03 / Inquiries · Available

Inquiry-to-Client Desk. A fast, careful reply to every inquiry.

Every web form, email and missed-call text gets a quick, AI-drafted reply based on facts you've approved. It's sent on its own only when the system is highly confident and the message type is one you've allowed. Everything else waits for a person. Every conversation is logged in your CRM and followed up until it's booked, or until they say stop.

From $5,000 setup + from $500 a month. Human in the loop by default.

The problem

Inquiries arrive everywhere, at all hours

A family fills in your web form at 9pm. Someone emails a question on Saturday. A caller hangs up when no one answers. Each one lands in a different place, and on a busy day some wait too long, or get missed entirely.

Even when someone does reply, the conversation often isn't written down anywhere, so the follow-up depends on someone remembering.

How it works

From inquiry to booked, with a person in charge

The confidence gate decides only one thing: whether a reply may go out on its own, or must wait for a person.

  1. 01 · input

    Inquiry arrives

    Web form, email, or a text after a missed call.

  2. 02 · triage

    Read and sort

    New customer, existing customer, urgent, or spam. A reply is drafted from your approved facts.

  3. 03 · gate

    Confidence gate

    Checks the draft against your rules.

    • high confidence + allowed typeSent automatically
    • anything elseQueued for a person
  4. 04 · log

    Logged in your CRM

    Contact, message and status, in the CRM you already use.

  5. 05 · follow-up

    Follow up until booked

    Polite reminders stop as soon as they reply, book, or opt out.

  6. 06 · learn

    Learns from your edits

    Your approved replies and edits become examples for better drafts.

How an inquiry moves through the system. The amber steps are where a person can step in. A diagram, not live data.
What we install

What's included

  • Connections to your channels Your website forms, your business inbox, and missed-call text-back on your business line where your phone provider allows it.
  • A fact sheet the AI must stick to Your services, areas, hours, how to book and what not to say, written with you and approved by you.
  • Triage and reply drafts Each inquiry is sorted and a reply is drafted as soon as it arrives, day or night.
  • The confidence gate Automatic sending only for message types you approve, only when confidence is high. Everything else goes to a person.
  • A simple approval queue By email or in a simple dashboard: approve, edit or take over the conversation yourself.
  • CRM logging Every inquiry, reply and status saved in the CRM you already use, or a shared sheet if you don't have one.
  • Follow-up until booked A short, polite sequence that stops the moment they reply, book or say stop.
  • Learning from your edits Replies you approve or change are saved as examples, so drafts follow your wording more closely over time.
Safeguards

Built to be careful first, fast second

  • Human in the loop by default. At launch, a person approves every reply. You choose if and when any message type may go out on its own.
  • Texting only with proper consent and registration. Texts go only to people who contacted you or agreed to texts, from a business number registered for texting, and “STOP” is always honored.
  • Health information only with the right agreement. If your inquiries can include health details, as they often do for home care, we only handle them under an appropriate written agreement (a BAA) and with tools that support it. Otherwise we set the system up so health details aren't collected, and those messages go straight to your staff.
  • No AI phone calls. A missed call gets a text (where allowed) and a callback task for your team. We don't make AI voice calls.
  • No made-up answers. Drafts only use the facts you approved. If the answer isn't in them, the message goes to a person.
  • No pressure tactics. Follow-ups are few, polite and stop on request.
Pricing

Setup plus a monthly plan

You get a fixed price in a written proposal before any work starts.

Monthly

Run

from $500 / month

Monitoring, tuning and a monthly report

  • Watching the connections and fixing what breaks
  • Tuning drafts from your edits
  • Updating the fact sheet when things change
  • Monthly report: inquiries, replies, bookings logged

Texting fees, phone numbers, AI usage and any software subscriptions are listed in your proposal.

Questions

Inquiry Desk questions

What does “high confidence” mean?

Before a reply may go out on its own, it has to match a message type you've approved (for example, “what areas do you serve?”) and use only facts from your fact sheet. If anything is unusual, sensitive or unclear, it goes to a person instead. At launch, everything goes to a person.

Which CRM do I need?

The one you already use, if it allows the access the system needs, such as HubSpot or the CRM inside your scheduling software. If you don't have one, we can log to a shared sheet. We confirm this in the Map step.

Can it answer the phone?

No. We don't make AI voice calls. When a call is missed, the system can send a text (where that's allowed and the number is registered) and create a callback task for your team.

Is texting allowed?

Yes, with the right setup: the business number must be registered for texting, messages go only to people who contacted you or agreed to texts, and every opt-out is honored straight away.

We're a home care agency. What about health information?

Inquiries often mention health details. We only handle those under an appropriate written agreement (a Business Associate Agreement, or BAA) and with tools that support it. If we don't have that agreement, the system is set up not to collect health details, and those messages go straight to your staff. Please confirm your own obligations with your counsel.

Is this a new service?

Yes, it's newer than our AI Visibility service, so we don't show results we don't have yet. That's why it launches with a person approving every reply, and you decide what may be automated later.

See where your inquiries go today

In a 20-minute call we'll map how inquiries reach you, which tools we'd connect, and what a fixed price would be.

Book a call