AIdentify
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AI Agents for Growing Businesses

Run Your Business Smarter. Let AI Handle the Repetitive Work.

AIdentify brings enquiries, follow-ups, payments and everyday tasks into one platform. AI agents help prepare the work, while you stay in control of what happens next.

No credit card required. You approve every outgoing message.

Workspace · ChiefSample clinic

The problem

Growing a Business Is Hard When Everything Depends on You.

Small business owners spend too much time managing repetitive tasks instead of focusing on customers and growth.

Missed Enquiries

Potential customers contact your business, but responses get delayed when you are busy.

Forgotten Follow-ups

Interested customers lose interest when nobody follows up at the right time.

Unpaid Invoices

Payment reminders get delayed because there are other important tasks to manage.

Scattered Business Information

Customer details, conversations, enquiries and payments are difficult to track when information is spread across different places.

Limited Time to Grow

You spend more time managing daily operations and less time building your business.

The solution

Meet Your AI Business Team.

AIdentify brings AI agents into one platform to help organise everyday business work and prepare tasks faster. The draft is ready; the send is still yours.

One Team, Six Jobs

Lead capture, follow-up, onboarding, content, client reporting and invoicing.

Records in One Place

Keep contacts, companies, enquiries and invoices together in your AIdentify workspace.

Chief Answers from Your Records

Connect your AI key and ask Chief about enquiries, drafts and unpaid invoices. Saved chats stay in the sidebar.

Front Desk

New enquiries and appointment requests in one place. You choose which new contacts to accept.

Social Media

Festival and seasonal posts are drafted for you, and a post only shows as published once it's actually live.

Billing & Invoicing

Invoices in rupees with Razorpay and UPI. A payment shows as paid only once it's actually paid.

The advantage

More Time for Customers. Less Time on Repetitive Work.

Respond to Enquiries Faster

Keep customer enquiries organised and prepare replies without starting from scratch every time.

Stay Connected with Customers

Identify customers who need attention and prepare timely follow-up messages.

Keep Payments on Track

Manage invoices, monitor pending payments and prepare payment reminders.

Maintain Complete Control

Review, edit, approve or reject every outgoing draft before it is sent.

How it works

Tell us the business. Chief drafts. You approve.

1. Tell us the business

Name, city, what you sell, and who you want to reach. Digital marketing is the first industry.

2. Chief drafts the work

Follow-ups, festival posts and invoices are prepared from the records you already keep.

3. You approve

Nothing is sent or published until you approve it.

Get Started in Seven Simple Steps.

1

Choose your industry

Choose your business type. AIdentify adjusts its agents and terminology to your industry.

2

Business details

Set up your business workspace in a few steps. No credit card required.

3

Business location

Select the business city.

4

Services

Add the services the business offers.

5

Customers to reach

Choose the customer groups to reach.

6

Connect your AI

Connect a supported AI provider with your own API key. Provider charges may apply.

7

Review and create

Edit, approve or reject drafts before they are sent through a connected channel.

A quick look

See How Setup Works

Seven steps to your AI team.

Who it’s for

Built for Small Businesses Across Different Industries.

One product. The words match the work. Each industry pack changes the labels and sample rows while the workspace and approval process stay familiar.

Digital marketing agencies

Keep leads, retainers, reports and invoices in one desk. You approve every message. Explore this workspace

Use cases

Everyday Business Tasks, Made Easier.

Respond to New Enquiries Faster

Keep new customer enquiries organised and prepare replies quickly.

Follow Up with Customers

Identify customers who need attention and prepare individual follow-up messages.

Manage Pending Payments

Track invoices, update payment status and prepare payment reminders.

Get Business Reports

Prepare reports using your business records, follow-ups and payment information.

Create Marketing Content

Prepare social media content for review and approval before publishing.

Simplify Customer Onboarding

Prepare onboarding messages and checklists for new customers.

Features

Everything Your Business Needs to Stay Organised.

Chief – Your AI Business Assistant

Ask about your business records, enquiries, pending tasks and payments. Chief can answer based on the information in your workspace.

HomeSample clinic
Home dashboard for Smile Dental, a sample dental clinic, with money recovered, open enquiries, drafts that need approval, payments due and revenue.

Business CRM

Keep contacts, enquiries, visits, tags and activity timelines together. Import or export CSV files.

Front DeskEnquiries
Front Desk screen of the sample clinic listing enquiries and contacts.

Approvals Centre

Review, edit, approve or reject outgoing drafts in one place. Nothing is sent until you approve it and connect a channel.

ApprovalsDrafts waiting
Approvals inbox with a weekly summary and review requests, each with Approve and Edit.

Invoice Management

Create invoices, update payment status and prepare reminders.

Follow-up Management

Find customers who need attention and prepare follow-up messages.

Social Media Content

Prepare posts for your review before publishing through a connected channel.

Business Reports

Get summaries of enquiries, follow-ups, pipeline information and payments.

Trust and privacy

Your Business. Your Data. Your Control.

Bring Your Own AI Key

Connect a supported AI provider with your own API key. Provider usage may incur charges.

Your Own Business Workspace

Your customer records stay in your AIdentify workspace and are not automatically synced to an external CRM. CSV export is available.

Privacy and Transparency

Review the privacy, terms and data deletion information to understand how workspace data is handled.

Approval Before Sending

AI prepares the draft. You decide what gets sent.

Trust

You approve everything.

Chief can prepare a WhatsApp note, a festival post or an invoice. The send still waits. Accept or decline an unknown number without storing the message. A failed publish is quoted back to you, with the next step.

Front Desk

Enquiries and bookings, including an Accept or Decline for a number you do not know.

Social Media

Festival posts are drafted when they are due. They publish only after the network returns the live link.

Billing

Invoices stay in rupees. Pay happens inside Razorpay, including UPI, and only after you start it.

What changes

Less chasing. The same control.

One queue

Drafts, posts and payment reminders wait in Approvals instead of five different apps.

One record

The person, the visit and the invoice sit on the same account. Another customer cannot read them.

Your approval first

Nothing goes out until you approve it, so you stay in control of every message.

Questions

Frequently Asked Questions

What is AIdentify?

AIdentify brings AI agents, customer records, follow-ups, invoices and approvals together in one workspace.

Do I need technical knowledge?

No. Create an account and choose your industry. To use AI agents, connect a supported provider with your own API key.

Do I need my own AI API key?

You can connect a supported AI provider with your own key. Your provider bills usage on your key.

Will AI send messages automatically?

No. Outgoing drafts wait for your review and approval. Sending also requires a connected channel.

Can I use AIdentify for my industry?

Industry packs are available for clinics, coaches and consultants, real estate, salons and studios, home services, coaching institutes and other businesses. Clinic tools are for administration, not medical records or advice.

Can I manage all my customers in one place?

Yes. Organise customer records, enquiries, follow-ups and invoices in your AIdentify workspace. CSV export is available.

Does AIdentify connect with Salesforce or HubSpot?

Customer records stay in AIdentify and are not automatically synced with Salesforce, HubSpot or another external CRM.

Is there a free account?

You can create an account without a credit card. AI usage requires your own provider key, and your provider may charge for usage.

Ready to spend less time on repetitive work?

Bring your everyday business tasks together and let your AI team help prepare the next step. You stay in control.