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jorgep.com
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Bits and pieces about myLife / myWork /myJourney
Work With Jorge
Fixed-Fee Packages Fraction/Retainer Services About Jorge
Custom AI Assistant Build · For Small & Medium Businesses

Stop searching. Start answering.

I build an AI assistant that knows your business. Your team gets any answer in seconds, straight from your own files. Your customers can get help at 9 p.m. on a Sunday. And the tricky questions still go to a real person.

Book a Free Assessment →
Turnkey build in 2 to 3 weeks · Fixed investment · No tech degree required

Team assistant · Teams

What’s our warranty on installed water heaters?

Parts are covered for 6 years and labor for 1 year from the install date. Customers need the original invoice.

Source: Warranty policy, section 3

Customer answer desk · 9:42 p.m.

Can you give me a price for a custom job?

Custom jobs need a quick look from our team. I’ve passed your details along, and someone will call you tomorrow morning.

Handed off to your team with details captured

The Everyday Problem

The answers exist. Finding them is the problem.

They live in a shared drive, an old email, a binder, or one person’s head. Customers ask the same ten questions every day. After hours, those questions wait, and some of those customers go somewhere else.

1.8 hrs
a day the average employee spends searching for and gathering information, according to the McKinsey Global Institute.
7 in 10
customers want to hear back within an hour, per an InMoment survey reported by Customer Experience Dive.
80%
of customers still expect access to a human when needed, per Zendesk data summarized by Nextiva. That’s why every assistant hands off to your team.
Is This Right for You?

Built for growing teams that are tired of hunting for answers.

If two or more of these sound familiar, an assistant will likely pay for itself quickly.

  • Your team loses time every day looking for policies, prices, procedures, or client details.
  • Customers ask the same questions over and over, by phone, email, or your website.
  • Questions that come in after hours wait until the next business day.
  • Everyone interrupts the same “go-to” person when they need an answer.
  • New hires take weeks before they can answer questions on their own.
  • You want AI help, but only if your business information stays private and under your control.
How It Works, in Plain English

An assistant that knows your business.

You don’t need to know which AI model, database, or platform is underneath. Here’s what it does for you.

Answers from your own files

It reads your manuals, price sheets, SOPs, and policies, answers from them, and shows where it found each answer. It’s the difference between a smart stranger and a trained employee.

Where it lives: in the tools your team already uses, like Microsoft Teams, Slack, or your website.

  • Ask-anything search

    Type a question the way you’d ask a coworker. No folders, no exact file names.

  • A 24/7 answer desk

    Your best front-desk person, available all night, every night, on your website.

  • Smart handoff

    When it isn’t sure, it passes the question to your team with the details already filled in.

  • Rules you set

    You decide what it can say, what it can see, and who it can talk to.

The Instant Answers Path

Start with the build. Add more only when it pays off.

The Custom AI Assistant Build is the core package. The steps around it are optional: a free assessment to find your biggest time leaks first, and add-ons once your assistant is proving its value.

Not every problem needs AI. If the assessment shows a simpler fix makes more sense, that’s what I’ll recommend.
  1. 01

    Free Assessment

    Free

    Find out exactly where your team’s hours are going.

    A short conversation with you and a few key staff, a review of your top repeat questions, and a map of where your information lives. You get a one-page summary with an estimated monthly cost and your top three quick wins.

    Scorecard: hours-lost estimate and ranked quick wins

  2. 02
    Core Package

    Custom AI Assistant Build

    2 to 3 weeks · Fixed investment

    Your team gets any answer in seconds, from your own files.

    Timing depends on the size of your business and how many documents and tools are involved.

    • Phase 1: Gather and organizeWe collect your key documents, SOPs, and policies and organize them securely so the assistant can find answers in seconds. You decide what goes in and what stays out.
    • Phase 2: Set it up your wayWe teach it your tone, your rules, and the topics it should hand to a person, then connect it to Teams, Slack, or your website.
    • Phase 3: Test, train, and hand overWe test it with your team’s toughest real questions, fix any gaps, train your staff, and hand over simple instructions for keeping it up to date.

    What you walk away with

    • A working AI assistant that answers from your private business files
    • Set up where your team already works: Teams, Slack, or your website
    • Privacy and access rules so your information isn’t shared publicly and people only see what they should
    • Team training and a simple update guide so you can keep its knowledge current

    Scorecard: time to find answers, questions answered, interruptions avoided

  3. 03

    24/7 Customer Answer Desk

    Add-on · 2 to 3 weeks

    Your customers get help any time, day or night.

    Extend your assistant to your website so customers get answers from your approved information, written in your voice. After-hours inquiries are captured with a name, need, and best time to call.

    Scorecard: questions resolved, after-hours leads captured

  4. 04

    Busywork Autopilot

    Add-on · Per workflow

    Repetitive follow-ups and handoffs happen on their own.

    Instant replies to new inquiries, intake summaries for staff, draft quotes from your price sheet, and reminders that don’t depend on anyone’s memory. You approve anything involving money or commitments.

    Scorecard: tasks automated, response speed, hours saved

  5. 05

    Keep It Sharp Care Plan

    Optional · Monthly

    It keeps getting smarter, and you see the results every month.

    Prefer not to maintain it yourself? I’ll handle monthly updates for new prices, products, and policies, review the questions it couldn’t answer, and send you a monthly scorecard with a quarterly “next quick win.”

    Scorecard: questions answered, hours saved, handoff rate

Trust & Control

AI with boundaries you set.

An assistant is only useful if you can trust what it says and control what it sees.

Shows its sources

Every answer comes from your approved material, with a note on where it came from.

Hands off when unsure

It doesn’t guess. Tricky or sensitive questions go straight to your team.

Your data stays private

Your business files aren’t used to train public AI models. You decide what goes in, and where it’s stored is put in writing.

You own it

Your content and accounts are yours, fully documented. If you ever move on, you take it with you.

Straight Answers

Questions owners ask.

If yours isn’t here, ask it on our first call.

What does the build cost?

The Custom AI Assistant Build is a fixed investment, typically between $6,500 and $19,500 depending on scope, data readiness, and integration depth—so there are no hourly surprises. You will have an exact fixed price in writing after the free assessment before committing to anything. Most builds take 2 to 3 weeks.

Isn’t this expensive for a business our size?

Try the . For most teams, the time lost to searching and repeat questions costs more each month than they expect. The goal is for the assistant to pay for itself quickly, and the scorecard shows you whether it does.

Won’t AI make things up and tell people the wrong thing?

A generic chatbot can. This one answers from your approved documents, shows where each answer came from, and hands off to your team instead of guessing. You also choose topics it won’t touch, like custom pricing. It’s tested with your toughest questions before anyone relies on it.

Where does the assistant live?

Wherever your team already works: Microsoft Teams, Slack, or a private page on your website. With the Customer Answer Desk add-on, it can also answer customers on your public website.

My customers want to talk to a real person.

For important or complicated issues, they should. The assistant handles the quick, repetitive questions so your people have more time for the conversations that matter. Customers can always reach your team, and their question arrives already captured.

Will this replace my staff?

The goal is to take repetitive questions off their plates so they can focus on customers, sales, and the work only they can do. Your team is involved in testing and training, so it’s their assistant, not their replacement.

Our documents are a mess. Can we still do this?

Yes, and almost everyone says that. We start with the 10 to 20 documents your team uses most, and flag outdated or conflicting information along the way, so you end up with cleaner files as a bonus.

We already use ChatGPT. Why would we need this?

General tools know the internet, not your business. This assistant answers from your own documents, follows your rules, shows its sources, and lives where your team already works.

How much of my time does it take?

A couple of hours from you during the build, plus access to your key documents and a short testing session with your team. I handle the rest.

Start Small

A few weeks from now, your team could just ask.

Tell me where your team loses the most time, whether that’s internal questions, repeat customer questions, after-hours inquiries, or follow-ups. We’ll start with a free assessment and a fixed-price plan for your build.

Book Your Free Assessment →
Time Savings & ROI Estimator

How much time could your team get back?

Be conservative. Count the people who look things up or answer repeat questions, and how long they spend on it each day.

Time Spent Searching Today

100 hours a month

Time your team spends hunting for answers instead of serving customers.

If we win back just half:50 hours a month backThat’s about $1,500 of your team’s time recovered each month.

Investment Payback Window ($6,500 – $19,500)

Core Build ($6,500) 4.3 mos
Full Scope ($19,500) 13.0 mos

Annual reclaimed value: $18,000/yr (Net positive within months).

Based on 20 working days/month. Build investments range from $6,500 to $19,500 based on tools and document volume.

Get Your Free Assessment →
Work With Jorge
Fixed-Fee Packages Fraction/Retainer Services About Jorge

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