The facts it can use
Your answers, approved first.
We prepare your hours, services, common questions, and pricing information where you have approved it. Unknown answers need a callback route.
Or you don’t pay.
Cover after-hours and overflow calls with an assistant that answers approved questions and captures the request. We configure the greeting, call rules, and handoff to your team.
Start with the calls that interrupt your day: opening hours, service questions, callback requests, and bookings your calendar can support.
Welcome callers when your team is busy, with a customer, or away from the desk.
Ask about the product or service, needs, and timing to find the right next step.
Offer available times when a supported calendar and booking rules are configured.
Capture the request and callback details. Save them to your CRM where the connection is supported.
Send an agreed confirmation or follow-up when messaging is connected and permission is in place.
Use agreed transfer or callback rules for requests the agent should not handle.
“Thanks for calling. I’m the AI assistant for your sales team. How can I help?”
“We’re comparing software for our team. Can we book a demo?”
“I can help arrange a demo. What does your team need?”
Product needs captured. Demo availability checked.
Illustrative conversation, not a live call or audio demo.
A caller should not have to work through a long script to request a callback. We decide which details are essential and which questions can wait for your team.
Understand the request before choosing the next step.
Check the product or service, needs, and timing against your rules.
Book an available slot, send the details, or hand off to your team.
The facts it can use
We prepare your hours, services, common questions, and pricing information where you have approved it. Unknown answers need a callback route.
The way it speaks
We write a clear AI introduction and short questions, then test how the agent handles interruptions and corrections.
The limits it follows
You decide what the agent can answer, when it can book, and when a person needs to step in.
The questions change with the business. A sales enquiry, appointment request, and existing-customer call each need their own handling rules.
Plus Education & Training, Real Estate, Hospitality & Travel, and more.
We check what your CRM and calendar can accept, then agree which details are saved and who receives the handoff.
Connections are confirmed around your tools and setup.
Phone routing, calendar access, and human handoffs affect the setup.
We review your current phone setup and agree on the right routing. Depending on your provider, that can mean forwarding selected calls, covering overflow, or adding after-hours support.
We define handoff rules with you before launch. The agent can transfer a call where your phone setup supports it, or collect the details and arrange a callback. It should never guess its way through a request outside its scope.
We assess your tools during setup and connect supported systems. Demos, consultations, service appointments, and the details saved to your CRM are configured around your process.
We build a clear introduction into the conversation. Recording notices, consent, and data handling are agreed during setup for your business and location. The agent is not an emergency service.
We map your call flow, configure the agent and integrations, and test real-world scenarios with your team before launch. Scope and timing depend on your phone setup, tools, and requirements.
Tell us when calls go unanswered and what callers usually need. We can help you choose a sensible first job for the agent.