Inbound intake workflow
Know which caller is a real job before you call back
You lost the $4,000 job to a price-shopper and a wrong number
You're on a call with someone just comparing prices when the real emergency rings through and drops to voicemail. By the time you dig it out, he already called the next guy on Google.
Kai answers every caller, asks who they are and what they need, and texts you the hot ones first, so you call the real job back before it's gone.
Kai is your secretary on the business line. He picks up, figures out who's a real job and who's a tire-kicker, and tells you which one to call back first, so the good ones never sit behind the junk.
Who this is for
Best for teams with qualification gates, including law firms, home services, property management, dental, medical, insurance, and local sales teams.
Ask who they are and what they need
Kai answers like a real secretary and gets the caller's name, number, the job, and how urgent it is, in plain conversation, not a phone-tree.
Flag the ones worth your time
Emergency job, ready-to-book, or just kicking tires: Kai figures it out and marks the hot ones so you know which text to open first.
Text you the real jobs first
You get a text with who called, what they want, and which one matters, so you call the $4,000 job back before the price-shopper.
Set it up in about 3 minutes
No app. Calls ring your cell first. Kai covers the rest.
Get your number
Grab a business number in about three minutes. No app, no porting headache. Calls still ring your cell first.
Tell Kai your trade
Say what you do and what a real job sounds like for you. Kai uses that to sort the emergencies from the tire-kickers.
Get the text
Kai answers what you miss, screens every caller, and texts you who's worth calling back first. That's it, you're live.
Answer
Picks up before the caller gives up and tries someone else.
Remember
Writes down the name, the number, the reason they called — all in one place.
Act
Books, routes, follows up, or closes out — by your rules.
Brief
Tells you what happened and what to do about it.
See it in action
Run the business by voice — just call Kai.
Call your own number and Kai catches you up on who called, updates a lead, or fires off a text for you — the whole business, run from your phone.
The real problem
You don't need another phone menu.
Nobody searching for this wants another phone menu. They want fewer lost calls, faster callbacks, and to actually know who called and why — without babysitting a dashboard.
That's the whole job. Kai answers the call, takes care of what it can, and hands you something you can act on — a booked appointment, a written-up lead, or a quick note about who needs a callback.
Who it serves
Best for teams with qualification gates, including law firms, home services, property management, dental, medical, insurance, and local sales teams.
What leaks revenue
Kai answers every caller, asks who they are and what they need, and texts you the hot ones first, so you call the real job back before it's gone.
What the team gets
You call the real job back first instead of in the order it rang.
Mini scenario
What this looks like in real life.
Here's a call that probably sounds familiar — and what Kai does with it from the first ring to the note you read afterward.
Caller situation
You're under a sink at 2pm. Three calls come in: a burst-pipe emergency, a guy comparing quotes, and a robocall.
Kai action
Kai answers all three, gets the story from each, and drops the junk. He texts you: emergency first, price-shopper second.
Business result
You call the burst pipe back the second you're out from under the sink, and it's still yours, not the next guy's.
How it works
Three steps, every call.
It's the same loop every time. Kai handles the conversation, writes down what matters, and passes it on — so nobody has to reconstruct the call from a half-remembered voicemail.
Step 1
Ask who they are and what they need
Kai answers like a real secretary and gets the caller's name, number, the job, and how urgent it is, in plain conversation, not a phone-tree.
Step 2
Flag the ones worth your time
Emergency job, ready-to-book, or just kicking tires: Kai figures it out and marks the hot ones so you know which text to open first.
Step 3
Text you the real jobs first
You get a text with who called, what they want, and which one matters, so you call the $4,000 job back before the price-shopper.
What you get out of it.
You call the real job back first instead of in the order it rang.
Price-shoppers and robocalls stop eating your afternoon.
The hot lead never sits in voicemail behind three junk calls.
You see who's worth calling back in a text, no app to open, no queue to dig through.
More ways Kai helps
Other things Kai can take off your plate.
This is one piece of it. Kai also answers overflow calls, qualifies leads, books appointments, follows up on quiet leads, and keeps your CRM current — here's where to look next.
Inbound intake
Inbound and intake workflows
Kai answers the callers you can't get to, finds out what they need, and texts you their name, number, and why they called, so a missed ring turns into a lead you can actually work.
Take a lookInbound intake
Missed call recovery
Calls that used to ring out now come back to you as a named caller, what they wanted, and their number to call back.
Take a lookInbound intake
After-hours answering
The nights and weekends you would normally sleep through get answered, so the emergency call that used to hit voicemail reaches someone instead.
Take a lookInbound intake
Appointment booking workflows
When your line rings out, Kai answers the overflow, checks your booking rules, and puts real callers on the calendar instead of into voicemail.
Take a lookInbound intake
CRM and intake capture
Every paid call gets logged with who called, what they wanted, and where they came from, so a callback starts warm instead of cold.
Take a lookGoogle LSA
Google LSA lead response
Your line rings your cell first — the LSA calls you can't grab get answered by Kai and land in your texts with the name, number, and what they need.
Take a lookOutbound SDR
Outbound SDR workflows
Old and half-worked leads get a real callback with the original request in hand, instead of aging out while you're busy.
Take a lookOutbound SDR
Lead reactivation
Every lead that went quiet gets one more real conversation, and the ones still interested come back to you booked instead of forgotten.
Take a lookQuestions people ask.
How does Kai know which caller is a real job?
He asks. Kai talks to every caller like a secretary would, gets what they need and how urgent it is, and flags the ones that look like real work. You still make the call, he just tells you which one to open first.
Do I have to sit and set up rules?
No. You get a business number in about three minutes and tell Kai your trade and what a good job looks like for you. He handles the screening from there. If you ever want to change it, you just call Kai and tell him.
Does this replace me answering the phone?
No. Your calls still ring your cell first. Kai picks up the overflow, the after-hours, and the ones you can't grab, so the good ones don't slip while you're on a job.
Set this up in about 3 minutes.
Get your number, let calls ring your cell first, and Kai covers the rest. Want to hear him first? Call the live demo and talk to Kai yourself.