Optitrade Tech AI · Agents · Live

The work you keep putting off — automated.

AI agents that handle reviews, appointments, contract renewals, and real estate lead generation. Done-for-you setup. We manage everything.

Active agents 5 running
Lead Gen Agent
8 leads qualified · 3 sent to CRM
Active
HR Desk Agent
4 PTO requests · 1 pending approval
Active
Reviews Agent
3 new reviews · 2 replies drafted
Active
Scheduling Agent
4 appointments booked today
Running
Renewals Agent
2 contracts expiring in 14 days
Running
The agents

Purpose-built agents. Every recurring task covered.

Each agent is built for one job — configured for your business, managed by us, running around the clock.

— 01

Real Estate Lead Generation

Your agent captures every inbound inquiry, qualifies buyers and sellers with smart follow-up questions, and routes warm leads directly to your CRM — so your team focuses on closing, not chasing.

  • AI chat on your site captures leads 24/7
  • Qualifies budget, timeline, and intent automatically
  • Routes warm leads to your CRM or inbox
  • Follow-up sequences for unresponsive leads
See live demo — Northbank Realty
Lead Gen Agent · live session
Alex · AI Agent
Hi! I'm Alex. Are you looking to buy, sell, or just explore the Houston market?
Visitor
Looking to buy in the next 2–3 months. Budget around $450K.
Alex · AI Agent
Great — $450K gives you solid options in Memorial and Katy. Are you pre-approved or still working on financing?
Visitor
Pre-approved. We need at least 4 beds, 2 bath.
Lead qualified · routing to CRM
Budget $450K · Timeline 2–3 mo · Pre-approved · 4bd/2ba
— 02

HR Desk Agent

Your agent handles employee PTO requests, answers policy questions instantly from your HR docs, routes approvals to managers via Slack, and orchestrates onboarding and offboarding — all without HR lifting a finger.

  • PTO balance queries and RAG-powered policy search
  • PTO submission with automatic manager routing
  • Manager approve/deny via Slack for requests > 5 days
  • Onboarding & offboarding workflow orchestration
  • Per-company data isolation — multi-tenant secure
HR Desk Agent · employee session
HR Agent
Hi Sarah! I can help with PTO, policies, or onboarding. What do you need?
Sarah K. · Engineer
How many PTO days do I have left? And what's the policy for carrying over unused days?
HR Agent
You have 8 days remaining. Per policy §4.2, up to 5 days carry over — the rest expire Dec 31. Want to submit a request?
Sarah K. · Engineer
Yes — Dec 22–31, 8 days.
Request submitted · routing to manager
Dec 22–31 · 8 days · Slack approval sent to @mgr-torres
— 03

Reviews Automation

Your agent monitors Google, Yelp, and other platforms 24/7 — drafting on-brand responses to new reviews, flagging negatives for your attention, and sending review request campaigns to recent customers.

  • Monitors Google, Yelp, Facebook, and more
  • AI-drafted responses in your brand voice
  • Automated review request outreach
  • Negative review alerts to your inbox
Reviews Agent · live feed
Google · 2 min ago ★★★★★

"Excellent service, super fast response. Will definitely be back!"

Agent reply · drafted
Thank you so much! We really appreciate the kind words and look forward to seeing you again.
Yelp · 1 hr ago ★★★☆☆

"Good experience overall but wait time was longer than expected."

Agent reply · drafted
We appreciate the honest feedback — we're working on this and hope to serve you better next time.
— 04

Appointment Scheduling

Your agent handles inbound booking requests, sends confirmations and reminders, follows up on no-shows, and keeps your calendar full — without you lifting a finger.

  • Inbound booking via SMS, email, or web form
  • Automated confirmations and reminders
  • No-show follow-up sequences
  • Google Calendar and Calendly integration
Scheduling Agent · today
9:00 AM
Sarah M.
Initial Consultation · 30 min
Confirmed
11:30 AM
James K.
Follow-up · 15 min
Auto-booked
2:00 PM
Priya R.
Discovery Call · 45 min
Confirmed
4:30 PM
David L.
Strategy Session · 60 min
Auto-booked
— 05

Contract Renewal

Your agent tracks every contract and service agreement, sends renewal reminders at the right time, drafts the renewal document, and follows up until it's signed — so nothing slips through.

  • Tracks expiry dates across all contracts
  • Timed renewal reminders to clients
  • AI-drafted renewal documents
  • Follow-up sequences until signed
Renewals Agent · pipeline
Retainer — Studio Bloom
Expires Oct 1, 2026 · 16 days
Expiring
SLA — Greenwood Co.
Renewal sent Sep 10, 2026
Sent
Annual — Apex Media
Renewed Sep 8, 2026
Renewed
How it works

Setup once. We handle the rest.

No software to learn. No team to train. We configure your agents and keep them running.

Brief

Tell us about your business

A 30-minute call to understand your workflow, brand voice, tools, and what you want automated. No technical knowledge needed.

Build

We configure your agents

We build and connect your agents to your existing platforms — Google, Calendly, your CRM, or wherever your business already runs.

Manage

We keep everything running

Managed hosting, monitoring, and maintenance included. You get a monthly report. We handle any issues before you notice them.

How we work

Two ways to work with us.

Whether you're a business owner who wants it handled, or an agency deploying across clients — we have a track for you. Pricing on request.

Direct · SMB & Solopreneurs

Done-For-You

You tell us the problem. We build, connect, and run the agent. You get results — no technical lift on your end.

Done-for-you setupWe configure everything
Managed hostingWe keep it running
Platform integrationsConnected to your tools
Monthly performance reportKnow what's working
ContractsMonth-to-month
Get started

See your agent live in 30 minutes.

Book a free demo — we'll walk through your workflow, show you the right agent in action, and tell you exactly what we'd build for you. No commitment required.