AI chatbots
- Website, WhatsApp, Instagram and Messenger
- Trained on your approved information
- Hands off to a person when needed
Service 09
AI & Automation
AI chatbots, agents and automations that answer leads, book calls and take repetitive work off your plate.
Included inScale and Partner
Chatbots and automationsFrom $750
First stepFree 30-min call
UpdatesWeekly
What we build
AI and automation that do real work
Practical tools that answer, qualify, book and follow up, so your team can focus on clients.
AI agents
- Lead qualification and enrichment
- Proposal and quote drafts
- Research and meeting summaries
Online booking
- Calendar booking with reminders
- Fewer missed appointments
- Synced to your calendar
Email & SMS follow-up
- Welcome and nurture sequences
- Confirmations and reminders
- Win-back emails for cold leads
CRM pipelines
- Simple deal stages
- Lead source tracking
- Tasks and reminders for your team
Integrations
- Forms, calendar, email and CRM connected
- Instant alerts for new leads
- No more copy and paste
In detail
What we do, step by step
The work behind our AI & Automation service, from setup to reporting.
01 / 04 · Map
See where time and leads are lost
We trace how people find you, inquire and book today, and where work piles up.
Talk to us about this- Journey map from first visit to booking
- Response-time check
- Repetitive tasks list
- Drop-off points
- A prioritized list of fixes
02 / 04 · Build
Chatbots, agents and workflows that run on their own
We build the tools, write the messages and connect your systems.
Talk to us about this- AI chatbot setup and training
- AI agents for repetitive tasks
- Landing pages and forms
- Online booking with reminders
- Email and SMS sequences
- CRM pipeline setup
- Tool integrations
- Lead alerts for your team
03 / 04 · Test
Every step checked before launch
We test the whole flow the way a real lead or teammate would use it.
Talk to us about this- End-to-end test runs
- Chatbot answers checked against real questions
- Email deliverability checks
- Mobile testing
- Tracking on every step
04 / 04 · Improve
Better results every month
Once it's live, we measure each step and keep improving it.
Talk to us about this- Chatbot conversation reviews
- Open and reply rates
- Booking and show-up rates
- A/B tests on pages and emails
- New automations as you grow
Who it's for
Is this right for you?
This is for businesses losing leads to slow replies, or spending hours on work a machine could do: answering the same questions, copying data between tools, chasing follow-ups.
It also suits teams that want to use AI properly, with clear rules and human review, not as a gimmick.
- Leads wait hours for a reply
- Your team repeats the same tasks every day
- Nobody follows up after the first contact
- Your tools don't talk to each other
How it works
Four clear steps
Every step is logged in your weekly written update.
- 01
Map
We map where time and leads are lost today.
- 02
Design
We plan the chatbot, agent or workflow and agree the rules it follows.
- 03
Build and test
We build it, connect your tools and test it with real scenarios.
- 04
Launch and improve
We launch, review conversations and results, and keep improving.
Every month
What you get each month
Done within your plan's monthly hours and listed in your weekly update.
- New automationsMore of your repetitive work handled automatically.
- Chatbot and agent tuningAnswers improved based on real conversations.
- Sequence improvementsFollow-up emails refined on open and reply rates.
- Health checksIntegrations and workflows checked so nothing breaks quietly.
Tools
Tools we work with
We also work inside the tools you already use, so nothing has to change on day one.
AI models
OpenAIClaudeGemini
Automation
ZapierMaken8n
CRM
HubSpotGoHighLevelZoho CRMPipedrive
Email & SMS
MailchimpKlaviyoActiveCampaign
Pricing
Ways to start
As a one-off build, or as part of a monthly plan from Scale.
FAQ
Questions, answered
Anything else? Ask us on a free call.
Will an AI chatbot say the wrong thing?
We train it only on your approved information, set clear limits and send anything it can't answer to a person.
Which AI tools do you use?
Models from OpenAI, Anthropic and Google, plus automation platforms like Zapier, Make and n8n. We pick what fits your budget and data rules.
Do I need a CRM?
If you get regular inquiries, a simple CRM helps you see every lead. We'll keep it light.
Are software and AI usage costs included?
No. Tool subscriptions and AI usage are paid directly to the provider. Your plan or project covers our work.
Can you work with the tools I already have?
Usually, yes. We build on your current CRM, email and booking tools where they do the job, and only suggest changes when they save you time or money.
Keep exploring
Works well with
Get started
Let's find your next customers.
Book a free 30-minute call. If we're not the right fit, we'll tell you, and point you to what would help.
hello@visency.com
Prefer email? Write to us any time.