Workup Agent.
Your first line, answering right now.
A chatbot answers questions. Workup Agent qualifies the person asking.
Greet, qualify, verify, route, brief
The problem, named plainly
You are not losing leads. You are losing the race to answer them.
What happens now
- A form arrives at 9:40pm and is read at 8:15am
- By then they have filled in three more forms
- Whoever called back first is already talking to them
- Late enquiries get shorter questions than early ones
- Your team starts every call from a name and a number
What happens with Workup Agent
- Answered the second they land, day or night
- Every enquiry gets the same questions, in the same order
- Branching paths, so a car crash and a work injury differ
- Voice for people who will not type it out
- Your team opens a finished file on someone worth their time
Six things, without you there
Qualifies properly
Your real criteria, with branching questions that adapt to the answers.
Talks out loud
Natural voice conversation, not a phone tree, for people who will not type.
Watches who is on your site
Pages read, time spent and source, so the conversation starts informed.
Verifies before it reaches you
Checks the answers hold together before anything lands in your queue.
Routes to the right team
By practice area, service line, geography or whatever rule you use.
Briefs your team
A written summary of the conversation, ready to act on.
The same agent, two jobs
Law firms
A 24/7 intake agent that qualifies potential clients before your intake team opens the file.
Service teams
A first line sales rep that qualifies prospects and books the ones worth your time.
See it answer as if it were your team
Twenty minutes on your own site, with your own qualification questions.