Capture every enquiry
Connect forms, inboxes, WhatsApp, website chat, booking systems, and spreadsheets so new leads do not sit unseen.
Qualify with context
The agent can compare answers against your rules, detect urgency, classify fit, and request missing details before a human steps in.
Book and update CRM
Qualified leads can be routed to HubSpot, Salesforce, Pipedrive, Zoho, Calendly, Google Calendar, Outlook Calendar, Slack, or Teams.
Example lead qualification workflow
This is especially useful for businesses where speed to lead matters: agencies, consultants, salons, clinics, trades, real estate teams, SaaS companies, recruiters, and local service businesses.
- A new enquiry arrives from a form, email, WhatsApp, Instagram, website chat, or CRM source.
- The agent reads the message, identifies the service requested, checks fit, estimates urgency, and drafts a helpful reply.
- If important information is missing, the agent asks for it. If the lead is qualified, it updates the CRM and suggests a booking link.
- Important replies, quotes, or unusual cases can pause for human approval before anything is sent.
Built around your current systems
We connect the workflow to the tools your team already uses, with clear access boundaries, error handling, logs, and human approval where a wrong action would be costly.
Map your first workflow
Tell us which tools you use and where manual work slows the process down. We will identify a focused first workflow, the required integrations, and the right control points.