Win the client who calls after hours
ChatAgentix answers new-client inquiries the instant they come in, runs intake, qualifies the matter, and books the consultation — so the leads you used to miss become clients.
- Answer every new-client inquiry 24/7
- Run consistent, structured intake
- Qualify the matter before it hits your team
- Book consultations straight into your calendar
Try website chat free · Compare plans and limits
From inquiry to booked consultation
Answers instantly
Picks up every new-client call, text, and web inquiry in seconds.
Runs intake
Collects the details your team needs — consistently, every time.
Qualifies the matter
Identifies the practice area, urgency, and fit before it reaches a person.
Books the consultation
Offers real availability and books onto the right calendar.
Logs it to your CRM
Writes the contact, intake notes, and matter details automatically.
Follows up
Sends confirmations, intake forms, and reminders so no one ghosts.
Professional-services questions, answered
- Will it stay within what we allow it to say?
- Yes. It works from the script and boundaries you set, sticks to intake and scheduling, and never offers advice or invents details.
- Does it run real intake?
- Yes. It collects the same key details on every inquiry, so your team gets consistent, complete information.
- Can it book consultations?
- It offers your real availability and books onto the right person’s calendar, then sends confirmations and intake forms.
- What about sensitive matters?
- It’s discreet by design, escalates to a person when needed, and logs everything securely to your systems.
- Will clients know it’s AI?
- It speaks in your firm’s name and tone. You decide how it introduces itself; either way it’s professional and on-brand.
- How long does setup take?
- Most firms are live in minutes — connect your number and calendar, add your intake questions and FAQs, and it’s ready.
- What should I check before paying for an AI receptionist?
- Test your own opening hours, service questions, booking rules and handoff instructions. Compare the current plan's included text messages and voice minutes separately, and check paid integrations or industry modules before upgrading. The free website-chat allowance is not a free production phone plan.
- Can I keep a person in control?
- Yes. Configure what the agent may answer or do, when it should escalate, and who should review requests. Test those rules before launch. An agent cannot approve an exception or promise a booking just because a customer asks for it.
- Will it work with my current calendar and business tools?
- Check the integrations page for your actual provider, then connect and test it. A conversation demo is not proof that your calendar, phone number or payment account is connected. Booking and payment actions require the appropriate setup and permissions.
- What information should I put in the agent's knowledge base?
- Start with approved services, prices, opening hours, service areas, cancellation policies and escalation contacts. Keep it current, and do not add passwords, payment-card details or unnecessary sensitive customer information. Regulated businesses should review their privacy, contractual and access-control requirements before launch.