AI sales agent cockpit

Route every inbound lead to the right conversation, offer, and calendar.

View Sales Agent Page Start Setup

Total leads 196 Last 7-day model

Activated replies 164 Responded or engaged

Sales calls booked 32 Auto-routed to calendar

Est. call value $675 Configurable per offer

Build flow

Website scan to launch-ready agent

1. Business scanCompany, website, offer, proof, FAQs, lead source, and appointment objective.

2. Agent roleOutbound recovery, inbound question answering, lead magnet delivery, or multi-agent router.

3. Conversation setupFirst message, 1-3 qualification questions, objection handling, booking ask, and 5-10 follow-ups.

4. Test environmentPressure-test rushed leads, objections, no-response, keyword routing, and booking logic.

Inbound intent router

Detect the message and assign the right agent

Instagram / SMS / WhatsApp / Messenger / Form

QuestionAnswer + qualifyUses knowledge base, then returns to booking.

KeywordLead magnet agentConfirms request, qualifies, sends resource.

Buyer intentCalendar agentOffers times and collects contact details.

CRM updated + appointment booked

Lead magnet flows

Keyword campaigns

AGENTTemplate package request

GUIDEFree resource delivery

QUOTEEstimate booking follow-up

AI tasks

Conversation-triggered actions

When lead says homeowner, tag homeowner and use homeowner calendar When lead sends business property, tag business and use business calendar Extract email address into CRM contact field Extract phone number into CRM contact field Log summary, objection, pain point, and next step

Calendar segmentation

Upcoming routed calls

11:00 AMHomeowner quote call · keyword GUIDEHomeowner calendar

1:30 PMAgency template package · keyword AGENTGrowth calendar

3:45 PMBusiness property inquiry · inbound DMCommercial calendar

6:00 PMLead magnet follow-up · email capturedCloser assigned