Boatwork Assist — AI Agent Services

Your First Virtual
Team Member

It's not a chatbot. It's the first member of your team who never clocks out.

Boatwork AssistToday
Morning, Mike. 3 accounts haven't booked spring service yet. Want me to reach out?
Yeah, start with the Hatteras owners
Done. Sent personalized emails to 12 Hatteras accounts. I'll follow up by text on Thursday if no reply.
Also — Tom Rivera's Cat 53 is due for bottom paint. Want me to send him a reminder?
Do it
iMessage

It's not a people problem. It's a bandwidth problem.

You have the team, the reputation, and the work. The gap is capacity — your sales team is already stretched and the follow-ups fall through the cracks.

Follow-ups forgotten

Reviews never requested

Quotes sitting unanswered

Outreach that doesn't happen

Revenue left on the table

Boatwork Assist handles all of it — not instead of your team, alongside them.

See It in Action

One platform, many use cases. Pick a scenario to see how Boatwork Assist works.

Step 1

Scans Your Pipeline

Your agent connects to your CRM and identifies who to contact, when, and why — based on job history, vessel type, last contact date, and revenue potential.

Pipeline — CRM
CustomerVesselLast ServiceDaysRevenue
Tom RiveraCat 53Oct 2024158$18,400
Sarah TorresHatteras 60Aug 2024214$32,100
Mike RawlingsViking 52Sep 2024186$24,500
James ColeBertram 61Jan 202562$15,200
Linda ParkCabo 44Dec 202484$11,800
3 accounts flagged for re-engagement
Step 2

Writes Like Your Best Rep

Individual emails and texts written for each customer. Not blasts. Outreach that reads like it came from your best salesperson — because we trained it on your voice.

New Message
Subject:Spring maintenance for your Cat 53

Hi Tom,

Hope the winter treated you well. I wanted to reach out because it's been about 5 months since your last service and spring is right around the corner.

Based on your Cat 53's service history, now would be a great time to schedule bottom paint and zincs before the season gets busy.

Want me to hold a slot for you next week?

Best,
Alex — Ben's Boatworks

Personalized for each customer — not a template
Step 3

Executes on Schedule

Sends on schedule, monitors opens and replies, logs every touchpoint, and follows up automatically when people don't respond.

Campaign — Spring Re-Engagement
Day 1Email sent12 recipients
Day 38 opened2 replied
Day 4Text follow-up10 non-responders
Day 74 more replies1 job booked
67%Open rate
5Replies
1Booking
Step 4

Gets Smarter Every Campaign

Every campaign makes the next one better. Open rates, response patterns, best send times — it figures it out and optimizes automatically.

Campaign 1
42%Open rate
12%Reply rate
Campaign 4
68%Open rate
23%Reply rate

Sample Playbook: Spring Re-Engagement

Agent Persona: Alex
CompanyBen's Boatworks
VoiceProfessional, knowledgeable, no high-pressure tactics
TargetOEM accounts, 180+ days inactive, sorted by LTV
Day 1Email

Check in on exhaust spec requirements for upcoming build season projects.

Day 4Text

Quick follow-up — offer to connect with procurement team.

Day 10Email

Final touch — leave the door open for spec consultations.

Stops on any reply. Flags engaged accounts for your sales team.

Boatwork Assist Pricing

Month-to-month. No long-term contracts.

Starter

$1,500/mo

One-time $1,000 setup fee

  • 1 dedicated AI agent reachable via iMessage and email
  • $200/mo in AI processing credit included
  • Native integration with Boatwork API
  • Dedicated agent compute
  • Persona & playbook development
  • Monthly usage report
  • Basic support
  • Custom integrations available as add-on

Setup includes

Email and iMessage configuration

2hr Boatwork Agent School for your team

Persona and Playbook Development Session

Agent Rules Development

Basic security policy implementation

2hr Boatwork Agent School

$1,000 one-time setup fee. Month-to-month. No contracts.

You'll always know what you're paying for.

Frontier AI, automatically routed

Powered by Claude, GPT, and Grok — automatically routed to the best model for each task.

Generous credit, built in

Your plan includes a monthly API credit that covers most use cases. No surprises.

Monthly usage reports

Monthly reports show exactly what your agent did and what it cost.

You pay for results

No charges for failed calls, retries, or system overhead. You pay for results.

FAQ

What is Boatwork Assist?

A dedicated AI agent powered by Claude, GPT, and Grok — automatically routed to the best model for each task. It handles outbound outreach, follow-ups, review requests, and more via iMessage and email.

How is this different from a chatbot?

Chatbots respond when someone reaches out. Boatwork Assist proactively works your pipeline — identifying who to contact, writing personalized outreach, and learning from every interaction.

What does setup look like?

We configure email and iMessage, run Agent School with your team, develop your agent's persona and playbooks, and implement security policies. Hands-on and tailored to your business.

Can I add more agents?

Starter includes one agent, Pro supports up to three. Additional agents beyond your plan are available — contact us.

What's included in the API credit?

$200 (Starter) or $500 (Pro) monthly credit covers your agent analyzing CRM data, writing outreach, processing replies, and more. Most clients stay well under their limit.

What if I exceed my credit?

Overages are billed at cost plus a small margin (25% Starter, 20% Pro). We flag it proactively — no surprises.

Can I see usage details?

Yes. Monthly reports show total API calls, cost by provider, and per-agent breakdowns.

What campaigns can it run?

Re-engagement, post-job follow-ups, review requests, invoice reminders, seasonal outreach, inventory restocking — all personalized per customer from your CRM data.

How do I communicate with my agent?

However you want. Boatwork Assist supports iMessage, Slack, WhatsApp, Telegram, Discord, Microsoft Teams, Google Chat, and more. Talk to your agent from the same apps you already use — no new software to learn.

Can I name my agent?

Absolutely. You choose the name, personality, and tone during setup. Want a professional "Alex" or a casual "Skipper"? It's your call. Each agent gets a fully customized persona tailored to your business.

What AI models does it use?

Boatwork Assist is model-agnostic. It routes tasks to the best model automatically — Claude, GPT, Grok, Mistral, and more. The right model is selected for each task based on complexity, speed, and cost. You're always on the frontier.

Is there a contract?

Month-to-month. Cancel anytime.

The things that fall through the cracks — don't anymore.

Plans start at $1,500/mo. Month-to-month. No contracts.

Boatwork AssistToday
Sarah Torres just booked spring bottom paint for her Hatteras 60. Invoice sent.
Nice. Send her a review request after the job
Done. Review request queued for 24hrs after job completion.
iMessage