The lead wants to know whether you can help. Your agent asks the right questions and offers the next available appointment.
A new inquiry
Qualify → book
Turn more leads intobooked business.
One lead. One conversation. A clear next step.
Less chasing. More booked business.
AI agents configured for your revenue workflow, from first interest to the next appointment. More time for your customers.
Reach people while they’re interested
Answer new inquiries and call back opted-in website leads before the conversation goes cold.
Keep the follow-up moving
Follow up across channels, handle questions and work toward the next step with the timing and limits you set.
One conversation, across channels
Connect phone, WhatsApp, text, email and web chat around your process. Keep the next step clear for customers and your team.
Bring interested people back
Reconnect with past inquiries, unfinished bookings and customers ready for their next visit.
AI sales agents
From first inquiry to a booked next step
Respond and qualify
Respond and qualify
Answer questions about your services, ask what matters and understand whether the lead is a fit. Your team gets the details before they take over.
Follow up with a purpose
Follow up with a purpose
A missed reply doesn’t have to end the opportunity. Your agent follows up toward the goal, within the contact rules and hours you choose.
Book the meeting or appointment
Book the meeting or appointment
Offer availability from your connected calendar, book the right next step and send the confirmation. Let interested people commit while they’re still in the conversation.
Reactivate your existing leads
Reactivate your existing leads
Give past inquiries a relevant reason to return. Reopen stalled conversations, offer another appointment and stop when the person opts out.
Update the systems you use
Update the systems you use
Connect your CRM, calendar and business tools. Put qualification details, conversation notes and outcomes where your team already works.
Built for the moments that lose business.
They were interested, then got busy. Your agent reopens the conversation and helps them choose a time.
An unfinished booking
Follow up → confirm
It’s time for another visit. Your agent reaches out with context and makes the next appointment easier to arrange.
A returning customer
Reactivate → rebook
A complex request needs a person. Your team gets the conversation history, captured details and the reason for the handoff.
A conversation for your team
Prepare → hand over
Meet your AI sales team.
A shared workspace for the lead, the conversation and the work still to do.
Your process. An agent that follows through.
Define the goal
Tell the agent what success looks like: qualify a new inquiry, book a consultation or bring a past customer back. Add your services, answers, qualification questions and handoff rules.
Set the boundaries
Choose the channels, contact hours and follow-up limits. Test the conversation, review what happened and refine the instructions as you learn.
Workflows for your business
Make the next step fit your business.
Home services
Qualify the job
Understand the problem, service area and urgency. Book the visit or connect the right person.
Dental & clinics
Book the visit
Handle availability, appointment questions and rescheduling while the team is with patients.
Salons & spas
Keep chairs booked
Help clients choose a service, book with their stylist and arrange their next visit.
Professional services
Qualify the meeting
Ask about the need and timeline, capture the important details and book a consultation.
Know where the conversation goes next.
Read the whole conversation
See the questions, replies and actions together. Understand what the lead needs without piecing the story back together.
Find the leads that need you
Bring exceptions and requests for a person to your team, with the context and the next step attached.
Improve the approach
Refine qualification questions and follow-up messages based on the conversations your business is actually having.
Measure completed work
Track qualified leads, appointments and handoffs. See what moved forward and where opportunities still need attention.
Your business stays in control.
Your agent follows your instructions, respects contact limits and hands over when a person is the right next step.
Put your next lead in motion.
