Convert more leads by responding instantly, qualifying consistently, and booking appointments—while writing cleanly back to your CRM.
the problem
we deliver a production agent that:
Policy pack (tone, allowed claims, escalation rules)
Grounding: Retrieval over approved sources (service list, coverage areas, pricing rules, FAQs)
Tool integrations: CRM + calendar/scheduling + messaging
Evaluation + monitoring: quality, containment, latency, conversion signals
1
Website form/chat, SMS keyword, or inbound email
2
Immediate first-touch with policy-safe messaging
3
Collect required fields (location, needs, timeline, budget, etc.)
4
Schedule appointment or route to the right owner/queue
5
Log transcript + structured fields + next step in CRM
6
Human handoff with full context when required
primary kpis
quality & operations kpis
CRMs: Salesforce, HubSpot
Scheduling: Calendly, Google Calendar, Outlook, internal schedulers
Messaging: Twilio (SMS), web chat, email
Routing: Slack/Teams notifications, assignment rules, queues
use-case SLIs
We align to your plan band and document final targets during Blueprint.
fixed
$150k
Ideal if this is your first wedge use case and you want one agent live fast.
fixed
$300k
Ideal if you want Lead Response plus a second use case (e.g., Support Triage or Sales Assist).
highest roi
retainer
$400k/year
Ideal if lead response is part of a larger roadmap (multiple channels, more agents, tighter SLOs, continuous iteration).
No. We design tone, pacing, and escalation rules in the policy pack and test against real scenarios before launch.
Yes—when your workflow allows it. If a human must approve, we implement a confirmation step.
Yes. Write-back is part of “done”—structured fields, notes, tags, and next steps.
Want faster response times and higher bookings—without hiring a bigger team?
