Anthony Tavarez · AI Consultant & Builder

From "could AI help?" to a system you can use.

I help business owners make sense of AI, work out where it's actually useful, and put it to work. Through Doxen Strategy I build custom agents, voice assistants, and software for customer conversations, document analysis, and everyday operations.

Based in San Antonio, Texas.

Clear advice. Custom builds. Ongoing support.

You don't need to know which AI tool to buy — or whether you need one at all. We start with the work you want to improve.

AI consulting & tool selection

Work out where AI could help, compare the approaches, and decide what's worth doing first. I look at the task, the systems you already run, what information is actually available, and what it costs you when something goes wrong — not just what a tool can demo.

Custom agents & applications

Software built around one specific job: answering calls, organizing documents, handling follow-up, or pulling information into one place. I combine AI models, APIs and workflow automation to fit the task rather than forcing the task into a template.

Integration & ongoing support

Connect the system to the tools your business already uses, and define where people need to review, approve, or take over. Where it makes sense, I stay on to maintain and refine it as the work changes.

The right answer might be an existing tool, a custom build, or a simpler process that doesn't need AI at all. I'll tell you which.

Selected Work 07 Builds

Different problems, working examples. These show how I approach the work — not a fixed menu of products.

01
Voice AI & scheduling

Cortana

Live product

An AI receptionist for home-service businesses. It answers inbound calls, captures the caller's details, and books the appointment when a calendar is connected. Call summaries give the business a clear record of what was asked for and what happens next.

02
Document analysis

LexScope

Working demo

An AI workbench for criminal defense attorneys reviewing discovery. It summarizes documents, organizes the people and the timeline, and surfaces possible inconsistencies for review. Draft case briefs carry page references so an attorney can check the source.

03
AI-assisted sales operations

Doxen CRM

Internal tool

The CRM I run Doxen Strategy on. As a lead moves through the pipeline, an AI agent drafts the next follow-up for my approval. Engagement signals and a conversion view keep the sales process visible.

04
Referral intake & coordination

Orbit Flow

Working demo

A referral-intake workflow for moving concierges, loan officers and title teams. It brings referrals into a tracked process and organizes the follow-up, so it's clear which introductions still need attention.

05
Feedback & follow-up

Hotsheet

Working demo

A showing follow-up tool for real estate agents. It collects buyer feedback after showings and open houses, flags leads worth a callback, and drafts seller-ready reports — bringing showing activity into one follow-up process.

06
Decision-support application

Nomari

Working demo

For travelers who already have a hotel booking. Add the existing confirmation and a cheaper offer you've found, and Nomari compares taxes, fees, cancellation terms and currency to estimate whether switching actually saves money.

07
Web design & development

Small Business Websites

Example build

Clear, professional sites for businesses building an online presence. Straightforward service pages and contact paths, so visitors understand what you offer and how to reach you. No bloated CMS, no agency retainer.

I advise on the approach — and build the system.

I'm Anthony Tavarez, founder of Doxen Strategy and a hands-on AI consultant based in San Antonio.

My background is in insurance claims operations, and it shaped how I approach technology. The details matter: what information is available, whether it can be trusted, and who needs it next. That perspective carries into everything I build.

I start by understanding the work, not by picking a tool. What takes too long? Where does information get lost? Which decisions need a person's judgment? From there we work out whether the answer is an AI agent, a better-connected workflow, a custom application — or a simpler process.

My work spans voice assistants, document-analysis tools, referral workflows and AI-assisted sales systems. I build with existing AI models and platforms, connecting them around the job rather than forcing the business into a template.

You work directly with me from the first conversation through the build. I explain the trade-offs, show you what's working, and say plainly what still needs testing or human review. The person you talk to is the person who builds it.

Role
AI consultant & hands-on builder
Background
Insurance claims operations
Focus
Custom AI systems & workflow automation
Approach
Assess · Build · Refine
Based in
San Antonio, Texas

Start with the question. Test the answer.

01

Understand the work

We talk through what you want to improve, how it works today, and what a useful result would look like. You don't need a technical brief to start.

02

Choose a first step

I recommend an approach and lay out the scope, what it depends on, and its limits. That might be configuring an existing tool, a focused prototype, or connecting systems you already run.

03

Build and test

I build the system and test it against the agreed tasks. We review the output, the exceptions, and the points where a person needs to stay involved before it goes wider.

04

Put it to work

We agree the launch, the handover and the support arrangement. If it needs ongoing management, that's scoped separately rather than assumed.

What would you like AI to help you do?

Bring a repetitive task, a workflow that isn't working, or an idea you want to explore. I'll help you think through the options and whether there's a useful next step. You don't need to arrive with a solution — or a favorite AI tool.