What the onboarding build covers
- A 24/7 assistant on phone, chat, or both, trained on your business
- Custom prompt and knowledge base
- CRM integration: clean, structured records, no transcripts
- Qualification rules defined with you, then tested live
AI Phone, Chat & Widget Intake
Intelligent Intake
Never miss another qualified lead with 24/7 intake.Phone, chat, or widget that answers, qualifies, books the call, and routes leads into your CRM.
Live demo
- Answers instantly
- Qualifies naturally
- Captures structured data
- Pushes to your CRM
- Books your fit callNew
What you get
Answers, qualifies, and routes into your CRM
Every Atlas Client level includes a system that captures inbound leads 24/7 and turns them into clean, actionable records.
- Answers instantly
- Qualifies callers naturally
- Categorizes inquiry type
- Captures structured data
- Pushes clean records into CRM
- Sets follow-up expectations
- Protects compliance
The partnership
Intake is included at every level.
One 15-minute fit call. Scope in writing within 1–2 business days. Live in weeks, tracked on the Atlas platform.
How the partnership runs it
- At Connected it answers, qualifies, and captures every lead
- At Automated it books, follows up, and acts on its own
- Knowledge base kept current as your business changes
- Every action tracked on the Atlas platform
As a client, you work directly with senior engineers. There are no account managers or outsourced support. Every commitment is tracked in writing: response times, actions, health reports.
Partnership from $1,995/mo. Every build is priced in writing on the fit call.
Connected Actions
The agent doesn't just answer. It acts.
Bundles that let your intake agent complete real work mid-conversation: check the calendar, book the appointment, apply your rules, send the next step. The chat on this site books our own fit calls the same way.
Connected Booking
Live on this siteThe caller picks a time and the appointment is booked before they hang up.
- Real-time availability from your calendar
- In-conversation booking with confirmed time read back
- Confirmation with reschedule link
- CRM record created or updated with the booking
Starting scope
- One calendar provider
- One event type or routing rule
- One CRM with one pipeline/property mapping
- Standard confirmation and reschedule behavior
- Vendor usage fees (calendar, CRM) billed separately
Connected Qualification
The conversation applies your rules, so only real opportunities reach your team.
- Service-area and eligibility checks
- Qualification rules applied in conversation
- Preliminary estimates from your approved rules, ranges, or lookup tables; the AI never invents or negotiates a quote
- Lead routing to the right person or pipeline
Starting scope
- One eligibility or service-area rule set
- One routing workflow
- Estimates are deterministic and client-approved only
Connected Follow-Up
Nobody leaves the conversation without a concrete next step on the books.
- Callback-window capture when no time fits
- Team notification with the conversation context
Starting scope
- One communication channel
- One trigger
- One template family
- One internal notification destination
The safety boundary. Every action is scoped to reads and additive writes: checking availability, creating a booking, adding a lead, sending a link. The agent never issues refunds, changes pricing, deletes records, or reveals customer-specific information without verification.
Connected Actions are delivered inside Atlas Client. The Automated and Owned levels include them, with written service promises. Scope is set on a 15-minute fit call.
ROI
Priced on revenue impact
No per-minute billing. Intake comes with the flat monthly partnership.
Real estate
Every missed call is a missed commission. One extra qualified lead that closes per year is all it takes.
One closed deal pays for months of the partnership. The rest is upside.
Service businesses
Two extra booked jobs per month is a conservative outcome for many service businesses.
At typical job values, the partnership pays for itself in weeks, not years.
Extend
Extensions, scoped in writing
Chat, SMS, calendar, or custom voice can be added to your onboarding scope or a later quarter.
AI Chat Widget
Website chat capture and qualification tied into your intake workflow.
SMS nurture automation
Automated text follow-up to improve response speed and booking rates.
Call recording + AI summary dashboard
Conversation summaries and trends for operational visibility.
Custom branding voice + persona
Brand-aligned language, tone, and qualification style.
FAQ
Frequently asked questions
What counts as a "qualified" lead?
We define it with you up front. Typically it means contact info captured, inquiry type identified, and enough detail to follow up, whether that's a phone call, form, or chat. The AI is trained on your criteria so it doesn't waste your time on junk.
Do we need a CRM already?
No. We integrate with HubSpot, Salesforce, and similar systems. If you don't have one yet, CRM setup is part of the onboarding build. The intake system pushes clean, structured records into your CRM so your team only sees ready leads.
How long until it's live?
Typically 2–4 weeks from kickoff to go-live: dedicated line or widget, prompt and knowledge base, CRM integration, and testing. Complex routing and extra integrations add time. The schedule is written into your onboarding scope.
What if call volume is low?
The partnership is flat monthly, not per-minute. Low volume doesn't mean low value: one missed deal in real estate or one missed job in a service business can be worth many times the monthly rate. The system is there when you need it.
Can we use our own voice or branding?
Yes. Custom voice and persona are scoped in your onboarding build. We match your brand tone and use a cloned or selected voice so callers and chatters get a consistent experience with your business.
Is this just for phone, or chat and widget too?
All of the above. You can start with a dedicated AI phone line, an AI chat widget on your site, or both. Every level covers phone, chat, SMS, and calendar. We recommend based on where your leads come from and how you want to capture them.
Get started
Ready to get started
Tell us about your volume and CRM on a 15-minute call. Partnership from $1,995/mo. Every build is priced in writing on the fit call.