Pick up every new lead and hand it off with the details.
Your voice agent answers inbound calls and calls web-form leads back, asks your qualifying questions, then books a visit or transfers to a person, with everything written to your CRM.
Leads you already paid for go cold before anyone qualifies them.
Between the first call or form and your team's follow-up, three things tend to go wrong.
Slow or missed first contact
Calls reach voicemail after hours or while staff are busy with someone else. Web-form leads wait hours for a callback. By the time anyone responds, the person has often called a competitor or stopped picking up.
Qualification varies by person
One rep asks about budget and timing, another skips both. Without the same questions every time, hot leads sit in the queue next to casual browsers, and staff spend their day on calls that were never going to convert.
Details lost in the handoff
Notes end up on sticky pads, in voicemails, or half-typed in the CRM. Leads reach the wrong person with key facts missing, so the customer repeats their story and nobody can say which leads were actually followed up.
Qualifies, routes, and records every lead.
We set the questions and scoring to match how your team qualifies leads today.
Answers every call, any hour
The agent picks up inbound calls nights, weekends, and busy afternoons, and can handle several callers at once. Nobody reaches voicemail because your team is on a job, in a meeting, or off shift.
Calls web-form leads back within moments
When someone submits a form, your site can trigger an outbound call right away. The agent greets them by name, mentions what they asked about, and picks up where the form left off.
Asks your qualifying questions, every time
You set the questions: need, timing, budget, location, decision-maker. The agent asks them in plain conversation, follows up on vague answers, and scores each lead against your criteria so hot ones stand out.
Warm-transfers hot leads with a briefing
When a lead meets your bar, the agent calls your rep or advisor, says who is on the line and why, then connects the call. The caller doesn't have to start over.
Books the next step on your calendar
If no one is free to talk, the agent checks open slots on a connected calendar and books the estimate, tour, consult, or sales call while the caller is still on the line.
Writes every lead to your CRM
Name, contact details, answers, score, and a call summary go into your CRM through a custom function or webhook, with the transcript and recording linked. Nothing waits on someone typing up notes later.
A heating emergency becomes a scored lead and live transfer.
A homeowner calls Summit Ridge Heating & Air. The agent asks a few quick questions, scores the lead, hands the call to an available advisor, and logs everything to the CRM.
Every new customer starts with a 30-day pilot.
No DIY setup and no guess work. We build it, you watch it work, then you decide.
- Step 1
Discovery call
We learn your business — call volume, services, pricing, and the specific moments where a live person still needs to step in.
- Step 2
Build and train
Your agent is custom-built and trained on your real services, pricing, and workflows — never a generic script with your name swapped in.
- Step 3
Your 30-day pilot
Your agent goes live on real calls while we monitor, refine, and share results with you — no long-term commitment yet.
- Step 4
Full launch
Once you've seen it work, we roll out across every line and location, with ongoing support and monthly reporting.
30-day pilot at no charge! We'd rather earn your trust than ask for it upfront.
What happens when the agent shouldn't answer?
It transfers to staff with context, takes a message after hours, and flags answers your knowledge base doesn't back up.
Works with the tools that you already use.
Our AI Voice Agents work with your existing telephony setup and major providers, including Twilio, RingCentral, Five9, Aircall, and more, so you can adopt without disruption. Get started in under an hour with simple call-forwarding, or choose a deeper SIP integration for more control & analytics.
Popular with
Education
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Learn moreTake advantage of our 30-day pilot, at no charge.
We'd rather earn your trust than ask for it upfront.