Overview
An AI first point of contact that answers inbound enquiries, qualifies leads, routes conversations and books meetings, day or night, and hands anything unusual to your team. Works with your CRM and calendar.
Best for
Businesses that get more enquiries than their team can answer quickly, and lose good leads while they wait for a reply.
How it works
The agent runs on your existing website chat and email. It asks the qualifying questions you choose, scores each lead against your ideal customer, and books meetings into your team's calendars through your CRM. Your team sees every conversation in the CRM, and the agent hands over to a person whenever a lead needs one.
What it does
- Lead qualification and scoring
- Automated meeting booking
- CRM integration: HubSpot, Salesforce, Pipedrive
- Multi-channel support: web, email, WhatsApp
- Intelligent conversation routing
- Real-time notification to sales team
Common use cases
Inbound website chat
Captures and qualifies visitors in real time, books meetings with the right sales rep based on fit signals.
Email triage
Routes inbound emails to the right owner, auto-responds to FAQs, and escalates high-intent leads.
WhatsApp / SMS inbound
Handles cross-channel enquiries with context carried across sessions and channels.
Typical outcomes
< 60 sec
Lead response time
+42%
Meetings booked (uplift)
~70%
Sales team time freed up
+28%
Qualified lead rate
Based on representative client deployments. Your results will depend on volume, data quality, and scope of automation.
Related case studies
Deciding between an off-the-shelf assistant and a custom one? Read our AI personal assistant build vs buy guide.