AI Automation

Your AI SDR team. Voice. SMS. Chatbot.

The moment a lead submits a form, our Voice AI is on the phone in under 60 seconds - trained on your knowledge base, asking your signed-off qualifying questions, booking the appointment in your calendar. If they don't pick up, SMS takes over. If they DM your page, the AI chatbot picks it up. Same brain. Same calendar. Same outcome - a confirmed booking, or a clean disqualification.

Book a strategy call → See the per-appointment pricing Try it - talk to our AI now
88%NZ solar lead-to-appointment ratio
< 1 minSpeed to first contact
3.8×Qualified pipeline growth
−41%Cost per install
The stack

One brain. Three channels. Zero leads ignored.

We don't pick "voice or SMS" - we run all three off the same knowledge base, the same qualifying logic, and the same calendar. The lead picks where they want to talk; the AI books regardless.

Voice AI

A natural-sounding voice agent that calls the lead within 60 seconds of form submission. It introduces itself, references your brand and offer, asks the signed-off qualifying questions, handles objections from your playbook, and locks in a time on your calendar before the call ends. Every call recorded, transcribed, and dropped into your CRM.

  • NZ/AU accents available
  • Trained on your sales scripts & FAQs
  • Multi-attempt callbacks with smart timing
  • Auto-disqualifies wrong-fit leads - never billed

SMS follow-up

No answer on the call? A personalised SMS lands within seconds. The AI carries on a real conversation by text, handles questions, sends your calendar link, and books the meeting. Drip sequences keep nudging - without spam - until the lead either books or opts out.

  • Two-way conversational SMS (not blast templates)
  • Time-zone aware send windows
  • Carries calendar booking through the thread
  • Compliant opt-out and quiet-hours handling

AI chatbot

On your website, in Messenger, on WhatsApp. The same AI that runs Voice and SMS - answering product questions, qualifying inbound chat, and booking appointments without anyone on your team online. When a deal is bigger than the bot can handle, it warm-transfers to a human and notifies your team.

  • Web widget + Messenger + WhatsApp
  • Reads your knowledge base in real time
  • Books directly into your calendar
  • Escalates complex deals to a human
How it works

From form submit to confirmed booking in 60 seconds.

1. Lead submits

A prospect clicks your Meta or Google ad, hits the landing page, and submits the interactive qualifying form. Their answers + contact details push into your CRM workspace instantly.

2. Voice AI calls

Within 60 seconds, the Voice AI dials. It uses your name, your offer, your script. It asks the signed-off qualifying questions and listens to the answers - actually listens, not a tree of buttons.

3. SMS fallback

If no answer, SMS fires. The AI carries the same conversation by text. If the lead replies, the AI responds in seconds, asks the qualifying questions, and sends a calendar link.

4. Chatbot anytime

If the lead comes back via your website, Messenger or WhatsApp, the chatbot picks up where Voice and SMS left off. One memory across all three channels.

5. Calendar confirmed

Once a time is locked in, a confirmation goes out - branded email, SMS reminder, ICS file. The booking shows on your team's calendar with a full transcript attached.

6. Evidence with every booking

Every appointment lands with the AI call recording and full transcript attached. If a prospect no-shows, you follow up holding the entire conversation - their goals, their answers, their booking - not a cold name on a list.

Trained on you

This isn't a generic AI. It's your business, in software.

Your knowledge base

Product details, pricing, packages, service area, common questions, your unique selling points - we ingest your existing docs, transcripts and FAQs. The AI quotes the same answers your top closer would.

Your qualifying questions

Before launch you sign off the 3–4 questions that decide "qualified" vs "not qualified" - loan amount, roof type, cover band, suburb, budget, timeline. That document is the billing contract. If the AI books someone outside those thresholds, you don't pay.

Your objection handling

"It's too expensive." "Send me an email." "I need to ask my partner." Every common objection gets a custom response - pulled from your top reps' actual calls. The AI mirrors the playbook your team already uses.

Your calendar & CRM

Bookings drop directly into Google Calendar / Outlook / your CRM workspace. No exporting CSVs, no double-handling. The AI knows when you're free and never double-books.

Your tone of voice

Formal? Conversational? Kiwi-relaxed? Aussie-direct? Voice and SMS are tuned to sound like your business - not a generic call-centre script.

Your sales process

Single-call close? Two-step discovery? Quote-then-call-back? We map the AI's behaviour to wherever it fits in your funnel - and hand off cleanly to your humans for the final close.

Industries we run this for

Same model. Different scripts. Same outcome: confirmed appointments.

Solar

AI confirms home ownership, roof type, panel package interest and install timeline before booking the in-home consultation. Disqualifies renters and out-of-area instantly.

See solar setup →

Insurance

Voice agent qualifies on existing cover, household income band, smoker status, age band - books straight into the broker's calendar with full transcript attached.

See insurance setup →

Mortgage & finance

Filters on loan amount, LVR, household income and fixed-rate roll-off window. Books the adviser only when the deal is worth the meeting.

See mortgage setup →

Real estate

Vendor vs buyer stream, suburb, property type, timeline. Routes vendor leads straight to listing appraisal bookings - agent-branded, suburb-specific.

See real estate setup →

Professional services

Decision-maker, business size, problem urgency, budget band. Books the partner - not a junior - for the right kind of conversation.

See pro services setup →

Your industry?

If you sell something where speed-to-contact matters and a qualifying conversation precedes the appointment, this works. Book a call and we'll map it live.

Book the call →
Run the numbers

Model the impact on your funnel.

Plug in your real lead volume and deal value. See what changes when the AI Conversion Engine takes over.

Proof, not promises

What this looks like in production.

Nationwide NZ solar company · Voice AI + CRM + Dashboards

From 44% → 88% lead-to-appointment ratio.

The company was paying for leads that took 24 hours to call back. We rebuilt their funnel with the AI Conversion Engine - Voice AI calling every lead in under 60 seconds, SMS following up, every interaction logged to a custom CRM. The lead-to-appointment ratio doubled. Cost per install fell 41%. Qualified pipeline grew 3.8x in 9 months.

Their team ran the whole sales day off the dashboard we built. They did not chase leads, the AI did.

Read the full case study →
88%
Lead-to-appointment (from 44%)
3.8×
Qualified pipeline
−41%
Cost per install
<1 min
Speed to first contact
Proof

Numbers from the brands we market.

The same system runs for these brands. Click through and see the work live.

16,500+leads generatedfor the brands we market, on Meta
How we know
  • 16,500+ leads generated: Meta Ads Manager, read through Pipeboard (read-only): lead events (form submissions) summed across the NZ-dollar ad accounts we run, 24 Aug 2023 to 23 Sep 2026. Exact figure 16,552.

Checked 24 Sep 2026.

29M+ad impressionsserved across those accounts
How we know
  • 29M+ ad impressions: Meta Ads Manager, read through Pipeboard (read-only): impressions across the same accounts and dates. Exact figure 29,181,718.

Checked 24 Sep 2026.

265,000+clicksto the brands’ websites
How we know
  • 265,000+ clicks: Meta Ads Manager, read through Pipeboard (read-only): link clicks across the same accounts and dates. Exact figure 265,106.

Checked 24 Sep 2026.

solarhubfiji.com Solar Hub Fiji website homepageVisit site solarhubfiji.com (opens in a new tab)
Since 2024

Solar Hub Fiji

Solar and EV charging, Fiji

2,644leads since 2024
7M+ad impressions
6,397Facebook followers
How we know
  • 2,644: Meta Ads Manager, read through Pipeboard (read-only), Solar Hub Fiji ad account, 2024 to 23 Sep 2026.
  • 7M+: Meta Ads Manager, read through Pipeboard (read-only), same account and dates. Exact figure 7,007,802.
  • 6,397: Facebook page insights for Solar Hub Fiji, read through Pipeboard: 6,397 page likes.

Checked 24 Sep 2026.

Visit solarhubfiji.com (opens in a new tab)
proficientcs.com PCS Global website, full pageVisit site proficientcs.com (opens in a new tab)
Since Apr 2026

PCS Global

B2B outsourcing, NZ and Australia

247B2B leads in under six months
40.7Kpeople reached on Facebook in 28 days
15.7KFacebook followers
How we know
  • 247: Meta Ads Manager, read through Pipeboard (read-only), PCS Global ad account, 8 Apr to 23 Sep 2026.
  • 40.7K: Meta Business Suite, PCSglobal Facebook page: 40.7K viewers, 26 Aug to 22 Sep 2026.
  • 15.7K: Facebook page insights for PCSglobal, read through Pipeboard: 15,699.

Checked 24 Sep 2026.

Visit proficientcs.com (opens in a new tab)
talentfiji.com Talent Fiji website, full pageVisit site talentfiji.com (opens in a new tab)
Since Jul 2026

Talent Fiji

Jobs marketplace, launched Jul 2026

58,894link clicks in the first 8 weeks
3.6M+ad impressions since launch
573page likes from launch ads
How we know
  • 58,894: Meta Ads Manager, read through Pipeboard (read-only), Talent Fiji ad account, 28 Jul to 23 Sep 2026.
  • 3.6M+: Meta Ads Manager, read through Pipeboard (read-only), same account and dates. Exact figure 3,657,753.
  • 573: Facebook page insights for Talent Fiji, read through Pipeboard: 573 of the page's 778 likes came from the launch ads.

Checked 24 Sep 2026.

Visit talentfiji.com (opens in a new tab)

Meta ads data, 24 Aug 2023 to 23 Sep 2026, pulled 24 Sep 2026. Leads are enquiry form submissions. Brands are part of the group we market for.

Stop letting leads go cold

Get your AI SDR team on the phone in 4 weeks.

From $95 + GST per confirmed appointment, priced by industry. Book a strategy call and we'll map the qualifying questions, the scripts, and the ROI before you commit.

Book my strategy call →