Roofing & Storm
Answers storm-season call surges, books inspections and runs the full lead-to-claim pipeline.
Cris · Jared · Kevin · Arturo
AI employees for service businesses
Hire AI employees that work inside your CRM.
OGENEXAI deploys named AI employees that answer your calls, reply on SMS and WhatsApp, run meetings, and update your CRM — with your approval on sensitive actions.
Works with HubSpot · Salesforce · Zoho · JobNimbus
W
N
C
Z
Will · Nora · Cris · Zara
Industry AI employees, ready in minutes
Drag to tilt · 3D view of your AI employee
W
Will
Sample dataHi, I'm Will. I've reviewed today's leads — shall I send follow-up emails to the 3 who opened your proposal?
Approval required · 3 emails
Call in progress
Nora · Customer Intake
0%
Calls answered
Sample data
Named AI employees
Roles, tools and CRM access that match your business — not a generic chatbot.
Works inside your CRM
HubSpot, Salesforce, Zoho, JobNimbus and more — reads and writes your real data.
You stay in control
Sensitive actions — CRM writes, emails, documents — wait for your team.
Calls, texts and chat, covered.
Your AI team answers inbound calls, SMS, WhatsApp, email and website chat.
Communications
One AI team, every channel
Customers reach you however they like. Your agents answer in the same voice, with the same memory.
Voice & AI receptionist
Answers inbound calls on your Twilio number. Talks naturally, transfers, logs.
SMS
Replies automatically from your number. Remembers the full conversation history.
Text, voice notes and media — full two-way conversation with your agents.
Gmail, Outlook and IMAP. Review queue before replies go out.
Website chat widget
Embed one snippet. Visitors chat with your AI team and raise tickets.
Team chat & Conference Room
Work with your agents inside the dashboard and run browser-based AI meetings.
Voice and SMS powered by Twilio. Natural voice powered by ElevenLabs.
Messaging
SMS and WhatsApp, fully handled.
SMS
- Replies automatically from your number using the assigned agent.
- Remembers the whole conversation — every message in one thread.
- Uses tools: updates the CRM, creates tasks and sends documents inside the reply.
- Transfers to your team when a person is needed — their reply flows back into the same thread.
- Approval alerts are texted to the numbers you choose.
9:41
N
Nora · OGENEXAI
Sample data
AI receptionist
Every call answered. Every caller understood.
When a customer calls your number, an AI employee picks up, talks naturally, and takes care of it. It speaks back in a natural voice, locks onto the caller's language, and hands off to your team when needed.
- 1
Customer calls your number
- 2
AI answers and listens
- 3
AI replies in a natural voice
- 4
Books, answers, transfers or logs
AI receptionist on your Twilio number
Inbound call · Nora
Customer Intake · 00:00
Natural conversation
Back-and-forth speech, not a phone menu. The AI listens and responds in full sentences.
Speaks the caller's language
Detects the caller's language and locks on to it for the rest of the call.
Transfer to a human
Forwards the live call to your team's number when a person is needed.
Switch to the right specialist
Moves the same live call to a different AI department agent — no redial required.
Silent specialist consult
An agent quietly asks a colleague for an answer mid-call. The caller never waits on hold.
Live and end-of-call briefings
A briefing appears in dashboard chat during the call. A full summary posts when it ends.
Polite endings
Recognises goodbyes and closes the call gracefully.
Your voice, your number
Choose which agent answers, the transfer number, and the ElevenLabs voice to use.
Conference Room
Early accessRun a meeting with your AI team.
Speak, and your agents answer out loud — each in their own voice. They build on each other's points, pass the floor, and keep a live transcript.Conference Room runs in your browser. It is a meeting with your AI agents, not a phone conference line.
How it works
- 1Choose a meeting type
- 2Pick which agents join
- 3Talk with your microphone
- 4Get a saved summary
Meeting types
ManagementSalesOperationsClaimsGeneral
app.ogenexai.com/conference
Management meeting · Live
Sample dataY
You
Chair
H
Hanna
Executive Assistant
W
Will
Sales Assistant
C
Cris
Estimator
Live transcript
Hanna: Summarising last week — three storm leads are waiting on inspections. Will, can you take follow-ups?
Will: On it. I'll draft reminders for approval.
Interrupt
Controls
Chair assignment and participant list
Bring agents in and out mid-meeting
Mic on/off, auto-listen, agent voice on/off
Interrupt any agent mid-sentence (barge-in)
Live transcript in the dashboard
Past meetings recalled — summaries saved
Teamwork
Your AI employees work as a team.
Nora
Customer Intake
Will
Sales Assistant
Cris
Estimator
Specialist handoff
One agent consults another privately and gives the customer one polished answer.
Full transfer
The whole conversation moves to a more suitable agent seamlessly.
Mid-call transfer
A live phone call switches to another department AI agent — no redial, no hold music.
Ticket handoffs
An agent creates a ticket and another picks it up through the scheduler.
Floor passing in meetings
In the Conference Room, agents decide who speaks next and build on each other's points.
Your AI team
Named employees — not prompts
Each agent ships with a role, tools, knowledge access, CRM permissions and clear approval rules. Add more from the Marketplace or Custom Agent Builder at any time.
Will
Sales Assistant
- Follows up on leads
- Prepares CRM updates
- Sends quote reminders
Needs approval for: CRM writes, outbound email
Nora
Customer Intake
- Handles inbound calls & chat
- Creates tickets
- Qualifies enquiries
Needs approval for: Booking confirmations
Cris
Estimator
- Drafts quotes
- Prices jobs
- Generates estimate documents
Needs approval for: Final quote send
Jared
Field Inspector
- Logs inspection notes
- Generates field reports
- Updates job status
Needs approval for: Document send
Kevin
Insurance Specialist
- Assists with claims
- Compiles documentation
- Tracks claim status
Needs approval for: Insurance emails
Rex
Marketing Assistant
- Drafts campaigns
- Schedules outbound
- Tracks response rates
Needs approval for: Every outbound message
Zara
Social Media Agent
- Creates posts
- Schedules content
- Replies to comments
Needs approval for: Post publish
Hanna
Executive Assistant
- Coordinates tasks
- Logs meeting notes
- Follows through on actions
Needs approval for: Sensitive CRM updates
DAVE
Vehicle Sales
- Searches inventory
- Qualifies buyers
- Books test drives
Needs approval for: Deal creation
SAM
F&I Manager
- Quotes F&I products
- Pulls deal jacket
- Handles trade-in value
Needs approval for: Finance submissions
Platform
Everything your AI team needs to do the work
Agents
Deploy named AI employees from industry templates — or build custom agents with prompts, tools, knowledge and CRM permissions.
Conversations
Streaming chat with action cards for tasks, CRM updates and PDFs. Embed a website widget that routes customers into tickets.
Work
Multi-agent tickets from chat and widget, plus a task queue for estimates, notes, emails, appointments and follow-ups.
Company knowledge
Upload PDFs, spreadsheets and more. Agents answer from your own documents at runtime so answers stay accurate.
Connections
HubSpot, Salesforce, Zoho, JobNimbus or Universal CRM — with per-agent CRM access controls.
Communications
Twilio SMS, WhatsApp and Voice. Full approval settings and call briefings in dashboard chat.
Control
Human-in-the-loop queues for CRM writes, outbound email and document sends — plus flagged inbox review before replies go out.
Documents
Generate estimates, proposals, reports and material lists as PDF or DOCX — with your logo and signatures.
Social media
Generate, review, schedule and publish posts across Facebook, Instagram, LinkedIn and X.
Triggers
Start agents when a lead is created or a job is booked — webhook events fire your workflows.
Analytics & roles
Ops KPIs, agent metrics, multi-tenant RBAC and team roles so every operator stays in control.
Website widget
Drop a snippet on any site. Visitors chat with your AI team, raise tickets and book appointments.
Industry solutions
Built for how your industry works
Car Dealership
Takes sales and service calls and texts, schedules test drives and appointments, works your pipeline.
DAVE · SAM · CRIS · FRED · GREG
Property Management
Takes maintenance requests by phone, SMS or WhatsApp and opens and routes tickets.
Tenant · Leasing · Maintenance
Cleaning & Field Service
Quotes and schedules jobs from a call or a text — wired to JobNimbus or your own CRM.
Quote · Scheduler · Operations
Real Estate
Qualifies leads by call or message, matches properties and books viewings.
Charlie · Property · Marketing
Healthcare
Supports scheduling and routine questions. No compliance claims beyond what you can verify.
Patient · Appointments · Billing
Security
Tenders, compliance, guard scheduling and ops assistants with approval guardrails.
Tender · Compliance · Scheduler
Construction
Estimating, project coordination, procurement, safety and tender support across the job lifecycle.
Estimator · Project · Procurement
Logs & analytics
Every conversation, logged.
All calls, texts and WhatsApp messages are recorded in one log with direction, status, agent, call length and a link to the full thread. Filter by channel, see call briefings in chat, and track Twilio usage cost.
app.ogenexai.com/communications
Communications log
Sample dataCalls
0
SMS
0
0
0%
Resolved
Sample data
Volume by day
| Channel | Direction | Agent | Status | Length |
|---|---|---|---|---|
| Voice | Inbound | Nora | Completed | 4m 12s |
| SMS | Outbound | Will | Delivered | — |
| Inbound | Cris | Replied | — | |
| Voice | Inbound | Nora | Transferred | 2m 03s |
Unified log
Every call, SMS and WhatsApp in one filterable table with status and agent.
Call briefings
Live briefing in dashboard chat during a call. Full summary posted at end.
Channel analytics
Volume, response rates and Twilio usage cost broken down by channel.
Full thread links
Every log row links to the complete conversation thread for review.
How it works
From website to live AI team
About five minutes from URL to live team
- 01
Paste your website URL
We read your site and fill in your industry, services, locations and brand voice automatically.
- 02
Choose industry & CRM
Pick your vertical and connect HubSpot, Salesforce, Zoho, JobNimbus or your own API.
- 03
Set your business rules
Define services, locations, operating hours and tone so every agent works exactly your way.
- 04
Generate your AI team
Instantly create named AI employees from industry templates — ready to chat, take tickets and run tools.
- 05
Connect channels & go live
Connect your phone number, WhatsApp, email and chat widget, and go live with approvals on sensitive actions.
Security & control
Built for teams that need to trust their tools
Tenant data isolation
Each workspace is fully isolated. No data is shared between tenants.
Role-based access
Super admin, manager, operator and read-only roles. Every action is scoped.
Approval queues
Sensitive actions queue for human review before execution — every time.
Audit logs
Every agent action, tool call and approval is logged with a timestamp and user.
Pricing
Simple, transparent pricing
Starter
Free
Try the platform with one agent.
- 1 AI employee
- Agent chat
- Tickets & tasks
- Community support
Pro
Contact us
Full platform for growing teams.
- Unlimited AI employees
- Voice, SMS & WhatsApp
- Conference Room (early access)
- CRM integrations
- Approvals & audit logs
- Priority support
Enterprise
Custom
Multi-tenant at scale.
- Everything in Pro
- Multi-tenant management
- Custom CRM adapters
- SSO & advanced RBAC
- Dedicated onboarding
An AI employee is a named, role-based agent with a system prompt, specific tools, CRM access and approval rules — not a generic chatbot. Each one has a job title and handles a defined part of your workflow.
OGENEXAI · Free demo
Deploy your AI team today
Answer calls, reply on SMS and WhatsApp, run meetings and update your CRM — with approvals on every sensitive action.
We'll show you the exact AI employees, CRM integration and workflows for your industry — no setup required on your end.
Live walkthrough of your industry agent roster
See voice, SMS, WhatsApp and approvals in action
No cost, no commitment