Automation & CRM
An assistant that answers in seconds and knows when to hand over.
Assistants that answer, qualify and book on your website and WhatsApp.
The problem
Why this usually underperforms
Leads go cold when replies take hours. Generic chatbots frustrate customers with scripted menus, while poorly controlled AI can invent prices or policies.
Our approach
How we run it
- 01
Ground the assistant on your approved content: services, menus, prices, policies.
- 02
Qualify and capture: budget, timing and contact details flow into your CRM.
- 03
Escalate to a human with a summary when the question needs judgment.
Deliverables
What you get
- Knowledge base from your approved content
- Assistant for website and WhatsApp
- Qualification and booking flows
- CRM handoff with conversation summary
- Safety rules, disclosure and monitoring
Reporting
What we report on
- Conversations handled
- Leads qualified
- Human handover rate
- Response time
Engagement
Setup project plus monthly platform and monitoring fee.
FAQ
Common questions
Will the AI make up answers?
It is restricted to your approved content and says when it does not know, then offers a human. We review transcripts and tighten rules regularly.
Enquire
Talk to us about ai chatbots & ai agents
Tell us a little about your business. A strategist replies within one working day with questions or a recommended next step.
Often paired with
Tell us where growth is stuck.
Share your goals and budget. You will get a written recommendation, not a sales script.