Consulting

AI agent for consulting and service firms

Qualify prospects, book meetings and auto-answer FAQs.

Web chat · Incoming · Claire Y.

Sample conversation

00:44

Do you offer company formation consulting? How does it work?

We do. So we can point you the right way, let me set a 15-minute intro call with our consultant — is 2pm tomorrow OK?

Works for me.

Meeting on the calendar ✓ · Prospect in the CRM ✓

✓ The prospect is recorded automatically✓ The meeting lands in your calendar✓ Answers after hours too

Challenges

Effort to qualify and follow up leads.

After-hours requests slipping through.

The sales agent qualifies prospects and offers a meeting link to good fits; business hours and SLAs manage expectations.

Sales agent (qualify/book_meeting)

Business hours + SLA

Ticket management

How does meeting booking work?

You set a calendar link for the sales agent; it's shared on qualified conversations.