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.
AI organizes customer messages, checks your approved information, and prepares reply drafts. Your people decide on prices, promises, and what gets sent.
Setup from $2,000 · care from $200/mo · included in Growth SystemsChoose the repetitive work you need help with. You buy a defined setup plus required monthly care; your team keeps the decisions.
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.
ONE DEMO. ONE JOB.
Turn a customer message into a draft. Try a request the AI must refuse. See the review your coordinator owns.
STEP 1 OF 5 · MESSAGE
AI starts with what the customer actually said.
SAMPLE APPROVED INFORMATION
TRY THE BOUNDARY
Escalated in this demo. Coordinator review is required; no price or promise is approved.
0 of 3 review checks marked.
The team gets an organized request and a reply draft ready for review. Nothing is sent without a person’s approval.
AI prepares the work. Your coordinator owns the decision.
AI PREPARES → HUMAN DECIDES
You marked the review checks in this demo. A real coordinator still decides whether to send. The AI never approved a price or made a promise.
Find the package for this workScripted demo. No live AI. Nothing is sent.
Extract request details, find approved information, summarize the work, and draft a reply.
Prices, discounts, appointments, refunds, and other commitments. Missing or unapproved information is escalated, never invented.
We map which business-tier services receive your information and agree on the data-handling settings before launch. You own your data and transcripts; customer information is not entered into consumer chatbot accounts.
The assistant identifies itself as automated. We use business-tier tools, document the data flow, and agree on who receives escalations. You own your data and transcripts. Pricing, commitments, complaints, and high-stakes decisions remain with authorized people; qualified staff retain technical and safety decisions.
ONE-TIME SETUP
A scoped workflow, approved reference information, a defined handoff, and testing before supervised launch. Package prices above show the setup range.
REQUIRED MONTHLY CARE
Error review, reference updates, and a performance report. We keep the system aligned with your changing services, hours, and business rules.
More integrations, higher message volume, and more approved information sources move a package toward the top of its range.
We confirm the exact scope, integrations, review process, and fees before building. Start with one useful task.
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.
Talk through the task your team needs help with, or start with the audit to assess the wider process.
Talk through one task, the information you have, and the help your team needs.
$1,950 · Assess 3–5 potential AI uses, with costs, assumptions, and limitations.