An office manager at a small plumbing company reviews a drafted customer reply on her laptop.

Service

Every new lead answered and followed up, with people checking

We set up instant lead replies, quote follow-ups, review requests and website chat in the tools you already use. AI drafts routine replies, and a trained person reviews them, except simple cases you approve in advance.

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Delivered every month

  • A map of your lead flow, with gaps priced in your own numbers
  • Instant replies and missed-call text-back for new leads
  • Follow-up sequences for quotes, estimates and consultations
  • Review requests and customer updates triggered by your job system
  • A website chat assistant limited to answers you approve

Automation handles the repeat work, and people stay in charge. You approve every script, chat answer and trigger before anything goes live.

Business benefits

What automation gives back to you

Faster replies, steady follow-up and hours saved, with a person checking the AI.

Every new lead gets a fast reply

Web forms, chats and missed calls get an automatic text or email with next steps or a booking link, so leads hear from you while they are still deciding.

Follow-up on every quote

Quotes, estimates and consultations get timed follow-ups by text and email until the customer books or says no. Your team steps in when a customer replies.

Hours saved every week

Automations move details between your website, job software, inbox and CRM, your customer database. Staff stop copying information by hand.

AI help, with a person checking

AI drafts replies, posts and summaries. A trained person on our team reviews each draft before it reaches a customer, unless you set rules for simple cases.

Problems we fix

Where leads and staff hours get lost

Three common gaps. Slow replies and retyped data cost leads and time. Unchecked AI costs trust.

Leads wait hours for a reply

Forms that arrive after hours sit in a shared inbox until someone checks it. By then, many buyers have already booked someone else.

Staff retype the same details all day

Lead details get copied from forms to the CRM, then to the job system, then to invoices. Each copy costs time and adds mistakes.

72%

of consumers say suspected AI involvement in reviews lowers their trust

Unchecked AI content that customers notice

AI replies and posts sent without review can be wrong, generic or off brand. Customers notice, and trust drops.

Source: Clutch, via Business Wire, 2026 (opens in a new tab)

Full scope

What we build in your tools

Four areas of work. Consent and opt-out rules are built into every text sequence, and AI drafts go to a person for review.

01

Website chat assistants

A chat assistant on your website that answers common questions from your approved answers, then books the customer or hands off to a person.

  • Chat on your site set up with your services, areas and policies
  • Answers limited to the facts and prices you approve
  • Booking links into your calendar or job software
  • Handoff to a person for complex or urgent questions
  • After-hours lead capture with name, phone and need
  • Built on Intercom, Zendesk, Gorgias or a custom chat
  • Every conversation logged and reviewed for mistakes
02

Lead replies and follow-up

Automatic replies and follow-up sequences that move every lead toward a booking, a signed quote or a consultation.

  • Instant text and email replies to new web leads
  • Missed-call text-back with a booking link
  • Quote and estimate follow-ups by text and email
  • Appointment confirmations and reminders that reduce no-shows
  • Lead routing to the right person or location
  • Consent and opt-out rules built into every sequence
03

Reviews and customer updates

Messages sent by your job, booking or order system after the work is done, at the moment you choose.

  • Review requests sent when a job or visit is marked complete
  • On-the-way and job-complete texts for field crews
  • Thank-you messages and care tips after each service
  • Maintenance and renewal reminders based on job dates
  • AI-drafted review replies checked by a person
  • Every customer gets the review request, whatever their survey score, and low scores also go to you so you can call them
04

Workflows and AI drafts

Connections between the tools you already use, plus AI that drafts routine work for a person to review.

  • Zapier, Make or n8n workflows between your apps
  • Leads pushed into HubSpot, Salesforce or your job software
  • Call summaries and notes added to customer records
  • AI-drafted emails, posts and reports reviewed before use
  • Daily or weekly summaries sent to Slack, email or text
  • Custom API connections when no ready-made link exists

Platforms and tools we work in

ZapierMaken8nHubSpotSalesforceServiceTitanJobberHousecall ProIntercomZendeskGorgiasTwilioOpenAISlack

Process

How we automate with care

We start with lead replies and review requests, test every path with real examples and launch in stages.

  1. 01

    Map where time and leads go

    We trace how leads arrive, who answers, how quotes get followed up and where staff retype data. Each gap is priced by the jobs, visits or orders it costs.

  2. 02

    Design the automations

    We write the messages, rules and handoffs with you. You approve every script, every answer the chat assistant can give and every trigger before launch.

  3. 03

    Build, test and launch

    We build in your tools, test each path with real examples and launch in stages, starting with lead replies and review requests.

  4. 04

    Monitor and improve

    Our software checks every night that automations ran and leads got replies. People review AI conversations, and we adjust scripts based on what customers ask.

Timeline

What goes live in 90 days

  1. 30days

    First 30 days

    A map of your lead flow, approved scripts and the first automations live, usually instant lead replies, missed-call text-back and review requests.

  2. 90days

    First 90 days

    The chat assistant, quote follow-ups and reminders are running. You can see reply times, follow-up results and estimated hours saved in your dashboard.

  3. Ongoingevery month

    After that

    Monthly reviews of conversations and results, new automations as your needs change, and fixes when an app or rule changes.

What we measure

How we check every automation

Time to first reply

How long new leads wait for a first response, by source and time of day.

Lead to booking rate

The share of leads that book a job, visit or consultation after automated follow-up.

Quotes won after follow-up

Quotes and estimates that turned into sold work after a follow-up message.

Chat handoffs and errors

How often the chat assistant handed off to a person, and any answers flagged as wrong.

Staff hours saved

Estimated time saved each week on tasks that now run on their own.

By industry

Automation ideas for your industry

Industry hub

Home services

Missed-call text-back, quote follow-ups and review requests triggered from ServiceTitan, Jobber or Housecall Pro.

See the plan Nebula for Dental practices

Dental practices

Appointment reminders, recall messages and HIPAA-aware chat that collects only contact and scheduling details.

See the plan Nebula for Personal injury law

Personal injury law

Fast replies to new case inquiries, with intake details pushed into Clio, MyCase or Lawmatics.

See the plan Nebula for Car dealerships

Car dealerships

Instant replies to internet leads, with appointments and notes pushed into VinSolutions or DealerSocket.

See the plan Nebula for Online stores (D2C)

Online stores (D2C)

Help desk automations in Gorgias and AI-drafted replies checked by a person before sending.

See the plan

Managed programs it pairs with

Goal packages that include it

Related services

Questions

AI and automation, plainly explained

Straight answers, in plain English.

All questions
Will AI talk to my customers without a person checking?

Only within limits you approve. The chat assistant answers from your approved facts and hands off anything else. A person on our team reviews AI-drafted replies, posts and emails, unless you set rules for simple cases such as booking confirmations.

Do I need new software?

Usually not. We build on the tools you have, such as your CRM, job software, help desk and phone system, and connect them with Zapier, Make or n8n. If a new tool is needed, we explain why before you decide.

Can we send automated texts?

Yes, with the right consent. Marketing texts sent with automated tools need the customer's prior written consent, a clear way to opt out and sending hours that follow federal and state rules. We build consent capture, opt-out handling and quiet hours into every sequence, and your own counsel has the final say.

What happens if an automation breaks?

Our software checks every night that each automation ran and that leads received replies. If something fails, our team fixes it and tells you what happened and which leads were affected.

What affects the cost of AI and automation?

The number of automations, the tools we connect, chat volume, message volume and whether custom API work is needed. You get a written quote with your free audit. Service is month-to-month with no setup fee.

Who owns the automations?

You do. Workflows, scripts and chat setups are built in accounts in your name. If you leave, they stay with you.

Reply to every new lead, day or night

Ask for a free marketing audit. You get your top fixes in writing and a review call with an account lead, with no obligation.

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