Optional module
Conversational AI agent connected to your CRM
An extension of your CRM, not a separate business. The agent qualifies, summarizes, answers or assigns based on rules you define — by chat, email, SMS or phone. Important decisions keep human validation.
Setup · from $1,500Managed service · from $297/mo
AI usage, calls and messages billed separately based on usage.
On your channels
Web chat
Email
SMS / text
Phone (voice agent)
What it does, by your rules
Qualifies and routes every request
Summarizes the conversation in the CRM
Books appointments and sends reminders
Opens or updates a ticket, depending on the available connector
Hands off to a human when needed
Configured on your processes; human validation for important decisions
How it works
01
Discovery call: your use cases, tools and tone.
02
We design the agent and connect it to your CRM.
03
Pilot on one channel (often chat or email).
04
Rollout, tuning and monthly follow-up.
Connected to your CRM, validated with you.
Built for Quebec French — voice and understanding validated with you during the pilot · approach designed to support your personal-information protection obligations · human validation for important decisions.