Last reviewed 2026-09-03

Which AI models each system uses, and how they're trained

Most agencies will not tell you what is inside the box. Here is ours: six model classes, a documented role for each, a per-system breakdown of how a request flows through them, and the honest answer to the training question — we ground and guardrail models rather than fine-tune them.

Model names below describe the class and capability tier we deploy, not a fixed contractual version. Models rotate as better ones ship; the evaluation rules that govern when we rotate do not.

The building blocks

Six model classes, one job each

No system runs on a single model. Each one is a composition of these six layers, chosen so that latency, cost, and consequence are matched to the task.

Fast general LLM

0.4–2s

Drafting, classification, qualification, and short-form replies where a response has to land in under two seconds.

Typical models: Gemini 2.5 Flash class

Most revenue-critical steps — qualify a lead, write a text-back, tag an inbound — are short, well-specified tasks. A fast model with a tight prompt beats a slow model with a vague one, and the cost per action stays low enough to run on every inbound.

Reasoning LLM

3–20s

Multi-step work: proposal drafting, objection handling, long-context summarisation, and anything where a wrong answer is expensive.

Typical models: Gemini 2.5 Pro / GPT-5 class

Used only where the extra thinking pays for itself. A quote follow-up that reasons about the job scope converts better than a template; a missed-call text does not need to reason at all.

Embedding model

<200ms

Turning your documents, past jobs, price lists, and won deals into vectors so the system can retrieve the right context before it writes.

Typical models: Text embedding models, 768–3072 dimensions

This is what stops the AI inventing your prices. Retrieval grounds each response in your own approved material rather than the model's memory of the internet.

Speech-to-text

~300ms streaming

Transcribing inbound calls and voicemails in real time so a voice agent can act on what was actually said.

Typical models: Whisper-class streaming ASR

Trade accuracy against latency deliberately: a live voice agent needs streaming partial transcripts, while an after-hours voicemail can use the slower, more accurate batch pass.

Text-to-speech

~200ms to first audio

Speaking the agent's side of a phone call in a consistent, named voice.

Typical models: Neural TTS with cloned or stock voices

Time-to-first-audio matters more than raw fidelity on the phone. Silence over 800ms reads as a dropped call and callers hang up.

Deterministic rules & scoring

<10ms

Business logic that must never vary: budget thresholds, service areas, compliance blocks, routing, and escalation.

Typical models: Plain code, no model

Anything with a legal, financial, or safety consequence is coded, not prompted. A model decides how to phrase it; code decides whether it is allowed to happen.

Models by industry

Which model class carries the load, per industry

The same six classes are weighted very differently depending on how your customers reach you. Phone-first trades lean on the voice stack; content-led practices lean on retrieval and reasoning. Three dots means that class is the workhorse for that industry.

AI model class load by industry, scored from not used to primary workhorse, with the highest-leverage system for each industry.
IndustryFast general LLMReasoning LLMEmbedding modelSpeech-to-textText-to-speechDeterministic rules & scoringHighest-leverage system
Real Estate AgentsSpeed-to-lead dominates, so the fast model carries inbound while retrieval keeps listing facts accurate.Primary workhorseModeratePrimary workhorseLightLightModerateAI Lead Generation System
ContractorsQuote follow-up needs reasoning over job scope; dispatch and service-area logic stays in code.Primary workhorseModerateModerateModerateModeratePrimary workhorseAI Quote Follow-up
PlumbersEmergency work is phone-first, so voice models carry the load and safety keywords bypass the model entirely.Primary workhorseLightLightPrimary workhorsePrimary workhorsePrimary workhorseAI Missed-Call Text-Back
Coaches & ConsultantsAuthority content and nurture sequences reward the reasoning model and heavy retrieval over your own material.ModeratePrimary workhorsePrimary workhorseLightNot usedLightAI Content Engine
Airbnb HostsHigh-volume, low-variance guest messaging: fast model plus strict rules around check-in and access codes.Primary workhorseLightModerateNot usedNot usedPrimary workhorseAI Automation System
DentistsScheduling and recall drive value; clinical questions are hard-blocked and routed to staff.Primary workhorseLightModerateModerateModeratePrimary workhorseAI Appointment Setter
ChiropractorsSame shape as dental: booking and no-show recovery, with clinical advice out of scope by rule.Primary workhorseLightModerateModerateModeratePrimary workhorseAI Appointment Setter
HVACSeasonal call spikes make the voice stack the highest-leverage layer; maintenance plans use retrieval.Primary workhorseModerateModeratePrimary workhorsePrimary workhorsePrimary workhorseAI Receptionist
RoofersLong sales cycles and large tickets justify the reasoning model on every follow-up.Primary workhorsePrimary workhorseModerateModerateLightModerateAI Quote Follow-up
RestaurantsPhone orders and reviews dominate; negative reviews always route to a human before posting.Primary workhorseLightLightPrimary workhorsePrimary workhorseModerateAI Review Responder

Weightings reflect where the work actually lands in our builds for each sector. They are starting points for scoping, not guarantees — the mix is confirmed against your own call, form, and CRM volumes during onboarding. See methodology and metric definitions for how we model the numbers around them.

System by system

The model stack behind every system

AI Lead Generation System

Primary: Fast general LLM

How a request flows

  1. 1.Inbound lead hits the form, ad, or listing and is normalised into a single record.
  2. 2.Deterministic rules check service area, budget floor, and job type before any model runs.
  3. 3.Retrieval pulls your closest past jobs and current pricing into context.
  4. 4.The fast LLM writes the qualification question set and the first reply.

Guardrails in code

  • Never quotes a price that is not in the retrieved price list.
  • Out-of-area leads are rejected by code, not by the model.

Human in the loop

First 50 replies are reviewed and approved before the system runs unattended.

AI Content Engine

Primary: Reasoning LLM

How a request flows

  1. 1.Keyword and intent brief is assembled from your target list.
  2. 2.Retrieval pulls your own past work, service pages, and proof so drafts cite you, not a generic competitor.
  3. 3.The reasoning model writes the long-form draft and outline.
  4. 4.The fast model handles the derivatives: titles, meta, social cuts, email versions.

Guardrails in code

  • No statistic ships without a named source.
  • Claims about results must map to a documented job or be dropped.

Human in the loop

Every long-form piece is edited by a human before publication.

AI Sales System

Primary: Reasoning LLM

How a request flows

  1. 1.Deal context, transcript history, and objection history are retrieved.
  2. 2.The reasoning model proposes the next action and drafts the message.
  3. 3.Scoring rules decide whether it sends, waits, or escalates to a human rep.

Guardrails in code

  • Discount authority is enforced in code with a hard ceiling.
  • Contract and payment terms are template text, never generated.

Human in the loop

Any deal above your set value threshold requires rep approval to send.

AI Automation System

Primary: Deterministic rules & scoring

How a request flows

  1. 1.Trigger fires from your CRM, calendar, inbox, or forms.
  2. 2.Rules route the event; the model is called only for the steps that need language.
  3. 3.Every run writes an audit line you can replay.

Guardrails in code

  • Irreversible actions — refunds, cancellations, deletions — are always human-confirmed.
  • A failed model call falls back to the deterministic path rather than stalling.

Human in the loop

Weekly audit of the exception queue.

AI Appointment Setter

Primary: Fast general LLM

How a request flows

  1. 1.Availability is read live from your calendar.
  2. 2.The fast model negotiates a slot in natural language.
  3. 3.The booking itself is written by code against the calendar API.

Guardrails in code

  • The model can only offer slots the calendar actually returned.
  • Double-booking is impossible: the write is transactional.

Human in the loop

No-show and reschedule exceptions surface to your inbox.

AI Voice Agent

Primary: Speech-to-text + fast LLM + text-to-speech

How a request flows

  1. 1.Streaming speech-to-text transcribes the caller as they speak.
  2. 2.The fast model decides the next turn against a scripted state machine.
  3. 3.Neural text-to-speech speaks the reply in your chosen voice.
  4. 4.Rules handle transfer, emergency keywords, and after-hours routing.

Guardrails in code

  • Emergency and safety keywords trigger an immediate human transfer, bypassing the model.
  • Calls are disclosed as AI-assisted where local rules require it.

Human in the loop

Live barge-in: a human can take the call at any point.

AI Cold Email Tool

Primary: Fast general LLM

How a request flows

  1. 1.Prospect research is retrieved and reduced to two or three usable facts.
  2. 2.The fast model writes the personalised opener against a fixed body template.
  3. 3.Deliverability rules cap volume, warm the domain, and enforce suppression lists.

Guardrails in code

  • Unsubscribe and suppression handling is code-enforced.
  • No claim about the recipient's business ships unless it came from retrieval.

Human in the loop

Sequences are approved before the first send of each campaign.

AI CRM for Small Business

Primary: Embedding model + fast LLM

How a request flows

  1. 1.Every touch — call, text, email, form — is embedded and attached to the contact.
  2. 2.The fast model summarises the relationship and proposes the next step.
  3. 3.Scoring rules order the pipeline.

Guardrails in code

  • Summaries link back to the source messages so nothing is unverifiable.
  • Record fields are only written by code, never free-typed by the model.

Human in the loop

You confirm stage changes on deals above your threshold.

AI Receptionist

Primary: Speech-to-text + fast LLM + text-to-speech

How a request flows

  1. 1.Inbound call is transcribed in real time.
  2. 2.The fast model answers common questions from your retrieved FAQ and hours.
  3. 3.Anything outside the answerable set is routed to a person or a booking.

Guardrails in code

  • Never improvises hours, pricing, or availability — all three come from retrieval.
  • Unknown questions escalate rather than guess.

Human in the loop

Escalation queue reviewed daily during onboarding.

AI Review Responder

Primary: Fast general LLM

How a request flows

  1. 1.New review is pulled from your listing.
  2. 2.Sentiment and severity are classified.
  3. 3.The fast model drafts a reply in your brand voice.

Guardrails in code

  • Negative reviews are always held for human approval before posting.
  • The model never admits fault, offers refunds, or discusses specifics of a dispute.

Human in the loop

All 1–3 star responses require sign-off.

AI Quote Follow-up

Primary: Reasoning LLM

How a request flows

  1. 1.The open quote, job scope, and prior conversation are retrieved.
  2. 2.The reasoning model writes a follow-up that references the actual scope.
  3. 3.Cadence rules control timing and stop conditions.

Guardrails in code

  • Quote figures are quoted verbatim from the document, never regenerated.
  • Follow-up stops immediately on a reply or a win/loss event.

Human in the loop

Price changes always require a human-issued revised quote.

AI Missed-Call Text-Back

Primary: Fast general LLM

How a request flows

  1. 1.Missed call event fires from the phone system.
  2. 2.Rules check hours, number type, and opt-out status.
  3. 3.The fast model writes a short text-back and starts qualification.

Guardrails in code

  • Text-back fires within 60 seconds or falls back to a fixed template.
  • Opt-out language and STOP handling are code-enforced.

Human in the loop

Conversations hand off to a human once a booking intent is detected.

AI Marketing System

Primary: Reasoning LLM

How a request flows

  1. 1.Channel performance and audience data are retrieved.
  2. 2.The reasoning model proposes the plan and the creative angles.
  3. 3.The fast model produces the volume: variants, subject lines, ad copy.
  4. 4.Budget and spend rules stay in code.

Guardrails in code

  • No spend change is executed by a model.
  • Performance claims in copy trace back to your own reported numbers.

Human in the loop

Plan review before each cycle.

How they're trained

Grounding, guardrails, and evaluation — not fine-tuning

1. We do not fine-tune foundation models

This is the most common misconception about systems like ours, so it is worth stating plainly: we do not retrain a large language model on your data, and we do not need to. Fine-tuning is slow, expensive, and locks you into a model generation that will be obsolete within a year. Every improvement below happens outside the model weights.

  • Your data is never used to train a foundation model.
  • Swapping to a newer model generation is a config change, not a retraining project.
  • Nothing you send is used to improve anyone else's system.

2. Grounding: retrieval over your own material

Before any model writes a word, we retrieve the relevant facts from material you approved — price lists, service areas, past jobs, policies, FAQs, and won deals. The model composes language around retrieved facts rather than recalling them.

  • Source documents are chunked and embedded at onboarding, then re-embedded whenever you update them.
  • Every generated response can be traced back to the chunks that produced it.
  • If retrieval returns nothing relevant, the system escalates instead of improvising.

3. Instruction design and few-shot exemplars

Each system runs a versioned instruction set plus a small library of real, approved examples of the outcome you want. Ten good examples of your best reply outperform a paragraph of adjectives describing your tone.

  • Exemplars come from your own approved history, not from a generic corpus.
  • Instruction sets are versioned; every production change is dated and reversible.
  • Tone is demonstrated through examples rather than described.

4. Deterministic guardrails around the model

Anything with a financial, legal, or safety consequence is enforced in code that the model cannot override. The model chooses phrasing; code chooses permission.

  • Hard limits on discounts, quotes, refunds, and irreversible actions.
  • Compliance blocks and disclosure requirements applied before send.
  • Deterministic fallback path whenever a model call fails or times out.

5. Human review during the calibration window

Every build runs supervised before it runs unattended. Responses are reviewed, corrections are captured as new exemplars, and the guardrails are tightened around the failures we actually see rather than the ones we imagined.

  • A defined approval period before any system sends without review.
  • Corrections feed straight back into the exemplar library.
  • Escalation queues stay in place permanently, not just during onboarding.

6. Evaluation and model rotation

Each system carries a held-out set of real cases with known-good outcomes. When a new model generation ships, we run that set against it and only switch when it wins on both quality and latency.

  • Regression set is scored before any model change reaches production.
  • Latency budgets are treated as hard requirements, not preferences.
  • Model changes are logged with the date and the measured reason.

The same disclosure discipline applies to every number we publish. Formulas, assumptions, and cited research live on the methodology page, and the terms used here are defined in the AI systems glossary.

Model FAQ

Questions about the models

See the stack running on your own numbers

Pick your industry, read the model mix, and check the arithmetic before you buy anything.

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