A faster first response
Complete and Enterprise include calls or texts to new web leads within five minutes, subject to consent and configured contact rules.
GOOD CONVERSATIONS DESERVE A NEXT STEP.
Lead follow-up.Keep the conversation going.
Don’t let a promising inquiry disappear into a busy day. Build a thoughtful follow-up workflow around the customers who want to hear from you.
Let’s find your agentOrganize new customer inquiriesDefine respectful follow-up timingHand qualified opportunities to your team
HEAR THE CONVERSATION
An interested visitor gets a timely next step.
Listen to a fictional lead follow-up conversation, with the request and next step kept clear.
Female agent · Illustrative sample call
0:00 / 0:17
Read the call transcript
AgentThanks for requesting a solar consultation and agreeing to be contacted. Is now a good time for a few questions?
CallerYes, we're looking into solar for our home.
AgentAre you the property owner, and which area is the home in?
CallerYes, we own it. We'd like the team to explain our options.
A CLOSER LOOK
Keep good opportunities from going quiet.
Respond while the inquiry is fresh, reconnect at sensible moments and bring your team a clearer next step.
Solar
An interested visitor gets a timely next step.
Start with a permissioned web inquiry, gather useful qualification details and prepare a consultation request. No invented savings or installation promises.
Explore this for your businessSolar
AI Chat Agent · Online
ILLUSTRATIVE CONVERSATION
Powered by All Things Agent
SHAPED AROUND YOUR BUSINESS
More than a reply.
A useful next step.
Your information, your workflow and your boundaries. The details that make an agent a helpful part of your team.
A useful qualification brief
Capture interest, location, timing and the details that help your team decide how to move the inquiry forward.
Open-quote follow-ups
Check in on estimates using your approved messages. Price changes, discounts and commitments stay with your people.
Another chance to book
Support no-show and cancellation rebooking through the scheduling and contact process you authorize.
Your CRM in the loop
Review sync options for HubSpot, Zoho, GoHighLevel or Salesforce and agree on the fields and statuses that move between tools.
Respectful contact rules
Set consented channels, contact windows and stop rules. Review requests after jobs or visits must follow applicable platform policies.
THE EVERYDAY, HANDLED
A new inquiry comes in. Then the day gets away.
Shape a workflow that collects the details, flags the next step, and supports follow-ups using your approved channels. Your team stays in charge of what’s sent and when.
Capture the opportunity
New web leads get a call or text from your AI within 5 minutes, while they’re still interested, and the lead syncs to HubSpot, Zoho, GoHighLevel or Salesforce.
Agree on the next step
Open quotes and estimates get timely follow-ups, and no-shows or cancellations are offered a new time to rebook.
Keep your team informed
After each job or visit, happy customers get a Google review request, and qualified opportunities land with your team via on-call rotation.
WHAT'S INCLUDED
The coverage you need.
Available on: Complete and Enterprise. See pricing
- AI calls/texts new web leads within 5 minutes
- Quote and estimate follow-ups
- No-show and cancellation rebooking
- Google review requests after each job or visit
- CRM sync (HubSpot, Zoho, GoHighLevel, Salesforce)
- On-call rotation (up to 5 numbers)
- Priority support and monthly tuning call
CONFIDENT BEFORE LAUNCH
Your way of working.
Built into the setup.
Start with the real questions your customers ask. Agree on the answers, connections and handoffs before your agent goes live.
See the setup process- 01
Choose permissioned sources
Review where leads originate and how consent is recorded. Define eligible contacts, channel preferences and exclusions.
- 02
Agree on timing and stop rules
Approve the sequence, contact windows, attempt limits and opt-out behavior. Avoid repeated contact after a stop request.
- 03
Verify the team handoff
Check CRM compatibility, field mapping and opportunity routing. Test replies, cancellations and stop requests before activation.
PRACTICAL QUESTIONS. CLEAR ANSWERS.
Lead Follow-up FAQs.
What to expect, what you control and where your team stays involved.
Talk through your needsWill it contact people without permission?
Follow-up workflows should only use approved contacts and consented channels. We define consent, timing, and stop rules together; channel availability is confirmed during discovery.
Will it cold-call purchased lists?
This product is positioned around permissioned inquiries and approved customer follow-ups, not unsolicited contact with purchased lists. Your business must establish appropriate consent and comply with applicable calling and messaging rules.
Can we control how often it follows up?
Yes. Timing, contact windows, attempt limits, approved channels and stop rules are agreed during setup. The workflow should respect customer preferences and avoid continuing after an opt-out.
Can it change a quote or negotiate a discount?
Only your explicitly approved information can be shared. The default is to collect feedback and hand pricing changes, revised scope or negotiation to your team, not make a new commercial commitment.
Which plans and CRMs support follow-up?
Lead follow-up is included in Complete and Enterprise. Published CRM options are HubSpot, Zoho, GoHighLevel and Salesforce. Your account and workflow compatibility are confirmed before connection.
KEEP THE CONVERSATION CONNECTED
A little more support.
Where it matters next.
YOUR NEXT CHAPTER STARTS WITH A CONVERSATION
Less busywork. More business.
Let’s find the right agent for your team.
Meet your new agent