AI agents & their modules

Family 3 of 3

For offices that sell nothing online — but drown in paperwork

This family does not build a site. It builds a private assistant for your team that reads your own documents and answers in your language. On top of it you add quote and contract generation, monitoring of public registries and tender sites, forecasts from your ERP, and secretaries that pick up the phone and answer email.

  • A private chat for the team — not a public widget
  • Departments and roles: each person sees only what concerns them
  • Documents, forecasts and crawling as separate modules
  • Running 24/7 — with no leave and no overtime

The base alone saves you

~6 hrsper week
~€360per month
€600–900cost of part-time admin
10modules available
By invitation — and free for the whole beta

AI CodePeak is in closed beta. Access is by invitation, after we speak with you. While the beta runs, use is free, and everyone taking part keeps a permanent 5% discount afterwards. Request an invite.

The problem

The hours go on work nobody invoices

Email, quotes, searches and "where is X?" eat about an hour a day. An accountancy practice checks the tax portal and the public registry by hand, an engineering office rewrites the same quote from scratch, a clinic answers the phone mid-examination. Part-time admin support costs €600–900 a month and still does not cover evenings and weekends.

Without AI agents

  • ~1 hour a day on email and quotes
  • Manual checking of registries and tender sites
  • ~30 minutes per quote, copy-pasted from an old file
  • Forecasts by guesswork instead of ERP data
  • Missed calls after closing time
  • €600–900 a month for part-time admin

With AI agents

  • Answers from your own documents, immediately
  • An AI summary only when something actually changes
  • A quote in PDF and Word from your own samples
  • A monthly forecast and trend, in plain language
  • The secretary answers at night too
  • A flat monthly cost per module
How it works

What it reads, what it writes, what it watches

The agent does not guess — it works over your own data, with roles and confirmation.

You give it your knowledge

Price lists, policies, old quotes and documents become its base. With Departments & roles, each department has its own knowledge.

It produces and proposes

It writes quotes and contracts in PDF and Word in your own layout, drafts email replies, and summarises changes on the sites it monitors.

You keep control

You review and send the emails yourself. Actions in the CRM go through your confirmation.

See it

The family’s modules, inside the platform

Captures from AI CodePeak’s own module picker — each module with the problem it solves, its cost and its saving.

Picking the modules, the agent workspace, a real accountancy question, and the appointment calendar. From demo projects we built with AI CodePeak for this page.
A real answer from the agent: we asked for a quote for a new company and it drafted the scope, bookkeeping with the myDATA filings, payroll with the labour-ministry declarations and the annual tax return — from the "Λογιστικό Γραφείο Πυξίδα" demo project.
A real answer from the agent: we asked for a quote for a new company and it drafted the scope, bookkeeping with the myDATA filings, payroll with the labour-ministry declarations and the annual tax return — from the "Λογιστικό Γραφείο Πυξίδα" demo project.
The module picker with five of the family’s modules active: departments, crawling, sales and stock forecasting, document generation — a combined saving of ~20 hours a week.
The module picker with five of the family’s modules active: departments, crawling, sales and stock forecasting, document generation — a combined saving of ~20 hours a week.
The appointment calendar included free: a drag-and-drop week view, where the phone secretary books appointments.
The appointment calendar included free: a drag-and-drop week view, where the phone secretary books appointments.
The modules

Ten modules — and the kind of office each one suits

Prices are a monthly subscription per project and apply once the beta ends. While the beta runs nothing is charged.

€132/month

AI agents (the base)

A private assistant for your team only: it answers from your own data and helps with quotes, prices, stock and documents.

Which businessesAccountancy, law and engineering practices, trading companies and clinics — wherever knowledge lives in files and in people’s heads.
  • A private chat, not a public widget
  • Answers from your own files
  • Runs 24/7, with no extra hire
Saves you ~6 hours/week · ~€360/month (estimate)
€19/month

Document generation

Upload old quotes as samples and ask for a new one — it comes out ready in PDF and Word, in your own A4 layout.

Which businessesEngineering and consulting practices, law firms, workshops and fabricators writing quotes and contracts every week.
  • Samples from your own PDFs or Word files
  • A4 layout with your colours, header and logo
  • A new quote from the chat, ready in PDF and Word
Saves you ~4 hours/week · ~€200/month (estimate)
€25/month

Site monitoring & crawling

Set your own keywords across as many sites as you like. It follows the sub-pages too and sends an AI summary only when something genuinely changes.

Which businessesAccountancy practices watching the tax portal, law firms watching the public registry, and firms tracking public tenders.
  • Your own keywords, across any sites
  • Follows sub-pages automatically
  • A summary only on a real change
Saves you ~4 hours/week · ~€150/month (estimate)
€29/month

Sales forecasting

A read-only connection to your ERP and a monthly forecast with trend by period, explained in plain language instead of pivot tables.

Which businessesTrading companies, wholesale and retail running an ERP, where "how is the month going?" is answered by guesswork.
  • A read-only connection to your ERP
  • A monthly forecast and trend by period
  • Explained in plain language
Saves you ~2 hours/week · ~€200/month (estimate)
€29/month

Stock forecasting

Predicts stock-outs from your ERP data, with per-product order suggestions and an alert before the shelf empties.

Which businessesWholesale, warehousing and retail where one best-seller stock-out a month costs more than the subscription.
  • Stock-out prediction from the ERP
  • Order suggestions per product
  • An alert before the shelf empties
Saves you ~3 hours/week · ~€300/month (estimate)
€19/month

Departments & roles

Departments each with their own knowledge, and admins or users per department — so the salesperson does not see the finances.

Which businessesOffices of more than three people, finance teams, and companies where sales and accounts should not see the same things.
  • Departments with their own knowledge each
  • Admins and users per department
  • Each colleague sees only what concerns them
Saves you ~2 hours/week · ~€80/month (estimate)
€63/month · soon

Phone secretary

An AI secretary that picks up the phone, answers from your knowledge base and books an appointment or takes a message.

Which businessesClinics, dental practices, salons and workshops where the phone rings while your hands are busy.
  • A number in one click, or call forwarding
  • Answers from your knowledge base and catalogue
  • Includes €20 credit per month
Saves you ~4 hours/week · ~€160/month (estimate)
€55/month · soon

Email secretary

Reads your mailbox, keeps only what concerns you using your own keywords, and drafts a reply for approval.

Which businessesOffices with a heavy inbox: accountancy, estate agency, travel and commercial departments.
  • Filtering by your own keywords
  • Replies drawn from prices and availability
  • You review and send from the CRM
Saves you ~3 hours/week · ~€150/month (estimate)
€19/month · soon

Call transcription

A full transcript of every call the phone secretary handles, with search and filters over the history.

Which businessesClinics and law firms where the detail of a call matters, and sales teams.
  • A transcript of every call
  • Search and filters over the history
  • Requires the phone secretary
Saves you ~1 hour/week · ~€40/month (estimate)
Included

Appointment calendar

A Google-style calendar inside the dashboard — where the secretary checks free slots and books appointments.

Which businessesClinics, offices and any team still keeping appointments on paper or in a second calendar.
  • Drag and drop, colours, week or month view
  • The secretary books appointments in it
  • A private feed for Google Calendar or Outlook
Included free with the secretaries
Examples

Three offices, three combinations

Precisely the businesses with nothing to sell online.

An accountancy practice

AI agents + Crawling (tax portal, public registry) + Departments & roles + Email secretary. The changes come to you instead of you chasing them.

A clinic

AI agents + Phone secretary + Appointment calendar + Call transcription. The phone gets answered while you are with a patient.

An engineering office

AI agents + Document generation + Tender crawling. The quote writes itself from your own samples in minutes.

FAQ

AI agents — frequently asked questions

No. AI agents is a separate base — it does not build a site. If you already have an AI CodePeak site, the two coexist.

The chat is for your team only, not a public widget on a site. With Departments & roles you set who sees what.

From your own files, price lists and policies — not from the open internet. If it does not know, it says so rather than inventing an answer.

The connection is read-only and you name your ERP in the wizard. Tell us which one you run on the call and we confirm it before you start.

No. The email secretary drafts the reply and you review and send it from the CRM.

Each AI module includes €20 of usage per month on top of the subscription. If your usage is considerably higher we discuss it before any surprise appears.

The base, Departments & roles, Crawling, the Forecasts and Document generation are available. The secretaries and call transcription are marked "coming soon" — during the beta we tell you the moment they open.

Try the agent on your own documents

On the 20-minute call we give it one of your price lists or an old quote, and you ask it live to answer from it or write a new one.