More useful lead details
Collect goals, service requirements, location and preferred contact method.
✦ AI AGENT / SALES AND ENQUIRIES
Know what a new enquiry actually needs.
A business can receive enquiries through its website, phone and social channels with too little context to respond efficiently.
Sales & professional servicesWebsite
Know what a new enquiry actually needs.Capture and route qualified enquiries.
SEE IT IN PRACTICE
Website project enquiry
A typical customer enquiry and the next action an AI assistant could prepare. This is an illustration, not a live agent.
See how we build workflows ↗How it could helpEXAMPLE
A useful project enquiry is ready for a consultation.
No real calls, orders, bookings, messages or confirmed transactions are shown.
AGENT ROLELead Qualification Agent
WHERE IT HELPSTrades · Local agencies · Professional services
POSSIBLE CHANNELSWebsite · Phone · Messaging where configured
BUSINESS BENEFITS
What could improve for your team?
These are practical outcomes to design and measure, not guaranteed savings or claims about existing customers.
Faster routing
Send information to a suitable colleague or queue according to business rules.
Fewer manual questions
Help prospects explain what they need before the first team conversation.
HOW THE AGENT WORKS
From customer request to a useful result.
A realistic example workflow; each step is configured and tested against your business rules.
Welcome the prospect
The assistant introduces the business and explains what information it needs.
Ask relevant questions
It collects requirements, approximate timescales and contact preferences.
Apply qualification rules
It identifies service fit without making unsupported promises.
Route the enquiry
A structured summary is sent to the right person or compatible CRM.
CONNECT THE RIGHT SYSTEMS
Designed around tools you can actually use.
We verify integration compatibility, permissions and operational costs before confirming a technical approach.
Website chat or voiceContact formEmail or CRMNotification workflow
Who is it useful for?
- Trades
- Local agencies
- Professional services
Required provider accounts and third-party usage fees are scoped separately where applicable.
MEASURE THE OUTCOME
How would you know it's working?
Agree simple operational measures before launch, establish a baseline, and review whether the workflow improves customer experience without creating extra work.
Complete enquiries
Time to first response
Qualified lead handovers
