Small business track

One problem.
Solved properly.

CSAT PRO builds AI agents and automation for shops, practices and small firms — starting with the single job that's eating your week. Fixed price, live in weeks, and yours to keep.

Fixed price, quoted upfront No platform to migrate to You own it outright
Typical buildRouting
Three small-business data sources flowing into one CSAT PRO build, out to an agent and a dashboard. Spreadsheets Till / bookings Inbox + forms CSAT PRO one pipeline one agent Dixie agent Live dashboard

Three messy sources, one pipeline, one agent that answers customers, and a dashboard you'd actually open. Live in weeks, not quarters.

You're on the small business track

Plain language, tight scope, fixed price. Bigger organisation with security review and procurement? The enterprise track is a different conversation entirely.

What we build

Four things, in plain English.

No platform to buy into and nothing to rip out. We work with the tools you already pay for.

An agent that does one job well

Answering customers, chasing unpaid invoices, sorting the inbox, booking appointments. It handles the routine and passes anything odd to a person with the context attached.

For exampleA shop agent that answers "where's my order" from the till system, day and night, without waking anyone up.

customersbookingschasing

The copy-paste jobs, automated

The steps that happen by hand every week — retyping an order into the accounts, rebuilding the same report, sending the same reminder to the same fifty people.

For exampleJob sheets and photos from the van turned into a finished invoice before the team gets back.

invoicingremindersreporting

Your numbers in one place

Spreadsheets, till, bookings and accounts pulled together every night and reconciled, so you can ask a plain question and get a straight answer.

For exampleKnowing on Monday which lines actually made money last week, rather than finding out at year end.

reconcilingdashboardsmargin

Getting off the old system

Software the vendor stopped supporting, a database only one person understands, ten years of records you can't afford to lose. We move it and keep the history.

For exampleA practice moving a decade of client records to a supported system over a weekend, open as normal on Monday.

migrationrecordscleanup

A tool built for how you work

When four spreadsheets and a group chat have become the system, we build the small piece of software that replaces them — and document it so anyone can pick it up.

For exampleA scheduler that knows your travel times, your van stock and who's qualified for what.

schedulingquotingportals

Guardrails you can understand

A hard monthly cost ceiling, clear rules about what the agent may and may not do on its own, and a one-page runbook. Nothing depends on us being available.

For exampleAn agent that can issue a refund up to a set amount, and must ask a human above it.

cost capshandovertraining
Packages

Fixed scope. Fixed price. No surprises.

Start with one. Most clients do a second only after the first has paid for itself.

Most common first step

First Agent

2–4 weeks
  • One agent doing one job — customers, bookings, chasing or intake
  • Connected to the systems you already use
  • Clear rules on what it can do alone
  • Monthly cost ceiling set by you
  • Runbook, recorded walkthrough and 30 days of support
Get a price
For scattered data

Data Tidy-up

3–5 weeks
  • Your systems pulled together and reconciled nightly
  • Duplicates and mismatches cleaned once, properly
  • A dashboard built around your actual questions
  • Alerts when a number moves in the wrong direction
  • Runbook and 30 days of support
Get a price
For legacy systems

Move & Modernise

4–8 weeks
  • Full extract from unsupported or ageing software
  • History cleaned, checked and carried across
  • Cutover planned around your trading hours
  • Old system kept read-only until you're confident
  • Team training and 60 days of support
Get a price

Prices are quoted after a 30-minute call, once scope is clear — add your own figures here before publishing. Discovery isn't invoiced if you decide not to proceed.

How we work

Six to eight weeks, start to finish.

You'll have something usable in your hands well before the end, and you can stop after any stage.

Week 1 · Discovery

We watch the work

A couple of sessions with the people doing the job. We map where the hours actually go and pick the one problem worth solving first.

Week 2 · Design

We show you the shape

A plain-English spec, the price, and a clickable sketch. If it isn't right, we change it now rather than after it's built.

Weeks 3–6 · Build

We build in the open

A short demo every Friday. You see progress weekly and can redirect us at any point.

Week 7 · Go live

Quietly, then fully

One person or one product line first, then everyone. The old way stays available until the new one has proved itself.

Ongoing · Support

We hand it over properly

Documentation, a recorded walkthrough and a support line. Most clients are running it themselves within a month.

Nothing is locked to us. You own the code and the accounts. If you want to take it in-house or hand it to someone else, everything you need comes with it.

Book a 30-minute call
Use cases

What this looks like on the shop floor.

Three engagements in detail, then twelve places we see the same problems repeat.

Retail · 14 staff

The inbox that ate the week

Problem
Two people spent most of every day answering the same forty questions about orders, returns and stock.
Built
A support agent connected to the order system, answering directly and escalating anything unusual to a human with full context.
68%of enquiries resolved without a person
Trades · 30 staff

Four spreadsheets, one truth

Problem
Quoting, scheduling, parts and invoicing each lived somewhere different, and none of them agreed.
Built
A nightly pipeline reconciling all four, plus a scheduling tool the office team actually uses.
9 hrsof admin removed each week
Medical practice · 3 sites

Off the system nobody supports

Problem
A decade of patient admin sat in desktop software the vendor had stopped updating, with no backup anyone trusted.
Built
A full extract, clean and migration to a supported platform, cut over on a weekend with the old system kept read-only.
0clinic days lost at cutover

Find your shop, practice or firm.

Twelve places we see the same problems over and over — and the build that usually fixes them.

Retail shopStock questions answered without you

An agent connected to your till and stock system answers "do you have it, when's it back, where's my order" — on the website, by text and on social.

Fewer interruptions during trading hours.
Doctor's officeFewer no-shows, less time on the phone

Reminders and rebooking handled automatically, digital intake forms landing straight in your records system, and insurance eligibility checked before the visit. Admin only — never clinical advice.

Reception freed for the people in the room.
Dental practiceRecall lists that chase themselves

Six-month recalls, hygiene reminders and treatment-plan follow-ups sent on schedule, with replies routed back to the diary without anyone re-typing them.

A fuller book without extra phone hours.
Restaurant & caféBookings, orders and supplier prices in one view

Reservations and takeaway orders reconciled nightly with your POS, plus supplier invoices read automatically so you see when a cost has crept up.

Margin visible weekly, not at year end.
Salon & spaA booking agent that fills the gaps

Handles enquiries and rescheduling around the clock, offers cancelled slots to the waitlist first, and nudges clients who haven't been in for a while.

Empty chairs offered out automatically.
Auto repairQuotes and updates without the phone tag

Customers get status updates as the job moves, approvals for extra work come back by text, and estimates draft themselves from your parts pricing.

Approvals in minutes instead of days.
Veterinary clinicReminders, records and repeat scripts

Vaccination and check-up reminders, repeat prescription requests triaged before they reach a vet, and client records pulled together across sites.

Routine requests handled before opening.
Accountant & bookkeeperClient paperwork chased and filed

Missing documents chased automatically, receipts and statements read and filed to the right client, and deadline reminders that escalate as they get close.

Less chasing in every busy season.
Small law firmIntake triage and document assembly

New enquiries qualified and conflict-checked before they reach a fee earner, and routine documents drafted from your own precedent bank for review.

Billable time spent on billable work.
Gym & studioMembership admin and win-backs

Failed payments retried and followed up, class waitlists managed automatically, and members who've stopped turning up contacted before they cancel.

Churn caught early, not at renewal.
Real estate agencyEnquiry triage and viewing scheduling

Portal enquiries answered within minutes, viewings booked against agent calendars, and feedback collected and summarised for the vendor.

First response measured in minutes.
Trades & field serviceFrom enquiry to invoice without spreadsheets

Quotes drafted from your price list, jobs scheduled around travel time, and completion photos and notes turned into an invoice the same day.

Invoices out same day, not next week.

Figures and outcomes shown are representative of engagement types. Replace them with your own verified client results before publishing.

Enterprise track

Inside your stack.
Inside your controls.

CSAT PRO delivers AI agents, orchestration and complex migrations alongside your existing teams — to your architecture standards, your security review and your procurement process. Proof of value first, programme second.

Runs in your tenancy Your MSA, your controls Defined exit, no lock-in
Reference architectureRouting
Five enterprise systems of record flowing through a governed CSAT PRO orchestration layer to a lakehouse, agent fleet, semantic layer and reverse ETL. Salesforce SAP / ERP Oracle · legacy Service desk Event streams Lineage + policy SSO · audit · PII CSAT PRO orchestration layer ELT · agents · eval rollback + cutover Lakehouse Agent fleet Semantic layer Reverse ETL

Governed ingestion across systems of record, an orchestration layer with evaluation and rollback, and agents that write back into the tools your teams already use.

You're on the enterprise track

Architecture, security review and phased delivery. If you're a smaller team wanting one thing fixed at a fixed price, the small business track is a faster route.

What we deliver

Six disciplines, delivered to your standards.

We integrate with systems of record rather than replacing them. Code lands in your repositories and deploys through your existing pipelines.

Agent fleets

Shared tooling across use cases: retrieval, action-taking against systems of record, permission scoping per role, evaluation harnesses and human-in-the-loop gates wherever the decision carries risk.

Delivered withEval suites, prompt and tool versioning, full request-level audit logging.

RAGtool useeval

Process orchestration

Process mining to find where work actually stalls, then orchestration that respects existing approval chains, separation of duties and regional variation.

Delivered withControl mapping, exception routing, and reporting against your existing KPIs.

process miningSoDexceptions

ELT & data platform

Incremental and CDC ingestion, schema drift handling, data contracts, lineage, quality tests and SLAs — into Snowflake, Databricks, BigQuery or your existing warehouse.

Delivered withdbt models, orchestration in your scheduler, freshness and volume alerting.

CDCdbtcontracts

Complex migration

On-prem to cloud, ERP and CRM consolidation after acquisition, database re-platforming, monolith decomposition. Zero-downtime patterns where the business requires them.

Delivered withPhased cutover, dual-running, reconciliation evidence and a tested rollback at every gate.

cutoverdual-runconsolidation

Custom platform work

Internal applications and services built against your design system, deployed through your CI/CD, integrated with your identity provider from day one.

Delivered withYour repositories, your review process, your environments and release gates.

internal appsAPIsSSO

Governance & enablement

Model risk documentation, DPIA support, red-teaming, role-based access, cost governance, and enablement so your platform team runs it after we leave.

Delivered withRunbooks, on-call handover and a documented exit plan agreed at kick-off.

model riskDPIAred team
Engagement model

Nothing committed on a promise.

Three phases, each with its own gate. You can stop at the end of any of them, and the exit plan is agreed before we start.

Phase 1 · 3–4 weeks

Discovery & problem statement

Stakeholder interviews, system inventory, data access review and a written, signed-off problem statement with a prioritised opportunity list.

Commercial: fixed fee. Output is yours whether or not you continue.

Phase 2 · 6–10 weeks

Proof of value

One use case built in a non-production environment against real data, with agreed success criteria, evaluation results and a security review completed before any gate.

Commercial: fixed scope, fixed price, go/no-go at the end.

Phase 3 · 3–6 months

Programme delivery

Phased rollout with your teams embedded, sprint cadence in your tooling, and enablement running alongside so ownership transfers as you go.

Commercial: milestone-based or T&M, priced per phase against your MSA.

Durations shown are typical ranges and vary with scope, data access and review cycles. Adjust to your own delivery history before publishing.

Security & compliance

Built for the questionnaire, not around it.

We expect security review as part of delivery rather than an obstacle to it. Happy to start under NDA.

Runs in your tenancy

Deployment inside your own cloud accounts and network boundaries. Data residency stays wherever your policy requires it.

Identity and access

Integrated with your identity provider. Role-based scoping so an agent can only reach what the person it acts for could reach.

Audit logging

Request-level logging of inputs, tool calls, outputs and human overrides, retained to your schedule and queryable by your teams.

Model risk & DPIA

Documentation aligned to your existing model risk framework, plus DPIA support and red-teaming before anything reaches production.

Data handling

PII classification, masking and minimisation applied in the pipeline rather than trusted to the model. Contracts and lineage make the flow provable.

Exit and handover

A documented exit plan agreed at kick-off. Code in your repositories throughout, so there is nothing to extract if you part ways.

Delivery

Five stages, five gates.

Each stage produces an artefact your governance functions can review before the next one starts.

Weeks 1–3 · Discovery

Written problem statement

Stakeholder interviews, system inventory and data access review, signed off before design begins.

Weeks 4–6 · Design

Target architecture

Integration and security design, evaluation criteria and cutover plan, reviewed with your architecture board.

Weeks 7–16 · Build

Delivered in your tooling

Sprint cadence in your tracker, code in your repositories, environments promoted through your existing pipelines.

Weeks 17–20 · Cutover

Phased, with rollback

Dual-running and reconciliation evidence, go/no-go at each phase, and a rollback path tested rather than assumed.

Ongoing · Run

Ownership transfers

Runbooks, on-call arrangements and enablement for your platform team, against the exit plan agreed at kick-off.

Procurement-ready. We work to your MSA, complete your security questionnaires, and can operate entirely within your cloud tenancy under your change control.

Arrange a scoping call
Use cases

Where programmes tend to start.

Three engagements in detail, then the eight functions where a scoped proof of value usually pays for the wider programme.

Financial services · 6,000 staff

Agents inside the control framework

Problem
Case handlers spent hours assembling context from six systems before making any decision.
Built
A retrieval and summarisation agent scoped per role, with full audit logging, an evaluation harness and model risk documentation.
41%faster case handling, decisions still human
Manufacturing · post-acquisition

Two ERPs, one company

Problem
An acquisition left duplicate ERP and CRM estates with irreconcilable master data.
Built
Master data reconciliation, a phased consolidation with dual-running, and reverse ETL back into the surviving platform.
18months of duplicate licensing retired
Healthcare · multi-site

On-prem to cloud, without the drama

Problem
Critical reporting ran on an ageing on-premise warehouse with no test environment and no lineage.
Built
Re-platformed to a governed lakehouse with CDC ingestion, data contracts, PII handling and a documented rollback at every phase.
12×faster overnight reporting cycle

By function.

The eight areas where a scoped proof of value tends to justify the wider programme.

Customer operationsContext assembled before the human decides

Retrieval agents that pull the full picture from every system a handler would otherwise open by hand, scoped by role and fully logged.

Handling time down, decisions still human.
Finance operationsReconciliation and exception handling

Automated matching across ledgers and bank feeds, with agents preparing exception packs for review rather than clearing them unsupervised.

Close cycles shortened, audit trail intact.
Supply chainSignals from systems that don't talk

Ingestion across ERP, WMS, carrier feeds and supplier portals into one governed model, with exception alerting on the things that move stock.

Disruption seen days earlier.
Risk & complianceEvidence gathering at review speed

Control evidence collected and structured automatically, with model risk documentation and red-teaming built into delivery rather than bolted on.

Reviews evidenced, not reconstructed.
IT service managementTriage that routes correctly first time

Ticket classification, enrichment and routing against your CMDB, with automated resolution only where the runbook already permits it.

Fewer reassignments per ticket.
HR & people opsPolicy answers with a citation

An assistant grounded in your own policy set that answers common questions and always shows the source, escalating anything sensitive to a person.

Consistent answers across regions.
Sales operationsClean pipeline data, written back

Activity capture, account enrichment and forecast hygiene, with reverse ETL putting the enriched view back into the CRM your reps already use.

Forecast built on data reps trust.
Data platformRe-platform without a big-bang cutover

CDC ingestion, data contracts, lineage and quality tests into a governed lakehouse, phased with dual-running and a tested rollback at each gate.

Migration evidenced phase by phase.

Figures and outcomes shown are representative of engagement types. Replace them with your own verified client results before publishing.

Mission & purpose

The gap isn't the technology. It's the fit.

We exist to close the distance between what AI can do and what it actually does for a business on a Tuesday morning.

Most organisations don't need another platform. They need someone to sit with the work, understand where it snags, and build the specific thing that unsnags it — then leave behind something the team can run and trust.

That's why we don't sell a product. We take the requirement seriously enough to build to it, whether it comes from a founder with fourteen staff or a transformation office with a three-year roadmap. The two need different conversations, which is why this site runs them as separate tracks.

Agents that do the workAutonomous or human-in-the-loop, handling the repetitive and the multi-step so people can spend attention where it counts.
Transformation, not toolingRethinking process and decision-making — not just swapping in software and hoping the habits follow.
Built to requirementEvery business is different. We build to fit how you work rather than forcing your work to fit a template.
Book a callArrange a scoping call

Tell us what's slowing you down.

Thirty minutes, no pitch deck. We'll tell you honestly whether this is worth building — and if it isn't, we'll say so.

A scoping conversation with the people who'd actually deliver. Happy to start under NDA and work to your procurement process.

Response timeWithin one business day
We'll reply within one business day. No newsletter, no sequence.

Request received.

Thanks — we'll come back to you within one business day with a time and a short agenda. If it's urgent, email sales@csatpro.com directly.