An AI lead concierge that answers every inquiry and books the next step.
Leads that arrive at night or on weekends often wait until someone is back at the desk. An AI lead concierge replies quickly in your voice, asks a few qualifying questions, routes each inquiry to the right offer, books the tour or consult on your calendar and follows up until the person says yes, no or not now. You set the rules and approve what goes out.
What the Lead Concierge does
Mission: Respond to every qualified lead and keep opportunities moving.
- Drafts a fast, useful first reply to new form, email and chat inquiries in your tone
- Asks a few qualifying questions, such as team size, start date, budget or the service they want
- Routes each inquiry to the right offer and booking type, and hands unusual requests to a person
- Books tours or consults on your calendar or booking link
- Follows up with people who have not booked, and stops when they ask
- Logs every conversation and next step in your CRM or lead list
It asks you first
- Any reply until you allow it to send on its own
- Anything about price, discounts or contract terms
- Any question that needs professional or medical judgment
It never
- Quotes custom pricing or promises availability it cannot confirm
- Gives medical, legal or financial advice
- Messages anyone who asked to stop
A typical week
- As inquiries arriveDrafts a reply, asks qualifying questions and offers booking times.
- Evenings and weekendsAcknowledges new inquiries and queues them for your morning review.
- MorningLists new leads, booked tours and anyone waiting on a reply.
- FridaySends a summary of inquiries, bookings and leads that went quiet.
This describes how the role is designed to work. Your version follows your rules and your schedule.
Works with
Typical connections for this role. We connect each one with your permission, starting read-only. Nothing is connected until we build it with you.
- Your website forms
- Gmail
- Google Calendar
- HubSpot
Questions, answered plainly.
How is a lead concierge different from an AI receptionist?
A receptionist answers the conversation in front of it. A lead concierge owns the inquiry until there is an outcome: it qualifies, routes, books and follows up, and keeps your records current.
Will it reply to leads without asking me?
Not by default. Replies wait in an approval queue. You can let routine replies go out on their own once you trust how it handles them.
Which businesses is it built for?
Businesses where inquiries turn into a tour, consult or appointment, such as coworking spaces, med spas and other local service businesses. We confirm the fit and connections during the build.
Start with the free blueprint.
Answer a few questions about your lead concierge job and get the role, skills, rules and 30-day plan written for your business.