A trained helper for the follow up work your team never has time for.
For small service businesses whose enquiries, questions and small jobs pile up between the tools they already use. The problem it removes: work that needs judgement across several steps, checking a record, deciding what applies, drafting the reply, updating the system, currently waits for a person to have a spare hour, and often never happens.
A person reviews and approves what an agent can say and do before anything goes live. You stay in control of every word.
Code Craft AI Agents by Code Craft Innovations is a custom AI agent service for small businesses, based in Fairfield, New Jersey. An agent is software set up to own one defined job end to end: it reads an enquiry, checks the business’s own information and records, decides within rules the owner sets, and acts across the tools the business already uses, passing anything outside those rules to a person. Part of the AI Solutions range from Code Craft Innovations.
Milo, Intake Agent AI AGENTS WORKSPACEExample
I was in a car accident yesterday and need to speak to someone.
I can take the first details now so an attorney can review them. Were you treated afterwards, and has the other driver’s insurance contacted you?
I went to urgent care this morning. No call from insurance yet.
Thank you, I have recorded that. I can offer a free consultation tomorrow at 11:00 am or Thursday at 3:30 pm.
Tomorrow 11:00 amThursday 3:30 pm
Intake questions askedRecord updatedSummary ready for review
Example conversation. A visitor says: I was in a car accident yesterday and need to speak to someone. Milo, the intake agent, replies: I can take the first details now so an attorney can review them. Were you treated afterwards, and has the other driver’s insurance contacted you? The visitor replies: I went to urgent care this morning. No call from insurance yet. Milo replies: Thank you, I have recorded that. I can offer a free consultation tomorrow at 11:00 am or Thursday at 3:30 pm. The slots shown are tomorrow at 11:00 am, which is picked, and Thursday at 3:30 pm. The status line reads: intake questions asked, record updated, and summary ready for review.
Type a message
Enquiry qualified Routed to the right next step
Follow up draft ready Waiting for your approval
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Code Craft AI AgentsAI AutomationAI ReceptionistGenerative AIBuilt Around Your Business RulesHuman Handover Built In
Code Craft AI AgentsAI AutomationAI ReceptionistGenerative AIBuilt Around Your Business RulesHuman Handover Built In
What It Does
What a Code Craft AI Agent handles
One agent owns one defined job. These are the four parts of that job, set up from your own information and your own rules before the agent meets a single real enquiry.
Answers
Answers repeat questions from approved information
The agent answers from your own approved services, policies and documents. Anything it cannot find there is passed to a person with the question attached, never guessed at.
Qualifies
Qualifies new enquiries before a human spends time on them
It asks your intake questions, checks answers against your criteria, records the result, and routes each enquiry to book, quote or human review.
Prepares
Prepares work for human approval
Follow up drafts, thread summaries and briefs are prepared in full and held for approval. Nothing marked approval only ever leaves without it.
Records
Updates the records it touched
Each job writes back to the CRM: what came in, what the agent did, and what a person still needs to decide.
Use Cases
Use cases by industry
Agents at work across the businesses Code Craft serves, each one set up for the enquiries that setting handles every week.
Law firms (intake)
After hours intake for new matter enquiries, routed conflict aware to the right attorney. No legal advice at any point.
Dental and medical practices (front desk support)
Pre visit questions answered from approved practice information, or sorted into a booked callback with a person.
Real estate (enquiry handling)
Buyer, seller and rental enquiries sorted and qualified, with viewing requests prepared for the broker to confirm.
Home services (estimating support)
Full job details collected up front, so the estimator starts from a complete brief instead of a voicemail.
Professional services (research and drafting)
Background briefs assembled from approved sources, delivered as a draft a person checks before use.
E-commerce support (triage)
Order and delivery questions answered from store policies. Refund and complaint cases go straight to a person.
Local Angle
Built for North Jersey enquiry volume
Code Craft AI Agents are built for North Jersey service businesses that handle a high volume of enquiries every week. The examples on this page are framed on the work those businesses know well: trades managing job enquiries, clinics handling front desk questions, and professional firms sorting intake and follow up.
In Practice
See it in practice: three example agents
Three defined jobs, three different businesses. Read the flow, then read the human points: that is where the limits sit, and the limits are the point.
These are example scenarios based on the enquiries our clients’ customers send every week. They are not client results. Names and businesses are illustrative so you can judge the workflow itself.
Example
Milo, the Intake Agent
Personal injury law firm. After hours and overflow intake for new matter enquiries.
The situation before: new matter enquiries arrive at all hours. The first response waits until morning, and the intake call starts from a name and a phone number.
1
At 9.20 pm a visitor submits the form after a car accident. Milo greets her by the service she selected, then asks the firm’s own intake questions in plain language, one or two at a time: when it happened, whether she was treated, whether the other driver’s insurance has contacted her, and how she prefers to be reached.
2
Milo checks her answers against the firm’s rules: inside the area the firm serves, inside the matter types the firm accepts, and no red flag answers.
3
Milo offers the free consultation slots from the firm’s live calendar and books the one she picks.
4
The full intake summary lands in the firm’s system with her answers in the firm’s own field order, ready for a person to review before the consultation.
Intake questions askedLive calendar checkedSummary filed for review
I was in a car accident yesterday and need to speak to someone.
I can take the first details now so an attorney can review them. Were you treated afterwards, and has the other driver’s insurance contacted you?
The human points: a person reviews every intake summary before the consultation. Two answers always stop the flow and alert the on call person the same night instead of booking: an injury needing urgent care that has not been treated, and any mention of a deadline the firm defines as urgent. Milo never comments on whether she has a case, what it might be worth, or what she should do next legally. Those words are not in its approved material, so the questions route to a person. No legal advice is given at any point, and the enquiry summary is routed in a conflict aware way to the right attorney’s queue.
Example
Ava, the Booking Agent
Dental and med spa practice. Front desk support for consultation questions and booking.
The situation before: the front desk answers the same consultation questions between patients all day, and callers who reach voicemail often leave no message.
1
A visitor on the practice website asks about a whitening consultation. Ava answers from the practice’s approved information: what the consultation covers, how long it runs, and what to bring.
2
When the visitor is ready, Ava checks the live calendar, offers real open slots, and books the one she picks.
3
A confirmation goes out with the practice’s own preparation notes, and a reminder follows before the appointment.
4
If the visitor asks whether a treatment is right for her teeth, Ava does not answer. Ava explains that the clinician covers that in the consultation, offers to book, and flags the question in the booking note so the clinician sees it first.
Answered from approved informationCalendar checked and bookedQuestion flagged for the clinician
What does a whitening consultation cover, and how long does it take?
The consultation covers what the practice includes, how long it runs, and what to bring, all from the practice’s approved information. I can check the live calendar and offer you a real open slot now.
The human points: the practice approves every answer Ava can give before launch, and can retire or rewrite any of them. Medical questions, pain reports and anything about an existing treatment plan are never answered by Ava; they become a callback task for the clinical team with the visitor’s words attached in full. Pre visit questions are sorted into answered, or a booked callback with a person, and insurance and preparation questions follow the same rule.
Example
Theo, the Enquiry Agent
Real estate brokerage. Buyer, seller and rental enquiries sorted and qualified.
The situation before: portal and website enquiries mix buyers, sellers and renters in one inbox, and the first sorting pass eats the morning.
1
An enquiry arrives asking about a listing. Theo identifies which of the three paths it belongs to and asks only that path’s questions.
2
Each path has its own short question set:
For a seller: the property address, rough timing, and whether they want a valuation visit.
For a buyer: the listing or the area, the budget band the enquirer volunteers, and whether they are already working with an agent.
For a renter: the move in window and the documents the brokerage asks for.
3
Theo updates the CRM record with the path, the answers and a status, then prepares a short summary for the broker: who this is, what they want, what is still missing, and the suggested next step. Viewing requests are prepared with property and timing details for the broker to confirm.
Enquiry path identifiedCRM record updatedSummary prepared for the broker
The human points: Theo never values a property, never discusses commission, and never promises a viewing time. Valuation visits and viewings appear in the summary as requests for the broker to confirm, and the broker’s reply to the enquirer is written by the broker.
A chatbot answers a single question and stops. A Code Craft AI Agent from Code Craft Innovations owns a defined job across steps, checks your records, acts in your tools, and hands over with context when it reaches the edge of its rules.
Compare
A chatbot
A Code Craft AI Agent
Scope of work
Answers one question at a time inside a single chat window, then the conversation ends.
Owns one defined job end to end, from the first enquiry through checking, deciding, acting and updating the record.
Use of business records
Works from general information or a fixed set of answers, without checking your live records.
Reads your own approved information and checks your records, such as the calendar and the CRM, before it decides or replies.
Actions it can take
Replies with text. Booking, filing and follow up still wait for a person to do them.
Can offer live slots and book, update the CRM record, prepare drafts for approval, and route each enquiry to book, quote or human review.
What happens when it does not know
Often gives a general answer or a fallback line, and the question can be lost.
Does not guess. It passes the case to a person with the question and the full context attached, every time.
How It Works
How it works for this solution
An agent is only as good as what it works from, what it is allowed to touch, and where a person stays in control. All three are written down before launch.
What it works from
Your source material: services, policies, prices structure and documents, in whatever form they exist today. The intake questions and qualification criteria agreed with you. The records the job touches, including your calendar and your CRM, so decisions use current facts instead of stale copies.
The tools it touches
Website forms and on site chat entry points. Your calendar for real availability and booking. CRM and record systems for reads and write backs, including Code Craft ERP where your business runs on it, through its REST API and integrations. Your email inbox for thread based jobs, and document stores holding the approved answer material. Connections are made only where the tool allows them, and each connection is listed in the rule book.
Where a person stays in control
You approve the rule book before launch. Drafts you mark approval only are held until a person approves, edits or rejects them. Anything outside the rules, and the urgent cases you define, go to a named person at once. A regular review summary shows what was handled, what was handed over, and what needs a rule change.
What You Get
What you get, and what we need from you
The deliverables are documents and views your team keeps, not a black box. The requirements are the material and decisions only your business can supply.
What the client receives
The agent itself, live on the agreed entry point (website, form follow up, or inbox), working to the written rule set.
The rule book: the approved questions, answers, actions and handoff points in one document the owner owns and can change.
The approved answer library: every fact the agent may state, in one place, versioned.
A conversation and action log: every exchange and every record update, searchable by the team.
A handover inbox view: everything waiting on a person, with the full context attached.
A review rhythm: scheduled summary of handled, handed over and failed items, with rule changes proposed from real cases.
Staff guidance: a one page note for the team on what the agent does, what it never does, and how to take over a conversation.
Requirements from the client
The source material: services, policies, prices structure and documents the agent may answer from, in whatever form they exist today.
The intake questions and qualification criteria, agreed in the Discover session.
Access to the calendar and the CRM or record system the agent must read and update.
A named person who approves the rule book before launch and reviews the summaries after.
The handoff rules: who receives urgent handovers, and through which channel.
What it does not do
An agent does not give professional advice in regulated areas (legal, medical, financial), does not negotiate, and does not invent an answer when the approved material runs out. It hands over, with context, every time.
Process
How delivery works
Four steps take one defined job from a working session to a watched launch, with your sign off built into the middle of the process.
1
Discover
A working session maps the one job the agent will own first: the enquiries as they really arrive, the answers you give today, the records the job touches, and the lines the agent must never cross.
2
Design
The job is written down as rules you read and sign off: the questions it asks, the material it may answer from, the actions it may take, and the exact handoff points where a person takes over.
3
Build and Integrate
The agent is built and connected to your tools: website form or chat entry point, calendar, CRM or record system, and inbox. It is tested against your real past enquiries, with names removed, until its behaviour matches the written rules.
4
Launch and Improve
The agent starts on one job, watched closely. You see a regular summary of what it handled, what it handed over and what it got wrong, and the rules are adjusted from that evidence.
Nothing goes live unapproved
Every answer an agent can give, every message an automation can send, and every rule a receptionist follows is written down and approved by you first. If a case falls outside the approved rules, the system hands it to a person with the full context, every time.
Boundary note: general IT support and systems help sit under IT and Tech Solutions. This page covers AI driven task and workflow work only.
Keep Exploring
Related AI Solutions
An agent is the right start when the job needs judgement across steps. If your job looks different, one of these may fit better.
Workflows
AI Automation
When the job is one fixed path between tools, automation may be the simpler build.
Straight answers, before you book anything. If your question is not here, bring it to the consultation and a person will answer it.
A custom AI agent from Code Craft Innovations is software set up to own one defined job for your business. It reads an enquiry, checks your own information and records, decides within rules you set, and acts across your tools, passing anything outside those rules to a person for review.
Code Craft Innovations builds agents to answer repeat questions from approved information, qualify new enquiries against your criteria, prepare follow up drafts and summaries for approval, and update the records they touch. Each job is defined in advance, so the agent works on the tasks you choose and hands other work to your team.
A chatbot usually answers one question at a time from general information. A Code Craft AI Agent from Code Craft Innovations owns a job across steps: it checks your records, uses your approved material, can book and update systems, and when it does not know, it passes the case to a person instead of guessing.
No. Code Craft Innovations designs agents to handle defined follow up and sorting work so staff can focus on judgement, relationships and decisions. Drafts marked approval only are held for a person, urgent or sensitive cases are handed over with context, and your team can take over any conversation at any point.
Code Craft Innovations learns your business from material you provide and approve: your services, policies, prices structure, documents, intake questions and qualification criteria. That material becomes the approved answer library and rule book. The agent answers only from that set, and anything it cannot find there is passed to a person, never invented.
Yes. With Code Craft Innovations you approve the rule book before launch: the questions the agent asks, the material it may answer from, the actions it may take, and the exact handoff points. You own that document, can change it, and review regular summaries of handled, handed over and failed items after launch.
Start With a Conversation
Tell us where enquiries are getting stuck.
Bring one job you want off your plate: the calls, the follow up, the sorting, the blank page. We will map it honestly and tell you which solution fits, or whether none does yet.
