Quotations
You prepare every quotation manually. Customers have to wait, and some take their business elsewhere.
Your business.
Many tasks no longer
need to be manual.
Explore the tasks we most often automate for small businesses in Hong Kong, our plans and how we work together. If you have questions, send us a message on WhatsApp.
01Does this sound familiar?
Does this sound familiar?
Payment collection
An invoice is overdue, so you have to chase each payment by phone or WhatsApp.
Customer enquiries
You answer the same questions about opening hours, prices and availability dozens of times a day.
Bookkeeping
Receipts pile up until the end of the month, when you copy them into Excel one by one.
02Three popular packages
Three popular packages
Payment package
Automated invoicing + overdue payment reminders
For any business that issues invoices and collects payments.
Sales package
Form-to-quotation automation + quotation follow‑ups
For renovation, repairs, design, printing, events and B2B services.
Customer support package
Automated WhatsApp support + bookings and reminders
For clinics, beauty businesses, tutoring, retail and hospitality.
Other services include receipt capture, email organisation, social publishing, stock alerts and CV screening. These can be set up individually or added to a package.
03Demonstration
Demonstration
Select a plan scope to suit your needs.
Generate a scope summary for review.
Pricing is quoted separately based on workflow count and complexity.
Start with common questions about services and plans.
Hand over questions outside the reply scope to a person.
This screen illustrates the conversation flow.
04Plan scope
Plan scope
| Plan | Scope |
|---|---|
| Advanced | Four or more workflows, or integration with accounting software, point-of-sale systems or internal systems |
| Standard | Two to three connected workflows |
| Starter | One workflow |
- Pricing is based on the number and complexity of workflows. A quotation is provided after the free consultation.
- Monthly maintenance is optional and includes maintenance, fixes and AI usage, subject to a fair-use limit. Without monthly maintenance, setup is still covered by a 30-day warranty.
- Remote setup is included in the setup fee. On-site service can also be arranged.
- Platform and WhatsApp messaging fees are paid directly under your company’s accounts, with no markup from us.
05How we work
How we work
- 01
Free consultation · 15 minutes
We learn which tasks take up most of your day.
- 02
Demonstration
We demonstrate a workflow based on your situation.
- 03
Setup
Accounts are opened in your company's name. We configure and test the workflows, then run a trial with your real data.
- 04
Handover & maintenance
We show you and your staff how to use the workflows. Setup includes a 30-day warranty, with ongoing support provided under your chosen maintenance arrangement.
Our guarantee: not satisfied in the first month? No monthly fee.
Conditions: available only to customers who choose monthly maintenance. Applies only to the first month’s maintenance fee; setup fees are non-refundable. “Not satisfied” means the workflows do not operate as agreed. Customers must provide the information needed. Available once per company.
06Data & accounts
Data & accounts
All accounts are opened in your company's name, and your data belongs to you. You can retain both if our work together ends.
We assist with setup and maintenance in an administrator role only.
We handle customer data in accordance with Hong Kong's Personal Data (Privacy) Ordinance.
Data handling
Your data is stored in accounts held in your company’s name, such as your Google Sheets, email and chosen platforms. It is not copied to our servers.
Text that requires AI processing, such as customer enquiries, is processed by the AI service you select. The default service’s servers are located in mainland China. If you do not want your data to leave Hong Kong, alternative services are available; details will be explained during the consultation.
We do not use your data to train AI, and we process it only to provide the service. Data terms for AI services are governed by the terms of the AI company you select. Sample data used during setup is deleted when setup is complete.
When our work together ends, we remove our access permissions.
07Frequently asked questions
Frequently asked questions
Is an on-site visit needed?
No. Setup, training and maintenance can all be completed remotely; you only need to share your screen during a video call. An on-site visit can also be arranged if needed.
Can I use this without technical knowledge?
Yes. We handle the setup. You continue using WhatsApp, Excel and email as usual.
Do I need to change systems?
No. We connect the workflows to your existing tools.
How soon can I start using it?
Usually one to two weeks. If you use the official WhatsApp Business API, Meta must first review your business information.
What happens if something goes wrong?
For customers with monthly maintenance, we handle workflow errors and fixes. Customers without monthly maintenance still receive a 30-day warranty after setup.
Can I start with just one task?
Yes. You can start with a single workflow.