Three assistants that move customer requests forward.

A prospect writes, a quote needs a response, a file needs documents. Each assistant handles a defined task and passes the right next action to your team.

Sales follow-ups

Amélie

Amélie

She reconnects with approved prospects and customers who have not responded.

  • Calls contacts and opportunities from your list.
  • Confirms the need, interest and preferred timing.
  • Follows your approved script and contact schedule.
  • Books a visit or transfers the prospect to sales.

A practical example

A quote has gone unanswered. Amélie calls the prospect, gathers their questions and arranges a conversation with your salesperson.

What your team receives

An updated status, the reason for the delay and a next action in your CRM.

Customer service and new inquiries

Ava

Ava

She responds while you are in meetings or in the field and gathers the useful details.

  • Answers connected calls, emails and messages.
  • Identifies the service, location and availability.
  • Explains your approved service information.
  • Books a time or assigns the request to your team.

A practical example

A prospect sends a WhatsApp message about a service visit. Ava gathers the address, need and availability, then prepares the visit using your rules.

What your team receives

A qualified inquiry with contact details, context and an identified owner.

Documents and operations preparation

Zoé

Zoé

She gathers what is needed to prepare a quote, service visit or customer file.

  • Collects forms, photos, PDFs and expected documents.
  • Extracts configured fields and organizes documents.
  • Follows up on missing information.
  • Prefills compatible records, spreadsheets or templates.

A practical example

Before a technical visit, Zoé gathers the requested photos and details, then prepares the service record for your team.

What your team receives

A file ready to examine, with the useful documents and fields prepared for your tools.

An example workflow to configure with you

Imagine a service inquiry arriving after you leave.

“Hello, I would like a quote for a service visit. I can send photos and my availability.”

  1. 1Ava

    The inquiry is handled

    Ava replies, asks the configured questions and prepares an appointment or assignment.

  2. 2Zoé

    The information comes together

    Zoé gathers the documents and prepares the customer record or compatible quote template.

  3. 3Your team

    You approve the offer

    Your team confirms feasibility, pricing and commitments before sending the proposal.

  4. 4Amélie

    The follow-up continues

    If the customer does not respond, Amélie reconnects using your schedule and passes on their questions.

At the end, your team has

  • An inquiry assigned to the right colleague
  • Photos, documents and context in one place
  • An appointment or offer to approve
  • The next follow-up and history in the CRM

Your channels, your tools, your service rules.

You can start with one workflow: new inquiries, quote follow-ups or service visit preparation.

Customer channels
Phone, email, forms and messaging connect according to the capabilities of your tools.
CRM and calendar
Each contact receives a record, status, owner and configured next step.
Documents and operations
Documents feed compatible templates and exports to prepare the team’s work.
Owners and approvals
Exceptions, prices and commitments reach the right person before approval.

We define your answers, access and transfer rules, then test representative scenarios. Integrations and available actions are confirmed before a gradual rollout.

Explore this workflow with my team

Where do you want to start?

Customer service

Answer faster, capture requests, qualify clients and stop letting messages slip through.

Explore

Internal operations

An internal AI assistant connected to your information, procedures, documents and repetitive tasks.

Explore

AI marketing & sales

Campaigns, AI characters, opener/closer agents and automated follow-ups around your offers.

Explore

Your business doesn't just lose time. It loses information between calls, messages, employees and follow-ups.

A client calls while the team is busy. Another fills out a form on the site. Someone writes on Facebook. A quote needs a follow-up. An internal question comes back every week. An employee looks for a procedure. A request goes to the wrong person.

Information arrives everywhere, but it isn't always captured, structured, assigned and followed up.

Missed calls

A busy client calls elsewhere if no one answers.

Slow responses

The longer the answer takes, the colder the prospect gets.

Unfollowed web forms

A request filled on the site, never called back.

Forgotten Facebook / Instagram messages

Hot leads lost in the inboxes.

Incomplete CRM

Without an up-to-date record, follow-up becomes impossible.

Poor handoffs between employees

Information gets lost between two people.

Quotes not followed up

A quote with no reply is an abandoned sale.

Repetitive internal questions

The same questions come back every week.

Hard-to-find procedures

Time is wasted looking for the right steps.

Too much copy-paste

Between emails, calendar, CRM and documents, everything is manual.

Three axes to automate your business.

Customer service

An AI assistant that answers calls, handles web requests, collects information, qualifies prospects, answers FAQs, books appointments and sends follow-ups.

Internal operations

An internal bot connected to your knowledge base, documents and tools to help your team find information, fill forms, generate documents, assign tasks and reduce repetitive requests.

AI marketing & sales

AI systems for your campaigns: AI opener to qualify, AI closer to follow up, AI characters for your Meta / Instagram ads, scripts, content, landing pages and automated follow-ups.

Axis 1

Customer service: answer faster and capture every important request.

Tonexera can set up an AI assistant that answers calls, site messages, forms, emails or SMS. The goal is simple: understand the request, ask the right questions, qualify the client and hand your team clear information.

Answering inbound calls
Web chatbot for client requests
Prospect qualification
Appointment booking
Answering FAQs
Conversation summaries
Transfer to the right person
Confirmation emails or SMS
Automated follow-ups
Before

“A man called to ask for a price. Someone should call him back.”

After
  • Karim Bouchard — heat pump installation
  • House in Laval — project wanted before August
  • Owner and decision-maker
  • Assessment visit proposed Thursday at 2 p.m.
  • Preliminary quote to prepare
  • SMS follow-up sent — assigned to Marc
Automate my customer service

Book and get a direct call from our AI assistant.

Axis 2

Internal operations: give your team an AI assistant that knows your business.

Your team often repeats the same answers, looks for the same documents, follows the same procedures and fills the same forms. Tonexera can create an internal AI assistant connected to your knowledge base, procedures, documents, policies, offers, prices, templates and tools.

“Your team no longer searches for information everywhere. They ask the internal assistant and get an answer based on your own data.”

What's the procedure for a new commercial quote request?
  1. 1.Validate the service requested.
  2. 2.Check the region.
  3. 3.Create the record in the CRM.
  4. 4.Assign to the available salesperson.
  5. 5.Send the confirmation email.
  6. 6.Schedule a follow-up if no reply after 48 h.
DocumentsProceduresCRMEmailsFormsKnowledge baseTeam
Find a procedure
Answer an internal question
Prepare an email
Fill a form
Generate a document or PDF
Summarize a client request
File information
Create a task
Assign a request to the right teammate
Consult the internal knowledge base
Standardize client responses
Build my internal AI assistant

Book and get a direct call from our AI assistant.

Axis 3

AI marketing & sales: build campaigns that don't stop at the click.

An ad can generate a lead. But if the follow-up is slow, disorganized or forgotten, the marketing money is lost. Tonexera can create AI systems to turn your campaigns into a complete sales flow: message, capture, qualification, follow-up, reminder and next action.

Meta / Instagram ad
AI character / video
Landing page
Chatbot / form
AI opener
CRM
AI closer / follow-up
Call or quote

AI opener

Handles the first contact: asks simple qualifying questions, understands the need, collects contact details and moves the lead forward. E.g.: “What service are you looking for, in which region, and when would you like to start?”

AI closer

Helps follow up with warm leads: explains the next step, answers common objections, reminds about a quote and encourages booking. It supports follow-up and conversion — it does not guarantee the sale.

AI character for ads

Creating an AI character / avatar for your Meta and Instagram ads: presents the offer, explains the service, answers objections and creates a recognizable ad style. Honest content, validated by you, without impersonating a real person.

Pages and follow-ups

Connects your ads to landing pages, forms, chatbot, CRM, email / SMS follow-ups and internal notifications — so no lead is lost along the way.

AI opener for first contactAI closer for lead follow-upAI character / avatar for adsScripts for Meta / Instagram adsLanding pages (copy and structure)Lead capture formsAutomated email / SMS follow-upsLead pipeline in the CRMRetargeting message structureSales handoff to the right person
Automate my marketing

Book and get a direct call from our AI assistant.

It's not just a chatbot. It's a complete AI system around your business.

A simple chatbot answers a few questions. Tonexera connects your calls, messages, forms, CRM, documents, knowledge base, calendar, emails, SMS, employees and marketing campaigns.

AI answers. AI files. AI writes. AI follows up. AI hands off to the right person.

Phone
Chatbot
Forms
Email
SMS
CRM
Calendar
Documents
Knowledge base
Marketing
Team

From the first request to a clear next action.

1

First request

The client calls, writes, fills out a form or clicks on an ad.

2

Request captured

The AI takes the request and asks the right questions.

3

Need qualified

The request is sorted by your rules.

4

Record updated

The CRM — your tool for managing clients, prospects and opportunities — is created or updated.

5

Right person assigned

The request reaches the right teammate, with context.

6

Next step prepared

A confirmation, follow-up or preliminary quote is prepared.

7

Clear summary to the team

Your team receives a summary with the clear next action.

8

Client followed at the right time

The follow-up goes out at the right time, nothing forgotten.

The right information to the right person, at the right time.

In a small business, the problem isn't just answering. It's handing the context to the right teammate without losing the information.

A hot lead is sent to the salesperson.
A technical request is sent to the technician.
A billing question is sent to administration.
An emergency is flagged to the manager.
A quote with no reply triggers a follow-up.
An internal question is answered by the internal bot.
A repetitive request becomes an automated task.

The AI prepares. Your team stays in control.

  • The AI does not replace your employees.
  • The AI does not set your prices.
  • The AI does not promise a sale.
  • The AI does not force sending a quote without your rules.
  • The AI does not publish ads without validation.
  • The AI organizes information and automates repetitive tasks.
  • Your team keeps the decisions, validations, client relationship and strategy.

What your team can receive.

Result — Customer serviceReady
  • Request summary
  • Client contact details
  • Service requested
  • Urgency
  • Location
  • Proposed appointment
  • Next action

For which types of businesses?

The system adapts to your services and your processes.

Home servicesPrivate clinicsMarketing agenciesConstructionRenovationCommercial cleaningB2B servicesConsultantsTraining centersProfessional servicesLocal businesses with many callsBusinesses investing in adsOverloaded internal teamBusinesses wanting better follow-up structure

How Tonexera sets up your system.

01

Audit of your requests and tasks

Client requests, internal tasks and current campaigns.

02

Identifying losses

Missed calls, forgotten follow-ups, incomplete CRM, repetitive tasks.

03

Choosing the first axis

Customer service, internal operations or marketing.

04

Building the custom system

We build the workflow tailored to your business.

05

Connecting compatible tools

Phone, site, CRM, emails, calendar, documents.

06

Testing with your real scenarios

Real requests, real follow-ups: we validate on your reality.

07

Progressive rollout

We deploy step by step, without disrupting the team.

08

Adjustments from your feedback

We refine the system with your team.

Frequently asked questions from businesses

No. The AI helps answer, organize, assign, follow up and prepare. Your team keeps the decisions, client relationship, validations and strategy.

Choose your first automation axis.

Book your free AI audit. We look together at where your business loses time, requests or follow-ups: customer service, internal operations or marketing. Then we show you what an AI system tailored to your business could look like.

  • 30-minute audit
  • No commitment
  • Demo with your process
  • Our AI assistant calls you after booking
Free AI audit + instant call

Book your audit — our AI assistant calls you right after.

Pick a time slot. Within seconds, our AI assistant calls you to prepare your free audit — a live demo of what Tonexera builds inside your firm.

  • Pick your time slot in 30 seconds
  • Our AI assistant calls you right after
  • 30-minute audit, no commitment
Last step: pick your time slot

Our AI assistant calls you instantly.