An AI sales agent trained on your playbook
An AI sales agent is a voice and email assistant that follows your script and objection playbook with every inbound lead, takes the next step the playbook allows, and hands everything else to a person. Lily closes small, fixed-price items, books the rest, and is retuned monthly from your calls.
Part of the Done For You plan. Voice and email are live; texting is coming soon.
Why the follow-up conversation has to be good, not just fast
more likely to qualify a lead when contacted within an hour versus an hour later.
Harvard Business Review, 2011calls plus emails was the contact cadence that performed best in the Velocify study. One try is not a follow-up.
Velocify, Ultimate Contact Strategycall attempts maximum per lead in 24 hours on our system. The cadence is firm so it never becomes pestering.
Our contact limitsplaybook review from recordings. Objections that lost leads get a new answer, and you approve it.
Done For You planFive objections and how Lily answers them
A sample from an in-home sales playbook. Your version uses your words. Every answer ends with a question, because the goal is the next step, not winning the point.
| Objection | Lily's answer | Next step |
|---|---|---|
| "I'm just getting quotes." | "That makes sense, most people compare two or three. The estimate is free and takes about an hour, and you'll have a written number to compare. Would a morning or an evening work better?" | Book |
| "How much is it?" | "It depends on the size and what we find on site, so I don't want to guess and get it wrong. The consultant gives an exact price at the visit, with no obligation. Is Thursday or Saturday better?" | Book, no price |
| "My spouse isn't home." | "No problem. We find it works best when both of you can ask questions at the same visit. When are you usually both home?" | Book both |
| "I'll call you back." | "Sure. So I don't bother you, would you rather I email the details, or should someone from the office check in on Monday?" | Tier B, task |
| "Are you a real person?" | "No, I'm an AI assistant for Peak Bath. I can book a visit or get a person to call you. Which would you prefer?" | Honest, offer human |
What Lily will not say, whatever the script
No unpublished prices
She states a price only if you put it in the playbook as fixed and published. No estimates, no "probably around", no negotiating.
No guarantees
No promised results, timelines, financing approvals or warranties beyond the exact wording you supply.
No medical, legal or financial advice
Walk-in tub and med spa scripts route health questions to a licensed person. She never interprets a symptom or a contract.
Never denies being an AI
She says so in the opening and again if asked. This is a system rule, not a script line a client can remove.
Closes the small things, hands off the big ones
What she closes on her own
- Directory listing upgrades with a published price, like a verified badge or featured placement.
- Starter packages with a fixed, published price and no custom scope.
- Paid diagnostic or service-call visits where the fee is stated on your site.
- Appointments, which is most of what she does. How booking works.
What goes to a human, with a warm handoff
- Any custom quote: remodels, roofs, systems, solar, anything measured on site.
- Financing, contracts and change orders.
- Complaints and anything about an existing job.
- "I want a person." Lily stops, says who will call, and sends the transcript so the rep does not start from zero.
Monthly tuning from real calls
On the Done For You plan we listen to a sample of recordings each month, tag every objection, and measure which answers led to a booking and which led to a hang-up. New answers are drafted in your voice, you approve them, and they go live. The reactivation script and the after-hours script are tuned the same way. Plans and what drives the quote are on the pricing page; the rules Lily operates under are on the compliance page.
AI sales agent, answered
What is an AI sales bot or AI sales agent?
Software that holds a sales conversation by voice, email or (soon) text, follows a script and an objection playbook you approve, and takes a next step: booking, a small purchase, or a handoff to a person. Ours is Lily. She works your inbound leads only, never a cold list.
Can it close deals?
Small ones. Lily can take a yes on low-ticket, fixed-price items like a directory listing upgrade, a starter package or a diagnostic visit where the price is published. Anything with a custom quote, financing or a contract goes to a human with the transcript and a warm introduction.
What will it refuse to say?
It will not quote or negotiate prices that are not published, will not promise results, timelines or guarantees, will not give medical, legal or financial advice, and will never deny being an AI, even if asked directly. These are hard rules, not script preferences.
How is the playbook built?
We start from your top five objections and how your best rep answers them, in your words. Each month we review real call recordings, find the objections that stumped Lily or lost the lead, and add or rewrite answers. You approve every change before it goes live.
Is this a chatbot on my website?
No. This is a voice and email assistant that follows up with leads who asked for contact. If you want a website chatbot, Eye To Ad Media also runs a free builder at conversationalaibot.com. The two can hand leads to each other.
See it on your own leads.
15-minute call with a real person. Or have Lily, our AI, call you first.