One capture point
All three channels were routed into a single intake with a consistent set of fields: job type, location, urgency and preferred contact method.
Ads, web forms and WhatsApp enquiries were landing in three unconnected places. We built one capture-and-routing system with instant qualification and automated quote follow-up.
The team was competitive on quoting but slow to reply. Enquiries arrived across Meta ads, the website form and WhatsApp, and each channel was checked by a different person whenever they had a free moment.
All three channels were routed into a single intake with a consistent set of fields: job type, location, urgency and preferred contact method.
An AI first responder acknowledges the enquiry within seconds, asks the two or three questions the estimator always asks, and flags out-of-area jobs before anyone spends time on them.
Qualified enquiries are assigned to an estimator by area, with an escalation if the lead is not actioned inside the agreed window.
Once a quote is sent, a timed WhatsApp and email sequence runs automatically until the customer replies or the job is marked closed.
Reported as observed operational change. We do not publish figures we cannot stand behind.
Automated acknowledgement and qualification on every channel, including out of hours.
Every sent quote now enters a follow-up sequence instead of relying on memory.
Enquiry logging and channel checking were removed from the coordinator's routine.
Real Estate
High enquiry volume and long buying cycles meant most leads went cold. We built routing by budget and area, plus a nurture system that re-engages buyers when matching listings appear.
E-commerce
Sizing, shipping and where-is-my-order questions filled the support inbox. We connected an AI responder to live store data with clean handoff rules for anything sensitive.
Healthcare
The reception phone was the bottleneck for the whole clinic. We automated booking, confirmation, reminders and structured intake while leaving all clinical judgement with staff.
We will review your current workflow and show which parts can run automatically.