AI agent
Intake Agent
Captures every lead from every source, qualifies it, and routes it to the right pipeline before it cools.
What it watchesWeb forms, phone calls via call tracking, text messages, ads, walk-ins logged in the CRM.
What it sendsInstant acknowledgment, internal alert, calendar invite if the workflow calls for it.
What it reportsIntake count by source, qualification rate, leads routed vs. dropped.
FITS · HOME SERVICES · HOSPITALITY · INSURANCE
AI agent · Voice · Featured
Voice Agent
Answers your inbound phone calls, qualifies the lead, books the appointment, and hands warm to a human when judgment is needed.
What it watchesInbound phone calls, caller intent, calendar availability, time of day, after-hours overflow.
What it sendsSpoken responses tuned to your vertical, calendar invites, internal alerts, SMS confirmation after the call.
What it reportsCalls answered, booked, transferred to a human, average call length, missed calls captured.
FITS · HOME SERVICES · HOSPITALITY · HEALTH & WELLNESS · MEDICAL
AI agent · Research · Featured
Market Research Agent
Reads your market in real time. Customer voice, competitor moves, whitespace findings, positioning angles. The engine behind the abridged insight on this site, running continuously for your business.
What it watchesCustomer reviews across platforms, competitor positioning and content, vertical news cycle, forum chatter, your own VOC sources.
What it sendsWeekly market intelligence briefs, competitor moves alerts, whitespace findings, recommended positioning angles, source-cited deliverables.
What it reportsSources analyzed, themes identified, competitor moves detected, whitespace claimed vs. available.
FITS · ALL VERTICALS · ESPECIALLY INSURANCE · REAL ESTATE · COACHES · B2B
AI agent
Content Agent
Drafts the marketing campaigns, content, and proposals your business needs. Grounded in your Market research agent's output. Researched output, not chat slop.
What it watchesMarket research agent output, your past campaign performance, the news cycle in your vertical, your brand voice file.
What it sendsCampaign briefs, blog drafts, email sequences, social posts, proposal templates. Every deliverable cites the research. Human review step before publish.
What it reportsContent produced, sources cited, performance on what's published, queue for review.
FITS · COACHES · AGENCIES · B2B SERVICES · INSURANCE
AI agent · Conversational
Conversational Agent
A strategic chat interface tuned to your audience's needs. Embedded on your site, in your CRM, wherever your customers ask questions. Business tool, not chat slop.
What it watchesCustomer questions, conversation history, common objections, your Market research agent's VOC findings, your brand voice file.
What it sendsOn-brand answers, qualified handoffs to humans when judgment is needed, suggested next steps based on conversation analysis.
What it reportsConversations handled, questions clustered by theme, handoff rate, conversion impact, what your customers are actually asking.
FITS · B2B SERVICES · COACHES · HOSPITALITY · E-COMMERCE
AI agent
Follow-Up Agent
Runs your follow-up cadence on the schedule that actually converts in your vertical.
What it watchesNew leads after intake, dormant leads after 24, 48, 72 hours, replies and non-replies.
What it sendsEmail, SMS, voicemail drops. Optional handoff to a human caller when intent signals fire.
What it reportsReply rates by touch, conversion by sequence, leads escalated to human.
FITS · REAL ESTATE · COACHES · AGENCIES
AI agent
Booking Agent
Books appointments into your calendar, handles reschedules, and reminds people the night before.
What it watchesLead intent, calendar availability, customer reply patterns, weather and holiday context for service businesses.
What it sendsBooking confirmation, day-before reminder, two-hour-before nudge, reschedule prompt if cancelled.
What it reportsShow rate, reschedule rate, no-show rate, time-to-book.
FITS · HEALTH & WELLNESS · HOME SERVICES · MEDICAL
AI agent
Reactivation Agent
Wakes up leads that went cold 30, 60, 90 days ago with vertical tuned re-engagement.
What it watchesInactivity windows, prior intent signals, seasonal context, vertical specific re-engagement triggers.
What it sendsSequence tuned to age of the lead. Softer at 30 days. More direct at 90. Vertical appropriate offers.
What it reportsReactivation rate by cohort age, revenue recovered, leads moved back into active pipeline.
FITS · ALL VERTICALS
AI agent
Reporting Agent
Writes the weekly report you'd write if you had two more hours every Friday.
What it watchesEvery other agent's outputs, plus revenue and cost data piped from accounting, plus advisor commentary.
What it sendsA weekly narrative report. Monday morning, plain English, with the three things to pay attention to this week.
What it reportsThe report itself. The reporting agent reports the reports.
FITS · ALL VERTICALS