Turn first contact into a booked consultation.
Qualify inquiries, collect intake details and schedule consultations without tying up your staff.
Example conversation. Illustrative; not a transcript from a live system.
- Customer: I need help with a lease agreement review.
- Agent: We can help with that. To match you with the right person, is this a residential or commercial lease, and is there a deadline you're working to?
What gets in the way today.
- Inquiries arrive after hours
- Prospects research at night and expect a response by morning.
- Intake takes time
- Collecting the same basic details for every new client is repetitive but necessary.
- Follow-ups slip
- Without a system, promising inquiries go cold.
Where an AI agent helps.
Typical professional services tasks an agent can take on, with your rules and your systems.
- Appointment scheduling
- Inquiry qualification
- Intake forms
- Follow-up workflows
- Service FAQs
How a typical interaction runs
Prospect makes contact
Website, phone, or messaging.
Qualify the inquiry
Service area, urgency, and basic fit.
Collect intake details
Conversationally, into your intake system.
Schedule a consultation
With a connected calendar.
Follow up
Reminders and next steps through approved channels.
Integration possibilities
- Calendars and scheduling tools
- CRM and practice-management systems
- Intake forms
- Email and messaging
Specific systems are confirmed per deployment.
Human escalation
Anything requiring professional judgment is handed to a qualified person. The agent gathers information; it does not give advice.
Data privacy
Intake information is collected only as needed and stored in the systems you control.
Read our security principlesQuestions from professional services teams.
- Does the agent give legal, financial or other professional advice?
- No. It qualifies, schedules and collects information. Advice comes from your professionals.
Other industries
- Healthcare
- Restaurants and Hospitality
- Telecom and Contact Centers
- Retail and E-commerce
- Sales and Business Operations
Examples on this page are illustrative. We do not publish customer names, logos or case studies without permission.
Bring AI agents to your professional services team.
Tell us what you want to automate. We'll walk through how Samvaad Agents could fit your channels, systems and team.