Core Workflow
Lead in. Meeting booked. That's it.
How It Works
Lead arrives. AI works them. Meeting booked. You close.
The Complete Flow
┌─────────────────────────────────────────────────────────────┐
│ │
│ 1. LEAD ARRIVES │
│ ├── From ads (Facebook, Google) │
│ ├── From website form │
│ └── From CSV import │
│ │
│ ↓ Within seconds │
│ │
│ 2. AI SENDS FIRST TEXT │
│ "Hey John! Thanks for reaching out..." │
│ │
│ ↓ Lead replies │
│ │
│ 3. AI QUALIFIES │
│ ├── Budget? │
│ ├── Timeline? │
│ └── Needs? │
│ │
│ ↓ Lead is ready │
│ │
│ 4. AI BOOKS MEETING │
│ "How about Tuesday at 2pm?" │
│ │
│ ↓ Confirmed │
│ │
│ 5. YOU SHOW UP │
│ Meeting on your calendar. Qualified lead. Close it. │
│ │
└─────────────────────────────────────────────────────────────┘When Do You Step In?
Rarely. AI handles 95% of conversations.
The 5% that need you:
- AI isn't confident in its response
- Lead asked to speak to a human
- Complex question outside AI's context
These appear as Attention Items. Review, respond, done.
The Numbers
| Step | AI Handles | You Handle |
|---|---|---|
| First message | 100% | 0% |
| Qualification | 100% | 0% |
| Follow-up | 100% | 0% |
| Booking | 100% | 0% |
| Tricky questions | 95% | 5% |
| The meeting | 0% | 100% |
What If Lead Goes Cold?
AI doesn't give up.
Day 1: Initial contact
Day 2: Follow-up
Day 5: Check-in
Day 10: Gentle re-engage
Day 30: Long-term nurture
...continues until they respond or you close themFAQs
"How fast does AI respond?" Within 60 seconds. Usually faster.
"What if lead stops responding?" AI schedules follow-ups over days and weeks until they re-engage.
"Can I pause AI on a specific lead?" Yes. Open lead → Pause AI.
"What if I want to take over completely?" Send a manual message. AI auto-pauses. Resume when ready.
"How do I know when to step in?" Attention Items. They appear on your dashboard.
"What if AI says something wrong?" Rare, but possible. Update your agent's context to prevent it.
Start Here
- Add your first lead — Test it yourself
- Import your list — Bulk upload
- Connect your calendar — Enable booking
That's all you need. Everything else is automatic.