Service • behind-the-scenes build

Automation & AI

This is not software you log into. It’s a service where we wire your workflows across your business — often powered by CORE, but not limited to it — so follow-up, routing, and campaigns run quietly in the background.

Get Connected How it works
Custom logic CORE-first Cross-system wiring Low-maintenance Partner-delivered
What this service does

We build the “invisible system” behind your business.

Most businesses don’t need more tools — they need their existing tools to behave like one system. Automation & AI is where we map your process, then build the workflows, routing, campaigns, and smart logic so the right actions happen automatically.

Your team keeps working normally. The system does the heavy lifting behind the scenes.

Quieter operations
Less manual work. Fewer dropped balls.
Cleaner follow-up
Consistent messaging without constant babysitting.
Better handoffs
Leads routed correctly, fast — with context.
Where it lives

CORE is common. “CORE + beyond” is normal.

We usually build this on top of CORE because it gives a clean operational base (pipeline, conversations, automations, campaigns). But the service can extend beyond CORE when needed.

CORE workflows + routing
Pipeline logic, follow-up sequences, notifications, and triggers.
Web + lead capture wiring
Forms, tracking, attribution, and lead handling rules.
Cross-system logic
Optional connections to other tools when your workflow requires it.
No self-serve checkout. This is scoped and delivered through an EdgeMax partner.
Examples

What we commonly automate.

These are typical outcomes. Your build is customized — based on your pipeline, your team, and how you want leads handled.

Routing

Lead intake → instant assignment

Route leads by service, location, time, or priority. Notify the right person. Create tasks automatically.

Follow-up

Multi-step sequences

Text + email sequences that adapt based on replies, booking, status changes, or no-response windows.

Campaigns

Broadcasts that don’t feel spammy

Clean segmentation + messaging rules so the right people get the right message at the right time.

Data hygiene

Tagging + categorization

Auto-tag leads, normalize fields, keep your pipeline from turning into a junk drawer.

AI assist

“Smart” logic in the background

Classification, prioritization, summary and suggestion patterns — designed to be useful, not gimmicky.

Operations

Internal alerts + handoffs

Escalation rules, notifications, tasks, and internal workflows so nothing slips through.

How it works

Partner-led. Scoped. Built clean.

You’ll connect with an EdgeMax partner, map your workflow, then we implement the automation layer. The goal is simple: your process runs reliably in the background without constant manual effort.

Start discovery
Step 1
Workflow mapping
What triggers what, who owns what, and what “done” looks like.
Step 2
Build + wire
Automations, routing rules, messages, and logic built to match your process.
Step 3
QA + safety
Testing, edge cases, guardrails, and “what if” handling.
Step 4
Monitor + refine
Tune messaging, improve routing, keep it clean as you scale.
Products like CORE, ARC, and ATLAS are client-facing systems. Automation & AI is a service layer we build around your operation.
Want it to “just work”?

Let’s wire your workflow the right way.

Get connected with an EdgeMax partner. We’ll map your process and build a clean automation layer across your business — so your team can focus on execution, not manual follow-up.

Get Connected Explore CORE