Lead Capture Agent
A visitor makes an after-hours request. An approved acknowledgement gathers the details and routes them to a named person. Response windows and escalation rules are agreed with the business.
We build AI tools to organize inquiries, answer approved questions, and prepare response drafts. Your team provides the reference information and decides what needs human review. Monthly care covers errors, updates, and performance.
Setup from $2,000 · care from $200/mo · included in Growth SystemsTry a sample inquiry and follow it through to a response draft. You’ll review the proposed handoff before the demonstration finishes.
The demo extracts request details, checks sample reference material, and prepares a response for review.
Interactive demonstration. Sample messages and a simulated workflow. Nothing is sent, booked, or connected to a live AI service.
Scripted demonstration of a proposed workflow. No message, CRM update, or appointment is created by this example.
This scripted example shows an after-hours inquiry being collected and routed to a team member, who checks availability and confirms an appointment.
The transcript is a demonstration, not a record of a customer inquiry or a measured result.
Each use case has a one-time setup fee and required monthly care. We confirm the scope, reference material, and review process before building.
A visitor makes an after-hours request. An approved acknowledgement gathers the details and routes them to a named person. Response windows and escalation rules are agreed with the business.
Answers routine questions from an approved FAQ and refers questions outside it to your team. Unanswered questions can help identify gaps in the reference material.
Prepares follow-up drafts for unanswered quotes using the account record and approved language. A sales representative reviews the message and decides when to send it.
Prepares a response draft to a new Google review within a day. You review and approve it before posting.
Helps staff find information in approved procedures, with source references they can check. Technical and safety decisions remain with qualified people.
Extracts product, quantity, location, and timing details from quote requests, then routes a summary to sales. Acknowledgement rules are agreed in advance; people prepare the prices.
These limits are part of how we scope and review an AI project.
We’ll identify any process or information gaps that need attention before a build.
We use business-tier platforms with appropriate data agreements. The project includes a one-page diagram showing which services receive the data. You own your data and transcripts; customer information is not entered into consumer chatbot accounts.
We constrain the system to approved information, test it against representative questions, and define when it must hand off to a person. Customer-facing drafts begin with human review during a 60-day supervised period. Only explicitly approved acknowledgements may send automatically; pricing and commitments continue to require human approval. Ongoing care includes review of errors and needed updates.
The scope is to assist your staff with repetitive work. People remain responsible for pricing, commitments, complaints, and the review of AI output.
We may recommend improving a process or its reference information first. The $1,950 audit assesses 3–5 possible uses, including estimated cost, potential benefit, and any reasons to wait.
A focused system is typically scoped for two to four weeks to an initial supervised launch, followed by a 60-day supervised period. Timing depends on the approved use case, access, reference material, and integrations; we confirm it in the proposal.
Tell us what takes up your team’s time. We can discuss the task or assess it as part of the $1,950 audit, which includes 3–5 potential AI uses and their costs, assumptions, and limitations.