The Receptionist & Scheduling AI

Smart, Professional.Always available.

Every customer gets instant, professional service. Your team gets to focus on what they do best: building real relationships!

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Trusted by financial services teams. Rapidly expanding.

See it in Action.

Watch how our AI handles real customer calls...

Incoming call

(555) 123-4567

AI: "Thanks for calling Growth Community. How can I help you today?"

Caller: "I'm interested in learning about IUL policies."

AI: "Great choice. Let me ask a few questions to match you with the right advisor."

Caller: "Sure, go ahead."

✓ Lead qualified • Intake complete • Routed to advisor

Turn every call
Into a quote-ready lead

Consistent, professional service—around the clock.

✓

Every call answered instantly and qualified—no waiting, no voicemail.

✓

Complete intake data synced to your CRM so your team can focus on what matters.

✓

Free your team from phone burnout—consistent, qualified answers, every time.

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Personalized, professional service at any hour.

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Structured flows ensure nothing gets missed or forgotten.

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Consistent experience every time, following your playbook.

✓

Happy customers become loyal customers.

So much more than a
Receptionist

Structured intake

Gathers every detail your team needs—goals, timeline, budget, situation—before they pick up.

Consistent experience

Every interaction follows your playbook. Customers get the same quality service at 2 PM or 2 AM.

Nothing gets missed

Structured intake captures every detail. Your team picks up with full context, ready to help.

24/7 lead capture

After-hours calls become tomorrow's sales. Every inquiry qualified and ready to close.

Better service, happier customers

Real results from teams putting customer experience first.

“Our customers get immediate, professional service—even at midnight. That's the experience we wanted to deliver.”

Growth Community

Financial Services Partner

“Leads come in pre-qualified with all the info we need. Advisors love it—they can jump straight to consultations.”

Sarah Chen

Operations Manager

“No more missed calls, no more frustrated customers waiting on hold. Everyone gets the attention they deserve.”

Michael Rodriguez

Practice Owner

“I get warm leads with complete intake so I can build real relationships. I can actually focus on my customers now!”

David Thompson

Financial Advisor

Syncs with your CRM

Intake data flows directly into your CRM—ready for follow-up.

Native GoHighLevel integration. Custom builds available.

Schedule a demo Contact sales

CRM integration

Intake data syncs to your CRM in real time.

Tell us your stack. We'll plug in cleanly—no brittle hacks or heavy lifting on your side.

GoHighLevel CRM

✓Lead and intake data synced directly to GHL
✓Contact records created automatically
✓Two-way sync keeps your team informed
✓Zero manual data entry required

Custom Integrations

Google Calendar, Calendly, Webhooks, custom APIs—and more.

Tell us your stack. We'll plug in cleanly—no brittle hacks or heavy lifting on your side.

Frequently asked questions

How does the AI answer calls?

Your AI picks up instantly, greets callers professionally, and runs through your intake flow naturally. It captures every detail your team needs before they ever pick up.

Does it sync with my CRM?

Yes. We have native GoHighLevel integration, with custom integrations available for other platforms. Intake data flows directly into your CRM—ready for follow-up.

What if a caller needs a human?

The AI knows when to escalate. VIPs, complex cases, and hot leads get routed to your team with full context—what was discussed, what info was captured, and why they're being transferred.

Is the data private?

Absolutely. All calls, transcripts, and intake data are securely stored in your tenant. You own your data and can export or delete it anytime.

Ready to deliver the service your customers deserve?

Let AI handle intake with instant, professional service around the clock—so your team can focus on what they do best.