Owner Agent
Your back office, by text
Run your business by text message.
You're on a job site, not at a desk. Text the Owner Agent the way you'd text an office manager, and it checks your day, takes notes, drafts quotes and records finished jobs. It asks before it changes a record, and money actions need your tap.
Velogics Owner Agent
Text message
4:12 PM
Ask anything
Ask about your day in plain words.
“What's on tomorrow?” or “Which quotes are still waiting on a reply?” Text it from your phone, or chat with it in the Velogics app, where suggested questions sit next to today's jobs and what's still owed.
Quotes on the road
Start the quote before you leave the driveway.
Tell it what the job needs and it creates a quote draft. Finish it in the app later, or have it send the quote once you tap the secure link it texts you.
How quotes work in the CRMQuote Q-2214
Birchline Home Services
Prepared for Nora Walsh
| High-efficiency furnace (96% AFUE) | $4,200.00 |
| Installation and haul-away | $950.00 |
| Smart thermostat | $289.00 |
| Subtotal | $5,439.00 |
| HST 13% | $707.07 |
| Total | $6,146.07 |
What it can do
Every action has the right safety catch.
The more an action matters, the more the Owner Agent needs from you before it happens.
Looks up
Answers straight away
- Today's or any day's appointments
- Quotes, invoices and jobs
- Contacts and open tasks
Does it now
Reply UNDO to take it back
- Add a note to a contact
- Create a task
- Create a quote draft
Asks first
Waits for “Reply Y to confirm”
- Record an appointment as completed or a no-show
- Mark an invoice as sent
- Update a contact's name, email or phone
Needs your tap
Secure link, works once, expires in 15 minutes
- Send a quote
- Send an invoice
- Mark an invoice paid
- Accept a quote on the customer's behalf
What it doesn't do
- It doesn't reschedule appointments.
- It doesn't change pipeline stages.
- It never moves money on its own. Money and customer-facing actions always wait for your tap on a secure link.
Keywords
- PAUSE
- Pauses the Owner Agent. Text RESUME to bring it back.
- STOP
- Also pauses it. Text START to bring it back.
- DEMO
- For ten minutes you're texting your customer-facing AI instead, so you can try it the way a customer would.
Velogics doesn't process payments. Marking an invoice paid records the payment; it doesn't collect it.
FAQ
Common questions
Who can text it?
It's switched on per business, for the owner phone numbers set up on the account.
Do I need to install an app?
No. It works over ordinary text messages. You can also chat with it inside the Velogics app.
Does it ever text me first?
Yes. After an appointment, it can text to ask how the job went, so you can record it as completed with a quick reply.
Is it the same AI that talks to my customers?
No. The Owner Agent works for you and your back office. Your customers talk to the customer-facing agents, like AI Front Desk and the AI Receptionist.
How much does the Owner Agent cost?
Owner Agent pricing isn't on our public price list. Ask us about it on a demo.
See the Owner Agent on a demo.
We'll show you how it works with your calendar, quotes and invoices, and answer your questions about pricing on the call.