Opteris AI is managed workflow automation: deployed and customized for your business, then run and maintained by us. One place to ask, persistent memory, workflows that run on their own schedule, and approval before anything consequential happens. Runs on infrastructure you own.
Most AI tools start from zero every conversation. This one holds the business, and what it holds compounds.
Calls, quotes, decisions, and messages you route to it land in the system as they happen.
Facts are filed against customers, jobs, and commitments, not stored as loose notes.
Ask from your phone and it answers from the record. What was quoted, what was promised, what changed.
Every week it holds more of the business, so answers, drafts, and briefs keep getting sharper.
Every workflow lives in one of three tiers. You decide which, and you can move any workflow between them at any time.
Actions the system is not allowed to take at all. Defined by you at setup and enforced in code.
Prepared and held for your approval. Anything that leaves your walls or touches money waits for a yes.
Runs without asking. Reserved for work that is routine and reversible: filing, matching, drafting, reminders.
Autonomy is earned, not switched on. Every deployment starts with almost everything in Proposed. As the system proves itself on your real work, you move workflows to Automatic one at a time, on your own judgment. Day one is not autonomous, by design.
Your data stays yours, inside your walls.
The system runs on hardware you control, on a private network, not the open internet.
Only devices you have approved can reach it.
Approvals are signed, time-limited tokens. They expire, and they cannot be reused.
Client data is isolated at the database level.
A system you rely on has to tell you when something is wrong, before you find out the hard way.
When a scheduled job does not fire, you are told before you notice.
Unusual spend pauses the workflow automatically until you approve it.
A weekly report of what ran, what failed, and what it cost.
Owner-operated businesses and independent practices where the owner is the bottleneck, and the fastest return comes from a system rather than a project.
Every estimate, every follow-up, every invoice question routes through you, and the business cannot move faster than one person can answer.
For owner-operators →You bill for judgment, and the admin, write-ups, and follow-up are eating the hours you should be billing.
For consultants →Managed workflow automation means the recurring operational work in a business is handled by systems that someone else builds, runs, and maintains. The difference from tools like Zapier or Make is ownership: you are not the one building or fixing it. The workflows run on their own schedule, anything consequential waits for your approval, and the system holds the context so it does not need re-explaining.
No pitch deck. No long intake form. A direct conversation about the recurring work in your business and whether a system should be carrying it.
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