AI Agents

Meet the agents#

Selector — the traffic controller#

Reads every incoming message and decides which specialist should handle it. You never see Selector directly; it just routes work to the right teammate. Runs on every new inbound message.

Lead Qualifier — the first impression#

When a brand-new lead arrives, the Qualifier introduces your business, asks the right questions (budget, timeline, interest), updates the lead's status from New → Contacted → Interested, and hands hot leads to your team. Runs when a lead arrives from Meta Ads, a web form, or any channel.

FAQ Responder — the 24/7 answer machine#

Answers common questions (pricing, services, hours, location) using your FAQs, in a friendly, on-brand tone, and escalates anything out of scope to a human. Runs any time a lead asks a question — capped at 50/month on Pro, unlimited on Max.

Appointment Booker — the calendar wizard#

Offers available slots, confirms the booking, adds it to the CRM as a follow-up, and sends reminders so nobody no-shows. Runs when a lead asks to book, or when the Qualifier hands off a hot lead.

Follow-up Agent — the polite reminder#

Re-engages quiet leads with a thoughtful nudge, respects quiet hours, and stops after a configurable number of attempts. Runs daily, checking leads that have gone cold.

Post-Sale Agent — the onboarding host#

Once a lead becomes a customer, it sends a welcome message, drips onboarding tips over the first week, and asks for feedback — logging everything on the lead profile. Runs when you mark a lead as Won.

How they work together#

A typical lead flows through several agents, always starting with the Selector:

Configuring your agents#

To get the most out of the agents:

• Fill in your FAQs so the FAQ Responder and Qualifier have accurate answers.
• Connect a channel — WhatsApp is where most agent conversations happen.
• Tune tone, quiet hours and hand-off rules in Automations.