Operator AI · 50+ Tools · Browser + SMS · Audit Logged

Operator AI

Your AI operator. Trained on your business. Available everywhere.

Operator AI is a chat interface that knows your CRM and takes action across it. Pause a sequence, draft a follow-up, schedule a job, run a report, look up a customer — all by typing or texting. Plus browser tools for things outside the system: permits, competitor research, Google reviews. Plus SMS so you can run the business from a job site. Replaces the $4–6k/month virtual assistant most owner-ops can't justify, starting at $50/month and scaling with the modules you integrate.

Add to your cart Book a 30-min demo

From $50/mo · Pro tier · 6-hour onboarding · Anthropic + Twilio included

$4–6k/mo

of VA work, replaced.

A virtual assistant trained on your business takes 3–6 months to ramp, costs $4–6k/month, and turns over every 18–24 months. Operator AI ramps in your onboarding session, starts at $50/mo (scaling $15/mo per integrated module), and never quits. It doesn't replace the human judgment calls — it replaces the routine operations work eating your evenings.

Every owner-op who scales eventually becomes the bottleneck. The work has scaled but the operations haven't — you're still the one pausing the sequence, running the report, drafting the follow-up, scheduling the job, looking up the customer. You know you should hire a VA. $4–6k/mo for someone who'll need 3 months to learn your business, then probably leave in 18. You don't, because the math doesn't pencil. So you stay the bottleneck.

Operator AI is a chat interface in your CRM with 50+ tools wired into every module — pause sequences, draft customer responses, schedule jobs, generate reports, look up customer history, send invoices. Anything you'd hand to an operator. Ask via chat from the desk, or text it from the truck and get the same brain over SMS. Beyond the CRM, it has browser tools — "look up the Cedarbrook Lane permit" or "check what reviews Cypress Run has on Google." High-stakes actions confirm before firing. Everything is logged. The result: a 24/7 ops assistant that knows your business, never quits, and costs less than a junior hire.

Generic AI assistants (ChatGPT, Claude.ai) don't know your customers, can't take actions in your systems, and forget every conversation. Most CRMs have "AI features" that are autocomplete in a text field — useful for a 30% productivity bump on tasks you were already doing, but not an operator. Operator AI is the operator: it runs the routine work end-to-end.

Operator AI works standalone — its 50+ tools include built-in note-taking, drafting, and reasoning that don't need other modules. It gets dramatically stronger with every Aerys module you add. With Lead & Customer Hub, it knows your customers and pipeline. With Estimating Engine, it drafts quotes from your pricebook. With Follow-Up Automation, it can pause and resume sequences. With Cold Email System, it can review and approve variants. Every module is a tool surface. The more you've got, the more you can delegate.

The chat surface

Type. Or text. The AI takes action.

AERYS CRM

Dashboard Estimates Schedule Inbox Customers Automation Intelligence

Operator + New chat

Operator AI

Operator Mode

61 tools available

What estimates haven't been followed up in the last week?

3 estimates overdue. Here's what's queued:

Pinecrest Job$4,300·9 days

Interior · No reply since estimate sent

Brookside Residence$3,150·11 days

Interior · Opened day 1, then quiet

Maple Court$11,300·14 days

Package · Opened twice, no reply

I can draft 24-hour follow-ups for all three. Approve each before send?

Schedule a job for Pinecrest next Tuesday at 10am, painting the back bedroom and hallway

Job created

Pinecrest Job·Tuesday Mar 12 · 10:00 AM – 2:00 PM

Scope: bedroom + hallway interior. Notified Pinecrest via SMS, blocked your calendar, assigned to Devin.

View job →

Pull up the Cypress Run review history

Cypress Run

3 past jobs · since 2024

★ 4.8

Last review (2 weeks ago): "Devin was great, on time and clean. Will use again."

View full record →

Has the Pinecrest Job opened yesterday's email yet?

Recent actions · audit logged

Open log →

2 min agoCreated job·Pinecrest Job · Tue Mar 12, 10amConfirmed

4 min agoNotified via SMS·Pinecrest · job confirmationSent

9 min agoDrafted reply·Brookside Residence · awaiting your tapAwaiting

Ask Operator AI to do anything…

Painting · LBV reference. Demo data is fictional. The mode pill (Operator vs Auto) is the actual mechanism — high-stakes actions confirm before firing in Operator mode; fire automatically in Auto mode.

Inside the module

Inside Operator AI.

Chat Interface

Conversation continues across days and weeks. Knows what you talked about yesterday. Pin threads for ongoing projects. Search history. Export to PDF. Mobile-responsive — same conversation on phone, laptop, or truck.

What's overdue this week?

3 estimates and 2 leads. Want me to draft follow-ups?

Yes, all 5

Conversation continues across sessions. Search. Pin. Export.

50+ Tools, Wired Into Every Module

Flagship

Pause sequences, draft emails, schedule jobs, run reports, look up customers, send invoices, generate proposals — every module's functionality is exposed as a tool Operator AI can call. New modules add new tools. Toolset grows as your stack grows.

CRM Tools

Browser Tools

SMS Tools

Estimating

Automation

Reviews

Reports

50+

Total

Every Aerys module you add is a new tool surface. Stack grows, toolset grows.

Browser Tools

Extends outside the CRM. Pull permit info from county sites, check competitor pricing, look up Google reviews, research a supplier, verify a license — anything a human VA could do with a browser. Web search, weather, and address geocoding included.

→ Cedarbrook Lane permit status

Permit pulled · approved Mar 4

→ Cypress Run on Google reviews

4.8 ★ · 12 reviews · last 2 weeks ago

→ paint supplier price · Aura premium

$78/gal · 14% over last quarter

Web search, weather, geocoding, county records — callable from chat or SMS.

SMS Control

Text Operator AI from your phone, get the same brain over SMS. Useful when you're on a job site or in your truck. "Send Pinecrest the 24-hour follow-up" — done. "What's my afternoon look like" — schedule summary. Runs in the background. No app required.

whats my afternoon look like

2pm walkthrough at Pinecrest. 4pm crew check-in with Devin. Free after 5.

push pinecrest to thursday

Thu 2pm works. Notify Pinecrest? (y/n)

Same brain, same tools, your phone.

Audit Log + Approval Gates

Every action is logged with timestamp, what was done, and the data before/after. High-stakes actions (sending estimates, creating orders, locking schedules) confirm before firing. Read-only actions fire immediately. Configurable per tool. Data-fix tools never delete; only add or update empty fields.

send_estimate

Pinecrest Job

CJ approval

lookup_property_sqft

Cedarbrook Lane

Read-only · auto

data_fix_batch

12 missing zip codes

Dry-run preview

High-stakes tools confirm. Read-only tools fire. Data-fix never deletes.

Text the business. Get an answer.

The flow

How Operator AI runs.

Ask via chat or SMS

Type in the chat panel, or text Operator AI from your phone. Same input, same brain, same tools.

AI plans the action

Picks the right tools. Verifies it has what it needs. Asks if anything is missing. Reads your CRM context first.

Executes (with confirm for high-stakes)

Routine actions fire immediately. High-stakes actions (sending estimates, scheduling jobs, creating orders) confirm first. Configurable per tool.

Reported back, logged

Result inline in chat. Audit log entry with timestamp and what changed. Data-fix tools never delete data — only add or update empty fields.

The switch

What changes when the AI runs the routine work.

The old way

With Operator AI

Hiring a VA at $4–6k/mo with 3-month ramp and 18-month tenure

Operator AI from $50/mo. Ramps in onboarding. Never quits.

Switching between CRM, browser, calendar, email all day

One interface, all contexts

Forgetting routine ops because you're on jobs

Ask the AI to do them, even from the truck

ChatGPT that doesn't know your customers

Trained on your business and your data

"AI features" that are just autocomplete

AI that takes actions across the system

"I'll do it tonight" turning into next week

"Done." Already executed.

The owner trapped at the desk

The owner running the business from anywhere

Pair with Lead & Customer Hub for customer context. Pair with Follow-Up Automation for sequence control. Operator AI's leverage scales with every module you add.

By trade

Same brain, different tools.

It's CJ's actual workflow. He texts "what's the status on the Pinecrest job" from a different jobsite, and Operator AI replies in seconds with current phase, which painter is on it, expected completion, and any flagged issues — without CJ opening the laptop or interrupting the crew. Browser tools handle the things that used to require pulling over: permit lookups, supplier price checks, county records. Operator mode for everything customer-facing; Auto mode for lookups and reports.

Connections

Plays nice with.

Universal · every trade

Anthropic Claude API

The LLM brain. Claude handles conversation, tool selection, and reasoning. We bring the API key during onboarding (yours or ours).

Twilio

The SMS surface. Two-way messaging between you and Operator AI. Charges pass through at Twilio's rates.

Headless browser

For browser tools — permits, competitor research, Google reviews, supplier price checks. Server-side, no Chrome window required.

iOS / Android

The chat panel works on phone and desktop. The SMS surface works on any phone, no app required.

Aerys modules · every one is a tool surface

Operator AI gets dramatically stronger with every Aerys module you add. Each module ships with its own tool surface — when you add a new one, Operator AI gains the new tools automatically.

Lead & Customer Hub $99/mo Recommended Customer + pipeline context. Tools to look up records, search the pipeline, update lead/job state. Strongly recommended pairing.

Estimating Engine $149/mo Quote-generation tools. "Draft an estimate for Pinecrest interior, 1,840 sq ft" pulls from your pricebook.

Follow-Up Automation $99/mo Sequence control. Pause, resume, draft and approve sequence touches without leaving the chat.

Review Manager $99/mo Review monitoring. "What new reviews came in this week" and "draft a reply to the 3-star" both work.

Cold Email System $179/mo Variant review and approval. "Show me the cold-email variants awaiting approval" pulls them inline.

Production Scheduler $179/mo Schedule queries and changes. "What's Devin's Tuesday look like" or "push the Cypress Run job to Friday."

Intelligence Dashboards $99/mo Report generation. "Send me a weekly briefing" or "what's our close rate this quarter."

Email Command Center $99/mo Inbox triage. "What needs a reply" pulls overdue threads; drafts go through approval gates.

Pricing

From $50/month. Setup included.

$50/month base. Each Aerys module you integrate adds $15/mo (capped at +$150/mo) — so the more of your stack Operator AI can reach, the more it can do. No per-message or per-tool pricing. Setup is a 6-hour onboarding session: Operator AI learns your voice from your sent emails, your workflows from your existing CRM data, and your customer types from past jobs. Tools wired to whatever Aerys modules you have. Operator vs Auto defaults set per tool. Anthropic + Twilio credentials provisioned during setup.

Billing starts when SMS goes live

Operator AI uses SMS as one of its surfaces (text from a job site), which requires Twilio carrier approval (typically 1–3 weeks for small businesses). When you add Operator AI to your cart, your card is not charged for it at checkout. The subscription starts on the day your SMS goes live, not before. You pay for what you can use.

What's included

·50+ tools wired into your CRM and your installed Aerys modules

·Browser tools (web search, permits, county records, supplier price checks)

·SMS surface (text Operator AI from your phone, Twilio integration included)

·Operator vs Auto mode configurable per tool

·Audit log + approval gates on high-stakes actions

·Conversation history, search, pin, export

·6-hour onboarding session — Operator AI learns your voice and workflows

Optional upgrades

Custom tool development (workflows specific to your shop)$2,500 per tool

Advanced voice training (deeper tuning on your style)$1,500 one-time

Multi-user setup (team chats with Operator AI separately)$1,500 one-time

$50+/mo

+$15/mo per integrated module · capped at +$150

Operator AI

6-hour setup · 7–10 days to deploy

Add to your cart Book a demo first

Best with

Lead & Customer Hub +$99/mo

Recommended for customer + pipeline context. Without it, Operator AI works but has fewer tools.

Add both to cart

Common questions

FAQ.

ChatGPT and Claude.ai are conversation interfaces. They don't know your customers, can't take actions in your systems, and forget every conversation when you close the tab. Operator AI is built into your CRM, has 50+ tools wired into your business data, takes actions across modules (send estimates, schedule jobs, draft replies), and remembers context across days. The brain is the same Claude model, but everything around it is your business.

Take actions. Send an estimate, schedule a job, draft a customer reply, look up a property's square footage, pull a permit status from the county, run a weekly briefing, mark an invoice paid, pause a follow-up sequence, generate a cold-email campaign — all callable from chat or SMS. The 50+ tools cover your entire CRM. It's an operator, not autocomplete.

High-stakes actions confirm before firing — sending estimates, creating orders, completing jobs, locking schedules, running data-fix batches. You see the plan first; you tap approve; only then does it execute. Read-only actions fire immediately. Data-fix tools never delete; only add or update empty fields. Configurable per tool — switch between Operator mode (confirm) and Auto mode (fire) based on your comfort level.

Three layers of safety. (1) High-stakes actions need approval before firing — most mistakes get caught at the dry-run. (2) Every action is logged with timestamp and what changed. (3) Data-fix tools are non-destructive by design. We don't promise rollback for one-way actions (an SMS sent can't be unsent), but the approval gates prevent most issues from ever firing.

For some actions, yes. Anything that updated a record (job status, customer fields, estimate scope) is reversible — point at the audit log entry and ask Operator AI to revert. For one-way actions (sent emails, sent SMS, calendar invites delivered to customers), there's no rollback because the message has left your system. The approval gate on Operator mode is the safety net for one-way actions.

It learns from corrections. When you say "draft this differently" or "use this format," that pattern carries forward. It doesn't auto-fine-tune the underlying Claude model (we don't retrain LLMs per-customer), but it stores your preferences, voice patterns, and common workflows in a memory layer that influences every prompt. The longer you use it, the more it sounds like you.

You text a dedicated Twilio number that's yours during onboarding. Operator AI runs in the background — your phone doesn't need any app open. The same conversation persists between SMS and the browser chat, so you can start a thread on the truck and finish it at the desk. SMS charges pass through at Twilio's rates (a few cents per message). Two-way messaging only.

Yes. Every Aerys module ships with its own tool surface. Add Estimating Engine, gain quote-generation tools. Add Cold Email System, gain variant-review tools. The tool registry updates automatically when you go live with a new module. No re-training, no manual wiring. Your stack grows, your toolset grows, your delegation surface grows.

You don't have to be the operator anymore.

Add Operator AI to your cart and book a call. We'll review your existing operations, train Operator AI on your business in a 6-hour onboarding, configure tools against your installed Aerys modules, and within 7–10 days you'll be delegating routine ops via chat or SMS.

Add to your cart Book a 30-min demo first