We turn your approved business information into reusable ways to draft replies, proposals and content, test them, and help you install them. You stay in control of what is sent or decided.
Each page shows real tasks, two worked examples and what we prepare.
Sending, publishing, pricing and promises stay your decision. AI drafts; you approve. If a simple template would do the job better, we say so.
After a visit, a tradesperson records a quick note on the phone.
Voice note (transcript)
“Replace the two internal doors upstairs. Customer has the handles. Need sizes, and whether we take the old doors away. No date yet. She mentioned the bathroom door sticks too.”
Job brief
Job: replace 2 internal doors (upstairs). Handles supplied by the customer.
Mentioned: bathroom door sticks — not in scope yet.
Price: from your approved price list, once sizes are known.
Questions for the customer: door sizes · finish or colour · remove old doors? · include the bathroom door? · preferred dates
Still to confirm
What you check
What the help adds: A note template and a reusable job-brief method, so each visit ends with a clear scope and the right questions.
Good candidates repeat, rely on facts you can approve, produce something useful and are easy for you to review. If a simple template would do, we'll say so.
| Task | What it needs | Useful result | Boundary |
|---|---|---|---|
| Customer enquiries | Approved FAQs, services, policies and tone | A draft answer plus open questions | You review and send |
| Quotes and proposals | Approved prices or price rules, scope rules, the request | A structured draft and a missing-facts list | No invented price, tax, availability or promise |
| Thread summaries | Relevant messages and the format you want | Decisions, open items and next actions | Check omissions, owners and dates |
| Follow-ups | Confirmed status and approved wording | A polite reminder draft | No background chasing or auto-sending |
| Content from your facts | An approved brief: offer, area, voice | A service text, post or email in your tone | No promised reach, rankings or sales |
| Multilingual replies | The message, approved terms and a glossary | A draft with uncertain wording flagged | Review in languages you can check |
We start with the information your assistant needs and turn it into a short reference you approve and update.
Facts
Owner decisions
Fictional example. Prices are illustrative and unrelated to Vocalic's fees.
A setup is checked on normal requests and on the cases where AI tends to guess.
Test request
“Can you do a logo by Friday, and what would it cost with print files?”
Expected draft
| Test case | Expected behaviour | Review note |
|---|---|---|
| Price missing | Ask for the price; leave the draft incomplete | Don't infer a market rate |
| Deadline not confirmed | Flag the timing for the owner | No availability promise |
| Two sources conflict | Point out the conflict instead of choosing silently | Confirm the current policy |
| Request outside your services | Say it isn't offered; suggest a reply | No new service invented |
An example of the test approach, not proof of any client's system.
Three things you can open, use and update yourself.
Tell us the task you repeat and the information you can approve. We prepare reusable instructions and examples, test representative cases, then help you install, use and maintain them. You review drafts before anything is sent.
For eligible business workspaces, some configuration can be done through access you grant with the platform's own permissions. We agree the exact permissions and actions first. You never share passwords.
Scope and price agreed in writing before work starts
If you'd rather learn to build and run the methods yourself, these live sessions have fixed prices.
Three reusable methods for your client work
3 hours online (or 2 × 1.5 h)
Included
Afterwards: Maintenance notes, a handover sheet and a 15-minute check-in within 14 days of the last session
Not included: Email, calendar or other software connections (quoted separately), subscriptions
Already using AI? One task, clearly improved
1 hour online
Included
Afterwards: A short handover note (no check-in)
Not included: Software connections or integration work; paid plans some features need
One that repeats, relies on facts you can approve, and produces something you can review quickly. Sometimes a simple template is enough, and we'll say so.
Relevant approved facts (services, prices or price rules, policies, tone) and a few suitable examples. We agree what's appropriate to share before any material is processed.
A short editable document with your agreed services, terms, tone, common answers, a named owner and a version. It keeps answers consistent; it doesn't guarantee every output is correct.
No. The basic setup produces drafts and methods you review. Automatic actions and software connections are separate scope, only if genuinely offered and agreed.
For some eligible business workspaces, yes, through a role you grant with the platform's permissions. We check the platform, plan, permissions and task first. It is never general control of your accounts.
Some tasks work with prepared materials and guided steps on a personal account. We check the capabilities you need, and any extra subscription cost, before agreeing scope.
On representative cases: ordinary requests, missing facts, conflicting information and requests outside your services. We record limitations; passing tests doesn't mean every future answer is right.
You update the one reference document, and rerun the test cases the change affects. The handover guide shows how.
You do. The reference, instructions and examples are delivered as editable documents in your own account or files.
The support boundary is written in your quote. Ongoing maintenance isn't automatic and is only offered if separately agreed.
Book a free 10-minute call, or send a message. I reply within 2 working days.