Professional AI Agent

Your Multi-Service Workflow Specialist. Your Lead Qualification Engine. Your Smart Intake & Routing System.

Why Upgrade to Professional?

What Professional Handles For You

Because some businesses need more than basic call answering.

They need:

• multi-step questions
  
  

• complex service routing
  
  

• insurance or membership intake
  
  

• detailed client qualification
  
  

• room/equipment scheduling
  
  

• deposit collection
  
  

• accurate pre-appointment info
  
  

• CRM automations + follow-ups
  
  

Essential handles the front desk. Professional handles the entire front office.

Perfect for med spas, dental offices, wellness providers, real estate teams, busy service companies —
any business that needs deeper conversations, multi-step logic, and accurate client intake without the overhead.

The Professional AI Agent doesn’t just answer calls… It thinks, routes, qualifies, collects, and executes like a trained front-office specialist.

Multi-Step Conversational Flows

Your agent doesn’t stop after one question. It can ask follow-ups, confirm details, check for exclusions, navigate complex logic, and collect structured information with accuracy.

Perfect for:

• multi-service businesses, med spas, and consultations
  
  

• dental/ortho screenings
  
  

• wellness intake
  
  

• real estate qualifying
  
  

• complex repair/service descriptions
  
  

• service tiers or package selection
  
  

Lead Qualification & Warm Transfer

Not all leads are equal. Your Professional Agent identifies high-value callers and can:

• tag qualified leads
  
  

• route them instantly to the right person
  
  

• live-transfer calls during business hours
  
  

• escalate urgent cases
  
  

You get the right calls — and only the right calls.

Insurance/Membership/ Pricing Questions

Your agent can navigate sensitive pre-checks such as:

• “Do you take my insurance?”
  
  

• “Is this covered?”
  
  

• “What’s the membership rate?”
  
  

• “What service package do I need?”
  
  

With rules-based accuracy and no overstepping.

Collect Client Details Pre-Appointment

Reduce no-shows and wasted appointments by gathering:

• symptoms
  
  

• preferences
  
  

• required documents
  
  

• service type
  
  

• service duration
  
  

• pre-visit instructions
  
  

• membership or ID numbers
  
  

Your team arrives fully prepared — every time.

CRM Automations + Follow-Ups

Your agent can send data directly into:

• CRM
  
  

• PMS/EMR
  
  

• Booking software
  
  

• Sales pipelines
  
  

• Automations / email / SMS flows
  
  

Ideal for sales-heavy or workflow-heavy businesses.

On-Brand Personality Training

More warmth, more personality, more brand identity. Your Professional Agent is tuned to sound exactly like your front-desk leader.

Who Professional Is Perfect For

• Med spas
  
  

• Chiropractic + physical therapy clinics
  
  

• Dental offices
  
  

• Real estate teams
  
  

• Wellness centers
  
  

• High-volume auto repair shops
  
  

• High-volume beauty/barber businesses
  
  

• HVAC/electrical/plumbing teams with multiple service categories
  
  

• Membership-based businesses
  
  

• Companies with multiple service locations
  
  

If your workflow is complex, layered, or requires accuracy —Professional is the right tier.

Problems the Professional Tier Solves

• High call volume causing overwhelmed staff
  
  

• Multi-step scheduling (rooms, equipment, techs)
  
  

• Repetitive qualifying questions taking up staff time
  
  

• Insurance or pricing calls bottlenecking your front desk
  
  

• Leads falling through the cracks
  
  

• Slow response times hurting conversions
  
  

• Staff missing details that lead to rescheduling
  
  

• Disorganized intake slowing down appointments
  
  

• Bottlenecks from manual data entry
  
  

Professional replaces the overwhelm —with structured, fast, consistent workflows.

Why High-Growth Teams Choose Professional

• Eliminates front-desk bottlenecks
  
  

• Reduces manual work
  
  

• Cuts intake time by 50–70%
  
  

• Improves pre-visit readiness
  
  

• Maximizes lead conversions
  
  

• Reduces no-shows
  
  

• Frees staff for revenue-generating work
  
  

• Makes every caller feel supported
  
  

The Professional Agent creates the kind of efficiency that most businesses don’t realize they’re missing —
until they see it in action.