First Response Agent

A proof-gated inbound response workflow for missed calls, website forms, opted-in SMS leads, and CRM events.

Scope Custom Workflow

Workflow states

Every response step needs a state, owner, and proof.

Inbound event

Starts from a missed inbound call, website form, opted-in SMS lead, or CRM event.

Qualification

Captures need, urgency, and handoff rules without pretending a lead converted.

Booking

Appointment booking remains gated by calendar and customer policy.

Human takeover

Hot lead alerts and summaries route to a human when policy or confidence requires it.