AltaGate is the safeguard layer we build into every system: a set of instructions and parameters that keeps the AI to your real data, sends quotes, money and anything off-script to a person, and runs only the routine actions you pre-approve.
Every system AltaMatic builds runs on AltaGate, a set of instructions and parameters that keeps the AI to your real data and sends quotes, money and anything off-script to a person, running only the routine actions the business pre-approves. Each action is set to draft-only, ask-first or automatic, anything touching money or a client stays locked to owner approval, and every draft, approval and action is recorded.
AI that writes to your customers has to be right and has to be yours to approve. These four hold in every system we build.
The AI works from your own records — your jobs, prices, customers and documents — and cites what it used. It is instructed to say so and ask when the answer is not in your data, and we test that before launch. No AI is error-free, which is why a person reviews anything that goes out.
Only the routine customer messages you approve in writing go out on their own, such as booking confirmations or answers from your approved FAQ. Quotes, invoices, complaints and anything off-script wait for a person to approve, edit or reject them.
Every action is set to draft-only, ask-first or automatic, agreed with you in writing before launch. Anything that touches money, a quote or a complaint stays locked to a person's approval.
Every draft, approval and action is recorded: what the AI proposed, who approved it, and when. You can always see what happened and why.
A follow-up, a quote, a reminder — written from your own records.
Against the instructions and limits set for that action in your business.
Approve it, edit it or reject it. Quotes, money and anything off-script always stop here; only routine actions you pre-approved skip this step.
Sent once approved or under a pre-approved rule, with the draft, the rule or approver, and the time logged.
AltaGate goes into every system AltaMatic builds, from a quoting tool to a full operations platform, and it is configured for the business that runs it — which actions draft, which ask, which run on their own, and who signs off.
AltaGate is the safeguard layer AltaMatic builds into every system: a set of instructions and parameters that keeps the AI grounded in your own data, sends quotes, money and anything off-script to a person, and lets only the routine actions you pre-approve run on their own.
Only what you pre-approve in writing. Routine messages you sign off on in advance, such as booking confirmations or answers from your approved FAQ, can go out automatically, and each one is logged. Quotes, invoices, complaints and anything off-script wait for a person's approval, and you can switch any automatic action back to approval-first at any time.
Several layers, because no AI system is error-free. AltaGate retrieves answers from your own records — jobs, prices, customers and documents — and shows what it used. It is instructed to say when the information is not there and ask instead of guessing, and we test that with real questions before launch. Low-confidence answers fall back to a person, activity is logged and monitored so problems get caught and corrected, and a person reviews anything that goes out.
Yes. Each action is set to draft-only, ask-first or automatic, agreed with you in writing, so routine work — internal tasks and the customer messages you pre-approve — can run on its own. Anything involving money, a quote or a complaint stays behind a person's approval.
Yes. Every draft, approval and action is recorded with what the AI proposed, who approved it and when.
Every system AltaMatic builds, configured for the business that runs it — from quoting tools to full operations platforms.
AI you can put in front of customers
Tell us what you want the AI to handle, and we will walk through what it would draft, what it would ask, and who signs off.
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More In This Series
Operational Software
Jobs, customers, approvals and documents in one system you can own.
Custom CRM Systems
A CRM built around your pipeline instead of someone else's.
Quoting & Document Workflows
Estimating and document generation built for your own pricing.
Systems Integration
Accounting, CRM and field systems wired so nothing is retyped.
Applied AI & Automation
Applied AI inside working software — extraction, drafting, retrieval.
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