Frequently asked questions

Over To AI is an AI workforce platform for small service businesses. It brings specialised AI employees, customer records, business knowledge, approvals and connected services into one shared workspace.

It is being built for growing service businesses that spend too much time on enquiries, bookings, quotes, invoices and inbox administration. The current workflows are especially practical for owner-managed and field-service businesses.

Create a workspace, add your business details and approved knowledge, then connect the services you want to use. You can begin with one employee and add more workflows as your business needs them.

Over To AI is currently in active testing. Nandi, Theo and Jason are available in the workspace, while additional employees and subscription plans are still being developed.

Nandi is a receptionist. She can answer customer enquiries, recognise known customers, capture new work, check availability, prepare booking requests and keep follow-ups moving across supported customer channels.

Theo prepares structured quotes and invoices from customer details, job scope and your approved pricing knowledge. Important documents remain available for staff review before delivery.

Jason is an active Inbox Manager. With Gmail connected, he can search and explain mailbox messages, filter routine mail, organise customer conversations and route relevant work to Nandi or Theo.

Yes. They share the same workspace context and can hand a job between specialists. For example, Nandi can send a quote request to Theo, and Theo can return the completed work to Nandi so the customer conversation continues in the channel where it started.

No. They are designed to handle repetitive coordination and preparation while your team keeps control of important decisions, customer relationships and work performed on site.

Approval rules depend on the action. Routine customer conversation can continue automatically where you allow it, while higher-impact actions such as formal quotes, invoices, new bookings and booking amendments are kept behind staff review.

Over To AI keeps the originating channel with the job. A customer who starts on WhatsApp should receive the primary reply or document there; email can be used as a backup when appropriate.

Yes. The dashboard, assistant workspaces and Action centre show recent work, approvals, hand-offs and exceptions. Related activity is grouped around the customer job so staff can understand what happened without reconstructing the conversation.

The current workspace supports Google Calendar, Gmail, WhatsApp and a private customer web chat. Microsoft Outlook support is planned for a later phase.

When a workspace Gmail account is connected, supported customer email is sent from that business mailbox and replies return there. A platform sender may be used only as a fallback when a business mailbox is not connected.

Workspace access is authenticated and organisation data is separated. Integration credentials and supported stored uploads are encrypted, sensitive actions are audited, and connected services can be disconnected. More detail is available in the Privacy Policy.

Yes. Over To AI is being developed in South Africa with local service-business workflows, VAT-aware documents and South African business practices in mind.

Straightforward subscription plans are being shaped around the employees and usage a small business actually needs. Final plans and billing are not yet live.

Email support@overtoai.com for product, setup, privacy or account assistance.