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One 30-minute call from you. The build from us, to a launch date we agree up front. Then it answers everything, and we tune it weekly.
We look at where your inquiries come in, your phone tree, your CRM or helpdesk, and what happens after hours, then show you exactly where prospects and customers went unanswered. 30 minutes, one call.
We script the agents around your products, your pricing, and your policies, decide which of the eight jobs it takes first, and write the escalation rules the way your best manager would: which channels it covers, what it resolves on its own, and exactly where it hands off to your team.
Voice, messaging, email, and web chat wired into your phone number, your calendar, and your CRM or helpdesk, pointed at your payment path if you want payments. Every inquiry source you run lands in one memory of the customer.
We run live test calls with your team on real scenarios, a 9 PM sales inquiry, a 2 AM outage, a past-due invoice, until the agent handles pricing, availability, and account questions the way you would.
We agree your launch date on the audit call and build to it. We monitor every conversation and tune weekly. This is the step you're on.
The shape every build follows. Your launch date is set on the audit call and written down before you commit.
The 30-minute call. Where inquiries land, the phone tree, the CRM or helpdesk, and after hours.
You · 30 minutesScripts around your products, pricing, and policies. Which jobs it takes first, and where it hands off.
UsWired into your number, calendar, and CRM or helpdesk. Pointed at your payment path if you want payments.
UsLive test calls on your real scenarios until it answers the way you would.
Us · your team, about an hourLive on the date we agreed. Every conversation monitored from the first one.
UsThe audit · What to bring
None of it is a blocker. Bring what you have.
After launch · The weekly loop
Read
We go through the week's transcripts, every channel.
Flag
Anything it handed off, hesitated on, or was asked that isn't in the script.
Update
The script, the escalation rules, or the records get the fix.
Re-test
The changed scenario runs again, the same way we trained it, before it goes live.
Everything below is live. Move your cursor over it.
Lead score
Next actionMeeting Sat 11:00 AM
Sample workspace · Names and figures are illustrative
It reads and writes where your data already lives, so your team keeps working the way it already works.
Helpdesk & billing systems
CRM & lead sources
Calendars & scheduling
Phone, messaging & email
Payments
Don't see yours? If it has an API or a webhook, we connect it. We map your exact stack on the audit call, before you commit to anything.
The interesting part of an AI agent isn't what it says. It's what it refuses to say.
If it isn't in your systems, your price sheet, or your policies, the answer is 'let me get you the exact number' and a handoff. It does not guess availability or dates.
Detects irritation, disputes, or anything legally sensitive and pulls a person into the thread mid-conversation. A disputed charge pauses the collections sequence on the spot.
'Stop' ends it. Permanently, across every channel, with a logged timestamp.
Ask it directly whether it's a person and it tells you the truth. That's not a weakness, it's why people keep replying.
Legal advice, contract disputes, refunds outside policy, complaints, and anything about protected classes go straight to a person. No exceptions in the script.
Every message, call, transcript, and action is stored and exportable, so you can see exactly what was said and what was done.
Compliance posture
EVERY MESSAGE, CALL, AND ACTION IS LOGGED AND EXPORTABLE, AND YOU WATCH THE AGENT RUN YOUR OWN SCENARIOS BEFORE IT GOES LIVE. WE WALK YOUR SPECIFIC COMPLIANCE REQUIREMENTS ON THE AUDIT CALL AND ANSWER IN WRITING.
Every one of these is customer work, not generic office automation.
| RecommendedStomeji | Adding front-desk or call-center staff | An answering service | A helpdesk chatbot add-on | |
|---|---|---|---|---|
| Knows your products, pricing, and availability | Yes | After you train them | No | Only what's in the widget |
| Answers calls, texts, email, and chat on one memory | Yes | One channel at a time | Phone only | Chat only |
| Triages incidents and writes tickets | Yes | Yes | Takes a message | No |
| Runs collections sequences within your rules | Yes | If someone has the hours | No | No |
| Takes the payment in the conversation | Yes | Over the counter | No | Its own portal, maybe |
| Hands off warm, with context | Yes | Yes | A voicemail summary | A transcript, maybe |
| Works nights, weekends, and holidays | Yes | Only the shifts you staff | Yes | Yes |
| Speaks the customer's language | Yes | Depends who's on shift | Sometimes | If the vendor supports it |
| Writes back to your CRM or helpdesk | Yes | By hand, later | No | Its own helpdesk only |
| Cost scales with volume, not headcount | Yes | No | Billed per minute | Billed per seat |
The other columns are illustrative, not researched figures. Bring your own numbers to the audit call.
You get your launch date on the audit call, in writing before you commit, and we build to it. The date is set by scope: how many teams and channels, which agents, and what it connects to. Most of that time is us learning how you operate so it does not sound generic, and running test scenarios with your team.
One 30-minute call, access to your phone number, calendar, and CRM or helpdesk, and about an hour of test calls once it is built. That is the whole ask.
If your system has an API or exports, we connect it. We confirm yours on the audit call and write it into the scope and the quote, so the connection is agreed and priced before the build starts.
No. It reads and writes into what you already use. Your team keeps working in the CRM or helpdesk they know, and the agent keeps it up to date.
We monitor every conversation and tune weekly. The transcripts show what it handled and what it handed off; anything new goes into the script and is re-tested before it goes live. The transcripts are yours and exportable at any time.