AI RECEPTIONIST + SMS FOR AGENCIES
Every lead your marketing earns, worked to a booking.
Ownership is yours. Your CRM, your numbers, your automations, your client. We build it inside your accounts and keep it working.
Each client gets an AI Voice Employee and an AI SMS Employee that answer, qualify, book and follow up for thirty days, inside the CRM you already run. You set the retail.
- Ownership is yours
- One setup fee per client
- Start with one client
- Appointment booked
- CRM updated
- Confirmation text sent
Sample thread. The names, the times and the trade are illustrative.
The AIEmply partner program gives marketing agencies an AI receptionist and an AI SMS agent for every client, built as native automations inside the CRM and phone accounts the agency already runs. We build, test and keep it working. You own it, set the retail and keep the client.
One lead, thirty days
Nobody on your team touched it.
The thread your client sees in their own inbox, from the Monday-night form fill to the review request. Every line is an automation or one of the two AI employees.
- SMSThe green bubbles. The AI SMS Employee, built in your CRM, replying in seconds and following up with a reason each time, never “just checking in”.
- VoiceThe call rows. The AI Voice Employee, in your voice account, calling when a call is what moves the lead and answering when the lead calls back.
- AutomationThe grey lines. Native automations in your CRM: logging, pipeline moves, the calendar, the owner's notification.
- Monday · 9:41 PM
- Form received · Pipeline: New lead · Source: website
Hi Dana, it's Ava at Summit Home Services. Thanks for the request. Two quick questions and I can get you a real number tonight. Is this a repair or a replacement?
9:41 PMReplacement, it's about 15 years old
9:44 PMAt that age, replacement is the right call. Marcus does a free on-site measure so the number is exact. He has Thursday 2 PM or Friday 10 AM. Which works?
9:45 PM
- Tuesday · no reply yet
Hi Dana, no rush. One thing worth knowing: Marcus can only hold those two slots until tomorrow, so if either works, say the word and I'll lock it in.
10:15 AM
- Wednesday
- Voice Employee · Outgoing call · 2 min 10 sDana picked up. She wanted to know if the old unit gets taken away. It does, per the brief. She took Friday 10 AM.
- Booked Friday 10 AM · Calendar · Pipeline: Estimate booked · Owner texted
- Thursday
Hi Dana, a reminder that Marcus is with you tomorrow at 10 AM for the measure. Reply C to confirm or R to move it.
9:00 AMC
9:12 AM
- Two weeks later
- Job marked complete · Review request sent
Hi Dana, thanks for choosing Summit. If Marcus did right by you, a quick review would mean a lot to him. Here's the link.
4:30 PMDone, he was great
6:02 PM
No script, no jargon, nothing that sounds like a bot. Both employees talk like someone who works there, with the same tone and memory on the phone.
Sample thread. The names, the times and the trade are illustrative.
You sell the traffic. The lead dies in the five minutes after it arrives.
You send your clients the calls and the form fills. Then the owner is on a job, the form sits until morning, and the lead buys from whoever replied first.
When a client says the marketing is not working, their calls usually went to voicemail. The campaign did its job. Nobody did the next one.
62%
of calls to small businesses went unanswered in a 30-day study
411 Locals, 2016
42 hrs
average time for a company to respond to a new lead
Harvard Business Review, 2011
100×
more likely to reach a lead contacted within five minutes than after thirty
InsideSales.com / MIT, 2007
Every one of those numbers is a retainer at risk.
Not a bot. Two AI employees that work the lead for thirty days.
Answering is the first five seconds. The next thirty days win or lose the job, and this is what gets built for every client, in their own accounts.
- Automationa native automation in your CRM, yours
- SMSthe AI SMS Employee, built in your CRM, in the conversation
- Voicethe AI Voice Employee, in your own voice account
- Minute 0
Every lead, every source, answered in seconds
The Voice Employee answers every inbound call 24/7 in the client's name, and web forms get a text reply in seconds. Every lead is logged with its source.
VoiceSMSAutomation - Minute 5
Qualified with the client's questions, in their order
Same questions and pricing rules by phone or text, with an estimate booked where a real number needs a visit. Pipeline stage and contact fields update automatically.
VoiceSMS - Day 1 to 12
Goes quiet. The cadence starts, and it alternates.
Each touch carries a reason to reply, in whichever channel the lead prefers, and both employees share the thread.
- DAY 1Text with something useful: an open slot, an included item, a seasonal price.
- DAY 2Call from the Voice Employee with the one question that was blocking them. No answer means a short voicemail and a text.
- DAY 5Text. If a competitor's quote or an objection comes back, it is handled in the thread.
- DAY 12Last touch of the cadence, call or text on the client's rules. Then the lead moves to the 30-day check.
SMSVoiceAutomation - Any day
Switches channel. Same memory.
A lead who texted last night and calls this morning is recognized, and an unbooked call becomes a text with the quote and open slots. The customer never repeats themselves.
VoiceSMS - Booked
Confirmed, reminded, and the client told
Booked into the client's calendar with a confirmation text and reminders. The owner gets a text that a job landed.
AutomationSMSVoice - Day after
No-show, or a quote that went quiet
No-shows get the next two open slots by text and a recovery call. Quiet quotes get a follow-up on day 2 and day 6, then rest.
SMSVoiceAutomation - Day 30
Still quiet
One re-engagement text, then they are left alone. Nothing goes to a number that never opted in.
SMSAutomation - After the job
Review request. Seasonal check-in.
A review request when the job closes, and a check-in when the service is due again.
SMSVoiceAutomation - Any time
STOP, or a human
STOP is honored instantly at the system level. Calls warm-transfer to whoever is on duty, and the client's team can take over any text thread.
AutomationVoiceSMS - Every step
Every outcome logged on the lead
Booked, quiet, objected, opted out, no-show: every outcome is marked by what the lead did, so reporting is right without anyone touching it.
AutomationSMSVoice
Ownership is yours. Written down.
No white-label, no wholesale rate, no “powered by”, no lock-in.
Built in your CRM, on your numbers, in a voice account you hold. We work inside as an invited user, and everything we build stays where it was built.
Your CRM
Pipeline, automations, calendar, contact data, inbox and the SMS Employee itself. Built there, stays there, and your team can open and edit every automation.
Your numbers and your voice account
Numbers in your telephony account, carrier registration in your client's name, and the Voice Employee in a voice account you own.
The SMS Employee
Its knowledge base, prompts and flows live in your CRM. Nothing lives on our side, so there is nothing we could switch off.
What you get per client
One setup per client. Then we stay on it, so it keeps working long after go-live.
We handle
Setup, once per client
- Discovery call with you, and the client if you want them on it
- Business knowledge base: services, pricing rules, hours, service area, booking rules, FAQs, red lines
- The full follow-up system, cadences included, built and published in your CRM
- AI SMS Employee built in your CRM: instant replies, cadence responses, outcomes written back to the lead
- AI Voice Employee built in your voice account: inbound answering, outbound follow-up calls, reminders, warm transfer, number forwarded
- A2P 10DLC brand and campaign filed in your client's name for the use case the client really runs, with the opt-in wording for their forms
- Test rounds with you against your client's real questions, tuning, sign-off
- Operating sheet and a recorded walkthrough for your team
After go-live, ongoing
- Both employees monitored, inside your accounts
- Ongoing changes and fine-tuning: hours, pricing rules, FAQs, cadence timing, voice script
- Regular review of real calls and threads, weak answers fixed, with a short note on what changed and why
- Prompt and model updates when providers change something, before your client notices
- Support by email or Slack, one business day
- Campaign amendments if the client's use case changes
You handle
- The client relationshipYou sold them, you own them. We never contact them, and that is in the partner agreement.
- Pricing and billingYou invoice your client whatever you choose. We invoice you, per client.
- The kickoff briefOne call, or a filled-in brief: services, pricing rules, hours, booking rules, escalation preferences.
- First-line questionsYour client asks you. Anything you cannot answer comes to our partner channel and is answered within a business day.
- Minutes and messagesYour voice and messaging bills, at their rates. We do not mark them up and we never see them.
- Positioning it in your offerStandalone line item, bundled into a retainer, a lead-gen add-on. Your call.
One setup fee per client. Tiers at four, seven and ten.
You pay per client, not per seat or per message. Your retail is yours to set.
The setup fee steps down as you add clients:
- 1 to 3 clientslist
- 4 to 6 clients10% off setup
- 7 to 9 clients20% off
- 10+ clients30% off
The tiers track our cost. From your fourth client the build loads from a template and takes about half the hours.
The rate card is shared after a short application, so it never sits on a page your clients can find.
Get the rate cardWhat agencies ask before signing
Who owns the client relationship?
You do, without qualification. We never contact, market to, or solicit your clients, during the partnership or after it ends, and that is in the partner agreement rather than only on this page.
What happens if you shut down?
Nothing goes dark. Everything runs in your accounts: the numbers, the CRM, the automations, the SMS Employee and the Voice Employee. Remove our access and it all keeps running exactly as it did the day before. That is the honest answer, and it is why the offer is built this way rather than as white-label.
Is this a white-label AI receptionist?
No, and that is deliberate. A white-label AI receptionist is another company's platform with your logo on it: the numbers, the automations and often the client data live in the vendor's system, and they go dark if the vendor does. We build the AI receptionist and the AI SMS agent inside your own CRM and phone accounts instead. No “powered by”, no wholesale rate, no lock-in, and everything keeps running if you remove our access.
Which CRMs and phone platforms do you build in?
The ones agencies actually run for local service clients. Tell us yours on the application; if it is one we build in every week, the setup is at list. If it is one we have not built in before, we scope it first and quote before anything starts.
Why a setup fee, when your own pricing page says no setup fee?
Direct customers rent an employee on our infrastructure and own nothing when they leave. You get a follow-up system built as native automations in your CRM, which you keep, plus both employees in accounts you hold. Different purchase, different price.
Why not build it in-house?
The demo takes a weekend. Then it is twenty-five to thirty hours per client, carrier registration that gets rejected for wording, deliverability that fails silently, prompts that drift three months in, models that get deprecated, and call-recording and do-not-call rules that land on whoever built it. That is a telephony operations company, and running one badly next to a marketing agency is worse than running one well.
Our CRM has an AI feature built in. Why yours?
Out of the box, a built-in bot is generic: no shared memory across text and phone, no cadence that adapts to what the lead actually said, no outbound calls in the follow-up, nobody reading the conversations, and you still configure and maintain it. What we build is trained per business, works the lead for thirty days on both channels, and comes with the people who keep it sharp.
Can we start with one client, and with SMS only?
Yes to both, and most partners do. Setup at list for the first three clients; the tiers start at your fourth. Add the Voice Employee later at the upgrade rate, and the cadence gains its call steps the day it goes live.
Whose phone and messaging accounts are used?
Yours. Numbers sit in your telephony account, carrier registration is filed in your client's name, and we do the filing. Nothing routes through our accounts, so deliverability, number ownership and the compliance record all sit where they should: with the business that is sending.
What about consent for reactivation and promotions?
Prior express consent, every time. An imported list is not consent. We run reactivation only against contacts who inquired or bought, with opt-out on every message, and we register each campaign for the use case it really runs. We will not set up a campaign that puts your client's number at risk of being filtered.
How fast can you turn a client around?
One to three weeks from brief to live, both employees included. The range comes from carrier approval on the SMS side, which we file on day one and cannot hurry. From your fourth client the template makes it quicker. The go-live half of the setup is not billed until it is live and you have signed off.
What if the AI says something wrong?
Both employees quote only from the pricing rules in the brief, say so and escalate when they do not know, and cannot authorize a discount or commit to anything you have not approved. Every call is recorded and every thread stored, so a dispute is a question of fact rather than memory. The partner agreement sets out where liability sits in the cases that remain.
We would rather introduce than deliver. Is there a referral option?
Yes. Introduce the client, we take it from there, and you receive 15% of what they pay, recurring. Some agencies start there and move to building once the first client renews.
Apply, or book a partner call.
Tell us what your agency does, which CRM and phone platform you use, and how many clients could use this. If it fits, you get the rate card and a go-live date.
We reply to every application within two business days.