Serviche
Sergio is an AI-powered back-office platform for residential cleaning companies that lets virtual assistants safely use AI agents like ChatGPT and Claude to manage bookings, draft quotes, and handle customer communications. The platform centralizes emails, texts, and client notes in one workspace, with AI drafting replies for staff review before sending. It includes custom preference tracking, such as no-bleach instructions for specific homes, to ensure service compliance.
- Artificial Intelligence
- AI Agents
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Residential cleaning companies often rely on virtual assistants to handle customer communications, bookings, and follow-ups, but giving these staff members direct access to AI tools creates risks around data safety, accuracy, and brand consistency. Without guardrails, AI agents may send incorrect information, miss client preferences, or expose sensitive customer data, while manual oversight of every message defeats the purpose of automation.
Solution
Sergio provides a secure, AI-powered workspace where cleaning companies and their virtual assistants can interact with AI agents like ChatGPT and Claude without compromising customer data. The platform centralizes emails, texts, and client notes in one interface, allowing staff to ask questions about customers, bookings, and follow-ups, or have Sergio prepare next steps for review. AI drafts replies, quotes, and reminders that staff can approve before sending, ensuring accuracy and brand voice. The system also tracks client preferences—such as no bleach on wood floors—and applies them to service notes and communications automatically.
Target Audience
Primary customers are residential cleaning companies that employ virtual assistants and need a safe, controlled way to leverage AI for customer communications, scheduling, and follow-up workflows.
Features
- Unified inbox that consolidates email, SMS, and client notes in a single workspace with client and job matching
- AI agent integration with ChatGPT, Claude, and other models for querying customer data, drafting quotes, and preparing follow-ups
- Human-in-the-loop approval workflow where AI drafts replies and staff review before sending
- Client preference tracking, including service-specific instructions like no-bleach reminders, applied to notes and communications
- Automated follow-up identification, including winback campaigns for clients who haven't booked in over 60 days
- Gmail integration with read and send permissions only, with no access to Drive, Calendar, or Contacts
- Data processing through AI providers under no-training terms, with infrastructure hosted on Cloudflare and Supabase