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How it works

From New Lead to Booked Appointment. Automatically.

Your leads come in. Our AI responds instantly, answers questions, follows up, and helps book appointments — while you focus on running your business.

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One lead's journey

Illustrative example

The process

Five Steps. One Automated Sales Process.

From the moment a potential customer reaches out, our platform helps manage the entire journey from first contact to confirmed appointment.

  1. Step 01

    A New Lead Comes In

    Someone submits a Facebook ad form, sends an Instagram message, or contacts your business through a connected channel.

    Their information is automatically captured and organized inside your CRM.

    • Meta, Google Ads, TikTok and LinkedIn lead forms
    • Messenger and Instagram messages imported to your inbox
    • Returning customers matched by phone or email

    Illustrative example

  2. Step 02

    Your AI Responds Instantly

    Instead of making customers wait, your AI sales agent starts a conversation by text automatically.

    It answers common questions, explains your services, and gathers the information needed to move toward a booking.

    • Quotes only from the prices you set
    • Hands the conversation to your team when it's unsure
    • Every AI message is logged and reviewable

    Illustrative example

  3. Step 03

    Every Lead Is Organized

    Your CRM automatically tracks leads through your sales pipeline.

    See who's interested, who's waiting for a response, who's booked, and who needs another follow-up.

    • Pipelines and stages you define
    • Board and list views with filters
    • Source, vehicle and service on every card

    Illustrative example

  4. Step 04

    Appointments Get Booked

    Once a customer is ready, your AI guides them toward available appointment times and helps schedule the booking.

    Your calendar stays organized without endless back-and-forth messages.

    • Offers only times that are actually open
    • Double-booking blocked by the system
    • Google Calendar sync and an online booking page

    Illustrative example

  5. Step 05

    Follow-Ups Happen Automatically

    Not every customer books immediately.

    Automated follow-ups reconnect with interested leads who haven't made a decision, so potential customers don't simply disappear from your pipeline.

    • Wait steps, conditions and texts in a visual builder
    • Opted-out contacts are never messaged
    • Replies land back in your shared inbox

    Illustrative example

See the AI in action

Meet Your New AI Sales Assistant.

While you're busy running your business, your AI is busy turning conversations into customers.

  • Quotes from your price listIt looks prices up — it never invents a price, discount or warranty.
  • Offers real open timesAvailability comes from your calendar, so it can't double-book.
  • Knows when to hand offAnything it can't answer goes to your team, with the full thread.

Alex Morgan

Text message · New lead

AIAI receptionist is answering. Replying yourself pauses it.

  1. Customer:

    Hey! How much to tint my BMW 3 Series?

    Alex Morgan

  2. AI receptionist

    AI receptionist:

    Hey! For your BMW 3 Series, our ceramic tint package starts at $299. Would you like me to check our availability this week?

    Price from your price list Delivered

  3. Customer:

    Yeah, do you have anything Friday?

    Alex Morgan

  4. AI receptionist

    AI receptionist:

    Absolutely! We have Friday at 10:00 AM or 2:00 PM. Which works better for you?

    Checked live availability Delivered

  5. Customer:

    2 PM works!

    Alex Morgan

  6. AI receptionist

    AI receptionist:

    Perfect! You're booked for Friday at 2:00 PM. See you then!

    Booked in your calendar Delivered

  7. Appointment Booked

    Confirmed
    When
    Friday — 2:00 PM
    Service
    Ceramic Window Tint
    Customer
    Alex Morgan

Illustrative conversation — example price and times

You're always in control

Automation When You Want It. Full Control When You Need It.

Our software handles repetitive conversations and administrative tasks, while giving you complete visibility into your business.

Take Over Conversations

Step in personally whenever a customer needs a human response. One click pauses the AI for that conversation; another hands it back.

AIAI receptionist is answering. Replying yourself pauses it.
Can you do the tint and a windshield strip on the same visit?

AI receptionist

Good question — let me get the team to confirm that for you.
Type to step in…

Illustrative example — try the button

View Every Conversation

Keep track of customer messages and interactions from one centralized workspace.

Manage Your Sales Pipeline

See where every lead stands and move opportunities through your sales process.

Customize Your AI

Configure business information, services, frequently asked questions, and response guidelines.

Manage Your Appointments

View upcoming bookings and stay organized with your connected calendar.

Decide What Gets Automated

Turn follow-up sequences on or off, edit every message, and turn the AI off for any conversation.

Built for businesses like yours

Different Industries. Same Problem. One Solution.

Whether you're running a tint shop, landscaping company, dental clinic, or real estate business, responding quickly and following up consistently can make the difference between winning and losing a customer.

Built here first

Automotive Services

Tint, detailing, PPF and wraps — quote by vehicle and book the bay.

Home Services

Cleaning, HVAC and pest control — answer the inquiry before a competitor does.

Real Estate

Reply to buyer and seller leads fast and book viewings or valuations.

Dental & Healthcare

Respond to new-patient inquiries and fill open appointment times.

Professional Services

Get consultations on the calendar without email ping-pong.

Contractors & Trades

Capture estimate requests from ads and follow up until they book.

Beauty & Wellness

Salons, spas and med spas — turn DMs and ad leads into booked appointments.

Fitness Studios

Answer trial and membership inquiries while you're coaching.

Solar & Roofing

Follow up on quote requests until the site visit is on the calendar.

Legal & Financial

Law, accounting and insurance offices booking consultations faster.

Pet Services

Groomers, trainers and boarding — reply instantly and fill open slots.

Education & Coaching

Tutors, schools and coaches answering enrolment questions fast.

The big picture

Stop Paying for Leads You Never Follow Up With.

Generating leads costs money. Losing them because of slow responses, missed messages, or forgotten follow-ups shouldn't be part of your business strategy. Our platform helps you make more of the opportunities your marketing creates.

Marketing

Lead ads flow straight in — no exports, no copy-paste.

Sales

Every lead gets an answer and a follow-up.

Scheduling

Bookings land on a calendar that can't double-book.

One platform connecting the three. We don't promise conversion rates — results depend on your offer, market and team.

Your Next Lead Could Be Your Next Customer.

Stop letting opportunities sit unanswered. Put your lead management, conversations, and bookings on autopilot.

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