Managed AI voice agents
Answer the call.
Move the sale forward.
A managed AI voice agent for call answering, lead qualification and appointment setting. Connected to your CRM and calendar, with fast follow-up for new enquiries.
A free conversation to map your enquiries and the first useful workflow.
“Can someone
come tomorrow?”
Speed to lead
They’ve just enquired.
Start the conversation.
A new lead shouldn’t sit in an inbox waiting for someone to find it. We connect your lead sources to an agreed response workflow: answer an inbound call, trigger a callback or send a follow-up, then qualify the enquiry and offer the right next step.
Enquiry arrives
From a call, form or connected lead source.
Response begins
Your agreed callback or follow-up is triggered.
Fit is established
The agent captures your qualification criteria.
Next step is set
An appointment or a handoff to your team.
Different businesses.
Different conversations.
A system shaped around yours.
Choose an industry. See the work your agent takes off your team’s plate.
Plumbing, HVAC, roofing & more
You’re on the job. Your next customer is calling.
- Answer while you’re on the job
- Check service area and urgency
- Prepare the dispatch ticket
Illustrative scenarios with sample availability. Your integrations, booking rules and handoffs determine the live workflow.
AC stopped working
PropertyBeing confirmed
Requested visitAsking for a time
Read the example conversation +
Don’t see your industry? Let’s map your customer journey.
Talk about your businessYour system. Our ongoing responsibility.
We configure it.
Connect it.
Manage it.
Your voice agent is shaped around your services, qualification criteria and booking rules. We test before launch, then monitor and refine the agreed workflows as your team uses them.
Book a Free CallAI voice receptionist
Answer inbound calls, explain your services and handle common questions in your business’s tone. Route calls to your team when a person is needed.
Speed-to-lead follow-up
Connect new enquiries to a prompt response. Callbacks and follow-up are triggered from your agreed lead sources, with timing and contact permissions defined before launch.
Lead qualification
Ask the questions your team needs answered: service required, location, timing, budget or fit. Capture the answers in your CRM so your team has context.
Appointment setting
Check connected calendar availability and offer suitable appointments using your booking rules. Send the details to your team and configure confirmations or reminders where supported.
Your people, at the right moment
Clear handoff and escalation rules, so complex or sensitive conversations reach your team with useful context.
Experience behind
the offer.
From voice and CRM to the workflows behind them. Explore a selection of our work.
Voice & booking
ProjectSetter.com
What we deliveredVoice answering, qualification and booking workflows shaped around home-service teams.
Explore the project
Voice & CRM
MyAlex.ai
What we deliveredReusable voice agents connected to contacts, meetings, opportunities and CRM actions.
Explore the project
Connected operations
Daisy+
What we deliveredRole-specific interfaces connecting CRM, sales and business operations through shared data.
Explore the project
Knowledge & workflow automation
GreenBox Loans
What we deliveredA knowledge agent and document workflows that support a specialist lending team.
Explore the projectFrom first call
to working system.
Start with one useful workflow.
Expand when the foundation is right.
Map the opportunity
We review where enquiries arrive, what happens next, and where your team needs support.
Configure & test
We agree the scope, connect the tools, and test real scenarios with your team before activation.
Manage & refine
We monitor the agreed workflows and refine questions, routing and follow-up through real use.
What’s included
A complete service.
An ongoing partner.
One team to shape, connect and manage your enquiry workflow. A scope agreed around your business.
Managed AI voice & lead follow-up
Your next customer.
Our attention
to every step.
Initial setup and ongoing management, tailored to your team, your tools and your customer journey.
Book a Free Call We’ll map the opportunity and recommend a scope before you commit.Set up around you
- Enquiry and customer-journey mapping
- Voice-agent setup, tone and qualification questions
- Agreed CRM, calendar and lead-source connections
- Appointment-setting rules and human handoffs
- Speed-to-lead and follow-up triggers
- Scenario testing and launch preparation
Managed as you grow
- Monitoring of your agreed workflows
- Refinement of responses and qualification
- Updates to routing and follow-up logic
- Ongoing support for the configured system
Channels, integrations, usage and support are confirmed in your proposal. Additional campaigns and workflows are scoped together.
Your first call, made useful. We’ll map your lead sources, agree what makes an enquiry qualified, review your booking process and recommend the first workflow to put in place.
A few practical
questions.
It can perform all three roles within your agreed scope. The AI voice agent handles the conversation; your business rules determine what it answers, how it qualifies the lead, when it offers an appointment and when it hands over to a person.
We configure response triggers around your lead sources, connected tools, operating hours and contact permissions. The aim is to shorten the gap between an enquiry arriving and a useful response. We test the timing for your setup before launch rather than promise a universal response time.
No. This is a managed service. We scope the workflow, configure the system, connect the agreed tools, test it with your team, and manage ongoing monitoring and refinement.
The examples above show common applications. We start with your enquiry types, qualification questions, booking rules and handoffs, then establish what can be delivered in your particular business.
We review your current tools during discovery and confirm supported connections before agreeing the scope. Booking, CRM updates and follow-up depend on the access and integrations available.
We agree escalation rules with you. The system can route an enquiry or create a callback task, with context for your team. We also define what it should never handle on its own.
We can scope follow-up for enquiries and contacts you have permission to reach. Channels, consent requirements and campaign rules are reviewed before activation; outbound is a separately agreed part of the service.
The engagement includes an initial setup and ongoing management. Pricing depends on the workflows, integrations, channels, usage and support required. We confirm the scope and costs before work begins.