Never miss
another lead.

Your AI Secretary lives on your site and greets visitors the moment they arrive, nurturing them from anonymous to informed to engaged.

Live in days, not weeks.

Empowered to Work

More than an AI answering service.

It welcomes, informs, schedules and records the visitor directly into your system.

Business Example: Windows/Doors
Website chat · 11:42 PM

Do you guys do sliding glass door replacement?

We do — patio and sliding doors are one of our biggest jobs. Is this for a home you own in the Phoenix area?

Yes, in Ahwatukee. How long does an install take?

Most two-door jobs are done in a single day. We confirm after the measure.

Do you handle the permit?

We pull it and schedule the inspection. Nothing for you to file.

Can you rebuild a site that’s on Squarespace right now?

Yes — moving off Squarespace is routine for us. Roughly how many pages, and who owns the domain?

About 14, and I own it. Will my Google rankings drop?

We map every old URL to its new one, so rankings carry over.

What’s a typical timeline?

Six to eight weeks for a 14-page rebuild with a blog migration.

We need a customer portal that talks to our ERP. Is that something you do?

That’s squarely what we build. Which ERP is it, and does it already expose an API?

NetSuite, and it does. Who owns the code when it’s done?

You do — your own repo, from the first commit.

Can it do SSO with our Microsoft accounts?

Yes, Entra ID single sign-on is standard on our builds.

My AC is blowing warm air. Can anyone come out today?

We can get a tech out today. Is the unit still running, and is the house on one system or two?

Still running, one unit. What does the visit cost?

A flat diagnostic fee, waived if you go ahead with the repair.

How soon can someone get here?

Next opening is this afternoon, between 1 and 4.

Dana R.
Organic search · Phoenix, AZ
92
Fit score
HomeownerYes — owns, 1998 build
Scope2 sliding doors, west face
TimelineWants an estimate this week
Handed to sales as a qualified estimate request.
Marcus T.
Referral · Scottsdale, AZ
88
Fit score
DecisionOwner, signs off himself
Scope14 pages, blog migration
TimelineWants it live before Q4
Handed to sales as a scoped rebuild request.
Priya N.
LinkedIn · Tempe, AZ
95
Fit score
AuthorityVP Ops, holds the budget
ScopeCustomer portal, NetSuite API
TimelineKickoff next quarter
Handed to sales as a qualified build inquiry.
Ray M.
Google Ads · Mesa, AZ
90
Fit score
Service areaMesa — 6 miles out
SystemOne 4-ton unit, 11 years
UrgencySame day, still running
Routed to dispatch as a same-day service call.
Thursday · Estimates
9:00
10:30
1:00
3:30
Ruiz — window measure
Dana R. — sliding doorsJust booked
Held — travel buffer
Open
Confirmation sent by text and email. Contact written to the CRM.
Thursday · Discovery calls
9:00
10:30
1:00
3:30
Alvarez — brand review
Marcus T. — site rebuildJust booked
Held — travel buffer
Open
Confirmation sent by text and email. Contact written to the CRM.
Thursday · Scoping calls
9:00
10:30
1:00
3:30
Internal — sprint review
Priya N. — portal scopingJust booked
Held — travel buffer
Open
Confirmation sent by text and email. Contact written to the CRM.
Thursday · Service calls
9:00
10:30
1:00
3:30
Nguyen — filter swap
Ray M. — no coolingJust booked
Held — travel buffer
Open
Confirmation sent by text and email. Contact written to the CRM.
Dana R.
New contact synced
Source
Organic search · Phoenix
Contact
(602) ••• 0198 · email on file
Stage
Estimate scheduled
Owner
Field sales — Phoenix
Conversation copy
“Do you guys do sliding glass door replacement?” — two west-facing sliders, 1998 build, owner occupied.
Full transcript attached. Owner assigned, follow-up task created.
Marcus T.
New contact synced
Source
Referral · Scottsdale
Contact
(480) ••• 7742 · email on file
Stage
Proposal to send
Owner
Accounts — Scottsdale
Conversation copy
“Can you rebuild a site that’s on Squarespace right now?” — 14 pages plus a blog to migrate, owns the domain.
Full transcript attached. Owner assigned, proposal task created.
Priya N.
New contact synced
Source
LinkedIn · Tempe
Contact
(480) ••• 3310 · email on file
Stage
Scoping call booked
Owner
Solutions — Tempe
Conversation copy
“We need a customer portal that talks to our ERP.” — NetSuite, API already exposed, VP Ops holds budget.
Full transcript attached. Owner assigned, scoping doc requested.
Ray M.
New contact synced
Source
Google Ads · Mesa
Contact
(480) ••• 5021 · email on file
Stage
Dispatch — same day
Owner
Service desk — Mesa
Conversation copy
“My AC is blowing warm air. Can anyone come out today?” — one 4-ton unit, 11 years old, still running.
Full transcript attached. Tech assigned, address confirmed in service area.

Would you close more business if you could interact with every visitor to your site?Of course you would.

Test it Live

From missed to managed.

The opportunity cost without your AI Secretary, and what changes the moment it's on.

Weakness

Visitor bounces without a word

Opportunity

Concierge opens the conversation instantly

Weakness

No way to know what they needed

Opportunity

Qualifying questions get real answers, on the spot

Weakness

Lead never captured

Opportunity

Appointment booked, lead added to your CRM automatically

Weakness

Ad and SEO spend wasted

Opportunity

Every visitor becomes a real shot at the pipeline

Weakness

High cost per booked lead

Opportunity

Same Ad spend, more visitors converted, lower cost per booked appointment

Weakness

Human delays: leads cool off over the weekend

Opportunity

24/7/365 coverage: instantly responds after hours

Weakness

High costs: hiring, training, and scaling headcount

Opportunity

Flat monthly rate: infinite knowledge, always on, no headcount

Weakness

Human error: inconsistent data entry, missed follow-ups

Opportunity

Perfect memory: flawlessly updates your CRM

Answer questions. Capture more leads.

The anonymous zone.

Your AI Secretary operates in the brief and valuable period of time when a visitor is exploring your site, but hasn't yet decided to contact you (and may not otherwise).

The self-serve stretch. Your agent can pop up the moment visitors land on the site, or after a period of time (while browsing, comparing, reading), and stay open until they decide to talk to sales. That entire stretch has been unstaffed until now. Anonymous Known The anonymous zone Ads, SEO, lead gen Landing, browsing, comparing Asking real questions Hand-raise, books the call Sales conversation Customer You paid for the traffic Still a stranger Nobody is there to answer First moment you have a name Your AI Secretary answers here, 24/7

The self-serve stretch.

Your agent can pop up the moment visitors land on the site, or after a period of time (while browsing, comparing, reading), and stay open until they decide to talk to sales. That entire stretch has been unstaffed until now.

The anonymous zone Anonymous Known Ads, SEO, lead gen Landing, browsing, comparing Asking real questions Hand-raise, books the call Sales conversation Customer You paid for the traffic Still a stranger Nobody is there to answer First moment you have a name Your AI Secretary, 24/7

Measured results

78%

of customers buy from the first business that responds

4×

increase in appointment booking rate with an AI agent on site

20–35%

higher conversion than sites relying on static forms and contact info

82%

of consumers expect an instant response to a sales question

Sources: HubSpot, hellorep.ai

No new software for you.

Fully managed means we build it, host it, and keep it running for one monthly cost. Powered by the model of your choice. Trained on demand.

How It Works

01

It learns your business

We gather everything from your website and documents, and combine it with what's in your head and your style. Your AI Secretary is trained only on that, so every answer reflects how your business actually works.

02

It adopts your procedures

Built-in actions and SOPs turn basic Q&A into end-to-end lead qualification and handoff.

03

It plugs into your existing systems

No new software to learn, no separate dashboard to check. Leads and bookings land exactly where your team already looks.

04

You're live in days, not weeks

We handle setup, training, and integration, working directly with you and your existing team.

Works Across
Website Phone Email Social DMs
Sales RepReceptionistCustomer ServiceLead QualificationAfter Hours ConciergeTrained Like the Owner Sales RepReceptionistCustomer ServiceLead QualificationAfter Hours ConciergeTrained Like the Owner
Who It's For

Built for whoever's on the hook for the pipeline.

Whether you run the business, its marketing, or freelance for a roster of clients, Your AI Secretary plugs in to how you already work, with a strict focus on lead conversion.

Business Owners
& Sales

Capture more leads when they land at your business.

One concierge, running on demand, so you can get more ROI on your ad spend.

Marketing

Add a high-value, recurring service to your company or client offerings that reinforces your ROI.

Pre-built and ready to fine-tune.

Customer Service

Give users the gift of self service without forcing them to crawl your website or email/call for every answer.

More time for your team to focus.

AI agents are smart, but generic. Your AI Secretary is trained on your business, just like your team.

Test it Live

Common questions.

For anything specific to your business, chat or book a call.

What is Your AI Secretary?

Your AI Secretary is an AI Agent trained on your business and deployed on your website. Its primary goal is to drive more leads to your sales team by nurturing visitors from anonymous to informed to engaged. This is possible because it has the same answers your team has, and can book meetings on your calendars and add leads to your system.

Why not just let visitors ask ChatGPT or Google instead?

AI tools like ChatGPT and Google are not loyal to your business, are trained on all public data about you and your competitors, won't nurture leads to buy from you, and can't add leads to your calendar and system. Your AI Secretary is your agent, loyal to you, trained only on your business, and guides visitors to book or buy with a warm handoff to your sales team.

What communication channels does it cover?

You build your agent once and deploy it everywhere: your website, email, WhatsApp, Instagram, Facebook Messenger, and Slack.

Does it work with my calendar and customer directory (CRM)?

Yes. It integrates natively with calendars (like Cal.com, Calendly, Microsoft, Google) to book meetings directly in the chat, and connects to your CRM (HubSpot, Salesforce, Zoho, and numerous others) to add and sync data. If you don't have CRM software, but instead use a document or sheet, it will connect with those too.

What happens while a visitor talks to my AI agent?

First, every conversation is logged and shared with you. Second, the agent is configured to collect the user's information during the chat, and nudge them to taking the next step to book or buy. Your team receives this information so it can hit the ground running toward a sale.

Is it available outside business hours?

Your agent can be available whenever you want. For websites, we recommend 24/7. For phone lines, we recommend starting with after hours. It instantly answers a majority of questions, captures leads, and books meetings while your team is busy or asleep. No missed opportunities.

Do I need technical staff to set this up?

No. It's designed to be plug-and-play. No developer needed on the client side. Our team will build and launch an agent for you, in hours or days, not weeks or months.

Is my data secure?

Yes. Your data is isolated to your account, encrypted at rest and in transit. Access controls and compliance are built in from day one. We take data security and privacy extremely seriously, especially for agencies implementing Your AI Secretary for their clients.

This sounds simple and effective. What am I missing?

You're right. This is a tool for small and medium sized businesses that want to increase sales and improve user experience. It has to be simple, otherwise it won't work.

How do I get started or find out more?

Book a demo.

See what a concierge does for your business.

Book a short call. We'll show you a live demo and structure it around your business.

Book a Demo