A single intake-to-booking system that captures every lead, qualifies it in conversation, and books the right ones — 24/7.
A regional home-services group running plumbing and HVAC across five locations, pulling leads from paid ads and referrals.
Web enquiries sat for hours. Ad spend was wasted on contacts no one called back. There was no consistent way to nurture the "not yet" leads — and content to feed the ads got written ad hoc, whenever someone had a spare minute.
Capture every lead, qualify it in conversation, book the qualified ones, and keep a content pipeline feeding the top of the funnel — all in one place.
A visitor hits the site. The chatbot asks a few qualifying questions — job type, location, urgency — and offers open calendar slots.
Qualified leads are booked straight into the CRM and routed to the nearest location. "Just researching" leads drop into a nurture sequence instead of going cold.
The content pipeline drafts new ad and landing-page variants on a schedule — with a human approving before anything goes live.
Every lead, conversation, and booking lands in one CRM view. Nothing gets lost in an inbox.
The pattern: a workflow backbone, a reasoning layer, a system of record, and a channel. The system handles volume and routine; people handle judgment and exceptions. That's what makes it an automation the business can trust — not AI running unsupervised.