AI Phone, Chat & Widget Intake
Live demo
What you get
Every tier includes a system that captures inbound leads 24/7 and turns them into clean, actionable records.
Pricing
Foundation for small teams, Growth for scaling, Enterprise for multi-location and custom needs.
Best for teams actively scaling.
Best for
Growing teams · Multi-category intake · After-hours volume
Outcomes
Foundation outcomes plus correct category routing, after-hours capture, and pipeline automation so your team only touches ready leads.
What's included
Enterprise monthly scales with number of lines, locations, and custom integrations.
Connected Actions
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.
The caller picks a time and the appointment is booked before they hang up.
Starting scope
The conversation applies your rules, so only real opportunities reach your team.
Starting scope
Nobody leaves the conversation without a concrete next step on the books.
Starting scope
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
We don't bill by AI minutes. We price on the value of never missing a qualified lead.
Average commission per closed deal is $8,000–$15,000. One extra qualified lead that closes per year is all it takes.
One closed deal pays for the system many times over. The rest is upside.
Typical job value is around $2,000. Two extra booked jobs per month is a conservative outcome for many service businesses.
That’s $4,000+ in new revenue every month. ROI in weeks, not years.
Extend
Chat, SMS, calendar, or custom voice.
Website chat capture and qualification tied into your intake workflow.
Automated text follow-up to improve response speed and booking rates.
Conversation summaries and trends for operational visibility.
Brand-aligned language, tone, and qualification style.
FAQ
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.
Yes. We integrate with HubSpot, Salesforce, and similar. If you don't have one yet, we can include CRM setup in scope or point you to a tier that fits. The intake system pushes clean, structured records into your CRM so your team only sees ready leads.
Foundation tier is typically 2–4 weeks from kickoff to go-live: dedicated line or widget, prompt and knowledge base, CRM integration, testing, and 30 days support. Growth and Enterprise depend on routing complexity and number of integrations.
We price on the value of never missing a lead, not on minutes. 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 cost. The system is there when you need it.
Yes. Custom voice and persona are available as add-ons. We can match your brand tone and use a cloned or selected voice so callers and chatters get a consistent experience with your business.
All of the above. You can start with a dedicated AI phone line, an AI chat widget on your site, or both. Tiers and add-ons cover phone, chat, SMS, and calendar—we recommend based on where your leads come from and how you want to capture them.
Get started
Tell us about your volume and CRM. We'll recommend a tier and send a clear quote.
