BUSINESS HEALTH SCORE
Business Health Score
A calmer signal of how the business is moving, rather than a crowded metric wall.
Platform pillar · AI Teammates
Your AI teammates, installed one at a time.
The AI Teammate Fleet is the recurring Vivacity layer. Each teammate watches a specific kind of work, drafts the next action and queues it for human approval, with scoring, summaries, anomaly detection and recommendation support running underneath.
Value driver
AI Teammate Fleet
Recurring visibility, explainable monitoring, and calmer decisions.
Package fit
Fleet Starter
Core starts the recurring layer, while Pro expands it with daily support, Lead Engine visibility, and Operating Hub access.
Current state
Commercially available, product surface still evolving
The commercial layer is live and defined, while the branded product surfaces continue to deepen.
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
Monthly in Core and higher-frequency in Pro, depending on how active the business needs the layer to be.
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.
Core and Pro
Choose the depth that fits the business rhythm.
Fleet Starter
The recurring base layer for owners who want reliable monitoring without a daily analyst.
Business Health Score monitoring
Monthly AI health summaries
Recommendation visibility without dashboard sprawl
Fleet Pro
The higher-frequency layer for businesses that want proactive founder support and operating visibility.
Daily AI briefings and anomaly detection
Lead Engine inside the Operating Hub
Higher AI allocation and more active operating support
Proof block
The Fleet is about rhythm, not reporting sprawl.
Vivacity's intelligence story is grounded in summaries, anomaly explanation, and recommendation support. The current product surface is still evolving, but the value is already defined and commercially packaged.
Current explainer surface
Daily briefing rhythm
Morning briefing
Revenue pacing is steady. Paid search softened yesterday, but email recovered abandoned carts.
Anomaly flag
Margin on one product family is slipping. Investigate discounting and shipping before it compounds.
Recommended move
Shift focus to the highest-intent campaign and keep the founder aligned on the one change that matters most.
Why this matters
Summaries reduce founder report-reading time.
Anomaly explanation makes the signals actionable.
Recommendations create a clearer next move.
Current schematic explainer for briefing and alert behavior.
Fleet organisation
How the AI Teammate Fleet is structured.
Each AI teammate 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
You review the draft. Nothing sends until you tap approve.
Drafts onlyGmailOutlookWeb formsTwilio SMS
Fleet catalog
Browse the AI teammates by phase.
The Fleet is made up of installable AI teammates, one job, one approval rhythm, added one at a time. Each card shows what the teammate 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
- You review the draft. Nothing sends until you tap approve.
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 only by default. You switch each sequence live.
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 teammates that do not act without you.
We are AU privacy-conscious. Nothing leaves your business until a human approves it.
Read-only first
Every teammate 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.
Current state
Commercially available, product surface still evolving
The commercial layer is live and defined, while the branded product surfaces continue to deepen.
Next depth
What this expands into.
Choose Core for calmer recurring visibility, or move into Pro when daily briefings, Lead Engine, and Operating Hub support become important.
Next step
Put this facet into the right commercial path.
Vivacity works best when the product story stays grounded: start where the business needs clarity, move into recurring Intelligence when the rhythm matters, and scope Implementation only when the systems should be built.