Week of 2026-11-02 for Smile Dental (sample). Forward this on WhatsApp. Nothing is sent until you approve.
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.
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Smile Dental (sample) · Hyderabad. Key figures are on this page.
Needs approval
Hi Vikram Shah, thank you for coming to Smile Dental (sample). DEMO message — nothing is sent until you approve.
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.
Choose your industry
Choose your business type. AIdentify adjusts its agents and terminology to your industry.
Business details
Set up your business workspace in a few steps. No credit card required.
Business location
Select the business city.
Services
Add the services the business offers.
Customers to reach
Choose the customer groups to reach.
Connect your AI
Connect a supported AI provider with your own API key. Provider charges may apply.
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
Clinics
Manage bookings, enquiries and invoices. AIdentify is for admin—not medical records or advice. Dental clinic · Skin, hair and aesthetic clinic
Coaches and consultants
Keep enquiries, client follow-ups and invoices together. You approve every message. Explore this workspace
Real estate
Organise leads and prepare personal follow-ups. You stay in charge of every conversation. Explore this workspace
Salons, gyms and studios
Keep bookings and customer follow-ups organised. Review reminders before they’re sent. Explore this workspace
Home services
Track enquiries, visits and invoices in one place. Approve messages before they go out. Explore this workspace
Coaching institutes
Organise student enquiries and fee reminders. You choose what gets sent. Explore this workspace
Other businesses
Get a simple workspace for customers, follow-ups and invoices. 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.
Business CRM
Keep contacts, enquiries, visits, tags and activity timelines together. Import or export CSV files.
Approvals Centre
Review, edit, approve or reject outgoing drafts in one place. Nothing is sent until you approve it and connect a channel.
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.