Lumière Agents is a comprehensive SaaS platform designed to automate critical follow-up tasks for small businesses, ensuring they get paid faster, win more jobs, and maintain organized records. It acts as a virtual team of agents, chasing unpaid invoices, following up on quotes, texting back missed calls, collecting essential paperwork like insurance certificates, and gathering missing receipts, all in your business's name and voice.
Key Features
- Automated Follow-up: Dedicated agents for invoices, quotes, missed calls, paperwork, and receipts.
- Seamless Integrations: Works with QuickBooks, Google Sheets, Excel, or any spreadsheet export.
- Personalized Communication: Emails sent from your own domain, in your approved voice, with AI understanding replies.
- Mobile Accessibility: Approve follow-ups and receive notifications via a web app installed on your phone's home screen.
- Customizable Automation: Approve every email draft or set agents to send automatically, with the ability to switch anytime.
- AI-Powered Efficiency: Utilizes AI for understanding complex replies, checking document details, and matching receipts.
Use Cases
Lumière Agents is ideal for a wide range of small businesses, including contractors, trades, service providers, property managers, and any business managing company cards. The
Invoice Chaser ensures timely payments by sending polite reminders and statements, reading replies to pause or escalate as needed. The
Quote Follow-up agent helps win more bids by automatically checking in with prospects, even snoozing until a specified date like "check back in the spring."
The
Missed-call Text-back agent prevents lost leads by instantly texting callers who couldn't be reached, asking their needs, sharing booking links, and flagging urgent messages. For compliance and organization, the
Paperwork Chaser collects and verifies subcontractor insurance certificates and licenses, proactively requesting renewals. Finally, the
Receipt Chaser simplifies expense management by automatically asking team members for missing receipts and filing them, providing a monthly summary for bookkeepers.
Pricing Information
Lumière Agents offers flexible monthly plans without contracts. A single agent costs $200/month with a one-time setup fee of $750. Additional agents can be added for $100/month each, plus a $400 one-time setup fee per agent. The best value is the "All five agents" package at $500/month, which includes a discounted one-time setup fee of $2,000, saving $100/month and $350 on setup compared to adding them individually. AI wording and reading features are optional and prepaid by credits (starting from $10), while texting uses your own Twilio account, billed separately.
User Experience and Support
Lumière Agents prioritizes ease of use, allowing users to approve follow-ups with a simple swipe on their phone and receive instant notifications for customer replies or payments. The platform provides comprehensive guides covering getting started, individual agent functionalities, QuickBooks integration, email setup, billing, and security. This ensures a smooth onboarding process and ongoing support for optimizing agent performance.
Technical Details
Lumière Agents integrates seamlessly with existing business tools. It reads data from QuickBooks (never writes to it), Google Sheets, Excel, or any uploaded spreadsheet export, ensuring data synchronization. For texting capabilities, it leverages your own Twilio account and number. The platform incorporates AI for advanced functionalities like understanding nuanced replies, verifying document details against checklists, and automatically matching receipts, enhancing automation beyond fixed templates.
Pros
- Significantly reduces time spent on manual follow-up tasks.
- Improves cash flow by automating invoice chasing.
- Increases sales conversion rates through proactive quote follow-ups.
- Ensures compliance and organization with automated paperwork collection.
- Streamlines expense reporting and receipt management.
- Customizable communication ensures brand consistency.
- Mobile-friendly interface for on-the-go management.
Cons
- Initial setup fees can be substantial, especially for multiple agents.
- AI features require additional prepaid credits, adding to the cost.
- Texting functionality relies on a separate Twilio account and billing.
- Requires initial approval of drafts before full automation, which might be a learning curve.
- Relies on external integrations (QuickBooks, Twilio) for full functionality.
Conclusion
Lumière Agents offers a robust and intelligent solution for small businesses looking to automate tedious yet critical follow-up processes. By leveraging AI and seamless integrations, it empowers businesses to improve efficiency, boost revenue, and maintain better organization. Explore Lumière Agents today to transform your business operations and focus on what truly matters.