Weโ€™re very happy with it. Honestly, we wish weโ€™d started using it sooner.โ€

    Faisal MalikAdministrator, Epic Home Healthcare

    Read the case study
  • โ€œWe can now follow up with prospects almost as soon as they reach out, which makes a big difference in real estate. โ€ฆ From the first inquiry to closing, it helps us stay on top of the details.โ€

    Tarique MalikSenior Realtor, Sunrise Realtors

    Read the case study
  • โ€œClient onboarding, follow-ups, and marketing used to mean juggling spreadsheets and switching between different tools. โ€ฆ It works smoothly with the tools we already use, and having one tab open instead of several has made our daily work so much easier.โ€

    Owais ShamsiCPA, OSCPA Tax

    Read the case study
  • โ€œWhen a prospect submits an inquiry, the follow-up process starts automatically, and our team can see the conversation and next steps in one place. It helps us keep prospects engaged without having to chase every detail manually.โ€

    Farhan ShamasMarketing Director, TradeVision

  • โ€œSocial media brings in plenty of conversations, but keeping up with them is where the work begins. โ€ฆ It has made it easier for our sales team to turn engagement into meaningful conversations with prospects.โ€

    Khurram ShazadSales Manager, GrowStar

  • โ€œWe also appreciate having a community space to share updates and stay connected with customers. Together, these features have made our communication more organized and personal.โ€

    Farooq NaikFounder, PrintVision

Questions owners ask us.

Will my customers know it's AI?

Yes. It says so up front, in a friendly line you approve. People mostly care that they got an answer fast, and that they can reach a person if they want one.

What if it gets something wrong?

It only answers from what you've approved, and when it isn't sure it hands over to your team. We review the conversations every month and fix anything it got wrong.

Can it run without our data leaving the office?

Yes. For firms with strict privacy rules we install a private AI server on your own hardware, so documents are processed in your office and never sent to an outside AI company.

What does it cost?

It depends on what we automate and how much it's used. You get a fixed quote after the free 30-minute plan review, before anything is built.

Start with a two-minute chat.