Lead Capture · Qualification · Onboarding
24/7 Growth Concierge
Replace contact forms with a custom AI intake agent that engages every prospect instantly, qualifies fit, answers objections from approved sources, and starts onboarding automatically.
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What this replaces
The concierge eliminates the delay between interest and response — and removes repetitive human qualification.
Contact forms
Static submission → delayed response.
Inbox triage
Manual sorting + chasing basic details.
Repeated FAQs
Same answers typed by humans every day.
Unqualified calls
Meetings with poor-fit prospects.
The Outcomes
- Instant lead engagement (24/7)
- Qualification based on your criteria
- Higher conversion due to speed-to-lead
- Automatic booking + onboarding kickoff data
How it works
1. Engagement
Conversation starts with high-signal questions based on your service type.
2. Knowledge Retrieval
Answers using approved documents and defined pricing rules.
3. Qualification Logic
Filters leads by fit, budget range, timeline, and intent.
4. Onboarding Actions
Books calls, captures details, and syncs to CRM + notifications.
What we need from you
Qualification criteria
The 3–7 questions that define a qualified lead.
Pricing + boundaries
Ranges the agent can share + what must be escalated.
Approved knowledge
FAQs, proposals, service docs, policies, onboarding steps.
Integrations
Calendar + CRM + notifications (email/Slack/SMS).
Channels
Deploy on web first, then expand.
Website Widget
SMS
WhatsApp
Email Intake
Frequently Asked Questions
The agent is constrained by approved sources and defined rules. Unknowns are escalated to a human.
Yes. You can add a live handoff, internal alerts, and an approval step before any outbound actions.
Yes. Language detection and multilingual responses can be enabled by default.
Deploy an intake agent that never sleeps
We’ll define qualification logic, approved knowledge, and onboarding actions.