Notice, act,
hand off.
When a new inquiry arrives — web form, email, or missed call — the operator engages immediately, walks the prospect through your qualification questions, gathers the documents or details your process requires, and delivers a structured summary to the right person. Prospects who do not qualify are handled professionally and closed out; qualified leads arrive warm.
What it knows. What it can do.
Everything is agreed before it starts. You sign off on what it remembers, what it is allowed to do, and when it must stop and hand the case to a person.
Short answers
to the long worries.
Does it work after hours?
Yes — it responds at any hour, which is precisely when the cost of a cold lead is highest.
Can it follow our specific intake questions?
The intake script and qualification criteria are mapped to your process in the blueprint before anything goes live.
How do we start?
With this one workflow. We set it up, prove it on your real data, and you decide whether to go ahead.