AI agents · Voice and chat

Every call answered.
Even after hours.

A voice and chat agent trained on your business. It answers in your name, asks your qualifying questions, books the job on your calendar and logs the conversation in your CRM. Anything it should not handle goes to a person.

Talk to us about an agent
Example · after-hours call, 9:42 PM

Thanks for calling Your Company Roofing, this is the virtual assistant. How can I help tonight?

We have a leak over the kitchen after the storm.

Sorry to hear that. Is water coming in right now, or has it stopped?

It stopped, but the ceiling is stained.

Got it. I have Thursday at 10:30 for an inspection. Want me to book it?

Yes, please.

Booked: Thu 10:30 AMLogged in your CRM
Illustration with a placeholder business. Not a client recording.
One agent for calls and your website
Voice + chat
Answers as your business, not a software brand
Branded
Every conversation logged
Your CRM
Hands off to a person when it should
Your rules
Connects to
  • Your CRM
  • Your calendar
  • Your phone line
  • Your website chat
What is included

An agent built for your business, not a generic bot.

Most missed calls happen after hours or when the team is on a job. The agent covers those moments and hands real problems to people.

Voice receptionistAnswers your business line in your company's name, day or night, and asks the questions your team would ask.Inbound callsAfter hoursOverflow
Website chat agentThe same knowledge on your website, so visitors get answers and can book without waiting for a reply.Website chatBooking
Qualifying and bookingService area, job type and urgency checked before anything lands on your calendar.QualifyingCalendar
CRM logging and hand-offEach conversation saved to your CRM with a summary. Emergencies and anything unclear go straight to a person.HubSpotMakeTransfers
Training on your businessYour services, hours, service area and the answers you approve. It does not quote prices you have not signed off.Your scriptApproved answers
Monthly reviewWe read the transcripts, fix weak answers and update the agent as your services, hours or offers change.Transcript reviewUpdates
Who builds itAutomation
SaidSaid, our co-founder, builds every agent and connects it to your CRM and calendar. He spent over 10 years in telecom engineering and web development before CleverBoss, and runs our own agent.
A good fit if

Calls come in when nobody can pick up.

  • Home services
  • Roofing
  • Self storage
  • Professional services
  • Small front-desk teams
  • After-hours calls
Your name, your number, your dataThe agent answers as your business. Transcripts and leads live in your CRM, not in ours.
How it starts

From first call to a live agent.

Every agent goes through the same steps, and you approve it before it ever talks to a customer.

  1. 01 · SCOPEScopeWhat the agent handles, what it hands off, and where bookings go.
  2. 02 · BUILDBuildTrained on your services and approved answers, connected to your calendar and CRM.
  3. 03 · TESTTestYou and your team call it and chat with it. We fix every weak answer before launch.
  4. 04 · RUNRunLive on your line and site, with a monthly transcript review.
Live demo

Hear our own agent before you buy one.

AI agents are a new service for us, so we will not show you made-up results. CleverBoss runs its own voice and chat agent. On a short call you talk to it yourself, then we walk you through what yours would say and do.

  • Call it or chat with it, live
  • See the questions it asks and how it books
  • Leave with a plan for what your agent should handle

What it handles

New calls and chats, common questions, qualifying and booking.

What it hands off

Emergencies, angry callers and anything it is unsure about go to a person.

What you approve

Its script, prices it may quote, and when it transfers. Nothing goes live untested.

Questions

What people ask before they start.

Something else on your mind? Ask us directly.

Will callers know they are talking to an AI?

Yes. The agent introduces itself as your business's virtual assistant and says so plainly if asked. We do not set it up to pretend it is a person.

What happens when it cannot answer something?

It hands off. Depending on what you choose, it transfers the call, takes a message or books a callback, and the conversation is logged so your team has the details.

Does it replace my front desk?

No. It covers the calls your team cannot get to, like after hours, weekends and busy moments, and hands the rest to people.

What platform do you build on?

We build on an established voice and chat platform and run it under your business name, so callers only ever hear your brand. We connect it to HubSpot or other systems with Make.

Do you have client results?

Not yet. AI agents are a new service for us. Instead of promises, we will show you the agent we run for CleverBoss on a live demo.

What does it cost?

It depends on what the agent handles and how many calls and chats it takes. We give you a straight quote after a short scoping call.

Works well with

Pair it with the ads that make the phone ring.

SearchCallsGoogle AdsCalls from search, answered every time, even after hours.SocialLead formsPaid socialLead forms from Meta and others, followed up fast.WebChatWebsitesFast sites with the chat agent built in.
Live demo

Hear it answer before you decide.

Tell us how calls come in today. We will let you talk to our own agent and show you what yours would handle.

Talk to us about an agentCall (321) 301-0627