Ormond, Melbourne · Australia-wide
Private Claude or ChatGPT integration so your reception, bookkeeper and ops manager get answers from your own data, in the AI app they already use. Internal only. Built right, hosted by us.
We connect the AI app your team already uses to your CRM, calendar, accounting and inbox. They ask questions in plain English. The AI answers from your real data, in real time.
“Who hasn’t confirmed for tomorrow? Send them an SMS reminder, friendly tone, mention parking is free out front.”
AI pulls tomorrow’s diary, identifies the unconfirmed patients, drafts the SMS in your practice voice, sends after reception taps approve. Two minutes of work instead of 20.
“What did we spend with Henry Schein last quarter? Pull the invoices and summarise for the BAS.”
AI queries Xero, returns the total, breaks it down by month, and drafts the journal note in the format the bookkeeper uses. No CSV exports, no pivot tables, no spreadsheet juggling.
“Which patients haven’t been in for 18 months and still have private health? Draft the recall email.”
AI cross-references the practice management system with the recall rules you set, drafts a personalised email per patient referencing their last treatment, and queues them for your sign-off.
We map your existing stack: CRM, calendar, accounting, comms. We work out which questions your team asks most and what data the AI needs access to. Fixed fee, no commitment beyond.
We build the integration between your systems and Claude or ChatGPT (whichever your team prefers). All data stays in Australian regions where the source systems already live. No data goes to anyone outside your business.
One session with your team showing the questions that work best. From then on, ongoing monitoring and prompt refinement from us. Your team learns more questions as they go.
This is not a customer-facing chatbot. Strangers cannot talk to your data through this integration. It is internal only.
This is not a replacement for your CRM or your accounting system. Those systems stay. The AI becomes a faster way for your team to ask them questions.
This is not a feature you have to learn a new app for. Your team uses the Claude or ChatGPT app they may already have on their phone. The integration is invisible from their side.
Free 20-minute call. We tell you whether this fits your business or not, no obligation, no pitch deck.
$1,500 to $3,000 once-off, depending on the number of systems connected. Fixed fee, quoted upfront after the audit, payable on go-live.
$200 to $500 monthly. Hosting, monitoring, security updates, and prompt refinements as your team learns what to ask. Cancel anytime, written 30 days notice.
Already on our managed-service tier? AI integration is included in the higher tier from $3,000 monthly.
Most of your staff already open Claude or ChatGPT on their phone every week. They use it for personal questions, recipes, homework help. Right now those apps know nothing about your business, so they can’t help with the work that takes the most time.
Connecting them costs less than one casual staff member per month and the productivity gain is immediate. Reception minutes saved per day. Bookkeeper hours saved per week. Owner decisions made on real data instead of gut feel.
And in twelve to twenty-four months, when customers expect to book your service by asking their AI assistant directly, the rails are already laid.
Tell us what your team asks the same questions about every week. We’ll tell you which of those would map cleanly to an AI integration and what it would cost. If it doesn’t fit, we’ll say so.
We ring back within 4 business hours.
Or just dial 0401 156 266 · email hello@agentsform.ai