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AI ASSISTANTS & BUSINESS AUTOMATIONAI assistants configured around your business to answer incoming calls, help website visitors, qualify leads, and guide customers toward the next step.
We tailor the answers, questions, and handoffs to your services and the way your team works. When you need booking or connected business tools, we scope those connections with you.
Tell us how you want a typical inquiry handled. We’ll walk through what the assistant should ask, what it can answer, and when your team should take over.
From service areas and qualification questions to approved responses and routing rules, the setup reflects your business.
Choose the work you want handled. We shape the assistant around the task, then confirm the right scope and connections.
Greet callers, answer approved questions, capture useful details, and route requests. Start with overflow or after-hours coverage, or scope an assistant for your main line.
Phone assistant; coverage defined in your quoteHelp visitors understand your services, service area, hours, and approved policies. Give them a clear next step while they are already interested.
Website assistantAsk about the service needed, location, timing, and other details that matter to your team. Follow your qualification rules and pass along a useful summary.
Available for website and phoneCheck availability and schedule through a supported calendar, using your appointment rules. Confirm a booking only after the connected system accepts it.
Available with a supported integrationSend inquiries into your customer-management system, update supported records, or trigger an agreed follow-up process. We check your tools before quoting the connection.
Custom integration or programmingDefine when the assistant should clarify, take a message, or transfer a call. Set fallback instructions for when your team is unavailable.
Handoff configured for your channelWe configure the assistant with your approved information and test how it responds in real situations. The details matter: which jobs you take, where you work, what customers should know, and who handles the next step.
Your services, policies, service areas, and approved answers. We define what it can say and what needs confirmation.
Qualification that reflects how your team evaluates an inquiry, with follow-up questions that help the customer move forward.
A delivered inquiry, an accepted booking, or a handoff to your team. We test the action, including what happens if it fails.
Imagine a service business receiving a call while the owner is on a job. Here is one way a tailored phone assistant could handle it.
Illustrative workflow, not a live conversation. Booking and connected records depend on the integrations included in your setup.
Ask what the customer needs and check whether the service and location are a fit.
Capture the name, callback number, timing, and job information your team needs.
Check a connected calendar and book an available appointment, or send an appointment request to your team.
Deliver the details and outcome. Follow your handoff rules if the customer needs a person.
Start with phone answering, website conversations, or a connected workflow. Each project has a written scope, a setup price, and clearly defined ongoing costs.
For overflow and after-hours calls
Give callers a useful first response when your team is busy or closed. Gather the details you need and route requests according to your rules.
SETUP STARTING AT$2,500
Monthly management starting at $499/month
Platform, phone, and usage charges additional.
Appointment booking, full main-line coverage, and connected business tools are quoted separately.
Talk through your phone setup →For customer questions and better inquiries
Help visitors understand your services, ask useful follow-up questions, and deliver inquiries to your team.
SETUP STARTING AT$1,500
Monthly management starting at $249/month
Platform and usage charges additional.
Appointment booking and connected business tools are quoted separately. Website care is a separate service.
Talk through your website assistant →For connected tools and more involved workflows
Connect conversations to the systems your team uses, with programming tailored to the work you want handled.
BUILT TO YOUR REQUIREMENTSLet’s scope it.
Setup and management quoted to scope
We confirm system access, compatibility, and the required actions before providing a quote.
Tell us what you want connected →We can connect supported scheduling tools so your assistant can check availability and book within your rules. Tell us what you use, and we’ll confirm compatibility and quote the complete setup.
Your scope will state whether the assistant confirms appointments or captures requests for your team to approve.
Discuss appointment booking →Your proposal separates the one-time setup, monthly management, and platform and usage charges. We estimate usage costs from your expected call or chat volume and explain how additional usage is billed before you approve the project.
Included update time does not roll over. Additional changes are $150/hour in 15-minute blocks, approved before work begins. New workflows and integrations receive a separate quote.
Planning a website assistant also means considering the site around it. A small business website and an e-commerce storefront can need different customer journeys. Keep site speed and the privacy policy in that planning, and distinguish assistant management from the separate work covered by website care.
Human support is available Monday through Friday, 8 AM to 5 PM Pacific, excluding observed federal holidays. After-hours assistant availability does not include round-the-clock human support.
We learn your services, common inquiries, business rules, and desired outcomes.
We prepare the information, conversation behavior, and agreed connections.
We test answers, actions, and handoffs with you, then refine the experience.
We check functions, report on activity, and maintain information within your plan.
We configure the assistant to respond using your approved business information and conversation guidelines. It can ask relevant follow-up questions and use connected tools where included. Specific wording can be approved for important answers; other responses adapt to the conversation.
In many cases, yes. Calls can be forwarded from an existing business number for overflow, after-hours, or broader coverage. We review your current phone service and routing options before confirming the setup.
We check the exact system, account access, and action you need before quoting. Some tools support direct connections; others need custom programming. Capturing an appointment request is different from confirming a booking, and we make that distinction clear in your scope.
We define a useful fallback: ask a clarifying question, capture the request, or involve your team. No assistant understands every situation. Testing includes unfamiliar requests and unsuccessful handoffs, so those situations have a planned next step.
Yes. Phone assistant management includes up to 60 minutes of updates per month; website assistant management includes up to 30 minutes. These cover approved business information and existing conversation rules. Included time does not roll over. New workflows and integrations are scoped separately.
No. We can review an existing website or phone setup and confirm whether it supports the assistant you need. A website rebuild is not a requirement.
Monthly management covers the checks, reporting, and update time listed in your package. Website assistant management also includes a sample review of up to 10 conversations for answer quality and missed information. This does not cover every interaction.
Platform, phone, and usage charges are additional and explained in your proposal.
You will receive a written setup price and monthly management fee, plus an estimate of platform and usage costs based on your expected volume. We explain the applicable rates and how additional usage is billed. Variable usage means your total monthly bill can change.
Yes. Tell us the type of inquiry you want handled and the tools your team uses. We can walk through an example and discuss what a tailored setup would involve before you commit.
Tell us about the calls, questions, or repetitive tasks you want help with. We’ll walk through what an assistant could handle and what it would take to get it working.