The product
One system, not fifteen separate tools.
BOSS starts from something simple: if your company is well described in one place, everything else can build on it. The website, the answers, the quotes and the follow-up stop depending on anyone's memory.
The Company Dossier is the centre
The first thing BOSS does is understand your company. From your website, your documents and a guided conversation, it builds the Company Dossier: what you sell, to whom, how you work, what terms you offer, what you say and what you don't.
That dossier isn't a document that gets filed away. It's the foundation every other piece uses: the website speaks with those words, proposals use those terms, and the agent answers with those criteria.
When something changes in your company, you change it in one place and everything else finds out. Changes that affect what your customers see may require approval before publishing.
The capabilities
Each piece is switched on when it solves a real problem for your company. Anything not yet available is clearly marked as such.
Company
The Company Dossier: what you sell, to whom, how you work and in what words. It's the foundation for everything else.
- Built from your website, your documents and a guided conversation
- Services, terms, reference pricing and way of working
- Your tone and your messaging, so everything sounds like your company
- Update it in one place and the rest of the system finds out
Web
A website built from the dossier and designed to bring in work: services, capture, blog and an agent that greets every visitor.
- Generated from what the system already knows about your company
- Optimised for search engines, mobile and AI answers
- Services and packages published with real information
- Every interested visit flows straight into your sales pipeline
Sales · CRM
Everyone who raises a hand gets logged, with their history and next step. No relying on anyone's memory.
- Enquiries from the website and email create the record automatically
- Opportunities with status, value and next action
- Alerts when something has been sitting idle too long
- A full history of every conversation with every customer
Bookings
Online or in-person appointments and bookings, using your real availability, with reminders and fewer no-shows.
- The customer picks a day and time from your real availability
- In-person or online services, each with its own duration and terms
- Automatic confirmations and reminders
- Every booking is linked to the customer's record
Payments
Getting paid the moment the customer decides, within the same journey, with no switching to another tool.
- Payment or deposit at booking, whenever your business needs it
- Payment for services and packages published on the website
- Payment status visible alongside the customer and the opportunity
- Invoice sent automatically after payment
Documents
Proposals, quotes and documents generated with company context, from versioned templates.
- Versioned templates, not improvised documents
- Terms and reference pricing always consistent
- Every document is stored alongside the customer
- Review and approval before sending, if you want it
The inbox stops being a black hole. BOSS understands what comes in and prepares the reply with the customer's context.
- Reads incoming mail and classifies it by subject
- Prepared replies with the customer's history in front of you
- Incoming messages create or update the matching opportunity
- You approve before sending, for as long as you want to keep it that way
AI sales agent
Greets everyone who reaches your website using your company's approved information and moves them to the next step.
- Answers at any hour, in the visitor's language
- Only uses approved information and cites its source
- Captures the case and creates the opportunity in the CRM
- Suggests booking, requesting a quote or talking to a person
Internal AI assistant
AI built into your processes, not a separate chat window. Ask it by typing or speaking.
- Looks up what the company knows and decides, with sources
- Prepares replies, documents and follow-ups
- Only sees and does what you authorise
- Four autonomy levels, from watching to acting on rules
Software should adapt to your company, not the other way round
Most products force every company to work the same way. IBANSI configures BOSS and, where needed, builds custom functionality around the processes that create value for you.
- Workflows specific to how you operate
- Information and fields specific to your industry
- Business rules and validations
- Document generation from your templates
- Automations across areas of the system
- Integrations with the services you already use
- Dashboards built around your decisions
Trust before magic
AI that makes things up in your company's name is a problem, not a help. BOSS is built so you can check everything.
Every answer says where it came from
The agent cites the document, page or specific data point it relies on, so you can verify it in one click.
It only sees what you authorise
You decide which information and actions it can access. Anything you don't authorise doesn't exist for the system.
Nothing goes out without permission, unless you want it to
Outgoing messages can require your approval always, or only in the cases you define. You choose the level, and you can change it.
Proposals come from your templates
Documents are generated from versioned templates, not improvised. What your company signs is always what your company says.
AI spend has a ceiling
You see credit consumption and can set a monthly cap on extra spend. No surprises at the end of the month.
What BOSS isn't
Knowing what you won't find here matters as much as knowing what you will.
- It's not a chatbot bolted onto your existing tools.
- It's not a feature list to compare in a table.
- It doesn't promise sales results: it organises the work so you can get them.
- It doesn't replace your team; it takes the repetitive work off their plate.
- It doesn't replace every specialised app: it removes the fragmentation that adds nothing.
See it with your own company in front of you
The best way to understand BOSS is with your own data. In the demo, we work on your business, not a generic example.