Turn calls, texts, and DMs into booked work. Runs inside our CRM.
Automated review requests after jobs or visits
Drafted replies
Flags negative reviews for human follow-up
Centralized review feed with basic reporting
Answers and triages calls 24/7 with natural speech
Captures name, phone, email, reason for call
Reads from your trained knowledge base (site, FAQs, services)
Books or hands off to your calendar when enabled
Intent-based routing and warm transfer to your team
Instant recap by text or email
Call transcripts and recordings (recording optional)
Multi-language where carrier support exists
Multiple simultaneous calls supported
Channels: website chat, SMS, Google Business Messages, Facebook, Instagram, WhatsApp
Modes: Autopilot or human-approved suggestions
Trained on your pages, pricing ranges, policies, service areas
Lead capture forms + appointment handoff
Multi-bot support by goal (Sales, Support, Product), each with its own KB
Guardrails: quiet hours, max replies, smart human handoff
One-click drafts for emails, posts, headlines, and pages inside our CRM
Brand voice presets and reusable prompts
Image generation for thumbnails and post art
Connect or assign your business number
Import services, areas, and hours
Train on your site + FAQs + pricing ranges
Define routing, keywords, and emergencies
Test calls and tune tone and handoffs
Register SMS (A2P) if using text
Go live and review weekly for the first month
Website URLs and sitemap
Uploaded FAQs and service lists
Operating hours, locations, service radius
Pricing ranges and exclusions
Team directory and escalation rules
Missed-call text back
New-lead notifications to email/SMS
Calendar handoff with confirmation
Keyword routing (e.g., “urgent,” “quote,” “billing”)
Whisper transfer to brief your team before connect
Fallback to human when confidence is low or intent is unknown
Unified thread for calls, texts, web chat, and social DMs
Call transcripts with search
Lead capture fields mapped to our CRM
Metrics: conversations, leads created, first response time, channel split
Quiet hours and after-hours rules
Profanity and spam filtering
Intent caps per session
Human override from the unified inbox
Opt-out keywords honored (e.g., STOP)
Calendar, pipeline, forms, chat widget
Google Business Messages, Facebook, Instagram, WhatsApp
Email and SMS senders (A2P-registered when applicable)
U.S. SMS: A2P brand and campaign registration
Accurate website content for training
A working forwarding number or team inbox for handoffs
Templates + light customization at launch
Two minor tweaks/month included (wording, hours, routing target)
Major changes (new number, new or rebuilt flow, >20% KB rewrite, new language/location, calendar/inbox switch) are billed per pricing page
A2P SMS compliance verification is required; $25 per check and $25 per recheck if a campaign fails
Carrier/A2P pass-through fees apply
Call recording optional; transcripts stored in our CRM
Data export on request
Follow your posted consent and privacy policies
No HIPAA handling unless subscribed to a HIPAA plan
No guaranteed lead volumes
No full website rebuilds
No medical/legal advice generation
No HIPAA outside a HIPAA plan
Email [email protected] or call 727-513-0749 with your business name, website, service areas, and preferred forwarding number.red forwarding number.