AI Companion is a layer that sits over your OneBookPlus and acts on the follow-ups, nudges, and recaps you keep forgetting. It chases the overdue invoice, drafts the rebook SMS, asks the happy client for a review, and sends you a single 5pm recap so you can switch off. It is not a chatbot — there is nothing to type at.
What it actually does
Every card below is wired to live code under apps/web/src/lib/ai-companion/ — not a roadmap.
Every weekday at 5pm AEST, an SMS recap of what your business actually did today and what's coming tomorrow — so you can stop scrolling the app at night.
Example
G'day Jaz. Today: $1,840 paid (3 invoices), 2 jobs completed, 1 new booking. Tomorrow: 4 jobs (first 8am, Smith — Mt Lawley). 2 invoices overdue $620 — AI sent reminders.
Picks the right channel and tone for each overdue invoice — email first, SMS if ignored, both when it's late — using the escalation templates already in your account.
Example
SMS to Karen at Brightwater Cafe: "Hi Karen, friendly reminder invoice #1042 ($840.00) was due Tue. Pay here: obp.au/p/x3k9 — Casey"
Unaccepted quotes get a personalised nudge at 3, 7, and 14 days — progressively more direct, never spammy, always referencing the actual quote.
Example
Hi Tom — checking in on quote Q-218 ($2,640) for the bathroom regrout. Happy to walk through anything or tweak the scope. Cheers, Nick.
When a booking is marked no-show, a gentle reschedule message goes out within 24 hours — no awkward phone call, no lost client.
Example
Hi Mel, we missed you at your 2:30 appointment yesterday. No worries — here's a link to rebook a time that suits: obp.au/book/luxe-hair
24-48 hours after a job is marked complete, a short "how'd we do?" message goes to the client — primes them for the review request that follows.
Example
Hi Priya, hope the kitchen's been working a treat since Tuesday. Anything we should come back and tighten up? — Dan, Coastline Plumbing
Two hours after an invoice clears, asks happy clients for a Google review — only if Google Business is connected, and only once per client every 90 days.
Example
Hi Sam, glad we got that sorted today. If you've got 30 seconds, a Google review really helps a small Aussie business: g.page/r/CXt... — Aaron
Detects each client's natural service interval from booking history and nudges them back through the door before they think to call.
Example
Hey Jess — it's been 5 weeks since your last colour and you're usually in every 6. Want me to lock in a Saturday? Tap: obp.au/book/luxe-hair
Spots clients who've gone quiet for 60+ days and sends a single, personalised re-engagement message — with a 90-day cooldown so nobody gets pestered.
Example
Hi Liam, haven't seen you at the studio since March — we've added Saturday morning Pilates if that suits better. First class on us: obp.au/book/...
A one-tap scan of your whole book that surfaces the money on the table: unbilled jobs, overdue revenue, dormant clients, aging quotes, and where you can speed up payment.
Example
Found $4,820 in unbilled work (3 completed jobs without invoices). 2 quotes have been sitting >14 days ($6,150). Avg payment time 23 days — top quartile is 12.
Rewrites client messages in the tone you choose — professional, friendly, firm, casual, or apologetic — without changing what you meant.
Example
You wrote: "need invoice paid asap" → Polished: "Hi Karen, just a quick nudge on invoice #1042 — would really appreciate getting that across the line this week."
Quietly records which channels, timings, and tones actually work for your business and feeds that back into every other AI action — so it gets smarter the more you use it.
Example
Learning recorded: Brightwater Cafe pays 70% faster on Monday SMS than Friday email. Future chases will prefer Monday SMS for this client.
How it's different from a chatbot
A chatbot
You open a window, ask it a question, copy the answer somewhere else, and act on it yourself. If you forget to ask, nothing happens. The work still lives on your shoulders.
AI Companion
It already knows there's an overdue invoice on Karen, a no-show on Mel, an unaccepted quote on Tom, and a completed job on Priya. It drafts the right message for each, picks the right channel, sends it, logs it, and tells you what it did.
You don't prompt AI Companion. You install it, give it permission to send on your behalf, and it works the same hours your business does. Every message it sends is logged in the AI activity feed in your dashboard — nothing goes out invisibly.
Privacy & data
Message drafting and recaps call Claude Haiku 4.5 (Anthropic) via the generateAiText helper in our AI Companion engine, with prompt caching on the system prompt so repeated calls within the same action stay fast and cheap.
Your OneBookPlus tenant data — bookings, invoices, quotes, contacts, jobs — is stored in AWS Sydney (ap-southeast-2) via Supabase. AI calls are sent over TLS to the model provider and are not used to train the model.
Every action AI Companion takes is logged to your AI activity log with the recipient, channel, and a preview of what was sent. Nothing is invisible.
AI Companion is opt-in: it only runs once you install it from the App Marketplace. A per-feature toggle UI (e.g. switch off the review harvester but keep payment chasing) is on the roadmap — TODO. Today you can uninstall the app to switch everything off.
Pricing
AI Companion is a separate app on top of your OneBookPlus subscription, installed from the App Marketplace. Three months free during early access, then $25/month — cancel anytime.
AI Companion is an App Marketplace add-on, not bundled into Starter or Growth. Pricing is the same whether your base plan is Free, Starter, or Growth.
FAQ
No. AI Companion is task-driven, not Q&A. It watches the bookings, invoices, quotes and jobs already moving through your OneBookPlus and acts on them — chasing payment, asking for a review, recapping the day. You don't type prompts at it; it just does the boring half of the job.
Only the data inside your OneBookPlus tenant — bookings, invoices, quotes, jobs, contacts, and the message history those generate. It doesn't see other tenants' data, and it doesn't see anything from outside your account. Tenant data is hosted in AWS Sydney (ap-southeast-2) via Supabase.
AI Companion calls Claude Haiku 4.5 (Anthropic) for message drafting and recap generation. Prompts are sent over TLS, not used to train the model, and your tenant data lives in AWS Sydney.
Templated automation sends the same message every time. AI Companion writes the message for the specific client, references the specific invoice or quote, picks the channel based on what's worked before for that client, and learns which timings actually get paid faster. Same intent, different ceiling.
Each feature is opt-in per cron job. A full per-feature toggle UI under Settings is on the roadmap — for now, contact support to disable specific features if needed.
Install AI Companion from the App Marketplace inside your OneBookPlus dashboard. Three months free during early access.