The team

Four agents.
One front office.

Each agent has a defined job, not a vague “does everything” prompt. Narrow roles are easier to test, monitor, and trust. All of them share one knowledge base, one CRM record, one calendar, and one set of escalation rules.

Every call answered. Every caller helped. Every opportunity captured.

Picks up 24/7, or only when your team can't get to the phone. It answers questions from your approved knowledge base, books on your real calendar, and transfers urgent calls to a person. After every call, a summary is saved to the contact record and emailed to you.

What it handles

  • Answers inbound calls 24/7, or only when your team doesn't pick up
  • Figures out why someone is calling and routes urgent calls to your team
  • Answers questions about hours, services, prices, service area, and policies from your approved knowledge base
  • Books, reschedules, and cancels appointments on your real calendar, using real availability
  • Summarizes every call, saves it to the contact record, and emails it to you
  • Says it's a virtual assistant if a caller asks

When it hands off to your team

  • The caller asks for a person
  • The call is urgent or a complaint
  • It can't help with the request
  • Your team member hears a quick summary before the call connects

What you’ll see

Call summary emailed after every callCalls saved to the contact recordBookings on your calendar

New leads hear back in under a minute, not hours.

New website-form and Facebook lead-ad leads get a text and an email within about a minute, and your team is alerted. It also replies to texts, website chat, Facebook Messenger, and Instagram DMs, asks one question at a time, and books the appointment right in the conversation.

What it handles

  • Sends new form and Facebook lead-ad leads an instant text and email, and alerts your team
  • Replies to text messages, website chat, Facebook Messenger, and Instagram DMs
  • Asks one question at a time and answers from your knowledge base
  • Books the appointment in the conversation
  • Moves every lead through your pipeline automatically: New Lead, Contacted, Consult Booked, Showed, Won, Lost or No-Show

When it hands off to your team

  • The lead asks for a person
  • It doesn't know the answer or can't resolve something (a task is created for your team)
  • A team member jumps into the conversation (it stops replying)

What you’ll see

Every lead as a card on your sales boardTeam alert for each new leadFull conversation history

The calendar stays full without the back-and-forth.

Books on the right calendar while respecting duration, buffers, and minimum notice. It sends a confirmation at booking and reminders 24 hours and 2 hours before. When someone cancels, or when you mark a no-show with one tap, it starts recovery texts and rebooks them when they reply.

What it handles

  • Books, confirms, reschedules, and cancels on the correct calendar
  • Respects appointment length, buffers, and minimum notice
  • Sends a confirmation text at booking, then reminders 24 hours and 2 hours before
  • Stops reminders automatically if someone cancels
  • Recovers no-shows and cancellations: texts 30 minutes after, the next day, and on day 5, then stops
  • Stops the moment the person replies, then rebooks them
  • Answers prep questions from your knowledge base

When it hands off to your team

  • A request falls outside your booking rules
  • The person asks for a team member

What you’ll see

Every appointment on your calendarConfirmations and reminders on the contact recordNo-show and cancellation recovery status

Routine questions get immediate answers. Exceptions reach the right person.

Helps your existing customers with appointment details, prep, hours, and policies from your knowledge base, and reschedules or cancels on request. Billing, refunds, complaints, or problems with past work get a promise that your team will follow up, plus a task for the right person.

What it handles

  • Answers questions about appointment details, prep, hours, and policies from your knowledge base
  • Reschedules or cancels appointments on request
  • Hands billing, refund, and complaint questions to your team with a task

When it hands off to your team

  • Billing or refund questions
  • Complaints or problems with past work
  • Anything outside your knowledge base

What you’ll see

Every conversation on the contact recordTasks for your team on each handoff

Running ads with us? The Follow-Up Agent is included when we run your ads.

Ask about ads

Shared operating system

Not four bots.
One system.

Every deployment runs on the same operating layer, so your agents never contradict each other, lose context, or work from different rules.

Business knowledge base

Services, service areas, hours, approved pricing language, policies, and FAQs.

Pre-booking questions

The questions you want asked before booking, asked one at a time.

CRM structure

A six-stage pipeline, contact records, call summaries, and tasks on every handoff.

Calendar rules

Services, staff, buffers, minimum notice, and calendar sync.

Brand voice

Tone, greeting, message length, and disclosure language.

Escalation map

Who gets live transfers and handoffs, with the context they need.

Compliance

Opt-out with STOP, a consent checkbox on forms, no cold outreach, and it says it’s a virtual assistant if asked.

Testing suite

Every client is tested before launch: normal inquiries, edge cases, upset customers, emergencies, and handoffs.

Beyond the first booking

Need post-sale follow-up or ongoing reputation management?

We can help after the sale too. Tell us what you need, and we’ll put together a plan that fits your business.

  • Post-sale follow-upCheck-ins, next-visit reminders, and staying in touch with customers after the job is done.
  • Reputation managementSteady review requests, consistent responses, and fast alerts when feedback needs your attention.
Let Us Know

See it on your business

Which agents would you start with?

Tell us where things slip today, and we’ll map the agents and rules that fit how you already work.

More Info $297/month · Every agent · No setup fee