New project briefs
Collect the service of interest, broad goals and intended launch date, giving your account team a useful first brief rather than an empty contact request.

Turn new project interest into a useful brief. Organize discovery requests and client callbacks while your team focuses on delivering thoughtful work.
Let’s find your agentFrom a new inquiry to a returning customer, shape each conversation around the way your agencies team works.
Collect the service of interest, broad goals and intended launch date, giving your account team a useful first brief rather than an empty contact request.
Coordinate an introductory conversation using your approved availability and qualification questions, without promising capacity or a project start date.
Explain the capabilities and engagement types you approve, helping prospects find the right discussion for strategy, design, development or campaigns.
Separate active account questions from new business. Send the request to the account lead without disclosing confidential project information.
Gather collaboration, vendor or referral requests for your business development team, keeping partnership terms subject to human review.
Help visitors describe what they need while browsing your work, capturing business contact details for a more relevant follow-up conversation.
Gather the service of interest, broad project goals, and desired timeline. Your account team starts the next conversation with context rather than a blank page.
Meet your AI receptionistAI Chat Agent · Online
Listen to a fictional agencies conversation, with the request and next step kept clear.
AgentThanks for calling our agencies team. I'm your virtual assistant. How can I help today?
CallerWe’re looking for an agency to help launch our new brand.
AgentI can help arrange a discovery conversation. What support are you looking for, and when are you hoping to launch?
CallerBrand strategy and a website, ideally before our launch in the spring.
AgentThank you. I can pass your request to the team. What name and preferred contact details should I include?
CallerMy name is Alex. Please ask the team to call me back at this number.
AgentOf course, Alex. I have noted your request and callback preference. The team will review the details and confirm the next step.
A useful handoff starts with the questions you approve, not a one-size-fits-all script.
Offer your approved booking route, arrange a callback or direct the person to your secure process. Appointments are only confirmed when your connected availability and permissions allow it.
Your account team receives a short project brief with goals and timing. Scope, fees, capacity and performance commitments are reviewed by your people.
Scope, pricing, capacity, and performance commitments require your team’s approval. Client strategy and confidential briefs are handled through your approved channels.
Start where your agencies team needs support. Add booking and follow-up workflows as your setup allows.
Answer the call. Capture the details. Keep it human.
Explore productTurn a good conversation into a clear appointment.
Explore productA thoughtful next step for every promising inquiry.
Explore productAnswer website questions. Capture leads. Keep it personal.
Explore productChoose the coverage that fits your team.
Compare plansWe shape the agent around your services, language and team, then review the details together before launch.
See how setup worksReview the service list, hours, approved prices and the questions the agent should ask. Decide what should never be collected or answered.
Review your phone, website and scheduling tools. Agree on supported connections, verification steps and what requires a person's approval.
Walk through common agencies inquiries, tricky questions and handoffs together. Adjust the wording and rules before the agent goes live.
The practical details behind a better first response.
Talk through your needsYes. You define the service, scope and timing questions, and can include a broad budget question if appropriate. The agent organizes answers without deciding final fit or fees.
No. Performance commitments, availability, delivery schedules and final scope must be confirmed by your team.
It can route a callback to the assigned account lead. Confidential briefs, strategy and project records remain in your approved client workflow.
Yes. Your phone and chat agents can be shaped around the same approved agencies services and boundaries, with channel-appropriate wording. Website chat availability depends on your selected plan or add-on.
It should say so and follow the callback or escalation path you approve. Your team decides who receives the inquiry, what context is included and how sensitive information is handled. It does not make up an answer.
Let’s find the right agent for your team.
Meet your new agent