How it works
Set up with you.
Tested before launch.
You don’t configure bots or learn new software. We connect your channels, train your agents on your business, test them thoroughly, and keep tuning them after they go live.
Connect
We bring your calls, texts, web chat, and social messages into one CRM so every conversation lands on a single contact record, whichever channel the customer used.
- Your business phone line
- Website forms and web chat
- Text messaging, plus instant email replies to new leads
- Facebook Messenger and Instagram DMs
- Your calendars, staff, and services
Train
A guided onboarding questionnaire captures how your business really runs. That becomes the knowledge base and rules every agent works from.
- Services, service areas, hours, and FAQs
- Approved pricing language (nothing invented)
- The questions you want asked before booking
- Brand voice, greeting, and disclosure language
- Who gets which escalation, day and night
Launch
Before a single customer hears from your agents, we put them through a testing suite designed to break them. They go live only after they pass.
- Normal inquiries and tricky edge cases
- Upset customers and emergencies
- Unavailable times and wrong assumptions
- Attempts to trick the agent off-script
- Every human handoff path
Improve
Going live is the start. Questions your agents couldn’t answer become updates to the knowledge base, not guesses.
- Conversation reviews
- Knowledge-gap fixes
- Every call, lead, and booking in your dashboard and app
- Rule and voice tuning as your business changes
Watch them work
Real work. Not just chat.
Your agents answer, book, update records, and hand off to your team by phone, text, web chat, Facebook, and Instagram.
9:47 PM on a Saturday. Answered in under a minute.
A Facebook ad lead texts after hours. The agent answers with your approved pricing language, asks one question at a time, and books the consult on the right provider’s calendar.
- Uses only pricing you’ve approved
- No medical advice. Questions go to the provider.
- Books from real availability
A 2 AM emergency, routed to the right person.
A homeowner calls about a leak. The agent recognizes the emergency, gets the address, and transfers the call to your on-call tech. A summary of the call is saved and emailed to you.
- Figures out why someone is calling
- Transfers urgent calls live, with a quick summary first
- Summarizes every call and emails it to you
AI Thanks for calling Ridgeline Plumbing. How can I help tonight?
Caller Our water heater is leaking all over the garage floor.
AI I’m sorry, let’s get someone out quickly. Can you tell me the service address?
Caller 1420 Oak Ridge Drive, Bentonville.
AI Thank you. That’s in our service area. I’m connecting you to Mike, our on-call technician, right now.
Knows what it shouldn’t answer.
A website visitor asks for legal advice. The agent declines, offers the next step, books the consultation, and flags the matter for the attorney.
- No legal, medical, or financial advice
- Asks your questions before booking
- Books the consult and briefs your team
Every conversation leaves a clean record.
Bookings, pipeline stages, reminders, and notes update on their own, so your team starts the day with an accurate picture.
- One contact record for every conversation
- Reminders 24 hours and 2 hours before
- Reminders stop automatically if someone cancels
Questions
The things people ask first.
Will customers know they’re talking to AI?
Yes. Your agents don’t pretend to be a person, and they say they’re a virtual assistant if asked. We set up disclosure language with you during onboarding, and customers can ask for a human at any time.
What happens when an agent doesn’t know the answer?
It doesn’t guess. It escalates to the right person based on your escalation map, with the conversation context attached. Repeated unanswered questions get added to the knowledge base.
Can my team jump into a conversation?
Anytime. When a staff member takes over a conversation, automation stops for that contact so your customer gets a consistent experience.
Do I have to switch phone numbers or software?
We connect your existing phone, forms, inboxes, calendars, and social accounts during setup. Your customers keep reaching you the same way they do today.
Do your agents make cold calls?
No. Your agents only reply to people who reach out to you or fill out your forms, with a consent checkbox on every form. Anyone who replies STOP is opted out automatically.
What about healthcare and privacy?
For med spa, dental, chiropractic, and other healthcare-related businesses, we complete a privacy and compliance review with you before any agent collects protected health information. Agents never give medical advice.
Ready when you are
Put your front office on TwentyFour7.
Tell us how calls, leads, and appointments run today. We’ll show you exactly what your agents would handle and where your team stays in the loop.