BUSINESS HEALTH SCORE
Business Health Score
A calmer signal of how the business is moving, rather than a crowded metric wall.
Platform pillar · Managed AI Workflows
Your AI workflows, installed one at a time.
Managed AI Workflows is the recurring Vivacity layer. Each workflow watches a specific kind of work, is tested in draft first, then handles routine next actions under the permissions you accept, sending exceptions to a person, with scoring, summaries, anomaly detection and recommendation support running underneath.
Value driver
Managed AI Workflows
Recurring visibility, explainable monitoring, and calmer decisions.
Package fit
Keep it Running
Keep it Running starts the managed layer at A$499 per month for one agreed workflow, with extra workflows at A$100 per month each.
Availability
Included within agreed plan scope
Workflows, sources, access and review points are confirmed and tested before activation.
What it is
This is the ongoing operating layer that sits between the first diagnostic and hands-on implementation work. It turns connected business signals into a regular rhythm of visibility and explanation.
What it drives
It helps a business move from occasional check-ins to an always-on understanding of what changed, why it matters, and what deserves attention next.
What sits inside
The high-value parts at a glance.
AI SUMMARIES
AI summaries
A Monday plan and a Friday summary on every managed plan, with the cadence agreed around how the business works.
ANOMALY EXPLANATION
Anomaly explanation
Important shifts are surfaced with context, not just a number turning red.
RECOMMENDATIONS
Recommendations
Founders get practical guidance tied to commercial impact instead of loose reporting commentary.
Managed plans
Choose the depth that fits the business rhythm.
Keep it Running
The managed base plan for owners who want an agreed workflow kept running and improving.
A$499 per month for one agreed workflow, plus A$100 per month for each extra workflow
Monday plan, Friday summary, weekly tuning and monthly evidence
A$500 one-time setup for non-founding customers. Waived for the founding group.
Growth Partner
The proactive relationship for businesses that want Vivacity leading the improvement work.
A$1,499 per month for up to four active workflows and three sources
Proactive discovery, Scenario Studio and priority support
A$500 one-time setup for non-founding customers. Waived for the founding group.
Example
A steady rhythm, not reporting sprawl.
Each managed plan includes a Monday plan, a Friday summary and monthly evidence. The example shows how a change is explained and handed to a person to decide.
Illustrative example
Monday briefing
Steady week. One margin issue worth a look.
Enquiries held steady. Margin on one product family slipped, most likely from discounting and shipping.
Sources: sales system, shop platform, finance
Suggested move
Review the discount rules for that product family before the next promotion.
For the founder
For reviewIllustrative example with sample figures. No live data.
How workflows are organised
How managed workflows are organised.
Each AI workflow owns one job and reports into the founder operating layer. You install one first, prove it in your business, then add the next.
Founderapproves
Lead Watcher
Trust
Lead Communicator
Speed
Missed-Call Recovery
Speed
Follow-Up Assistant
Speed
Booking Coordinator
Convert
CRM Assistant
Convert
Reporting Analyst
Ops
NowNextPilotExperimental
First install · most founders start here
AI Lead Communicator (Speed-to-Lead)
Read a lead, detect intent, load brand voice and context, draft and score the first reply, queue for approval.
Watches
New enquiries from website, inbox, CRM
Drafts
First reply, rubric-scored against brand voice
Approves
Drafts are reviewed during setup. Routine sends run only under rules you accept.
Drafts onlyGmailOutlookWeb formsTwilio SMS
Fleet catalog
Browse the AI workflows by phase.
The Fleet is made up of installable AI workflows, one job, one approval rhythm, added one at a time. Each card shows what the workflow watches, drafts and approves.
AI Lead Watcher
NowPhase · Trust · Tier · Starter
Detect every new lead across inboxes, forms, CRM and messages; classify; flag unanswered.
- Watches
- Inbox, web forms, lead webhooks
- Drafts
- Triage notes and unanswered-lead flags
- Approves
- Visibility only, nothing leaves the system
Observe-onlyGmailOutlookWeb forms
AI Lead Communicator (Speed-to-Lead)
NowPhase · Speed · Tier · Core
Read a lead, detect intent, load brand voice and context, draft and score the first reply, queue for approval.
- Watches
- New enquiries from website, inbox, CRM
- Drafts
- First reply, rubric-scored against brand voice
- Approves
- Drafts are reviewed during setup. Routine sends run only under rules you accept.
Drafts onlyGmailOutlookWeb formsTwilio SMS
AI Missed-Call Recovery
PilotPhase · Speed · Tier · Core
Detect missed calls, draft a text-back, classify reason, propose a booking or handoff.
- Watches
- Inbound calls, voicemail, SMS replies
- Drafts
- Recovery text and suggested next step
- Approves
- Approval-gated text-back before any message goes out
You approveTwilio voiceTwilio SMS
AI Follow-Up Assistant
NextPhase · Speed · Tier · Core
Detect no-reply, draft polite nudges after enquiries, inspections or appraisals; stop on reply or opt-out.
- Watches
- Open threads with no reply within SLA
- Drafts
- Nudge sequences, opt-out aware
- Approves
- Drafts first. You choose when each sequence runs routinely.
Drafts onlyEmailSMSScheduler
AI Booking Coordinator
PilotPhase · Convert · Tier · Pro
Spot booking intent, check availability, suggest times, hold tentatively, confirm or reschedule.
- Watches
- Threads, calendar availability, reschedule requests
- Drafts
- Time options, tentative holds, confirmation messages
- Approves
- Suggest-only on calendar until you switch it live
You approveGoogle CalendarMicrosoft Calendar
AI CRM Assistant
NextPhase · Convert · Tier · Pro
Create and update records, append notes, tag source and intent, surface duplicates and tasks.
- Watches
- Inbox, lead activity, conversation summaries
- Drafts
- CRM updates, merge suggestions, task lists
- Approves
- Writes locked until you switch each type live
You approveHubSpotPipedriveAgentBoxRexVaultRE
AI Reporting Analyst
NowPhase · Ops · Tier · All tiers
Weekly view of leads, response times, bookings, missed ops, handoff reasons and recommendations.
- Watches
- All employee runs, connector data
- Drafts
- Weekly brief with prioritised recommendations
- Approves
- Reporting only, no external action
Observe-onlyAll connected sources
Safety model
AI workflows that do not act without you.
We are AU privacy-conscious. Every agreed outbound action is held for human approval by default.
Read-only first
Every workflow starts by observing your tools before drafting anything.
Drafts only by default
Outputs are queued as drafts. You decide what gets sent.
You switch it live
Live actions stay switched off until you explicitly turn each one on.
Connector visibility
You can see what is connected, what is allowed and what is blocked.
Approval gateway · live action lanes
Signals
INPUTEnquiry · call · note
AI draft
DRAFTReply · CRM · booking
Approval gate
GATEFounder reviews
Live action
GATEDSent · logged · booked
Held, nothing sends
Edit · Ask · Hold
It reads before it writes. It drafts before it sends. Nothing goes live until you switch it on.
Availability
Included within agreed plan scope
Workflows, sources, access and review points are confirmed and tested before activation.
Next depth
What this expands into.
Choose Keep it Running for one or more agreed workflows, or move to Growth Partner when you want Vivacity leading discovery and improvement across the business.
Next step
Find the right next step.
Start with the free online Fit Check. If there is a fit, we agree scope, access and testing before anything is activated, and a person stays in charge of every decision.