Featured product AI Lead Conversion Agent

Every lead answered.Every appointment booked.

An AI employee that replies to every new lead within seconds, qualifies them in a real conversation, books the appointment in your calendar and updates your CRM. Your salespeople spend their time selling.

  • Replies in seconds Day, night and weekends.
  • Qualifies on your criteria The questions your best rep would ask.
  • Books into real calendars No back-and-forth emails.
  • Hands off to people Briefed, with the whole conversation.

01 The problem

You pay for the lead. Then it waits.

Most companies don’t have a lead problem. They have a follow-up problem. Leads arrive while everyone is busy, get a single callback, and fade out. The ad spend was real. The revenue never shows up.

  • Speed decides the conversation.The first company to respond with something useful usually gets the meeting.
  • Follow-up stops too early.People give up after a call or two. Buyers often need several touches.
  • Evening and weekend leads wait.That’s often when decision-makers finally have time to fill in a form.
  1. 0:00A prospect fills in your form.You paid for the click, the landing page and the ad creative that got them there.
  2. 0:05They fill in a competitor's form, too.Buyers rarely ask just one company. Whoever responds with something useful first sets the tone.
  3. 2:00Your best salesperson is on a job site.The lead sits in an inbox. The office is busy with today's customers.
  4. Next daySomeone calls back. Voicemail.One try, maybe two. Then the lead quietly goes cold in the CRM.

Typical scenario, for illustration.

02 How it works

From form fill to booked appointment.

Nine steps, handled the same way for every lead, whether it arrives at 10 AM on a Tuesday or 11 PM on a Sunday. Your team takes over where judgment matters.

See it with your own answers
  1. 01Lead inMeta · Google · web form · CRM

    Any source that can send a webhook or an email: ad lead forms, your website, marketplaces, your CRM.

  2. 02Instant contactSMS · WhatsApp · email

    A personal first message goes out within seconds, any hour of the day, on the channel the lead agreed to.

  3. 03Natural conversationAI

    Not a rigid menu. It understands free-text replies, answers common questions from your playbook and stays on topic.

  4. 04QualificationYour criteria

    Asks the questions your best salesperson would ask: scope, timing, budget signals, decision maker, location.

  5. 05Calendar availabilityGoogle · Outlook · scheduling tools

    Checks real availability for the right person or team, with buffers and travel time where it matters.

  6. 06BookingCalendar

    Offers specific times, books the slot the prospect confirms and sends the invite to both sides.

  7. 07CRM updateHubSpot · Salesforce · Pipedrive · others

    Creates or updates the contact and deal with the full conversation, answers and next step.

  8. 08Follow-up & remindersSMS · email

    Reminders before the appointment, rescheduling when plans change, and follow-up for leads who went quiet.

  9. 09Human sales teamYour people

    Your rep walks in briefed. Complex, high-value or unhappy conversations are handed to a person immediately.

03 Interactive demo

Be the lead. See what your prospects would see.

Submit the form, answer the assistant’s questions any way you like, and pick a time. On the right, the lead record fills in exactly as it would in your CRM. Ask for a person and watch the hand-off.

Demonstration · synthetic data

You are the prospect · Jordan Ellis

Ridgeline MechanicalAI scheduling assistant · SMS

Step into the lead’s shoes

You just filled in a quote form after clicking an ad. Watch what happens next, and answer however you like.

Incoming lead

Jordan Ellis

Ellis Property Partners

“Quote for replacing the HVAC system in our office building.”

Google Ads · quote form · SMS opt-in ✓

Qualification Not started

Answers appear here as the conversation goes.

Pipeline

  1. Lead receivedWeb formpending
  2. First contact sentSMSpending
  3. Qualifying conversationSMSpending
  4. Calendar checked, times offeredCalendarpending
  5. Appointment bookedCalendarpending
  6. CRM record updatedCRMpending
  7. Reminder scheduledSMSpending

Scripted demonstration with a fictional business and prospect. In production, the conversation is generated live within the rules and playbook you approve.

04 Channels

Where your leads actually answer.

The agent follows up on the channel each lead agreed to, and switches when a lead prefers another. One conversation history, whichever way it goes.

  • SMS

    The fastest way to reach most prospects in the US. Short, personal messages with booking links or times right in the thread.

  • WhatsApp

    The default for many international buyers and some industries. Runs through the official WhatsApp Business Platform.

  • Email

    For B2B buyers who live in their inbox, longer qualification questions, and documents like brochures or site-visit checklists.

05 Deployment

Three ways to put it to work.

01

Standalone

Best when you already generate leads and follow-up is the bottleneck.

  • Connected to your current lead sources, calendar and CRM
  • Qualification questions and playbook built with your sales team
  • Supervised launch, then monthly management
02

Inside an AI Team

Best when sales follow-up is one of several processes you want to hand off.

  • Works alongside admin, order and support employees
  • Hands booked deals to the right internal workflow
  • Coordinated and monitored with the rest of the team

06 Getting started

Little effort from you. The rest is on us.

You provide

  • Access To your lead sources, calendar and CRM, through accounts you control.
  • Your sales knowledge One or two working sessions on how you qualify, what you offer and what to avoid.
  • A point of contact Someone who receives hand-offs and approves the playbook.

We handle

  • Build & integration Conversation design, routing, calendar logic and CRM fields.
  • Compliance setup Opt-in language, opt-out handling, quiet hours, messaging registration.
  • Testing & launch Test conversations, a supervised start, and adjustments based on real replies.
  • Ongoing management Monitoring, playbook updates and a monthly review of every conversation outcome.

Messaging, phone-number and AI usage costs depend on volume and are part of your proposal.

07 Questions

Before you ask.

Book a Discovery Call
Will prospects know they're talking to AI?
Yes. The assistant introduces itself as an AI assistant for your business in its first message. In our experience being upfront builds trust, and in several jurisdictions it's required. Prospects can ask for a person at any time.
What happens with questions it can't answer?
It answers from the playbook you approve: services, service area, process, what an estimate involves. Anything outside that, like detailed pricing, negotiations or complaints, gets handed to a named person with the full conversation attached.
Which CRMs and calendars does it work with?
Common setups include HubSpot, Salesforce, Pipedrive, Zoho and Microsoft Dynamics, plus Google and Outlook calendars and most scheduling tools. We confirm your exact stack before you commit.
Is texting leads allowed?
Only with consent. We add clear opt-in language to your forms, honor opt-outs automatically, respect quiet hours and handle business texting registration (such as 10DLC in the US) during setup. WhatsApp follows Meta's business messaging rules.
How fast can it be live?
A standard setup, with one lead source, one calendar and one CRM, typically takes a few weeks including testing on real conversations. More complex routing or multiple teams take longer; we scope it upfront.
Do I need your marketing services to use it?
No. The agent works with any lead source you already have. If you also run ads with us, we can optimize campaigns on booked appointments instead of raw lead volume.

Next step

Stop paying for leads
nobody calls back.

Book a discovery call. We'll look at where your leads come from, how fast they're worked today, and what it takes to have every one of them contacted within seconds.