# AutomationIQ — Full Site Summary for LLMs > AutomationIQ is a done-for-you AI automation partner for small and medium businesses. It designs, builds, and operates AI agents and workflow automations across every customer touchpoint — voice, iMessage & SMS, web chat, a unified CRM, reviews, and ringless voicemail — plus the internal workflows that consume a team's hours. Clients get an operations partner ("a Chief Automation Officer"), not a tool they have to run themselves. This file expands on https://www.automationiq.com/llms.txt with full, accurate context drawn from the site's own content. Production domain: https://www.automationiq.com (the apex, automationiq.com, redirects here). ## What AutomationIQ is AutomationIQ (brand shorthand: "AIQ") is a white-glove AI operations agency for SMBs. Rather than selling software, dashboards, or licenses, it embeds as a team that builds and runs the calls, texts, chats, CRM, reviews, and voicemail drops customers actually touch — and the back-office workflows behind them. The team authors the scripts, voice-matches the brand, wires the integrations, runs QA, and tunes the agents on an ongoing (typically weekly) basis. The tagline and core thesis: "Every business deserves a Chief Automation Officer." Founded by Anthony Morgante (Founder & Chief Automation Officer), who also wrote *Effective Prompting: How to Think, Work, and Create With AI at a Higher Level* (available on Amazon). The company's stance: "We don't replace people. We elevate them" — agents pick up after-hours, overflow, follow-up, and busywork so staff can focus on judgment and relationships. ## Who it serves Small and medium businesses, with two readiness tracks (an Automation track for SMBs and a Data & AI track for medium-to-large/enterprise organizations). Industries referenced on the site include: restaurants, salons & spas, medical offices, law firms, real estate, trade pros, accounting, e-commerce, auto dealers, fitness studios, home services, dental offices, insurance, property management, education, and bookkeepers. ## The six managed channels (Services) Each is designed, built, and operated by AutomationIQ; the client never operates the tool. Section anchors live on the Services page (https://www.automationiq.com/services). 1. **Voice Agents** (`/services#voice-agents`) — Inbound calls answered before the second ring, 24/7 (after-hours, overflow, or full-time). Voice and persona cloned from real call recordings, live calendar booking on every call, and full transcripts plus AI summaries written to the CRM. Also supports outbound: confirmations, reminders, and call campaigns. Ideal for SMBs leaking leads to voicemail (restaurants, salons, medical, real estate, trades) and internal "virtual office assistant" roles. 2. **iMessage & SMS** (`/services#imessage-sms`) — Native iMessage (read receipts, reactions, tapbacks) with carrier-SMS fallback, no app for customers to install. Threaded sequences, keyword triggers, and AI replies authored in the brand's voice, with one-tap human handoff and an opt-in/opt-out compliance baseline. Ideal for reactivating warm/cold leads and booking confirmation/reminder loops. 3. **Web Chat** (`/services#web-chat`) — A branded website widget that absorbs FAQ load, qualifies visitors, and books to a live calendar. Grounded (RAG) in the client's docs, FAQs, and product catalog so it doesn't invent answers, with one-click handoff to a human. Ideal for high-traffic landing pages and service/SaaS sites with repeat questions. 4. **Unified CRM** (`/services#unified-crm`) — One workspace where every conversation across every channel lands (calls, texts, chats, voicemails) alongside pipeline stages, automations (routing, follow-ups, escalations), live agent monitoring with mid-conversation handoff, and reporting on conversion, response time, and channel ROI. Ideal for teams juggling four or more channels. 5. **Reviews by Opto** (`/services#reviews`) — A personalized review request fires the moment an interaction ends well (a completed booking, a paid invoice, a positive voice-agent call). Happy customers are routed to public review platforms; unhappy ones to a private feedback loop, keeping the public rating clean. Includes on-brand auto-replies and review-velocity/rating reporting. (See also the dedicated Opto page below.) 6. **Ringless Voicemail** (`/services#ringless-voicemail`) — Pre-recorded voicemails delivered straight to voicemail without ringing the phone, voice-cloned in the sales lead's voice. Used for reactivation, no-show follow-up, pre-appointment confirmations, and seasonal nudges, with campaign scheduling, delivery confirmation, callback tracking, and TCPA/carrier compliance handled end-to-end. ## Opto (local search & AI-search visibility) Opto (`/opto`) is described as AutomationIQ's "Chief Orchestrator Agent," focused on getting a business found on Google, Maps, and AI search engines. The site states Opto has been trained on more than 10,000 Google Business Profiles and analyzes millions of data points monthly. Its seven jobs, per the site: - Optimize the Google Business Profile (services, descriptions, attributes, posts, offers, images). - Generate keyword-optimized Google reviews on autopilot, including follow-ups and SEO-optimized replies. - Build and manage citations across directories Google cross-checks, plus sources AI engines (ChatGPT, Perplexity, Gemini) rely on. - Publish posts to social profiles (Facebook, Instagram, LinkedIn). - Implement AI-SEO strategies for Google AI Mode, Gemini, ChatGPT, and Perplexity. - Align website SEO with the GBP, including generated schema and FAQ code. - Publish YouTube videos showcasing the business. Conversion path: a free Google Business Profile audit at https://audit.opto.automationiq.com — Opto also has its own pricing section on the Opto page. ## Custom workflow agents (Use cases) Examples on https://www.automationiq.com/use-cases of internal/back-office automations AutomationIQ builds. Each page metric is an illustrative range, not a measured client result. - **Voice Agent for Booking & FAQs** — answers calls during busy periods/off hours, checks availability, and books reservations (restaurants, salons & spas, medical, service businesses). - **Virtual Office Assistant** — joins online meetings, takes notes, writes summaries, sends action items, checks calendars, books meetings, and transcribes in real time (law, trades, real estate, consultants, executives). - **LinkedIn Posting Agent** — researches approved sources, drafts posts in the user's voice for approval, then publishes (thought leaders, owners, sales pros, executives). - **Social Media Posting Agent** — coordinated, platform-aware posting; tied to Opto for GBP and social, with optional end-to-end social management via AutomationIQ media partners. - **QuickBooks Invoice Chaser Agent** — listens for QuickBooks invoice activity and sends escalating email/SMS/voice reminders, with HubSpot/Slack notifications, to get invoices paid faster. - **Data Collection & Questionnaire Workflow** — processes form submissions, validates data, writes to systems of record (CRM/ERP/databases), and routes to the right team (HR, customer service, sales ops, compliance, school registrar). ## Process A four-phase method (shown on https://www.automationiq.com/process): 1. **Assess** — A tailored, scored readiness questionnaire (Automation or Data & AI) plus a strategy consult that maps the top workflow gaps. Offered free as the entry point. 2. **Discover** — Confirm objectives, clone the voice persona from real recordings, capture scripts/tone, scope integrations (calendar, CRM, phone, booking), and deliver a proposal with projected ROI per channel. 3. **Build** — An AI & automation pod builds and stress-tests each channel with weekly demos, evals on real calls/leads, and a piloted launch with a rollback plan. 4. **Operate** — Launch on monitored infrastructure with on-call alerting and weekly tuning (scripts, prompts, voice retraining), plus a monthly ROI/channel review. The Process page offers two tracks: a **Small Biz** Automation track (45-minute follow-up consult) and a **Medium-to-Large** Data & AI track that adds emphasis on data architecture, governance, zero-trust RBAC, RAG guardrails, and change management (90-minute consult). ## Engagement models Every engagement begins with the free Readiness Assessment. The three models (`/services#engagement`): - **Project Based (Self-Managed)** — A one-time deployment of 1–3 channels with training and run-book handoff; the client runs it afterward. Does not include the monthly maintenance bundled with Workflow packages; technology subscriptions are separate. - **Strategy Based (Co-Managed)** — A roadmap deployment on a reserved monthly build block, with weekly script/prompt tuning, monitoring, and an upgrade path to fully managed. - **Fractional CAO (Fully Managed)** — AutomationIQ runs automation as an embedded function: all six channels deployed and tuned, weekly syncs, production monitoring with on-call, quarterly strategy/ROI reviews, and a direct line to engineers. ## Pricing Productized monthly plans on https://www.automationiq.com/pricing (real quoted prices; usage is metered on top and technology subscriptions such as telephony, CRM, and model usage are billed separately at cost — always confirm current figures on the page): - **Starter — $999/mo** ($299 setup): AI voice & chat to begin. 2 voice agents, 1 chat agent, 4 users, standard support. - **Pro — $1,299/mo** ($499 setup): Full multi-channel automation. 5 voice agents + outbound, 3 chat agents, 10 users, WhatsApp and ringless voicemail, priority support + monthly strategy. - **Elite — $1,799/mo** ($699 setup): Enterprise-grade across every channel/location. Unlimited voice & chat agents, 2 workspaces, unlimited users, dedicated success manager, premium support + bi-weekly strategy. Add-ons (available on plans): **iMessage & SMS** (from $699/mo promo, one line per workspace), a full **CRM** ($249/mo promo platform fee plus per-user pricing; $500 setup waived with any subscription), and additional **Workspaces** (+$199/mo on Pro & Elite) to isolate contacts and workflows per location. An interactive estimator on the page accounts for annual vs. monthly terms and multi-location discounts. The Pricing page also explains how the plans relate to the engagement models. ## Integrations The site lists integrations including Gmail, Google Calendar, Google Drive, Microsoft 365, Apple Business Chat, Twilio, HubSpot, Salesforce, LinkedIn, Instagram, Facebook, QuickBooks, Stripe, Calendly, Zoom, Slack, Zapier, Make, Notion, Shopify, Square, OpenAI, and Anthropic. Stated rule of thumb: if a system has an API, a webhook, or a stable UI, it can be wired in. ## Blog — AutomationIQ Insights Field notes on AI, automation, and growth for SMBs (https://www.automationiq.com/blog): - **AI Voice Agents for SMBs: How to Stop Losing After-Hours & Missed Calls** (2026-05-13, AI Agents) — `/blog/ai-voice-agents-missed-calls`. The cost of missed calls and what well-built voice agents do: answer in the brand's voice, book to the calendar, and log to the CRM around the clock. - **Workflow Automation vs. AI Agents: Which Does Your Business Actually Need?** (2026-05-27, Workflow Automation) — `/blog/workflow-automation-vs-ai-agents`. Rules-based automation vs. judgment-based AI agents, when to use each, and how they combine. - **7 Back-Office Tasks Every SMB Should Automate in 2026** (2026-06-03, Industry Insights) — `/blog/back-office-tasks-to-automate-2026`. The highest-ROI internal tasks to hand off, from invoice chasing and lead enrichment to meeting notes and an internal AI copilot. - **On-Device AI: What NPUs Mean for Your Business** (2026-06-17, Industry Insights) — `/blog/on-device-ai-npu-small-business`. What the NPU in new "AI PC" laptops really does, what still runs in the cloud, and where on-device AI earns its place in a small business. - **AI Inference Costs: Why Agents Suddenly Got Cheap** (2026-06-25, AI Agents) — `/blog/ai-inference-costs-business-agents`. The collapsing price of AI inference, hardware built for agents, and what that changes for business AI across voice, chat, and CRM. - **AI Automation for St. Petersburg Businesses** (2026-07-09, Local & SEO) — `/blog/ai-automation-st-petersburg-businesses`. What AI automation means for a local business, the Tampa Bay pressures that make it pay, and where owners see returns first. - **We're Officially Launched: Enterprise-Grade AI Automation for Local and Mid-Market Businesses** (2026-07-10, Company News) — `/blog/automationiq-officially-launched`. AutomationIQ's official launch announcement with the full July 7, 2026 press release: six core AI agents, a unified CRM, custom internal agents, and 10,000+ integrations, deployed in 2–3 weeks. - **Business Automation Strategy: How to Find Your Bottlenecks and Automate the Right Work First** (2026-07-20, Workflow Automation) — `/blog/business-automation-strategy`. A practical strategy for SMB owners: find the bottlenecks that cost you, score candidates on impact/frequency/feasibility, match workflow automation or AI agents to each task, and manage smarter systems that compound over a first 90 days. - **Business Software Integration: Why Your Tools Don't Talk to Each Other** (2026-07-28, Workflow Automation) — `/blog/business-software-integration`. What business software integration actually means (data moving on a trigger, not a person retyping it), the five seams where work falls through, why point-to-point wiring scales badly compared with a single source of truth, how to pick the first two or three connections, and when an integration is not worth building. ## FAQ topics The site addresses (on `/services`, `/pricing`, and the home FAQ): how this differs from DIY; whether agents replace staff (they don't); supported integrations; data security and compliance (least-privilege access, vaulted secrets, audit logs, HIPAA-aware/industry baselines, TCPA and carrier rules); time to impact (typically live in ~2–3 weeks); ongoing operation; how pricing/billing works; ownership of agents, scripts, voice profiles, and data (the client owns them); and starting with a single channel. A separate **True or False FAQ** (`/faq`) covers twenty common myths about AI and automation. ## Contact & conversion - Book a demo or consultation: https://www.automationiq.com/contact (form, live booking calendar, and the "Ava" AI voice agent). - Free Readiness Assessment: https://www.automationiq.com/process#assessment (recommended first step). - Free Google Business Profile audit (Opto): https://audit.opto.automationiq.com - Phone: 430-AUTOM8R / +1-430-288-6687 - Email: info@automationiq.com - Social: LinkedIn https://www.linkedin.com/company/automationiq/ · Instagram https://www.instagram.com/automationiq_com/ · Facebook https://www.facebook.com/profile.php?id=61572170766218 ## Notes, caveats & what to exclude - The site is a client-rendered React single-page application served as static files; most routes return the same `index.html` shell and render content via JavaScript. Treat the summaries here as the canonical description of each page. - "Ava" (voice), "Opto" (local/AI search), and the on-site web-chat widget are AutomationIQ's own products/demos, not separate businesses. - Several figures on the site are explicitly illustrative ranges rather than guaranteed or measured client results (per-use-case metrics and some in-article statistics). Do not present them as verified outcomes. - No physical storefront or specific service-area/city pages are published; the business is reached by phone, web form, and online booking. The only locale signal in the content is a US phone number. - Do not treat as public marketing content: `/api/*` serverless endpoints; the `/questionnaire` and `/questionnaire-mlb` assessment forms; the unlisted, `noindex` `/fully-managed-partner` page; and the lead-gated solution-brief PDFs under `/briefs/`.