Six teammates. Each one handles a different part of the work that's eating your week. You don't need all six. You probably need one or two — and we'll tell you which on our first call.
Sam — The Front Desk
Channel: Inbound voice
Hours: 24/7
Languages: English & Spanish
Sam is the first teammate most clients hire. She picks up every call in one ring, qualifies the caller, books the appointment, and transfers the urgent ones to you. She works around the clock and never goes to voicemail.
What she handles:
New customer inquiries — qualified and booked on the call
After-hours and weekend calls — same quality, same voice
Emergency routing — urgent keywords transfer straight to you
Voicemail capture and transcription for callers who'd rather leave a message
Real-time appointment booking into Google Calendar or Cal.com
Best for: Every business with a phone number.
Want to hear it for yourself? Avery is our Sam. Same teammate, configured for TallView — trained on what we offer, how we qualify, and how we book a demo call. Tap Call Avery anywhere on the site and that's her picking up. Yours will be configured for your business the same way.
Kai — The First Touch
Channel: Outbound voice
Trigger: New lead in your CRM or form fill
The moment a new lead comes in, Kai calls them. Usually in under 60 seconds. He runs your qualifying questions, books them if they're qualified, and sends them straight to your voicemail if they're not — politely.
What he handles:
Sub-60-second callbacks on every new lead
Form-fill follow-ups, ad lead callbacks, referral callbacks
Discovery questions built from your sales process
Booking into the right calendar
Re-attempts on busy or no-answer with smart cadence
Best for: Anyone running paid ads, generating online leads, or whose first-responder advantage matters.
Grace — The Reminder
Channel: SMS
Trigger: Time-based and event-based
Grace handles the messaging layer. Appointment reminders. Two-way text replies. Review requests after the appointment. Cancellation waitlist drops. Birthday and loyalty triggers.
What she handles:
Day-before and morning-of appointment reminders
Two-way conversations (rescheduling, questions, confirmations) — Claude-powered, sounding like your front desk
Same-day review requests routed by sentiment
Waitlist refills when someone cancels
Promotional broadcasts to your customer list (with proper opt-in)
Best for: Home services, medical offices, salons, anyone with appointments.
Leo — The Quote Closer
Channel: Multi-channel (text + voice)
Trigger: Quote sent
Every quote that leaves your CRM kicks off Leo's 14-day cadence. He texts on day 1, calls on day 3, texts on day 7, and so on. Trained on your offer. Stops the second the customer replies or books.
What he handles:
14-day automatic follow-up on every estimate, proposal, or quote
Multi-channel — text where they read, call where they're reachable
Hot replies routed to you with the full quote context
Closes about 20–30% more deals from the same pipeline
Best for: Contractors, real estate, B2B, anyone whose deals don't close on day one.
Ava — The Recovery
Channel: Voice + SMS
Trigger: CRM segment (12+ months inactive)
Ava is the teammate most owners didn't know they could hire. She works through your CRM in batches of ~100 a day — old customers, dead leads, patients who haven't been in a year. She calls with a real reason to come back, in a way that sounds like your business.
What she handles:
CRM ghost reactivation campaigns
Seasonal service reminders (tune-ups, cleanings, check-ups)
Past-customer referral asks
Re-engagement of inquired-but-never-booked leads
Best for: Any business with a CRM you've been "meaning to work" for a year.
Cole — The Pipeline
Channel: Email + voice
Trigger: Campaign cadence
Cole is the cold-outbound teammate. He pulls 200 ICP contacts a week, sends sequenced emails that sound like you wrote them, handles the replies, and books the qualified ones onto your calendar.
What she handles:
ICP list-building from public sources
Multi-step email sequences with proper warm-up
Reply handling — "not now" gets a polite step-down, "tell me more" gets a real conversation
Booking the qualified replies into your calendar with full thread context
Compliance with CAN-SPAM and opt-out protocols
Best for: B2B SaaS, agencies, coaches, anyone who'd hire an SDR.
You don't need all six.
Most clients start with one — usually Sam or Kai. The right one is the one that gives you back the biggest piece of your day. We figure that out on our first call.