10:00 AM
Initial Call
AI Phone AssistantAI handles call, qualifies prospect, and books meeting during conversation
Active
Automated Business Solutions for
27/7 Customer Communications
Turn every missed call, email, or lead into a booked appointment with our
intelligent AI agents — built for sales-driven businesses.
Sales Assist AI revolutionizes customer communication across every channel from phone and email to WhatsApp, social media, live chat, and more.
Acting as an extension of your best employee, it delivers unparalleled omnichannel service around the clock ensuring you never miss an opportunity to connect, engage, and convert.
What Sales Assist AI Does
Turn more leads into revenue with always-on, human-like conversations
One system to answer, qualify, book, and follow up across phone, SMS, email, and chat—using your policies, offers, and schedule—so every intent becomes a next step.
Answer & Qualify
Instantly handles inbound calls, chats, and emails—verifies intent, collects details, and routes or resolves using your rules.
- ✓ 24/7 call/chat handling with natural voice & tone
- ✓ Smart questions to confirm need, budget, and timing
- ✓ Policy-aware answers & objection handling
- ✓ CRM contact creation + tagging by source & niche
Book & Remind
Finds slots, books the appointment, and sends reminders that reduce no-shows—fully synced with your calendar.
- ✓ Live availability lookup & time-zone aware invites
- ✓ SMS/email reminders with smart rescheduling
- ✓ Deposit/consent link insertion, templated
- ✓ Automatic post-visit summaries into CRM
Follow Up & Recover
Turns “not now” into “booked” with multi-channel follow-ups tailored by lead status, service line, and past responses.
- ✓ Multi-step sequences for cold, warm, & missed calls
- ✓ Offer-aware replies & stock/price change triggers
- ✓ Re-engage lost leads after X days with new angle
- ✓ Closed-loop outcomes back to CRM & reporting
0%
Intent recognition accuracy
0s
Median first response
0%
More bookings from leads
0%
Fewer missed calls
One Omnichannel System — Multiple Ways to Connect
Unify Phone, SMS, Email, Chat, WhatsApp, and Social DMs so every interaction is answered, qualified, and converted — automatically.
All channels work together — conversations switch seamlessly without losing context.
Phone Channel
Answers in seconds, handles objections, books meetings, and syncs outcomes into your CRM.
- ✓ Human-like voice with context memory
- ✓ Smart call routing + qualification
- ✓ 24/7 availability with real-time booking
- ✓ Call summaries auto-sent by email/SMS
SMS Channel
Automated SMS sequences that confirm, remind, and nudge customers to act.
- ✓ Two-way conversations with AI agent
- ✓ Smart reminders to reduce no-shows
- ✓ Auto send estimate & invoice links
- ✓ Personalized follow-ups at scale
Email Channel
Keep prospects engaged with natural replies and branded documents.
- ✓ Personalized replies to FAQs & objections
- ✓ Branded estimates & invoices
- ✓ CRM contact creation + routing
- ✓ Event-triggered follow-ups
Chat Channel
Engage site/app visitors instantly with conversational chat that books in real time.
- ✓ 24/7 on-site Q&A
- ✓ Integrates with scheduling + CRM
- ✓ Smart handoff to human agents
- ✓ Campaign-specific prompts
WhatsApp Channel
Reach a global audience with rich threads, media, and reminders.
- ✓ AI-managed WhatsApp conversations
- ✓ Send updates, reminders, and offers
- ✓ Share docs, images, and voice notes
- ✓ Unified reporting with other channels
Social DMs (Instagram, Facebook, etc.)
Handle direct messages from posts/ads — answer questions, qualify, and move to booking or payment.
- ✓ Auto-reply in DMs with human-like tone
- ✓ Send estimate & invoice links in-thread
- ✓ Route to live agent or book instantly
- ✓ Outcomes logged to CRM
0%
Intent recognition accuracy
0s
Median first response
0%
More bookings from leads
0%
Fewer missed calls
| Channel | Best for | Automation examples | Payment/Docs |
|---|---|---|---|
| 📞 Phone | High-intent leads, complex questions |
Answer & qualify, route, book |
Summary email/SMS |
| 💬 SMS | Fast confirmations & reminders |
Follow-ups, rescheduling, nudges |
Estimates & invoices |
| ✉️ Email | Detailed info & records |
Personalized replies, sequences |
Estimates & invoices |
| 💻 Chat | Website/app visitors |
On-site Q&A, instant booking |
Links & files |
Global audience, media-rich threads |
Updates, reminders, offers |
Docs & media |
|
| # Social DMs | Inbound interest from posts/ads |
Auto-replies, qualify, book/hand-off |
Estimate/Invoice links |
AUTOMATED PIPELINES
AI-Powered Workflows That Convert
Automate your entire customer journey with intelligent workflows that adapt and optimize in real time.
Intelligent Workflow
Multi-Channel Automation
10:05 AM
Meeting Confirmation
SMS ConfirmationSends immediate text confirmation with meeting time and calendar invite
Active
10:10 AM
Meeting Details
Email ConfirmationSends detailed email with agenda, prep materials, and connection details
Active
After Call
Estimate & Invoice
Auto Email + SMSSends branded estimate/invoice with secure pay link via email and text. Updates CRM when paid.
Active
Day Before
Day-Before Reminder
SMS ReminderFriendly text with quick confirmation link; auto reschedules on conflict
Active
After Meeting
Post-Meeting Survey
Post-Meeting EmailCollects feedback and re-opens the conversation for questions
Scheduled
Next Day
Support Channel
Ongoing ChatOpens dedicated chat channel for ongoing questions and support
Scheduled
Integrations & Compatibility
One System That Works With Your Stack
Connect channels, calendars, and CRM. Use built-in actions or extend with webhooks and APIs.
CRM & Contacts
HighLevel CRM
CSV Import
Webhooks
Custom Fields
Calendars
Google Calendar
Outlook/Office 365
Round-robin
Reschedule
Messaging
SMS
Email (SMTP)
WhatsApp Business
Site Chat
Social DMs
Voice/Telephony
Inbound/Outbound
Call Routing
Summaries
Transcripts
Payments & Docs
Estimates
Invoices
Payment Links
PDF Attachments
Capability
Supported
Two-way CRM sync
Yes
Calendar booking
Yes
WhatsApp Business
Yes
Payments (links)
Yes
Bring-your-own provider
Yes
Opt-out/consent controls
Yes
On-prem / air-gapped
By request
Contact & Demos
Ready to plan your automation?
Tell us a bit about your goals and channels. We’ll recommend a right-sized rollout, share example conversations, and outline time-savings + conversion lift.
Fast setup
Omnichannel ready
Estimates & invoices supported
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