Task
Agent steps
Outcome
Handoff to a person

Call yesterday's leads from after 7 PM and book showings

Dials the number
Greets, finds out the need
Offers two time slots
Logs the deal in the CRM
Texts a confirmation
Hands off to a rep
Showing booked
Reminder an hour before

Deal in CRM
No answer
Retry in 15 minutes

Second try tonight
Rep needed
Discount question

History attached
Showing booked
Thursday 6:30 PM, 2-bed under $450K. Mortgage question waiting for a rep.
Open deal

AI agents for business

The agent calls and texts first, gets each conversation to the point and hands your team only what needs a person. On your phone system, in your channels.

Connects to the phone system and CRM you already use

SMSWhatsAppInstagramKommoBitrix24TwilioRingCentralZoom PhoneDialpadHubSpotSalesforceGoHighLevel

Leads come in around the clock.
Your team answers during business hours.

  1. 01

    A web form lead waits until morning for a call, and nobody returns the missed call.

  2. 02

    Past customers sit in the CRM untouched.

  3. 03

    Nobody calls current customers about a renewal, a new offer or an unpaid invoice.

The AXIS agent takes the first touch: it calls and texts the same minute, finds out what the person needs, sets the next step and logs the result in your CRM. A conversation that hits price, contract terms or an exception goes to a rep with the full history.

AXIS builds custom AI agents for small and mid-sized businesses: a voice agent for calls and a text agent for messages, set up on your phone system, your CRM and your sales script.

The first touch waits for a rep
The first touch goes to the agent

The sales front line,
rebuilt

The agent, the operator console and your data. One system, three layers.

Your dataOperator consoleAgentSMSWAIGKommoB24ZohoSIPPBXVoIP

Built for the first touch
layers top to bottom

Agent

Voice and text in one script. It calls, texts, listens and replies from your phone system and your messaging channels.

Operator console

Campaigns, conversations, channels, recordings and summaries on one screen. The operator edits the script without a developer.

Your data

Your CRM, knowledge base and phone system connect to the agent, not the other way around. Data, recordings and transcripts stay with you.

Voice assistant

Answers inbound calls and calls CRM campaigns on your phone system. It handles interruptions, keeps a natural pace and writes the result to your CRM before it hangs up.

Billed by conversation minutes

Capabilities

  • Inbound and outbound calls on your phone system
  • Call campaigns from your CRM
  • Handles interruptions at a natural pace
  • Recording, transcript and summary of every call
  • Handoff to a rep with the history
  • Script edits by the operator

Included

  • Phone system and CRM connection
  • A script built for your sale
  • Pilot on part of your leads with review
  • Operator console

Text assistant

Answers by SMS, WhatsApp, Instagram and the chat on your website. It knows your documents, sends the first message only with your approval and hands off to a rep when a chat goes off script.

Billed by conversation volume

Capabilities

  • SMS, WhatsApp, Instagram, website chat
  • One inbox for every channel
  • Knowledge base from your documents
  • First messages only with approval
  • CRM updates during the chat
  • Handoff to a rep with the history

Included

  • Channel and CRM connection
  • A script built for your sale
  • Pilot with review
  • Operator console

Your reps keep only the deals

The agent takes everything that repeats every day: the first call, qualifying, booking, reminders, following up with leads who went quiet. The operator sets what it does and when; you decide how much to hand it.

Call everyone who sent an inquiry last night and book a showing
Agent on the line
Reads the lead
Calls first
The agent calls the lead the same minute, greets them, finds out what they need and sets the next step. Numbers that don't answer go into scheduled callbacks.
AXIS agent
How did the follow-up on yesterday's leads go?
Called fourteen leads. Two booked showings, three didn't answer, callbacks at 10 AM.

Campaign progress

Dialed
Answered
64%
Showings booked
14%
Callback
21%
Not interested
29%

Next steps

Call back three no-answers at 10 AM: two attempts so far, a text with a link sent.
Text a showing confirmation to both booked leads.
Pass the mortgage question from the third call to a rep.
Follows the script

Inbound lead

  1. Greet and confirm the request
  2. Ask budget and area
  3. Offer two showing times
  4. Log the deal in the CRM
  5. Text a confirmation
Follows your script
The script is built for your sale, not a template: objections, pricing, terms, limits. The operator edits it without a developer.
Writes to CRM
Updates your CRM during the call
Deal, contact, stage and summary appear in the CRM before the agent hangs up. The recording and transcript sit next to them.
Deal record
Source · website
Stage · showing booked

Filled in by the agent

Contact+1 ··· ··· 4217
Budgetup to $450K
Areadowntown
ShowingThu 6:30 PM
Tagsmortgage
Recording and transcript
AXIS agent
4/5
  • Greeted, confirmed the request
  • Asked budget and area
  • Offered two showing times
  • Logged the deal in the CRM
  • Send a confirmation
Hands off
#leads-for-reps
AXISagent9:12 AM

Rep needed: the buyer is asking about financing for the property.

Call summary

  • Wants a 2-bed under $450K downtown
  • Ready for a showing Thursday evening
  • Asked about mortgage rates and down payment

Next steps

  1. 1Answer the mortgage question before the showing
  2. 2Confirm the showing Thursday at 6:30 PM
  3. 3Mark the question closed in the CRM
I'll take itLater
S
Sales rep9:14 AM
I'll take it
AXISagent9:14 AM

Sent over the history and recording. I'll remind the buyer about the showing an hour before.

Hands off to a person with the history
When the conversation reaches price, contract terms or an exception, it goes to a rep with the full history and a summary.
Answers chats
Answers messages in the same voice
SMS, WhatsApp, Instagram and your website chat live in one inbox, with the same script and the same knowledge base.

One inbox for every channel

One script

The agent answers by SMS, WhatsApp, Instagram and on your website in one inbox. Your rep sees everything in the console.

SMS
Lead 2:02 PM
Price question
Wants photos
Free tonight

SMS · reply

Two times open

Thursday 6:30 PM or Friday at noon, which works better?

Booked
WhatsApp
Lead 1:40 PM
Returning customer
Saw a showing in May
Waiting on a discount

WhatsApp · reply

Discount goes to a rep

I passed your question to a rep, you'll hear back within the hour.

Waiting
Website chat
Lead 2:15 PM
Mortgage
20% down
Ready for a showing

Website · reply

Financing in progress

20% down noted. I'll check the rate with the lender and reply here.

Answered

Your reps keep only the deals

The agent takes the first touch, your reps work on what brings in revenue

Web form lead
Post-sale survey
Missed inbound call
Appointment canceled
No-answer callback
Meeting rescheduled
Showing booked
SMS reply
Visit confirmation
WhatsApp reply
Reminder an hour before
Instagram DM lead
Database reactivation
Website chat question
Post-sale survey
Text with a link
Appointment canceled
Lead qualification
Meeting rescheduled
Budget check
SMS reply
Time slot pick
WhatsApp reply
Property match
Instagram DM lead
Stock check
Website chat question
Order status
Text with a link
Same-day delivery
Lead qualification
No answer, retry in 15 min
Budget check
Busy, retry tonight
Time slot pick
Voicemail
Property match
Returning customer
Stock check
Membership renewal
Order status
Trial ending
Same-day delivery
Unpaid invoice
No answer, retry in 15 min
Abandoned cart
Busy, retry tonight
Review request
Voicemail
NPS survey
Returning customer
Webinar invite
Membership renewal
Webinar reminder
Trial ending
Doctor's appointment
Unpaid invoice
Appointment confirmed
Abandoned cart
Results ready
Review request
Handoff to a rep
NPS survey
CRM summary
Webinar invite
Call recording
Webinar reminder
Transcript
Doctor's appointment
Tag in Kommo
Appointment confirmed
Deal in Bitrix24
Results ready
Task for a rep
Handoff to a rep
Campaign paused
CRM summary
STOP reply
Call recording
Do-not-call request
Transcript
Night mode
Tag in Kommo
Weekends
Deal in Bitrix24
Showing set
Task for a rep
Contract to sign
Campaign paused
Price question
STOP reply
Off-script case
Do-not-call request
Repeat sale
Night mode
Dormant leads
Weekends
Hot lead
Showing set
Number changed
Contract to sign
Booking confirmed
Price question
Product return
Off-script case
Payment question
Repeat sale
Web form lead
Dormant leads
Missed inbound call
Hot lead
No-answer callback
Number changed
Showing booked
Booking confirmed
Visit confirmation
Product return
Reminder an hour before
Payment question
Database reactivation
1 400 000
minutes of conversations handled by our assistants

Three assistants.
Three sales jobs.

Each one is built for its own script and works where your sales already happen: phone, messaging, CRM.

Sales
front line

Answers calls and inquiries the same minute, finds out the need and hands a rep a ready deal.

What it takes on · 01 / 03
  1. 01

    24/7, holidays included

    Answers at any hour: nights, weekends, while your reps are on vacation.

  2. 02

    Up to 20 calls at once

    No busy signal and no queue. A spike from a promotion or an ad campaign is not lost: every caller gets an answer.

  3. 03

    Answers on the first ring

    No hold and no “we'll call you back”. The customer has no time to change their mind or call a competitor.

  4. 04

    Sounds natural

    Pauses, intonation, natural speech. The conversation flows the way it would with a well-trained rep.

  5. 05

    Qualifies and writes to your CRM

    Finds out the need, budget and contact details and creates a ready deal record without a person.

Lead
reactivation

Gets back to leads that went quiet in your CRM: calls, texts, checks interest and sets the next step.

What it takes on · 02 / 03
  1. 01

    Works through the whole database

    Goes through leads that have gone quiet in the CRM, the ones your reps never get to.

  2. 02

    Never forgets, never gets tired

    Unlike a person, it does not skip awkward leads and takes each one to an outcome.

  3. 03

    Finds out why they went quiet

    Learns whether interest cooled, plans changed or the person simply got busy, and updates the CRM status.

  4. 04

    Scales without hiring

    100 contacts or 10,000: reactivation volume does not require a bigger sales team.

  5. 05

    Reps get only warm replies

    The dialing routine is on the agent. People step in once the lead has shown interest.

Current
customers

Reminds about contract renewals and oil changes, shares special offers and takes the answer.

What it takes on · 03 / 03
  1. 01

    Reminds on time, not too late

    Contract renewal, maintenance, an oil change: the agent reaches out on schedule instead of waiting for the customer to remember.

  2. 02

    Shares special offers

    Current promotions reach customers who opted in, without manual mailings.

  3. 03

    Takes the answer and closes the next step

    Does not just notify: it records the yes, the question or the objection and passes it to a rep.

  4. 04

    Cuts churn without another hire

    Works like a personal account manager for every customer without adding to payroll.

  5. 05

    Uses the customer's history

    Every call is personal: the agent knows the customer's contract, vehicle and last visit date.

Let's build an agent
for your sales process.

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We reply within one business day.