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Daily task windows
Calls, inboxes, scheduling, quotes, reports, and follow-up
Meet AIVA OS
AIVA OS handles the ordinary. Humans handle the extraordinary.
AIVA OS answers every call, follows up with every lead, and gives you one place to run your business.
AIVA OS is business automation software that coordinates repetitive work, keeps your team in control, and scales capacity without adding chaos.
Delegate the ordinary.
Missed phone calls
Calls wait for a response.
- Mortgage
Before you renew your CRM, find your revenue leak.
A custom AI CRM built around how your loan officers work, beside your LOS.
- Health & wellness
Your front desk takes care of the people in the room. Aiva takes care of the phone.
For med spas, IV therapy and wellness clinics.
- Trades
Every call answered while you're on the job.
For HVAC, plumbing, roofing, solar, electrical and excavation.
24/7 AnsweringSmart RoutingContextual HandoffSpam Filtering
AIVA Receptionist
The Ordinary Work
The Work That Keeps You From Growing - Automate Business Operations
Founders and owners are suffocated by the very growth they fought for. Missed calls, delayed quotes, and scattered follow-ups eat your day, forcing you to choose between building the business and running the desk.
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Routable workstreams
Repeatable coordination that can run inside approved rules
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Owner-led blocks
Strategy and team leadership stay with the human
How AIVA completes the work
Configured workflows that translate intent into coordinated business actions, without the need for manual routing.
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Give AIVA the context
Illustrative intake and your specific business rules applied instantly.
Incoming Call
+1 (555) 019-8372
Intent: Wants to schedule a property estimate for next week.
Matched Rules
Route to Estimate Calendar and qualify budget.
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Coordinate the work
Qualification, connected calendar, and human approval when needed.
Homeowner verified
Timeline within 30 days
Scheduling
Slot Found
Requires Manager Approval?Skipped
3
See what gets done
Multiple actions checked, booking confirmed, and team handoff ready.
Booking Confirmed
Thursday, Oct 12 at 2:00 PM
CRM Updated
New contact created in your CRM
Team Handoff Ready
Summary ready within configured system
Keep the tools you like. They answer the phone; we make sure every lead gets followed up.
AIVA Takes the Ordinary
How AIVA OS Automates Your Business Operations
Calls, messages, schedules, reports, finance tasks, and team requests flow into one glowing operating hub. AIVA processes approved work and sends completed actions out the other side.
Tasks enter
AIVA OSProcessing
Results come out
AIVA OSProcessing
Follow the work
One request. Multiple completed actions.
See the whole process, then follow each step—from the first call to the booking, customer record, and team handoff.
Inbound Caller
+1 (555) 019-2834New
AIVA Receptionist
Intent: Book Consult
Urgency: High
Smart Calendar
Checking: Next Tuesday
Status: Slot Found
Human Approval
Exception: Outside Hours
Approved by Manager
Appt Booked
CRM Updated
Handoff SMS
1 / 6End-to-End Workflow
Up next: Step 1: The Call
Before: Chaos. After: Business Automation Running Smoothly
AIVA OS takes on the repetitive work at the points where things slip. They handle the approved repetitive work, allowing your human team to retain judgment, handle sensitive relationships, and maintain accountability.
Before: owner-coordinated
Inbox checking
Manual handoff
Reminder chasing
With AIVA OS
Rules configured
Work routed
Humans escalated
How AIVA OS supports each role
Each AIVA role operates within defined boundaries. They assist with specific scopes—from answering phones to recovering stalled quotes—and gracefully escalate to a human when tasks fall outside their approved rules.
Extraordinary Work
What Becomes Possible When You Automate Business Processes
When AIVA OS takes over the coordination, scheduling, and standard follow-up, your days look entirely different. You stop reacting to noise and start steering the ship.
- Log new leads into CRM
- Return missed calls
- Send estimate follow-ups
- Confirm tomorrow's schedule
- Ask for post-job reviews
- Answer basic hours/location
AIVA Campaigns
AIVA Campaign: Sales Automation, Lead Follow-Up, Customer Service Automation
Included with AIVA Phones. Reach out to existing contacts for reviews, rebookings, and referrals using configurable, permission-based workflows over voice, SMS, and email.
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Phone Calls
Incoming leads, day-or-night call answering, AIVA Phones
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AIVA Handles
Lead qualification automation, instant routing
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Appointment
Calendar integration, automatic scheduling, less manual entry
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Text/Email
Sales automation, customer service automation, follow-up sequences
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CRM
Business automation, data sync, real-time updates
Workflow availability depends on connected services and configured approved rules.
Explore the extraordinary
Imagine more time for the people and experiences you love, with AIVA OS handling routine work within your approved rules.
Capacity & Time Recovery
Explore your call volume and admin workload.
Build Your Scenario
Illustrative estimate — adjust the numbers to match your business
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0
Monthly workflow volume
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Monthly admin load
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* Disclaimer: This is an illustrative scenario tool demonstrating capacity, not a guarantee of specific results, revenue, or financial returns. Actual performance depends entirely on your operational volume and configuration.
Missed-Call Opportunity
Estimate the revenue potential of capturing calls that currently go to voicemail.
Illustrative estimate — adjust the numbers to match your business
Average number of calls that go to voicemail daily.
$
The typical revenue generated by a completed job.
Your assumption, not a promised result. Enter no more jobs than missed calls.
Time window
Opportunity Estimate
$0
That's roughly 0 jobs a faster answer could put on the calendar.
Live formula
0calls/day→$0×0jobs/day×220daysShare a clean summary with your business partner.
How this is calculated
Estimated opportunity = (calls missed per day) × (average job value) × (booking-recovery rate) × (days in window). The recovery rate is an adjustable assumption, not a guarantee. This is an estimate of potential opportunity, not a measure of revenue you have actually lost.
AIVA OS Pricing - Business Automation Software Costs
Review current AIVA OS package pricing and choose a phased implementation path for your business automation software.
See AIVA OS pricingStart Setup
Define the first workflows for AIVA OS.
Review Activity
See how approved calls and tasks move through the system.
Expand Skills
Add more capabilities, roles, and rules.
Scale Capacity
Grow revenue without adding manual overhead.
Your Business Automation Questions, Answered.
AIVA OS is business automation software: a coordinated system for business that orchestrates specialized AIVA workflows across connected, approved processes. It can coordinate calls, lead qualification, customer follow-up, reporting, and human handoffs across configured operations, sales, customer service, financial, and marketing support. It is not a claim that AIVA replaces your CRM, ERP, or every RPA tool; those systems can remain connected while people retain oversight.
It works by following the process, approved rules and hand-off points we define with you. We map a repeatable process, its inputs, approved rules, connected tools, and escalation points. AIVA receives the call, message, request, or data event; applies the configured workflow; records the outcome; and routes exceptions to the designated person. For example, a qualified call can move through intake, calendar booking, CRM context, customer follow-up, and a report without pretending that an unapproved decision was made.
Security is scoped to the workflow, account, and connected services you approve. AIVA implementations use permission boundaries, approved instructions, scoped access, human escalation, and operational review; the published service policy documents TLS in transit, scoped API tokens, and administrative access controls for its covered service. We do not make blanket certification, regulatory, or deployment commitments in this FAQ. Confirm current security documentation, retention terms, connected-provider controls, and any certification requirements with the team before launch.
AIVA can automate repeatable call handling, lead follow-up, scheduling and reporting, within approved rules. AIVA is a candidate for repeatable processes with clear inputs, rules, outputs, and an owner for exceptions. Examples include call answering and intake, lead qualification, appointment coordination, customer follow-up, reporting preparation, and connected support for operations, sales, customer service, financial, and marketing work. Availability depends on the connected tools and approved configuration; AIVA does not mean your CRM, ERP, RPA, or human judgment is fully replaced.
Your data is always yours, and the custom CRM we build becomes yours once it's paid off. No lock-in.
Your tools. Connected around your business.
Keep the tools you like. They answer the phone; we make sure every lead gets followed up.
Built around your workflows
Connectors, external services, and API-based integration options.
CRM & sales
Plan connections for lead records, customer context, and follow-up workflows.
Calendars & scheduling
Connect scheduling workflows to your team's availability and appointment tools.
Email & communication
Bring notifications, handoffs, and customer communication into your workflow.
Documents & knowledge
Explore ways to use approved files and business information where your team needs them.
Data & reporting
Scope connections for the business data and reporting tools you rely on.
Operations & automation
Design handoffs between project tools, business systems, and supported APIs.
AIVA OS Insights
Playbooks, strategies, and deep-dives on running your front office with AIVA OS.
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Build a business with room for the extraordinary.
AIVA OS handles approved routine work so your people can lead the decisions that actually matter.