Never lose another first-touch — an AI agent that answers, qualifies, and routes every inbound

The number this moves isn't "calls answered." It's leads that never died.

You already spent the money to make the phone ring. The leak is in the next sixty seconds. The contact who responds first usually wins, and a lead worked in the first minute converts far better than one worked an hour later — which is why an after-hours dead end or a weekend form backlog quietly burns the most expensive part of your funnel. A receptionist that only "answers nicely" misses the point. The job is to engage on contact, capture what matters, and hand a qualified, routable record to a human or a workflow before the prospect moves on. Run the math in your own terms before you spend on more demand: say a quarter of your inbound currently goes unanswered after hours or during a rush. Recovering even half of that is found revenue at zero added ad spend — and unlike a new campaign, it compounds on traffic you're already buying.

One agent across three doors — phone, form, and chat

Inbound doesn't arrive in one channel, and the seams between channels are where leads fall through. We run a single agent across all three first-touch surfaces, so the behavior and the record stay consistent no matter how someone reaches you.

• Inbound calls — the agent answers in voice, handles the common ask, qualifies, books, or warm-transfers to the right human with full context. No hold music, no voicemail black hole.
• Web forms — the moment a form submits, the agent enriches and qualifies it and triggers immediate follow-up, instead of a thank-you page and an overnight wait.
• Live chat — the same agent handles the website conversation, answers from your knowledge base, and escalates with the transcript attached when it's out of depth.
• One record, one truth — every touch across all three resolves to a single contact in Salesforce, so sales sees the whole story, not three orphaned fragments.

Why "AI receptionist" tools disappoint — and what we do differently

Most off-the-shelf AI receptionists are stateless front-ends. They sound fluent, they take a message, and then they hand you a transcript that a human still has to read, key in, and route. The contact isn't matched to your CRM, the qualification isn't structured, and nothing downstream fires on its own. You've replaced a missed call with a slightly nicer missed call. We build the opposite: an agent grounded in your Salesforce Data Cloud profile, so it recognizes the returning customer, knows their open case or last order, qualifies against your actual rules, and writes a clean, resolved record that triggers routing, booking, and SLA timers automatically. Fluency is table stakes — every modern voice model clears that bar. The value is what lands in the system after the call ends, and whether it can be acted on without a human re-keying it.

Built on your data, then run like a team member

An inbound agent is only as good as what it knows and how it behaves under pressure. We get both ends right — the grounding, and the operation after launch.

• Grounded, not guessing — the agent answers from your knowledge and your customer profile, with explicit guardrails on what it can say and a clear escalation path when a request is out of scope.
• Qualification you define — it asks your questions, scores against your rules, and routes by your logic: sales-ready to a rep, service to a queue, spam to the floor.
• Honest about the handoff — a good first-touch agent knows when a human should take over, and transfers with full context instead of improvising past its competence.
• Run, not just shipped — we review real conversations weekly, tune the script, fix the misroutes, and report on booked meetings and recovered leads. That ongoing loop is the difference between an agent that decays and one that compounds.

What it looks like in week one

We start with the single first-touch leak that costs you the most — after-hours calls, abandoned forms, or chat you can't staff — and instrument it before we touch it, so you see recovered leads as a number rather than taking them on faith. The pattern is the one behind our Green Subsidy solar work: catch the inbound the instant it lands, respond before the prospect cools, and resolve it into the CRM so a human can close. Speed-to-lead is the lever. The agent is how you pull it at every hour without adding headcount — and the baseline you captured in week one is what tells you whether it's working.

Where the fee follows the result

An inbound agent has an unusually clean scoreboard: leads engaged, qualified, booked, and recovered that would otherwise have been lost. Because that outcome is measurable, we tie our fee to it. The further you go with us, the more of what you pay is anchored to the value the agent produces — so the work we prioritize is the work that moves your pipeline, not the work that fills a timesheet. That alignment only holds because we run the agent, not just build it and walk away; you can't be accountable for a number you don't operate against.