Referral Outreach
Turn incoming referrals into booked appointments.
Referral Outreach gives your team one place for every referral that comes in, and follows up with each person a set number of times, during the hours you choose, until they book or ask us to stop.
- Capture: referrals arrive in one list, from faxes and uploaded documents.
- Follow up: text messages and automated phone calls from an AI assistant that says it is automated, sent during the hours you choose.
- Self-scheduling: customers confirm who they are and pick a time on a secure page.
- Visibility: your team sees every message, call and booking, with a full activity history.
Texts and automated calls follow our SMS and Automated Call Terms. People can reply STOP or ask us to stop calling at any time.
AI Chatbots
Answers for your customers at any hour.
A chat assistant set up with your services, prices, policies and FAQs. It answers common questions, collects contact details and hands off to your team when a person is needed.
- Can include: website chat, with options for other channels
- Answers based on information you provide and approve, with your team able to review conversations
- Handoff to staff for anything it can’t answer
Document AI and OCR
Stop retyping what’s already on paper.
We build tools that turn scanned documents, faxes, forms and PDFs into structured data, with checks that point your team to what needs a second look.
- Can be built to read typed documents and, depending on quality, some handwriting
- Flags missing or unclear details for review
- Sends data to your spreadsheets, databases or business systems
Appointment Booking
Let customers book themselves.
An online booking page matched to your hours, locations and services, with automatic confirmations and reminders to help reduce no-shows.
- Can include: multiple locations and staff calendars
- Confirmations and reminders by text or email
- Rescheduling and cancellation handling
Real Estate Tools
Respond to every lead while it’s still warm.
Lead capture and quick follow-up for agents and small brokerages, with showing scheduling built in.
- Can include: lead intake from your website and other lead sources
- Fast follow-up by text and email
- Showing requests and scheduling
AI Marketing
More reach with the team you already have.
We set up AI-assisted marketing that drafts content, plans campaigns and helps you reach the right customers, with your team approving everything before it goes out.
- Can include: content drafts for email, social and your website
- Campaign planning and audience targeting
- Simple reporting on what’s working