AI Front Office Services Built for SMB Revenue

Practical AI services we can pilot now: website AI agents, lead capture, dashboards, follow-up workflows, email deliverability/marketing, integrations, and scoped voice/call agents.

High demand

AI Lead Capture Agent for Small Business

For businesses that lose enquiries because nobody replies quickly enough. Our AI lead capture agent engages every visitor.

  • Website chat trained on services, FAQs, prices/ranges, policies, and location info
  • Collects name, email, phone, service need, urgency, location, and notes
  • Scores or tags leads based on intent and fit
  • Saves enquiries into the dashboard and can trigger follow-up tasks
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Revenue protection

Automated Lead Follow-up

Most SMBs lose money in follow-up. Our automated lead follow-up turns chats and forms into action before leads go cold.

  • Conversation summaries and next-action notes
  • Lead follow-up reminders and internal task creation
  • Drafted replies for staff approval
  • Missed enquiry and stale lead tracking
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Client space

Client Dashboard

Each client gets their own managed space showing what their AI front office system is doing.

  • Contacts/leads and chat questions
  • Plan, onboarding checklist, service status, and support requests
  • Integration status and automation notes
  • Usage/fair-use indicators as the platform matures
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Scoped build

Workflow Integrations

We integrate where it makes commercial sense and avoid pretending every tool is instant.

  • CRM/contact capture
  • AI appointment booking for SMB and calendar request workflows
  • Existing mailbox/provider integrations where feasible
  • Spreadsheet, webhook, API, and database workflows
Email growth

Email Deliverability & Marketing Platform

For SMBs that want email campaigns, automated follow-ups, and better inbox placement.

  • Domain sending setup: SPF, DKIM, DMARC, tracking domain, sender identity, and warm-up plan
  • Transactional email workflows for confirmations, alerts, contact-form replies, and onboarding
  • Marketing/contact segmentation for leads, customers, enquiries, and reactivation campaigns
  • AI-assisted campaign drafts, subject lines, follow-up sequences, and lead nurture messages
  • Deliverability monitoring: bounce handling, unsubscribe links, complaint risk, and list hygiene
  • Integration with Google Workspace, Microsoft 365, Zoho, CRM, forms, or dashboard contacts
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Pilot / upsell

Voice & Call Agents

Voice is offered as a scoped pilot after the web lead flow is proven.

  • Inbound FAQ and intake call flows
  • Callback and appointment request capture
  • Transcripts, summaries, and CRM/ticket handoff
  • Human escalation rules for sensitive or high-value calls
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Request a demo flow

When someone requests a demo, we capture their details and route them into the dashboard. The AI assistant can also give the signup URL immediately.

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