Increase customer satisfaction
Your clients are recognised with their project and do not have to repeat themselves.
AI Communication Colleague for Professional services
An AI Assistant for your service team.
For an agency the AI phone assistant takes the calls that land in the middle of the work: it knows the client and the project, and answers the status question from your notes. Anything else is written down and sent to the person who owns it.
Challenges and solutions
Why people call you, and how your AI assistant supports your team.
The AI assistant is configured around your business and your industry. These are the calls it will handle the most.
Client calls for the status of the work
Where is the draft, when is the launch, did you get my e-mail.
Answers the status question
It knows the client and the project from your CRM or the list you gave it, and gives the stage, the next date and the owner.
Client calls for a change
One more page, a different date, a new logo. Needs a ticket and an owner.
Creates the ticket
The change request in the client's words, into your ticketing tool or inbox, with the project reference.
Prospect calls for a first conversation
Do you do this kind of work, what does it cost, can we talk this week.
Qualifies the prospect
What they need, the timing, the budget range if they say it, then a booked intro call.
Supplier or freelancer calls about a file
Their availability for next week, an invoice nobody answered, a file that has to reach the designer.
Takes the message and passes it on
Who called, about which project or invoice, and what they need, sent to the person who owns it.
What it brings you
How your business benefits from your AI assistant.
It takes the status calls and the practical questions from your team. It makes your employees focus on what really matters. It helps you to offer service even outside your office hours. It often makes processes faster and more efficient. It brings your company into the world of AI, where it brings real value for you, your business partners, your teams, and your clients.
Improve employee morale
Your team keeps working while the AI assistant handles the status calls.
Boost commercial performance
A prospect is qualified and booked with the right person.
Streamline your operations
It opens the ticket with the client and the project already filled in.
Questions
What people ask about the assistant in professional services.
Can it answer status questions about a project?
Yes, over a connection to the tool the project lives in, read at the moment of the call: the current stage, the next date and the owner. Tools are connected on request; without a connector it answers from a project list you keep up to date. Anything beyond those facts becomes a booked call with the account manager or a note. It does not promise a delivery date it was not given.
Where do change requests end up?
It lands in the tool your team already works from: the ticketing system, the project board or the CRM. The ticket carries the client, the project reference and the request in the client's own words. If there is no connector yet, it arrives as a structured e-mail within seconds.
Does it know which account manager to book?
Yes, from the client list you maintain. A call from a client goes to their account manager's calendar; a prospect goes to whoever takes new business. If the person is out, the assistant offers the next free slot or takes a note with the topic.
Can it qualify new enquiries?
It asks what your intake asks: what they need, when, roughly what size, how they found you. It books an intro call if the answers fit the rules you set, and takes a note if they do not, so the team spends its time on the enquiries that match.
How do clients know they are speaking to an AI?
The AI assistant can say it is an AI at the start of every call. The agency writes that line in its own agent prompt. Callers can ask for a person at any point. Clients use it because the question is answered or the call is booked without a voicemail in between.
Your AI Communication Colleague, ready for your intro calls.
Get in touch with our Customer Engagement team, or sign up and get started.
Your next steps
Let the AI phone assistant call you
Enter your number. Hear what your callers hear, within two minutes. It is read back to you before anything is called, and it handles a call the way it would for your customers.
Book a demo
Thirty minutes with a customer success colleague: the dashboard, one of your real call types, and what lands on your desk afterwards.
Book a demoGet started, on the platform
Create the account, tell the assistant what your business does, and hear it answer in the browser. No card. About five minutes.
Get started