PRODUCTS
Agents with a narrow job, a clear trigger, and a human checkpoint
The typical business takes 47 hours to answer a new lead; buyers decide in the first hour. Every product below is built to close that gap — and defined the same way: what starts it, what the AI does, where a human decides, and what lands in your systems.
Front Desk Agent
Answers, books, and reschedules on every channel — 62% of calls to small businesses currently go unanswered.
- Trigger
- Inbound call, text, or chat on your existing number
- AI action
- Answers from your playbook; checks availability; books, moves, or cancels appointments
- Human checkpoint
- VIP requests, complaints, and anything off-playbook route to staff instantly
- Result
- Confirmed booking in your calendar with the full transcript attached
- Exception handling
- Unknown question = message taken and staff paged; any caller can say "person" to reach a human
- Systems connected
- CalendarsReservation systemsPhone / SMS lines
Lead Response Agent
A 5-minute response makes a lead 21× more likely to qualify. This agent answers in under 60 seconds.
- Trigger
- New form fill, missed call, or marketplace lead — 65% arrive outside business hours
- AI action
- Responds by text within 60 seconds; qualifies need, timing, and location; proposes next step
- Human checkpoint
- Pricing above your threshold is drafted, held, and sent only after your approval
- Result
- Qualified lead with a scheduled estimate, consult, or booking
- Exception handling
- Unresponsive leads get a spaced follow-up sequence, then are archived with a full activity log
- Systems connected
- CRMWeb formsGoogle LSA / YelpCall tracking
Follow-Up & Reviews Agent
Texts get a 45% response rate versus 6% for email. This agent closes the loop after every job or visit.
- Trigger
- Job marked complete, invoice paid, or visit finished in your system
- AI action
- Sends a tone-matched thank-you, review request, rebooking nudge, or referral ask on your schedule
- Human checkpoint
- Negative sentiment is never auto-answered — it's flagged to the owner with full context
- Result
- More reviews, more rebookings, and a paper trail for every touch
- Exception handling
- Opt-outs honored instantly and permanently; quiet hours enforced automatically
- Systems connected
- Field service / POSReview platformsInvoicing
ALSO IN THE TOOLKIT
Workflows we add once the pilot earns trust
01
Appointment reminders & no-show recovery
No-shows run ~19% in primary care at roughly $200 per empty slot. Reminders with one-tap confirm/reschedule, plus automatic waitlist backfill when someone cancels.
SMS · TOMORROW 9:00AM
↳ confirmed · chart flagged · waitlist untouched
02
Structured intake
New-client questionnaires collected conversationally over chat or SMS, summarized into your CRM or case system. Legal and clinical judgment stays with your professionals — always.
INTAKE SUMMARY · NEW CLIENT
03
Back-office paper flow
Invoices generated from completed jobs, payment reminders on a respectful cadence, and ledger entries reconciled — with sign-off gates on anything above your threshold.
QUEUE · TODAY
Start with the workflow that leaks the most.
We'll scope your first pilot in a 30-minute walkthrough — one agent, tight approval gates, live in weeks.