Tradia

Customer message Agent workflow Approval rules Closeout

Lead in

Customer reaches out.

"Need an estimate this week. Can I send photos?"

sms · 9:14 am

Triage

Agent captures the job.

Address, urgency, photos, and schedule land in the right systems.

crm · calendar

Approval

Rules decide when it pauses.

Above threshold → wait. Standard jobs keep moving.

owner approval

Closeout

Follow-up and invoice go out.

Confirmation, invoice, reminders — no one chasing handoffs.

quickbooks · sms

What it runs

One agent across the full customer job.

This isn't a chatbot on your website. Tradia handles the operational steps after the lead shows up and keeps you in the loop only when it matters.

The customer messages you. The agent gets the details.

Text, chat, email, web — doesn't matter. Name, location, what they need, when they're free. No one circles back for missing info.

The appointment books itself.

The agent finds an open slot, proposes it, confirms it, and sends the reminder. You never touch your calendar.

The quote goes out. The invoice follows.

Generated, routed for approval if it's over your threshold, sent when you say go. The job closes without you chasing it.

Built for you

Every agent is different because every business is different.

We don't hand you a template and wish you luck. We work with you to understand your exact workflow — then build an agent that runs it.

Mechanic

A mechanic needed customers to book online, get automated estimates, and pay invoices — all without a front desk.

We built a custom intake app and invoicing flow their agent runs end to end.

Dealership

A dealership wanted to find inventory before competitors do.

We built a sourcing agent that scans auction sites, marketplaces, and listings — surfacing leads that expand their revenue streams.

Contractor

A contractor was losing half their day to quote follow-ups.

We configured an agent that sends the quote, follows up on a schedule, and only pings them when the customer says yes.

What you get

One platform. Every lever you need.

Automation, visibility, and control — without bolting six different tools together.

Runs without you

Bookings, follow-ups, and reminders execute on their own. You only see the exceptions.

One hub, every tool

Calendar, CRM, invoicing, messaging — Tradia orchestrates the tools you already use.

Full picture, one screen

What's running, what's paused, what needs you — live dashboard with nothing hidden.

Customers never wait

Instant answers around the clock. Complex questions hand off to you with full context.

Signal, not noise

What the agent handled, what converted, where the process needs tightening — all clear.

Guarded by default

Every action logged. Sensitive operations stop for your approval. Full audit trail.

How it fits

It wraps around your stack. No rip-and-replace.

Your calendar, CRM, invoicing, and messaging stay in place. Tradia sits in the middle and moves the job through them in the order you already trust.

sms

web chat

imessage

One operator orchestrating the flow.

calendar

crm

quickbooks

slack

No migrations. No second workflow to babysit.

Control model

You set the line between automatic and needs-my-approval.

Thresholds, handoff triggers, and notification paths are part of setup. The agent follows them every time.

Rule 01

Routine requests book themselves.

Known type, open slot — the customer gets a confirmed time without waiting on you.

Rule 02

Big quotes stop for your review.

The agent builds the quote but won't send it when the amount exceeds your threshold. Full context, one-tap approval.

Rule 03

Exceptions hand off clean.

Complex jobs or VIP customers arrive with transcript, photos, and notes. Picking it up doesn't mean starting over.

Configure with natural language

What would you like to change? I can adjust workflows, connect tools, or update rules.

Quotes over $500 should need my approval. Under that can go automatically.

Done. Under $500 auto-sends. Above pauses for your review. Want a Slack notification when one's waiting?

Rollout

From mapped workflow to live agent in days.

The rollout stays narrow on purpose. One real workflow, the tools it depends on, tested against live scenarios, then open the lane.

Step 01

Map the work the way you already do it.

Customer path, tools involved, exact moments for approval or handoff.

Step 02

Connect and test in shadow mode.

The flow runs against real scenarios before the agent goes live.

Step 03

Go live and monitor the first jobs.

See what it did, what it paused, and where to tighten.

Personalized walkthrough

Bring one workflow. We'll show you what Tradia would run.

Tell us how your business runs. In a 20-minute call, we'll walk through exactly what your agent would handle.