A company with a few hundred staff usually has the people to answer every call, just not in the right place at the right moment, so sales reps spend mornings on enquiries that were never going to buy and the support queue grows every time a campaign goes out. We build AI voice and chat agents that screen and route those conversations, write everything into your CRM, and put the calls worth a rep's time in front of the rep who covers that account.
Sales managers at mid-market companies describe a familiar Monday, in which a rep calls back forty web leads and finds that six of them had a budget, a timeline and a reason to talk. The other thirty-four still had to be called, logged and closed out in the CRM, usually by some of the best-paid people in the building. Meanwhile the six who were ready waited until Monday afternoon, which is often when a competitor who answered faster sent them a proposal.
Workflow
A form submitted at 4:55 on a Friday gets a phone call at 4:57, three qualifying questions, and a meeting in the right rep's calendar for Monday morning, with the answers already sitting in the CRM record.
Workflow
Password resets, delivery dates and invoice copies make up a large share of most support queues. The agent answers those from your documentation and systems, and the rest arrive at your support team already sorted by product, urgency and account value.
Workflow
Customers whose contracts end next quarter, and the ones who stopped ordering last year, get a call that asks how things are going and books a conversation with their account manager if there's anything worth talking about.
What we do
The agent calls every new lead within minutes of the form arriving, asks the qualifying questions your sales team has agreed on, and books the good ones into the right rep's calendar based on territory, product line or deal size. Inbound calls get the same treatment, with routine questions answered from your own documentation and everything else transferred to the team that owns it, along with a summary so the caller never has to repeat themselves. Each conversation is written to Salesforce or HubSpot with the transcript, the answers and the agreed next step, which gives your managers a record of every lead rather than the ones reps remembered to log on a Friday.
Mid-market projects usually run on our Growth Agent System, from $2,000, which covers voice and chat agents sharing one knowledge base, CRM and calendar integration, escalation paths, and monthly tuning once the agents are live. We roll out to one team or one region first, and the results of that phase decide what comes next.
Your sales and support leads own the rules. They approve the qualifying questions, the routing logic and the answers, and they can see and change all of it after launch.
AI agents are poor at negotiating, calming a furious customer or reading a strategic account, so we design them to recognize those calls early and pass them to a person before any damage is done.
How we work
Every build follows the same disciplined path, so you always know what happens next and where things stand.
We find where work enters, what breaks, and which systems have to stay in sync.
We implement the logic, AI, approvals, and integrations that remove the manual steps.
We test the edge cases, document the flow, and hand off a system your team can trust.
FAQ
A call center adds people who follow a script, while the agent follows your rules on every call at any volume, writes a full record into your CRM, and hands the conversations that need judgment to your own team with the context attached.
Yes. The agent reads and writes records in Salesforce, HubSpot and most other CRMs, so leads, call notes and next steps land where your reps and managers already work.
We document where every piece of data is stored and processed before the build starts, sign a data processing agreement with you, and keep access to recordings and transcripts limited to the people you name.
The first phase, usually one team or one queue, goes live in two to four weeks, and later phases follow once that one has produced numbers your managers trust.
Next step
Share your stack and the bottleneck. We'll map the first automation worth building and how it rolls out.