Our Powerful AI Solutions

Launch a concierge-level automation layer with animated chat previews, multilingual playbooks, and instant handoffs. Pick a template, sync your knowledge base, and go live.

Concierge ChatOnline
Hey Jamie! Ready to see your pricing breakdown?
Show me options for onboarding 25 seats.
Typing playbook...
AI Draft
2.3s reply
Live human handoff
AI Website Chatbot

Instant replies, lead capture, FAQs — available 24/7 on your site.

Inbound

New Service Lead

Live
Voice Receptionist

AI Voice Receptionist

Qualifying caller, logging CRM notes

Booked Visit 3:42 PM
CRM Sync
Call summary emailed
Missed calls: 0
AI Voice Receptionist

Answers calls, books jobs, qualifies leads, and handles follow-ups.

Pipeline LiveSLA 2 hrs
12 hot leadsupdated live

New Leads

Stage health
Roofing inbound$12.4k
Auto note logged
Website chat$8.8k
Auto note logged
Referral$5.1k
Auto note logged

In Review

Stage health
Scope callDue today
Auto note logged
Budget sentAwaiting sign
Auto note logged
Ops syncNotes logged
Auto note logged

Signed

Stage health
Doc routedGDrive
Auto note logged
Kickoff setMonday
Auto note logged
Next follow-up 2:15 PM
Auto-task drop
Mini CRM + Lead Tracker

Track leads, notes, follow-ups, tasks, and customer journeys.

Master services agreement#PD-2047
Scope
Term
Payment schedule

Signature

Legal
Signed
Finance
Signed
Client
Signed
Audit trail archived

Prep

Drafted

Send

Automation

Sign

2/2 complete

Contract Automation

Generate, send, and store digital contracts automatically.

Send in 30s99% deliverability
Hand-off locked
Confirmation email#CM-482
Tojamie@northbuild.com
SubjectSite visit confirmed for Thu

Hi Jamie,

Thanks for the call today. Your crew is locked for Thursday 2:30 PM. We attached the prep checklist and auto-shared driving notes.

Attachments packaged (3)

Send timeline

Call wrap summary
Queued
Smart merge
Personalized
Inbox drop
Delivered

Channels

EmailSMSSlack
Confirmation Email Engine

Automatic confirmation emails after calls, chats, or bookings.

Knowledge Graph
Search contracts playbook
KB
Document summary
Verified · 0.3s ago
99%
KB
Policy clause
Verified · 0.4s ago
99%
KB
Next best reply
Verified · 0.5s ago
99%
On-brand answer
Syncing docs
Knowledge Base AI

AI trained on your documents for accurate, real-time answers.

Ticket StreamSmart routing
PhoneNew
ChatNew
EmailNew
InstagramNew
AI
Ops
Stage 1
Capture
Stage 2
Categorize
Stage 3
Route
Routed in0.4sSLA Guard
AI Ticketing Workflow

Turn conversations into tickets automatically with smart routing.

Capture HubSynced
WhatsAppLead
InstagramLead
EmailLead
Unified
Inbox
Auto-assign
SMSLead
Web ChatLead
PhoneLead
Segment
Hot leads
Live sync
Segment
Warm leads
Live sync
Multi-Channel Lead Capture Hub

Capture leads from WhatsApp, Instagram, website, email, and phone.

Follow-up LabHands-free
SMS playbookScheduled
Step 1Delay 0m
Email playbookScheduled
Step 2Delay 30m
Chat playbookScheduled
Step 3Delay 60m
Audience
Nurture
Live sync
Audience
Re-activate
Live sync
Steps3Ready in 90s
AI Follow-Up Sequences

Automated follow-up messaging across SMS, email, and chat.

Qualification BotHot lead alerts
Jamie Patel
Channel · Web chat
Requested seats · 45
96%
Budget92% fit
Timeline86% fit
Fit94% fit
Next
Route to AE
ready
Next
Send playbook
ready
Logic paths12Latency 0.5s
Real-Time Qualification Bot

Qualifies leads with AI-driven logic before sending them to your team.