Instant first response
Every enquiry answered within seconds, on its own channel, at any hour.
Pipeline response
AI for Sales & Lead Generation
Instant enquiry response, qualification against your criteria and booked meetings in your CRM.
What this is
Speed to first response is the most reliable lever in inbound sales, and most teams lose on it after hours and at peak. We build qualification agents that respond immediately on the channel the enquiry arrived on, ask what your team would ask, book the meeting and write the record into your CRM.
The problem
What this service addresses
If more than one of these is familiar, there is usually a case worth scoping.
- Enquiries arriving in the evening get a reply the next working day, by which point interest has moved on.
- Representatives spend their day on unqualified enquiries.
- Lead data reaches the CRM incomplete, so follow-up is guesswork.
- Follow-up sequences depend on someone remembering.
Scope
What we deliver
Every item below is a deliverable you receive, not an activity we perform.
- Qualification agent live on your enquiry channels
- Your qualifying criteria encoded, with disqualification handled politely
- Meeting booking directly into representative calendars with routing rules
- CRM records created and updated with structured qualification data
- Follow-up sequences for unresponsive and not-yet-ready enquiries
- Handover to a representative with a written conversation summary
- Reporting on response time, qualification and booking rates
Capabilities
What the system does
Qualification
Your criteria asked conversationally, with answers captured as structured fields.
Meeting booking
Availability checked and the meeting booked, with your routing and territory rules applied.
CRM write-back
Complete, structured records so representatives open a prepared conversation.
Follow-up and re-engagement
Scheduled, relevant follow-up for enquiries that go quiet or are not yet ready.
Routing and escalation
High-value or complex enquiries passed to a person immediately with context.
Applied
Where it is used
Each of these is a bounded job with a measurable result, which is how we prefer to scope a first build.
01
Inbound web enquiry handling
Engages the form or chat enquiry at once, qualifies and books rather than queueing a callback.
02
WhatsApp enquiry qualification
Handles enquiries on the channel many buyers now prefer, with the same rigour.
03
Speed-to-lead callbacks
Calls a new enquiry within minutes, qualifies and books while interest is live.
04
Dormant lead re-engagement
Works through older enquiries with relevant, non-generic follow-up.
05
Event and campaign follow-up
Processes a list of enquiries after a campaign without consuming the sales team.
Architecture
How it is put together
An indicative architecture. The final design follows your systems, data boundary and constraints.
-
01
Channels
Web forms, chat, WhatsApp, email and inbound or outbound voice.
-
02
Qualification logic
Your criteria as structured questions, with branching and disqualification paths.
-
03
Knowledge layer
Retrieval over product, pricing and policy content for the questions buyers ask first.
-
04
Calendar and routing
Availability lookup, territory and ownership rules, booking and confirmation.
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05
CRM integration
Record creation and update with structured fields, transcript and summary attached.
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06
Reporting
Response time, qualification rate, booking rate and drop-off analysis.
Security & governance
Controls we build in
Access, privacy and oversight are part of the build rather than a later hardening phase.
- Automated disclosure, so prospects know when they are talking to an agent.
- Consent captured for marketing follow-up, with opt-out honoured immediately.
- Pricing and commitment statements limited to approved content; negotiation escalates to a person.
- Contact frequency limits enforced in code to prevent over-contacting.
- Personal data handled under your privacy policy, with retention agreed.
Delivery
Our approach
How we run the engagement
Discovery
Process walkthroughs, data review, constraints and a written scope you sign off before build.
Architecture
Data model, integration boundaries, hosting and the security model, agreed up front.
Proof of concept
A narrow build on your real data against an agreed quality bar, so the go-ahead is evidence-based.
Development
Two-week increments, each ending in a working deployment and a review.
Testing
Automated coverage on critical paths, evaluation sets for AI behaviour, acceptance testing with your users.
Deployment
Staged rollout into your infrastructure with monitoring and a tested rollback path.
Monitoring & support
Quality, cost and latency tracking after launch, with handover documentation or an ongoing retainer.
Proven work
Products we have built and sold
We are product builders as well as a services team. These are our own commercial platforms, not client references.
Digital sales & support agent
SIZH Virtual Agent
A virtual digital agent for sales, support and reception — trained on your business, live on WhatsApp, web, voice and email.
View product Mobility platformRideOn
A ride-hailing and fleet management platform, now with agentic dispatch, driver support and demand intelligence.
View product Multivendor marketplaceUniBooker
A configurable multivendor service-booking marketplace with agentic onboarding, matching and support.
View product
Questions
AI for Sales & Lead Generation — FAQs
The questions we are asked most often about this service.
Will this annoy our prospects?
It depends entirely on execution. An agent that answers the question asked, at the moment it was asked, and hands over when it should, tends to be well received. One that pushes a script is not. We design for the former and disclose that it is automated.
Does it replace our sales team?
No. It handles first response, qualification and booking, which is the part that currently fails at night and at peak. Your representatives get better-prepared conversations.
Will it work with our CRM?
We integrate with Salesforce, HubSpot, Zoho, Pipedrive and custom CRMs through their APIs. We confirm your specific objects and fields during scoping.
Can it handle complex or technical products?
For qualification and common questions, yes, grounded in your approved content. Genuinely technical discussion should escalate to a specialist, and we design that trigger with you.
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