Take Sales

Services & Agencies

Capture and qualify every inbound lead

Never miss an inquiry again. Qualify by budget and intent, book the meeting, and hand off to a human only when it counts.

Inbound for an agency or a service business is lumpy: nothing for two days, then four requests in an hour, half of them out of budget. The real cost is not the leads lost to competitors, it is the hours senior people spend on calls that were never going to close. The agent takes the first conversation, gets scope and budget on the record, and books only what is worth an hour of your time.

  • Instant qualification by budget and intent
  • Calendar booking with automatic reminders
  • Smart hand-off to your team
  • 24/7 coverage across time zones

24/7

Inbound coverage

How teams use it

Inbound outside business hours

Situation

A visitor lands at 10pm from a paid ad and will not fill in a form.

What the agent does

The agent qualifies scope, timeline, and budget range in conversation, then books a slot for the next morning.

Lead below the minimum budget

Situation

The visitor wants a project at a third of your price floor.

What the agent does

The agent says so politely, offers the smaller package or a referral, and does not consume a call slot.

Existing client with a scope question

Situation

A current client asks whether something is inside the contract.

What the agent does

The agent answers from your scope document and routes anything contractual to the account lead.

Setting it up

  1. 01

    Describe what you sell

    Services, packages, price floors, and what you do not take on. The agent needs the no as much as the yes.

  2. 02

    Set the qualification bar

    Budget range, timeline, decision maker. Below the bar the agent declines gracefully instead of booking.

  3. 03

    Open the calendar

    Connect the calendars that may be booked and the agent will only ever offer real availability.

  4. 04

    Decide the hand-off

    Choose which conversations reach a human immediately: usually named accounts and anything above a value threshold.

Common questions

Will it sound like a bot to my clients?
It answers in your tone and your words, and it says it is an agent. Clients react far worse to a two-day silence.
Can it turn leads down?
Yes, and that is most of the value. You set the floor and it declines below it without burning the relationship.
What about phone calls?
The same agent answers on voice with sub-second response. Same rules, same calendar.

Start the conversation today

Launch an AI agent that qualifies leads and books meetings around the clock. Live in under ten minutes.

A guided demo · your agent live in under 10 minutes