LISA will speak with your prospect and gather information. Then she will schedule a time that works with your calendar to meet with the prospect, estimate the job, and deliver a proposal. This is all done automatically without you needing to directly speak with the lead before meeting them in person. Because she can handle more calls and not let any calls go to VM, this results in more appointments booked on your calendar, which means more proposals and jobs booked.

You can reach us anytime by chat or email. Likewise, we can jump on a 1-1 zoom call. Our team is happy to assist.

Your customized agent can answer calls 24/7 OR during business hours only OR after hours only. In addition, LISA can be configured to answer the phone after 4 rings, giving you or your current admin the opportunity to answer OR LISA can be configured to answer the phone right away. Lots of options so that LISA works the way you want her too!

LISA is programmed to listen for upset callers and can proactively ask the caller if they would like to speak with another member of your team. Likewise, if at any time, callers use words or phrases signaling that they would like to speak with someone else, LISA is programmed to let the caller know their information has been noted and a member of your team will call them back.

Every time a call is handled by LISA, the entire conversation is logged within the caller's contact record for you to view. In addition, a real time email transcription can be sent to your email with the entire conversation.

No problem! Just contact us with the change you want to make and our team will configure your request, test, and let you know once the change has taken effect. Very few of our clients make changes after the initial setup, however those who do can expect their changes to be completed within 2-4 days.

Yes! LISA can take emergency requests for your business (including after hours, weekends and holidays) and even route these calls separately. She can also set expectations with callers on your emergency pricing (if you want her to) and make sure these call requests jump ahead in the queue. Just let us know how you would like LISA to operate for you and we'll take care of the rest!

Yes! You can easily test LISA as many times as you like before activating her for your callers.

Yes! Many of our customers already have a business line that they are using with in their business. Customers have the option of porting their phone number to our platform. This process usually takes 3-7 days depending on the carrier you are using. Once the number is ported, you will have the same (or more) options for handling your phone number as you do with your current carrier, including Caller ID, 3 way calling, Missed Call Text Back, # of rings, Call Forwarding, and much more. If you decide that you no longer want to continue service with us, you'll submit a port request with your new carrier or platform and your phone number will simply be transferred to the service of your choice and once complete, it will work the same as it did before. Bottom Line - You always have access to your business phone number.

You own all of your data and your lead and customer data can be downloaded at any time. Data is encrypted and stored safely. All lead and customer data can be exported at any time.

No. All subscriptions are month to month. Cancel anytime.