Qualify the enquiry
Gather the details that matter: Procedure type, New or existing client, Availability.
Separate service enquiries, existing clients, suppliers and administrative documents.

Keep the source, requirements and conversation history together so your team can follow each opportunity through to a recorded sale.
Gather the details that matter: Procedure type, New or existing client, Availability.
Calendar + IMAP email + internal management. The assistant explains your services. Professional, tax or legal assessments belong to your team; sensitive documents are not requested by default.
Keep conversations, owners and stages connected. Measure leads, customers and attributed revenue from recorded data.
Define what your agent should ask and what your team needs. Example conversation for Administrative services.
Illustrative example. Actual replies depend on your information and connected tools.
The assistant explains your services. Professional, tax or legal assessments belong to your team; sensitive documents are not requested by default.
We assess your tools and agree integration scope before development.
Gather the details that matter: Procedure type, New or existing client, Availability. We configure questions, instructions and follow-up stages with your team.
The assistant explains your services. Professional, tax or legal assessments belong to your team; sensitive documents are not requested by default. We first review access and integration options to define the work.
Yes. Your team controls follow-up. Generate an AI email draft, review and send it; conversations remain recorded.
See how to automate service, keep track of where each customer comes from and connect conversations, follow-up and results.
Request a demoOne conversation. A clear starting point.