01
AI receptionist
Answer common questions, collect contact details and hand off the conversation with context.
AI + Automation
AI should do work.
The useful version of AI is not a chat bubble floating on top of the website. It understands the request, captures the right information, updates the systems behind the scenes and gives a human a better next step.
Human-controlledCRM-readyLead-focusedWorkflow-aware
Visitor“I need E&O for my brokerage.”
AIIntent: Real Estate E&O
CRMLead created + fields structured
AutomationNotify human →
Watch the workflow
From visitor question to CRM-ready opportunity.
This is the kind of AI experience we mean: conversation on the front end, structured work happening behind it, and a human receiving context instead of another raw notification.
01 • Conversation
Visitor + AI
Need detectedCommercial insurance inquiry
Follow-up questionBusiness type, state, coverage need
02 • Intelligence
Understand + structure
Intent classifiedHigh-intent service request
Fields extractedName, company, email, product, notes
03 • Action
CRM + automation
Lead createdSource and conversation attached
Next step queuedAcknowledgement + producer alert + task
Visitor question received
Where it helps
Useful AI, attached to real work.
We focus on moments where information enters the business, someone needs an answer, a lead needs to move, or repetitive follow-up is slowing the team down.
02
Lead qualification
Ask the right questions before your team spends time on the opportunity.
03
Automated follow-up
Send the right next message or task when a lead, quote or request reaches a certain stage.
04
CRM & workflow updates
Turn conversations and form submissions into structured information your team can actually use.
05
Document & intake assistance
Extract, organize and route information from forms and documents when appropriate.
06
Internal knowledge
Help staff find approved information faster without searching through scattered files and tools.
Ways to start
Start with one useful job. Expand when it proves itself.
Pricing depends on the systems being connected and how much business logic is involved. These starting points make the differences clearer.
AI Starter
Website Assistant
$1,250+
from $149/month
- FAQ / knowledge assistant
- Lead capture
- Basic qualification questions
- Email handoff with transcript
- Monthly knowledge updates
Sales Flow
AI + CRM + Follow-Up
$2,500+
from $249/month
- Everything in AI Starter
- Custom qualification logic
- CRM lead / contact creation
- Automated acknowledgement
- Team notifications + tasks
- Conversation summary + routing
Operations
Multi-Step Automation
$3,500+
from $399/month
- Multiple workflow triggers
- Documents / intake processing
- Internal routing and approvals
- CRM / email / task integration
- Monitoring + workflow tuning
- Custom dashboards when needed
Practical examples
What could this actually do?
The exact workflow changes by business, but the pattern stays the same: capture information once, understand it, move it to the right place and remove repetitive follow-up.
01
Insurance lead intake
Identify product need, collect business details, create the CRM opportunity and alert the right producer.
02
Professional-services receptionist
Answer service questions, collect matter/project details and route the inquiry with a clean summary.
03
Document intake
Extract useful fields from an uploaded document and prepare the data for review instead of manual retyping.
04
Follow-up engine
Trigger the right email, task or reminder when a lead reaches a specific stage or stops moving.
The rule
No automation for automation’s sake.
If the process is already simple, we keep it simple. AI and automation should remove friction or create a measurable advantage — not add another tool for the team to manage.