How it works.
Everything that happens between "yes" and your agent going live.
The process
We Build Your Agent
We start with a discovery call to understand your practice — services, intake criteria, scheduling preferences, and common client questions. From there, we build a custom knowledge base and craft a system prompt that makes your AI agent sound like a seasoned member of your team. You review it, we refine it, and by the end of week one your agent knows your practice as well as your best intake coordinator.
Integration and Launch
We connect your CRM so every lead flows directly into your existing workflow. Then we give you a single line of embed code for your website. It works on any platform — WordPress, Squarespace, Webflow, or custom. We test everything end-to-end before the handoff, making sure leads flow, appointments book, and notifications fire correctly.
Continuous Improvement
Your agent is live 24/7, capturing leads, qualifying inquiries, booking appointments, and answering questions. You receive weekly reports showing exactly what was handled, what was escalated, and where the agent improves. We continuously tune the knowledge base based on real conversations so your agent gets sharper every week.
Your two-week timeline
Discovery call — understand your practice and goals
Intake form completed — services, criteria, FAQ content
Knowledge base and system prompt built
You review, we refine
CRM integration and embed deployment
End-to-end testing and handoff call
What you provide
That's it. We handle the rest.
Frequently asked questions
Do I need technical knowledge?
None. If you can paste one line of code into your website, you're set. We handle everything else — and we'll walk you through that one step too.
What if my agent can't answer something?
It gracefully tells the client it will have someone follow up, captures their information, and notifies your team immediately. You're never left looking uninformed.
Can I update the agent's knowledge later?
Yes. Submit changes anytime and we update the knowledge base within 24 hours. New practice areas, updated fees, seasonal availability changes — all handled.
What CRMs and tools do you integrate with?
Clio, Salesforce, HubSpot, PracticePanther, Calendly, and most platforms with an API. If you use something else, ask — we likely support it or can build the connection.