Know who needs you.
- Receive the request and contact details.
- See the conversation and the next step.
- Make the personal calls and confirm the work.
- Keep outcomes current so the report is useful.
THE LEAD ENGINE + AI CHAT
Make the next
hello count.
A helpful first answer. A clearer follow-up.
More room to focus on the work you love.
A LITTLE LESS LEFT HANGING
Your next step
Illustrative inquiry · Not a live notificationA new inquiry.
The details you need.
A conversation to pick up.
YOU DO THE WORK. LET’S CONNECT THE CONVERSATION.
FROM INTEREST TO A REAL CONVERSATION
Your website opens the door.
Here’s what happens next.
The Lead Engine connects your website inquiries, first response and follow-up in one managed system. AI chat helps visitors find an answer and take the next step. You stay at the heart of the relationship.
TAKE A LOOK INSIDE
One inquiry.
Every step connected.
Follow a sample pool-care request from first contact to your next call.
INTERACTIVE EXAMPLE · FICTIONAL CUSTOMER01 / CAPTURE
A new hello.
All the right context.
A form, call or website chat becomes an organized inquiry. The request and its source stay together, ready for you to pick up.
AR
Alex R.Weekly pool care
New inquiryFROM YOUR WEBSITE FORM
“We’re looking for weekly pool care on the south side of Lake Havasu. Could someone call tomorrow?”
- Service
- Weekly pool care
- Area
- South Lake Havasu
- Preferred contact
- Phone call tomorrow
Request + source + next step, in one place.
02 / RESPOND
A quick acknowledgment.
A warmer beginning.
A configured text-back starts the response, while an owner alert brings you the details. You take it from there.
AR
Alex R.Example text conversation
AcknowledgedYOUR OWNER ALERTSomeone’s ready to talk.
Alex R. · Weekly pool care
Requested a phone call tomorrow.
Alex opted in to SMS in this example.
03 / FOLLOW UP
Know where it stands.
Know what comes next.
Keep the conversation and the next action visible. You handle the personal call, the quote and the decision to take on the work.
AR
Alex R.Weekly pool care
To follow up- 01Request received
Details captured from the website.
- 02First response sent
Inquiry acknowledged. Owner notified.
- 03Your next step
Call Alex tomorrow to discuss the property.
A clear handoff. The personal conversation is yours.
04 / LEARN
See the inquiries.
Understand the next step.
A monthly view brings together leads, sources and recorded outcomes. It helps us discuss what is happening and what needs attention.
Your lead reportIllustrative report detail
ONE INQUIRY, IN CONTEXTFrom hello
From hello
to follow-through.
- Inquiry
- Alex R. · Pool care
- Source
- Website form
- Recorded status
- Awaiting your call
- Outcome
- Not yet recorded
An inquiry isn’t counted as a booked job.
Explore the stages above. This example stays on this page and sends no messages.
A HELPFUL FIRST HELLO
Your business.
In the answers.
Services, service areas, the questions you hear every day. Your website assistant starts with information you approve and helps visitors find their way.
When a question needs your judgment, it should lead to you. You handle the quotes, availability and personal decisions.
Let’s talk about your customers’ questionsYour website assistantScripted example · Fictional pool business
Choose a question to see an example answer.
VISITOR
Do you offer weekly pool care?
ASSISTANT
Yes, our service information includes weekly pool care in Lake Havasu City. Would you like the team to contact you about your pool?
Approved service information helps answer the first question.
VISITOR
How much would it cost for my pool?
ASSISTANT
The team needs a few details about your pool before confirming a price. I can help you request a call to talk it through.
The assistant guides the inquiry without inventing a quote.
VISITOR
Can I speak with someone?
ASSISTANT
Of course. You can use the contact form to request a call, or call the business directly during its listed hours.
A clear route to a person stays part of the experience.
A SYSTEM. AND SOMEONE IN YOUR CORNER.
You run the business.
I connect the pieces.
Work from the alerts, or open the workspace for a closer look.
WHILE YOUR HANDS ARE FULL
The work has your attention.
The inquiry has a place.
OWNER ALERT · EXAMPLEA new conversation to pick up.
A visitor requested an estimate.
Contact details and request saved together.
Keep it connected.
- Connect the agreed forms, calls and chat.
- Configure text-back and owner alerts.
- Set up the assistant with approved information.
- Maintain the pipeline and review the connections.
SET UP AROUND THE WAY YOU WORK
A useful fit.
From the start.
- 01
Map the next hello.
We discuss where inquiries arrive, who responds, and what you need to know before a call.
- 02
Connect and check.
We agree on the assistant’s information, consent-aware messaging and human handoff, then check the inquiry and notification paths.
- 03
Keep an eye on it.
Review incoming leads, recorded outcomes and the setup together. Advanced workflows and any usage costs are agreed separately.
A LITTLE CLARITY
Good questions.
Straight answers.
We’ll work through the details together.
Do I need a new website?
No. The standalone Lead Engine can be added to an existing website, subject to checking the site and access needed for the integration. It is $199 per month with no build fee and is month-to-month from the start.
Is this included in the $179 website plan?
Yes. Lead Engine Core and AI chat are included in the $179/month Launch + Care plan, alongside a homepage, one specialty page and website care. There is no separate build fee for that two-page scope. The website plan has a 12-month initial term, then becomes month-to-month. Lead Engine is also included in Growth and Partnership.
Do I need to use a CRM every day?
You can work from the configured owner alerts and open the workspace when you want a closer look. The pipeline keeps the request, conversation and next step together. We agree on a workflow that fits how you actually run your business.
What can the AI assistant answer?
It can help visitors understand your services, service area, business details and approved answers, then guide them toward an inquiry. Questions outside that information should be passed to a person. Quotes, availability and customer decisions remain with your team unless a specific connected workflow has been agreed.
Will it replace a personal conversation?
No. The first response helps acknowledge the inquiry and gather context. You handle the personal calls, quotes and decisions. The goal is to make that conversation easier to pick up.
How are text messages handled?
Text follow-up follows the visitor’s consent and the messaging workflow configured for your business. We confirm the opt-in wording, notifications and opt-out handling during setup. The examples on this page send no messages.
What does the monthly report show?
The agreed reporting covers incoming leads, their sources and recorded outcomes. Outcomes depend on keeping the pipeline current; an inquiry is not automatically a booking or a sale.
What do we agree on before setup?
We confirm the connected channels, website access, notifications, approved assistant information, human handoff and reporting. Scope, usage allowances, any third-party costs and agreement terms are set out before work begins. Advanced workflows are scoped separately.
LET’S MAKE IT EASIER TO CONNECT
More context.
A better conversation.
Tell me how inquiries reach you today.
We’ll find the next step that fits your business.