Bit Rage's customer-facing AI agents do real work — answering phones, qualifying leads, generating quotes, and the bookkeeping / tax-prep solo-specific work that creates outsized value. The agents work for you. You always have final approval.
UNIVERSAL · 1
AI Receptionist
Answers calls 24/7 in your brand voice. Books service visits. Handles FAQ. Routes urgent calls to you.
UNIVERSAL · 2
AI Lead Qualifier
Scores every inbound lead. Surfaces top opportunities each morning. Helps you focus on highest-value prospects.
UNIVERSAL · 3
AI Quote Drafter
Generates branded quotes within hours of inquiry. You review and approve with one click.
UNIVERSAL · 4
AI Scheduler
Manages your calendar. Books recurring services. Handles rescheduling. Sends confirmations + reminders.
UNIVERSAL · 5
AI Customer Success
Review requests, follow-ups, retention sequences, win-back. Keeps your customers coming back.
UNIVERSAL · 6
AI SEO & Local Search Manager
Google Business Profile optimization, weekly GMB posts, local citation building (HomeStars, TrustedPros, BBB, Yelp), keyword tracking, monthly SEO score, Schema markup, blog topic suggestions.
UNIVERSAL · 7
AI Social Media Manager
Daily posts on Instagram, TikTok, Facebook (3-5/day). Brand voice consistency. Hashtag optimization per platform. Story/Reel scheduling. DM triage — escalates real leads to AI Receptionist.
VERTICAL · 8
AI Client Onboarding & Document Collection Agent
14-day onboarding workflow. Engagement letter + RC59 generation. Software access provisioning. Hubdoc/Dext setup. Historical reconciliation scoping. Reduces onboarding time 8-15 hr → 30-60 min per client.
VERTICAL · 9
AI Bookkeeping Workflow Agent
Auto-categorization of transactions (80%+ correct on routine). Bank/credit card reconciliation. AR/AP aging. Anomaly detection. Industry-specific account templates. Client-specific learning.
VERTICAL · 10
AI Tax Prep Compliance Agent
All-client deadline tracking (GST, T1, T2, T-slips, instalments, payroll, provincial PST, WCB). 14/7/2-day pre-deadline alerts. Audit-risk flagging. Scope-of-practice boundary enforcement (refers to CPA when needed).
VERTICAL · 11
AI Client Communication & Education Agent
Monthly report generation + delivery. Industry-specific insights. New regulatory change alerts. Year-end checklist. CRA notice forwarding with plain-language explanation. Bit Rage cross-pack referral identification.