01
AI Receptionist Agent
Welcome inquiries, answer approved introductory questions, collect contact details, and guide customers to the right next step. Voice answering is available through a custom Voice AI solution.
View sample workflowBUSINESS AUTOMATION
Give repetitive work a better process.
From the first inquiry to the next appointment or staff handoff, we help you build automations around the tasks your business repeats every day.
Phase 1: Core AI Agents
The foundation for your AI back-office team. Start with the tasks that support each inquiry, appointment, and client handoff. We scope the channels and connections around your business.
02
Lead Qualification Agent
Ask agreed questions about a prospect’s needs, service area, and readiness, then organize the answers so your team can prioritize follow-up.
View sample workflow03
Appointment Booking Agent
Guide customers to available appointments through a booking link or supported calendar connection, with confirmation and scheduling rules defined for your business.
View sample workflow04
Client Intake Agent
Collect the information your team needs to begin work, organize intake responses, and route new clients to the appropriate workflow.
View sample workflow05
Document Reminder Agent
Remind clients about outstanding documents and next steps using agreed timing and approved instructions for submitting files.
View sample workflow06
SMS/Email Follow-Up Agent
Send agreed follow-ups after inquiries, appointments, or intake milestones. Message content, permissions, opt-outs, and timing are configured before launch.
View sample workflow07
Human Handoff Agent
Recognize situations that need a person and route the request with the details already collected, using your team’s availability and escalation rules.
View sample workflowPhase 2: Advanced AI Agents
Add these custom solutions after your core system is running smoothly. We confirm compatibility, estimated delivery time, usage costs, and support during consultation. Each agent can be scoped individually or as part of a connected workflow.
01
Voice AI Call Agent
Provide phone answering and appointment assistance, including 24/7 coverage where configured. Use approved answers, supported calendar connections, and clear routes to a person.
View sample workflow02
Website Chat Agent
Engage website visitors in real time, answer approved service questions, collect inquiry details, and guide them toward booking or staff assistance.
View sample workflow03
Missed Appointment Recovery
Follow up after a no-show and help the client choose a new appointment through a booking link or supported scheduling connection.
View sample workflow04
Past Client Reactivation
Reconnect with eligible past clients through approved seasonal campaigns, service reminders, and follow-up messages that respect their contact preferences.
View sample workflow05
FAQ/Knowledge Base Agent
Provide answers from your approved business content and route questions outside that information to your team.
View sample workflow06
Review/Referral Agent
Request honest customer reviews and invite referrals after agreed service milestones, with timing and messaging tailored to your business.
View sample workflow07
Reporting/CRM Update Agent
Prepare agreed reports, update supported CRM records and pipeline stages, and flag exceptions for your team to review.
View sample workflowAI Receptionist & Voice AI
Custom solution
When your team is busy, callers still need a helpful response. A custom voice agent can use your approved business information to answer questions, collect details, and guide callers toward the right next step.
A scoped solution can include:
- Greetings that reflect your business.
- Answers from approved FAQs and business information.
- Inquiry and lead-detail collection.
- Appointment requests or booking with a supported calendar connection.
- Routing or handoff based on agreed rules.
- Conversation summaries where the chosen setup supports them.
Give your team a clearer starting point.
Instead of starting every conversation from scratch, your team can receive the details already collected and focus on the help the caller needs.
Availability, call volume, escalation behavior, and usage costs are confirmed during scoping.
Chatbots & Appointment Automation
Turn common website questions into a clear path forward. A chatbot can help visitors explore services, share their needs, and reach your booking page or a supported scheduling workflow.
A scoped solution can include:
- Website chat using approved answers.
- Questions that help qualify an inquiry.
- Booking links or connected scheduling.
- Appointment reminders and rescheduling guidance.
- Follow-up for missed appointments.
- Staff handoff when a question needs a person.
Make the next step easier to find.
Visitors should not have to search through several pages to ask a basic question or request an appointment.
Client Intake & Follow-Up
A new inquiry is only the beginning. We help you organize what happens next, from collecting the right information to reminding clients about outstanding steps.
A scoped solution can include:
- Intake forms and inquiry routing.
- Document-request reminders.
- Email and SMS follow-up based on agreed triggers.
- Past-client reactivation outreach.
- Review and referral requests.
- Handoff notes for your team.
Keep the next step visible.
Give clients clearer instructions and your team a more consistent way to follow through. Messages, timing, permissions, and responsibilities are defined before launch.
Back-Office Automation & CRM Integration
Custom solution
Repeated data entry and scattered updates can make routine work harder than it needs to be. We review how information moves through your business and identify where an automation could support the process.
A scoped solution can include:
- Transferring agreed information between supported systems.
- Updating customer or job records.
- Routing tasks to the right person.
- Preparing reports or invoice drafts.
- Tracking workflow progress.
- Flagging exceptions for human review.
Spend less effort moving the same information around.
We start by mapping the task, checking compatibility, and identifying the review points that matter. A workflow is only useful if it handles your real operating conditions.
Support for the people using the system.
A useful automation needs clear instructions. Process mapping, SOPs, and team training can be included in your project so people understand what the system does and when to step in.
We can also scope a focused consultation or training engagement when you need help deciding where to begin.
Pricing starts with understanding the work.
The number of steps, systems, users, and exceptions affects the build. We review those details before preparing a custom proposal.
Your proposal identifies deliverables, responsibilities, estimated timing, agreed support, and applicable software or usage costs.
Do I need a GoHighLevel account?
No specific platform is required to begin a consultation. We review your current setup and confirm whether the proposed solution requires additional accounts or services.
Can a voice agent answer outside business hours?
After-hours handling can be included in a custom setup. We agree on what the agent can do, which messages it should provide, and what happens when staff are unavailable.
Can an agent book appointments directly?
That depends on the calendar connection and booking rules. Some setups can book directly; others collect a request or guide the customer to a booking link.
What if the AI cannot answer a question?
We define an appropriate fallback, such as collecting contact details, offering a booking link, or handing the conversation to your team. The exact behavior depends on the solution.
Can you connect older software?
We can review it as part of a custom project. We confirm access, compatibility, and reliability before promising a connection.
Can you work with tax, healthcare, or other sensitive information?
Requirements must be reviewed before a project is scoped. We do not assume that an ordinary chatbot or form is suitable for sensitive information. Do not submit tax records, medical information, passwords, or payment details through the website inquiry form.
Do you sell phone systems or hardware?
No. Our Voice AI service focuses on the assistant and its agreed workflow. Any required third-party services are identified during scoping.
Is ongoing support included?
Support, maintenance, monitoring, and future changes are included only as described in your proposal or service agreement.
Start with the task you repeat the most.
Tell us what happens today, how often it happens, and where it gets stuck. We’ll review whether automation is a useful fit.